NASDAQ$BMBL
Bumble Inc. · Q2 2025 earnings
Q2 2025 earnings · · After market close · Investor relations
Briefing
Bumble Inc. reported a net loss of $367 million for Q2 2025, driven by $405 million in impairment charges amid a strategic shift to improve membership health.
Total revenue declined 7.6% year-over-year to $248.2 million as paying users fell across both apps, partially offset by higher ARPPU. The company recorded substantial impairment losses on goodwill and intangible assets following a revised outlook and announced a major restructuring plan affecting 30% of its workforce. Operating cash flow remained positive for the six-month period despite the quarterly net loss.
- Revenue fell to $248.2 million with Bumble App contributing $201.4 million and Badoo App and Other $46.8 million.
- Net loss of $367.0 million included $404.9 million impairment loss on goodwill, brands, and the Fruitz asset held for sale.
- Total Paying Users declined 8.7% to 3.78 million while Total ARPPU rose slightly to $21.69.
- Company announced 2025 Restructuring Plan impacting ~240 roles and completed sale of Fruitz app post-quarter end.
Headline financials
Revenue & EPS history
Bumble · Revenue · Quarterly
$248M
Revenue by segment
Bumble · $248M total across 2 segments · Q2 2025
- Bumble App$201M—81.1%
- Badoo App and Other$46.8M—18.9%
Forward guidance
Company is implementing global workforce reduction and strategic shift away from performance marketing toward brand investment while discontinuing Fruitz and Official apps.
Tailwinds
- Positive operating cash flow of $114.5 million for first half of 2025
- Cash position strengthened to $261.7 million
Headwinds
- Significant impairment charges of $408.5 million year-to-date
- Declining paying user base across apps
- Restructuring charges expected to total $13-18 million
Historical earnings impact
How earnings announcements have historically affected this stock's price.
Avg. return before/after earnings
Based on 19 quarterly earnings reports
+0.0%
Avg return
Earnings day
+2.1%
Avg return
5 days after
+0.2%
Avg return
30 days after
50%
11 / 22 earnings
Positive
+45.7%
Q4 2021
Best reaction
-30.2%
Q4 2024
Worst reaction
| Quarter | Report date | Reaction (Day 0) | +5 days | +30 days |
|---|---|---|---|---|
| Q2 2025 | — | — | — | |
| Q1 2026 | -20.0% | -23.3% | -34.0% | |
| Q4 2025 | +33.8% | +45.8% | +19.7% | |
| Q3 2025 | -22.0% | -26.2% | -33.2% | |
| Q1 2025 | +26.1% | +33.3% | +21.0% | |
| Q4 2024 | -30.2% | -31.7% | -44.1% | |
| Q3 2024 | +4.0% | +18.3% | +10.3% | |
| Q2 2024 | -27.8% | -27.4% | -14.3% | |
| Q1 2024 | +11.2% | +11.7% | +8.9% | |
| Q4 2023 | -11.7% | -10.1% | -10.8% | |
| Q3 2023 | +5.7% | +9.0% | +8.2% | |
| Q2 2023 | -7.6% | -8.1% | -10.9% | |
| Q4 2022 | +11.4% | +4.9% | -16.3% | |
| Q3 2022 | +4.9% | +13.7% | +6.7% | |
| Q2 2022 | -10.1% | -3.9% | -21.6% | |
| Q1 2022 | +16.3% | +34.2% | +57.9% | |
| Q4 2021 | +45.7% | +33.3% | +64.3% | |
| Q3 2020 | -0.2% | -0.9% | -5.9% | |
| Q3 2021 | -24.2% | -24.3% | -28.7% | |
| Q2 2021 | +9.0% | +6.1% | +24.8% | |
| Q1 2020 | -3.2% | -5.5% | +14.1% | |
| Q1 2021 | -20.1% | -19.2% | -6.0% | |
| Q4 2020 | +10.2% | +16.1% | -4.9% | |
| Q2 2020 | — | — | — | |
| Q4 2019 | — | — | — |
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