NASDAQ$BMBL
Bumble Inc. · Q4 2020 earnings
Q4 2020 earnings · · Investor relations
Briefing
Bumble Inc. reported an increase in revenue and paying users due to team dedication and agility during the pandemic
Bumble Inc. reported a strong fourth quarter with a 31% increase in revenue to $165.6 million and a 32% increase in total paying users to 2.7 million. The Bumble app saw a 47% revenue increase, while Badoo app and other revenue increased by 10%. However, the company experienced a net loss of $26.1 million compared to a net income of $17.2 million in the same quarter of the previous year.
- Revenue increased by 31% to $165.6 million.
- Bumble app revenue increased by 47% to $105.8 million.
- Total paying users increased by 32% to 2.7 million.
- Net loss was $(26.1) million.
Headline financials
Revenue & EPS history
Bumble · Revenue · Quarterly
$166M
Revenue by segment
Bumble · $166M total across 2 segments · Q4 2020
- Bumble App$106M+46.7%63.9%
- Badoo App and Other$59.8M+10.3%36.1%
Forward guidance
Bumble anticipates Revenue and Adjusted EBITDA for the quarter ending March 31, 2021 and year ending December 31, 2021 to be:
Tailwinds
- First quarter 2021 Revenue in the range of $163 to $165 million
- First quarter 2021 Adjusted EBITDA in the range of $41 to $42 million.
- Full year 2021 Revenue in the range of $716 to $726 million
- Full year 2021 Adjusted EBITDA in the range of $173 to $178 million.
Headwinds
- Actual results may differ materially from Bumble’s Financial Outlook as a result of, among other things, the factors described under “Forward-Looking Statements” below.
- The non-GAAP adjustment for stock-based compensation expense requires additional inputs such as number of shares granted and market price that are not currently ascertainable
- The non-GAAP adjustment for certain legal, tax and regulatory reserves and expenses depends on the timing and magnitude of these expenses and cannot be accurately forecasted.
- The Company is unable to address the probable significance of the unavailable information
- which could have a potentially unpredictable, and potentially significant, impact on its future GAAP financial results.
Historical earnings impact
How earnings announcements have historically affected this stock's price.
Avg. return before/after earnings
Based on 20 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 |
|---|---|---|---|---|
| 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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