Bumble Inc. (NASDAQ: BMBL) released its fourth‑quarter 2025 financial results on Thursday, March 12, 2026, reporting revenue of $224.2 million, up 14% year‑over‑year, and a loss per share of $4.06, a miss of $0.24 versus consensus expectations of $0.23. The company’s average revenue per paying user rose 7.9% to $22.20, reflecting higher spending from its higher‑intention subscriber base.
Management highlighted that the results were driven by a 14.8% decline in Bumble App revenue to $181.0 million, offset by a 12.4% drop in Badoo App and Other revenue to $43.2 million. Despite the revenue decline, the company maintained a strong operating profile, with adjusted EBITDA guidance for the first quarter of 2026 projected at $209 million to $213 million, slightly above the consensus estimate of $210.89 million. The guidance signals confidence in the company’s quality‑focused strategy and its ongoing AI‑driven product enhancements.
The earnings announcement was accompanied by a 40% pre‑market share rally, underscoring investor enthusiasm for the company’s turnaround narrative. Analysts noted that the revenue beat and the upward‑revised guidance suggest that Bumble’s deliberate shift toward higher‑quality users and reduced marketing spend is beginning to pay off, while the company’s cash position of $307.9 million provides a cushion for continued investment in its platform overhaul.
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