$BMBL

Bumble Inc.'s stock fell 1.5% in premarket trading, reaching new lows after changing its messaging policy, allowing all users to initiate chats. Analysts cut price targets, citing downbeat forecasts and market sentiment. Bumble's revenue declined 15.2% YoY to $210.5M, with Q3 guidance below estimates. Competition and market volatility have pressured the company, with reports suggesting a potential sale.

Coinbase reported $1.22B revenue, down 18.5% YoY, missing estimates. Stock up 15.6% post-results. Bumble reported $210.5M revenue, down 15.2% YoY, missing guidance. Stock down 9.5% post-results. Snap reported $1.6B revenue, up 18.9% YoY, beating estimates. Stock up 3.9% post-results. Market update discusses shifting investor concerns.

Bumble (BMBL) reported Q2 revenue of $210.5M, down 15.2% YoY, missing next-quarter guidance. Chegg (CHGG) revenue fell 50.7% YoY but beat estimates, missing guidance. Duolingo (DUOL) revenue rose 18.3% YoY, beating estimates and guidance. Stocks moved accordingly post-earnings.

Bumble has removed its signature rule requiring women to send the first message, citing user surveys and internal tests. The change, effective immediately, allows any matched user to message first and extends the response window to 72 hours. Bumble reported a 15.2% revenue decline in Q2 2026, with paying users expected to shrink further, prompting layoffs and potential sale discussions. The company is also exploring other features like AI and in-person events.

Bumble is removing its signature rule requiring women to message first, citing user surveys and engagement data. The change allows any user to initiate conversations and extends the time limit for starting chats. The move has sparked mixed reactions from users and comes amid a downturn in the online dating market, with Bumble's UK user base shrinking from 1.5 million to 1.1 million. According to the company, 66% of women prefer men to message first.

Bumble is changing its policy to allow men to initiate conversations, reversing its signature women-first messaging rule. The change follows a survey indicating two-thirds of female users prefer men to send the first message. Bumble also extended the response time to 72 hours and limited initial messages to one. The company has faced declining paying users and laid off 30% of its workforce last year.

Bumble said it will remove its women-first rule, allowing men to initiate conversations on the app effective immediately. Bumble also extended the time to respond to first messages to 72 hours from 24. The company cited user feedback and said nearly two-thirds of women surveyed prefer men to message first. The update follows reported slow sector growth and prior layoffs, amid discussion of a possible sale.

Bumble confirmed it is changing its dating app so men can make the first move, following user backlash. The company’s founder Whitney Wolfe Herd said the update reflects community demand for more flexibility and fewer pressures. Critics compared it to Tinder, arguing it reduces Bumble’s differentiation and increases messaging burden for women.

Bumble said it is changing its in-app messaging rules. Starting Tuesday, either match member can send the first message, and the reply window will extend to 72 hours from 24. Bumble cited internal surveys showing 66% of women prefer men to message first and that longer reply times improved experience, with testing showing higher mutual chat rates and lower chat expiration and unmatching.

Bumble said it is ending its women-first messaging rule in heterosexual matches, allowing either person to send the first message. It also extended the initial-message response window from 24 hours to 72 hours. Bumble previously added “Opening Moves” in 2024 to let women prompt chats. The company cites testing in Canada showing more conversations and fewer match expirations.