NASDAQ$BMBL

Bumble Inc. · Q4 2025 earnings

Q4 2025 earnings · · After market close · Investor relations

Briefing

Bumble reported Q4 2025 total revenue of $224.2M (-14% YoY) with a net loss of $611.1M including $630.5M impairment charges.

For the quarter ended December 31, 2025, Bumble revenue fell 14.3% to $224.2 million. Net loss was $611.1 million, including $630.5 million of non-cash impairment charges; ARPPU rose 7.9% to $22.20.

  • Q4 revenue $224.2M (-14%).
  • Net loss $611.1M on $630.5M impairments.
  • Total ARPPU $22.20 (+7.9%).
  • Bumble App revenue $181.0M.
  • Q1 2026 revenue guide $209-213M.

Headline financials

Total Revenue

$224M

Previous: $262M-14.3%
EPS (adj)

$4.06

Previous: $0.00
Net Income

-$611M

Previous: $9.4M-6601.8%

Revenue & EPS history

Bumble · Revenue · Quarterly

$224M

Q4 2025-14.3%vs Q4 2024
Beat estimate in 11 of 15 quarters(73%)
ActualEstimate

Revenue by segment

Bumble · $276M total across 2 segments · Q3 2023

  • Bumble App
    $222M+22.8%
  • Badoo App and Other
    $53.7M+3.3%

Forward guidance

Q1 2026 total revenue $209-213M with Bumble App $171-174M.

Tailwinds

  • ARPPU growth shows monetization progress.

Headwinds

  • Large goodwill/intangible impairments.
  • User and payer growth under pressure.

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 2025

Historical avgQ4 2025

+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

Earnings price reactions
QuarterReport dateReaction (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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