Bumble Inc. (BMBL): Results of Operations and Financial Condition
Bumble Inc. (BMBL) filed an SEC Form 8-K — Results of Operations and Financial Condition. Exhibit 99.1 Bumble Inc. Announces Second Quarter 2026 Results Total Revenue Decreased 15% to $211 Million Net Loss Was $128 Million Adjusted EBITDA Was $73 Million AUSTIN, Texas, August 5, 2026 - Bumble Inc. (NASDAQ: BMBL) today reported financial results for the second quarter
How this was made
The 30-second read
Why it matters
Traders can update models using the disclosed Q2 revenue, paying users, ARPPU, cash/debt, and the explicit Q3 revenue and Adjusted EBITDA ranges.
Market read
The filing provides fresh, tradable guidance ranges for Q3 and confirms continued declines in revenue and paying users, with a large impairment charge affecting GAAP losses.
What to watch
Paying users fell 16.4% while ARPPU rose 1.2%, so the key debate is whether user declines are temporary during platform migration versus a structural demand issue.
Total Revenue Decreased 15% to $211 Million Net Loss Was $128 Million Adjusted EBITDA Was $73 Million
Total Revenue, Bumble App Revenue, Badoo App and Other Revenue, and Total Paying Users all declined versus the Second Quarter 2025. Adjusted EBITDA also declined, while the Company guided third-quarter Total Revenue and Adjusted EBITDA below second-quarter reported levels at the respective range midpoints.
Key metrics
as reported| Metric | Value | q/q | y/y |
|---|---|---|---|
| Total RevenueGAAP | $210.5 million | – | decreased 15.2% |
| Bumble App Paying Usersother | 2,077.1 | – | – |
| Badoo App and Other Paying Usersother | 1,080.1 | – | – |
| Total Paying Usersother | 3.2 million | – | decreased 16.4% |
| Bumble App Average Revenue per Paying Userother | $27.55 | – | – |
| Badoo App and Other Average Revenue per Paying Userother | $11.21 | – | – |
| Total Average Revenue per Paying Userother | $21.96 | – | increased 1.2% |
| Net lossGAAP | $127.9 million | – | – |
| Net loss as a percentage of revenueGAAP | (60.7)% of revenue | – | – |
| Impairment chargeGAAP | $169.3 million | – | – |
| Adjusted EBITDAnon-GAAP | $72.9 million | – | – |
| Adjusted EBITDA marginnon-GAAP | 34.6% of revenue | – | – |
Segments
| Segment | Revenue | q/q | y/y |
|---|---|---|---|
| Bumble AppNo specific segment driver disclosed. | $171.7 million | – | decreased 14.7% |
| Badoo App and OtherNo specific segment driver disclosed. | $38.8 million | – | decreased 17.1% |
Third Quarter 2026 outlook
- RevenueTotal Revenue in the range of $205 million to $213 million
- NoteBumble App Revenue of $167 million to $173 million.
- NoteAdjusted EBITDA of $56 million to $60 million.
What drove it
- Management said it is completing its platform migration, transforming matching algorithms, giving members new ways to start a conversation, expanding how they meet in real life, and building toward new group experiences.
- The Company said it is deliberately investing across product, technology, and brand in preparation for its innovation roadmap.
- The Bumble For Friends app was relaunched as BFF in the United States in September 2025. The Company has not sought to generate revenue from the BFF app and therefore it is excluded from key operating metrics as of June 30, 2026.
- Total Average Revenue per Paying User increased 1.2% to $21.96, compared to $21.69.
Concerns
- Total Revenue decreased 15.2% to $210.5 million, compared to $248.2 million.
- Total Paying Users decreased 16.4% to 3.2 million, compared to 3.8 million.
- Bumble App Revenue decreased 14.7% to $171.7 million, compared to $201.4 million.
- Badoo App and Other Revenue decreased 17.1% to $38.8 million, compared to $46.8 million.
- Adjusted EBITDA was $72.9 million, compared to Adjusted EBITDA of $94.6 million, and Adjusted EBITDA margin was 34.6% of revenue compared to 38.1% of revenue.
- Net loss was $127.9 million and included a $169.3 million impairment charge.
- Total debt was $451.0 million as of June 30, 2026.
What to watch
- Third Quarter 2026 Total Revenue guidance of $205 million to $213 million.
- Third Quarter 2026 Bumble App Revenue guidance of $167 million to $173 million.
- Third Quarter 2026 Adjusted EBITDA guidance of $56 million to $60 million.
- Progress of the platform migration, matching-algorithm transformation, conversation features, real-life meeting expansion, and group experiences.
- Whether product, technology, and brand investments support the Company's innovation roadmap and long-term growth positioning.
Balance sheet and cash flow
- As of June 30, 2026, total cash and cash equivalents were $154.0 million.
