NASDAQ$BMBL
Bumble Inc. · Q4 2024 earnings
Q4 2024 earnings · · After market close · Investor relations
Briefing
Bumble Inc. reported a decrease in total revenue and operating earnings for the fourth quarter of 2024, while total paying users increased.
Bumble Inc. experienced a decline in total revenue by 4.4% to $261.6 million in Q4 2024, with operating earnings at $37.0 million. Despite the revenue decrease, total paying users saw a 5.3% increase, reaching 4.2 million. The company also reported an Adjusted EBITDA of $72.5 million.
- Total Revenue decreased by 4.4% to $261.6 million in Q4 2024, compared to $273.6 million in Q4 2023.
- Operating earnings were $37.0 million, or 14.1% of revenue, in Q4 2024, a significant improvement from an operating loss of $6.9 million in Q4 2023.
- Total Paying Users increased by 5.3% to 4.2 million in Q4 2024, up from 4.0 million in Q4 2023.
- Adjusted EBITDA was $72.5 million, or 27.7% of revenue, in Q4 2024, compared to $73.7 million, or 26.9% of revenue, in Q4 2023.
Headline financials
Revenue & EPS history
Bumble · Revenue · Quarterly
$262M
Revenue by segment
Bumble · $276M total across 2 segments · Q3 2023
- Bumble App$222M+22.8%80.5%
- Badoo App and Other$53.7M+3.3%19.5%
Forward guidance
For the first quarter of 2025, Bumble Inc. anticipates total revenue between $242 million and $248 million, with Bumble App Revenue expected to be between $198 million and $202 million. Adjusted EBITDA is projected to be between $60 million and $63 million. The company also plans to discontinue the Fruitz and Official apps in the first half of 2025.
Tailwinds
- Anticipated Adjusted EBITDA between $60 million and $63 million for Q1 2025.
- Strategic decision to discontinue Fruitz and Official apps, streamlining focus.
- Continued focus on strengthening the ecosystem, delivering exceptional customer experiences, and enhancing revenue strategy.
- Building upon a strong foundation with a regular cadence of product innovation.
- Operating with discipline and rigor to strengthen business performance and create lasting shareholder value.
Headwinds
- Total Revenue for Q1 2025 is projected to be lower than Q4 2024 actuals.
- Bumble App Revenue for Q1 2025 is projected to be lower than Q4 2024 actuals.
- Discontinuation of Fruitz and Official apps may impact short-term revenue streams.
- Actual results may differ materially due to various risks and uncertainties.
- Inability to provide a reconciliation of Adjusted EBITDA to GAAP net earnings (loss) for the outlook due to unpredictable factors.
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 2024
+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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