NASDAQ$BMBL
Bumble Inc. · Q4 2021 earnings
Q4 2021 earnings · · Investor relations
Briefing
Bumble Inc. reported strong Q4 2021 results, marked by revenue growth and strategic execution.
Bumble Inc. announced its Q4 and Full Year 2021 results, revealing a 25.7% increase in revenue to $208.2 million for the quarter and a total revenue of $765.7 million for the year. The Bumble app saw a 42.2% revenue increase, reaching $150.5 million, while total paying users increased by 10.6% to 3.0 million. The company also reported a net loss of $14.7 million and an adjusted EBITDA of $54.8 million.
- Total revenue increased by 25.7% to $208.2 million.
- Bumble App revenue grew by 42.2% to $150.5 million.
- Total paying users increased by 10.6% to 3.0 million.
- Net loss decreased to $14.7 million from $26.1 million year-over-year.
Headline financials
Revenue & EPS history
Bumble · Revenue · Quarterly
$208M
Revenue by segment
Bumble · $208M total across 2 segments · Q4 2021
- Bumble App$151M+42.2%72.3%
- Badoo App and Other$57.7M-3.5%27.7%
Forward guidance
Bumble anticipates total revenue in the range of $207 to $210 million and adjusted EBITDA in the range of $47 to $49 million for the quarter ending March 31, 2022. For the full year 2022, Bumble anticipates total revenue in the range of $934 to $944 million and adjusted EBITDA margin in the range of 26.5% to 27%.
Tailwinds
- Bumble App revenue of $152 to $153 million.
- Bumble App year over year revenue growth of 34% to 36%.
Headwinds
- A loss of approximately $2 million of revenue from Russia, Ukraine, and Belarus, due to the conflict and the company's subsequent decision to remove all of its apps from the Apple App Store and Google Play Store in Russia and Belarus. This will predominantly impact Badoo App and Other revenue.
- An unfavorable impact of approximately $5 million from foreign currency movements.
- A loss of approximately $20 million in revenue from Russia, Ukraine, and Belarus, due to the conflict and the company's subsequent decision to remove all of its apps from the Apple App Store and Google Play Store in Russia and Belarus. This will predominantly impact Badoo App and Other revenue.
- An unfavorable impact of approximately $20 million from foreign currency movements.
- The outlook range incorporates the flow-through impact of the loss of approximately $20 million in revenue from the Russia-Ukraine situation and modest dilution from Fruitz due to investments in its integration and growth.
Historical earnings impact
How earnings announcements have historically affected this stock's price.
Avg. return before/after earnings
Based on 20 quarterly earnings reports · overlaid with Q4 2021
+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 | — | — | — |
Discussion
Share your read of this quarter. Sign-in carries your eToro identity.
Join the conversation
Sign in with eToro to post your read of this quarter and vote on others'.
Sign in with eToro