- As of June 30, 2026, total debt was $451.0 million.
Analysis
Bumble reported a weaker second quarter versus the Second Quarter 2025, led by a 15.2% decrease in Total Revenue to $210.5 million. Both reported revenue components contracted: Bumble App Revenue decreased 14.7% to $171.7 million and Badoo App and Other Revenue decreased 17.1% to $38.8 million. The filing does not provide separate causal explanations for either segment decline.
The operating metrics show that the revenue contraction coincided with lower monetizing-user volume. Total Paying Users decreased 16.4% to 3.2 million, with Bumble App Paying Users of 2,077.1 compared with 2,499.8 and Badoo App and Other Paying Users of 1,080.1 compared with 1,277.4. Pricing and monetization per payer were comparatively resilient, as Total Average Revenue per Paying User increased 1.2% to $21.96. Bumble App Average Revenue per Paying User was $27.55 compared with $26.85, while Badoo App and Other Average Revenue per Paying User was $11.21 compared with $11.57.
Profitability remained positive on the Company's non-GAAP measure but declined from the prior-year period. Adjusted EBITDA was $72.9 million, or 34.6% of revenue, compared with $94.6 million, or 38.1% of revenue. GAAP net loss was $127.9 million, or (60.7)% of revenue, and included a $169.3 million impairment charge. The prior-year net loss was $367.0 million, or (147.8)% of revenue, and included a $404.9 million impairment charge.
Management emphasized product and platform changes, including completing the platform migration, transforming matching algorithms, new conversation features, real-life meeting expansion, and planned group experiences. The Company also said it is deliberately investing across product, technology, and brand. Liquidity and leverage disclosed in the release were $154.0 million of total cash and cash equivalents and $451.0 million of total debt as of June 30, 2026.
For the third quarter ending September 30, 2026, Bumble guided Total Revenue to $205 million to $213 million, including Bumble App Revenue of $167 million to $173 million, and Adjusted EBITDA to $56 million to $60 million. The filing states that a reconciliation of outlook Adjusted EBITDA to GAAP net earnings (loss) was not provided because certain future non-GAAP adjustments cannot be predicted without unreasonable efforts.
Management, verbatim
We are executing against a clear roadmap of exciting new ways for our members to experience Bumble.
Whitney Wolfe Herd, Founder & CEO of Bumble Inc.
We delivered second quarter revenue and Adjusted EBITDA at the higher end or above our guidance ranges, as we continue to execute with financial discipline.
Kevin Cook, CFO of Bumble Inc.
Not in the filing
stated, not guessed- GAAP gross profit and gross margin
- GAAP operating income or loss and operating margin
- GAAP earnings or loss per share
- Non-GAAP earnings per share
- Operating cash flow
- Free cash flow
- Capital expenditures
- Share repurchases
- Dividends
- Debt maturities, interest expense, and other debt terms
- Prior-quarter comparisons for reported revenue, user, ARPPU, net loss, impairment charge, and Adjusted EBITDA metrics
- Third Quarter 2026 guidance for gross margin, operating expenses, tax rate, GAAP net earnings or loss, and Badoo App and Other Revenue
- Prior-period outlook for comparison with actual results
AlphaAI analysis generated from the company’s SEC earnings filing (Form 8-K Item 2.02, or Form 6-K for a foreign private issuer). Every figure was cross-checked against the filing text; consensus estimates, price targets and share-price reactions are not shown because they are not in the filing. AI-generated research, not investment advice.
Background
This is Bumble’s SEC 8-K with Exhibit 99.1 covering Q2 2026 financial results and a Q3 2026 outlook.
Ticker impact
Bumble reported Q2 2026 results with revenue down 15.2% to $210.5M, net loss of $127.9M, and provided Q3 revenue and Adjusted EBITDA ranges.
Near-term downside bias versus prior expectations, with volatility around the Q3 guide midpoint and impairment-related optics.
The filing discloses a large impairment charge driving GAAP losses, while Adjusted EBITDA declined to $72.9M and Q3 guide calls for $56M to $60M, implying further contraction.
Market effects
Online dating and consumer subscription platforms may face read-across on user monetization and engagement costs.
Limited direct regional impact; primarily US-listed growth/consumer tech sentiment.
Moderate, as Bumble’s guidance can influence broader sentiment toward discretionary digital subscriptions.
Counterpoint
Impairment inflates GAAP losses, while Adjusted EBITDA and ARPPU show resilience, implying the core monetization engine may be stabilizing.
Key entities
- companyBumble Inc.
NASDAQ-listed online dating platform reporting Q2 2026 results and issuing Q3 2026 guidance.
- executiveWhitney Wolfe Herd
Founder and CEO quoted on product and platform migration roadmap.
- executiveKevin Cook
CFO quoted on delivering results at the higher end of guidance and investing for long-term growth.
