BMBL

MKT CAP:$465M

Bumble Inc.

Market Cap

$465M

Technology·Software - Application·🇺🇸 United States·NASDAQ

Technology·Software App·🇺🇸·NASDAQ

Stock Price

$4.26+$0.64 (+17.68%)

Apr 17, 2026

Company Details

Bumble Inc. provides online dating and social networking platforms in North America, Europe, internationally. It owns and operates websites and applications that offers subscription and in-app purchases dating products. The company operates...

CEO

Whitney Wolfe Herd

IPO Date

Feb 11, 2021

Website

bumble.com

Key Metrics TTM

Revenue

$992M

-8.6% YoY

Net Income

-$1.3B

EPS (Diluted)

-$11.91

Free Cash Flow

$290M

Revenue / Share

$9.43

Gross Margin

68.5%

Operating Margin

-63.4%

Net Margin

-134.0%

FCF Margin

29.2%

P/S

0.5x

P/E

—

Earnings Reports

Q1 2026

May 6, 2026

PENDING

FY 2025

Mar 16, 2026

$966MEPS -$6.68

Q4 2025

Mar 16, 2026

$224MEPS -$4.75

Q3 2025

Nov 7, 2025

$246M-10.0%EPS $0.36

Q2 2025

Aug 7, 2025

$248M-7.6%EPS -$2.41

Revenue & Profitability

Quarter	Revenue	Gross Profit	Operating Income
Q1 20	$119M	$87M	-$84M
Q2 20	$135M	$98M	$5M
Q3 20	$162M	$119M	-$5M
Q4 22	$242M	$174M	-$147M
Q1 23	$243M	$172M	$9M
Q2 23	$260M	$183M	$21M
Q3 23	$276M	$195M	$30M
Q4 23	$274M	$193M	-$7M
Q1 24	$268M	$186M	$49M
Q2 24	$269M	$189M	$52M
Q3 24	$274M	$194M	-$838M
Q2 25	$248M	$174M	-$338M
Q3 25	$246M	$177M	$64M
Q4 25	$224M	$135M	$484M

Valuation

Quarter	P/S	P/E
Q1 20	—	—
Q2 20	—	—
Q3 20	—	—
Q4 22	4.0x	—
Q1 23	3.5x	—
Q2 23	2.6x	—
Q3 23	1.8x	—
Q4 23	1.7x	—
Q1 24	1.3x	64.9x
Q2 24	1.1x	28.0x
Q3 24	0.6x	—
Q2 25	0.7x	—
Q3 25	0.6x	—
Q4 25	0.4x	—

Operating Cash Flow

Quarter	Operating CF	Free CF
Q1 20	-$61M	-$63M
Q2 20	$22M	$19M
Q3 20	$37M	$34M
Q4 22	$51M	$46M
Q1 23	$13M	$7M
Q2 23	$43M	$40M
Q3 23	$63M	$59M
Q4 23	$63M	$61M
Q1 24	$2M	-$381.0K
Q2 24	$33M	$31M
Q3 24	$93M	$92M
Q2 25	$71M	$68M
Q3 25	$77M	$74M
Q4 25	$59M	$56M

Capital Expenditures

Quarter	CapEx
Q1 20	$2M
Q2 20	$3M
Q3 20	$2M
Q4 22	$5M
Q1 23	$7M
Q2 23	$2M
Q3 23	$4M
Q4 23	$2M
Q1 24	$3M
Q2 24	$2M
Q3 24	$2M
Q2 25	$4M
Q3 25	$3M
Q4 25	$3M

CapEx

OpEx vs Revenue Growth (YoY)

Quarter	Revenue Growth	OpEx Growth
Q1 23	+103.9%	+14.9%
Q2 23	+92.2%	+82.6%
Q3 23	+69.8%	+46.6%
Q4 23	+13.2%	-27.9%
Q1 24	+10.2%	-6.4%
Q2 24	+3.4%	-9.2%
Q3 24	-0.7%	+352.8%
Q2 25	-9.3%	+109.1%
Q3 25	-8.1%	-16.7%
Q4 25	-16.5%	-220.1%

Stock-Based Compensation

Quarter	SBC ($)	% of Revenue
Q1 20	$6M	4.7%
Q2 20	$3M	2.0%
Q3 20	$9M	5.5%
Q4 22	$0	0.0%
Q1 23	$0	0.0%
Q2 23	$0	0.0%
Q3 23	$0	0.0%
Q4 23	$21M	7.6%
Q1 24	$0	0.0%
Q2 24	$0	0.0%
Q3 24	$0	0.0%
Q2 25	$6M	2.4%
Q3 25	$12M	4.7%
Q4 25	$10M	4.3%

OpEx Breakdown

Quarter	R&D	G&A	S&M
Q1 20	$11M	$13M	$38M
Q2 20	$10M	$20M	$39M
Q3 20	$13M	$48M	$38M
Q4 22	$25M	$212M	$69M
Q1 23	$33M	$50M	$64M
Q2 23	$36M	$43M	$65M
Q3 23	$31M	$49M	$69M
Q4 23	$30M	$80M	$73M
Q1 24	$36M	$21M	$64M
Q2 24	$16M	$36M	$68M
Q3 24	$25M	$33M	$64M
Q2 25	$33M	$36M	$32M
Q3 25	$30M	$46M	$33M
Q4 25	$25M	$34M	$41M

Rule of 40

Quarter	Rev Growth %	EBITDA Margin %	Rule of 40
Q1 20	—	20.6%	—
Q2 20	—	21.1%	—
Q3 20	—	12.5%	—
Q4 22	—	-54.4%	—
Q1 23	103.9%	10.6%	114.5
Q2 23	92.2%	14.7%	106.9
Q3 23	69.8%	17.2%	87.0
Q4 23	13.2%	3.8%	17.0
Q1 24	10.2%	25.2%	35.4
Q2 24	3.4%	25.5%	28.9
Q3 24	-0.7%	-298.6%	-299.3
Q2 25	-9.3%	-138.4%	-147.7
Q3 25	-8.1%	31.0%	23.0
Q4 25	-16.5%	223.0%	206.4

Rule of 40

Revenue Segments

Quarter	Badoo App And Other	Bumble App
Q4 22	$51M	$191M
Q1 23	$49M	$194M
Q2 23	$52M	$208M
Q3 23	$54M	$222M
Q4 23	$53M	$221M
Q1 24	$52M	$216M
Q2 24	$51M	$218M
Q3 24	$53M	$220M
Q2 25	$47M	$201M
Q3 25	$47M	$199M
Q4 25	$43M	$181M

Revenue by Geography

Quarter	North America	Rest Of World	United States
Q4 22	$146M	$95M	—
Q1 23	$143M	$100M	—
Q2 23	$149M	$111M	—
Q3 23	$155M	$121M	—
Q4 23	$151M	$123M	—
Q1 24	$144M	$124M	—
Q2 24	$142M	$127M	—
Q3 24	$129M	$145M	—
Q2 25	—	$138M	$110M
Q3 25	—	$140M	$106M

War Chest

Quarter	Cash	Short-term Investments	Total
Q1 22	$309M	$0	$309M
Q2 22	$335M	$0	$335M
Q3 22	$365M	$0	$365M
Q4 22	$403M	$0	$403M
Q1 23	$389M	$0	$389M
Q2 23	$381M	$0	$381M
Q3 23	$439M	$0	$439M
Q4 23	$356M	$0	$356M
Q1 24	$263M	$0	$263M
Q2 24	$287M	$0	$287M
Q3 24	$252M	$0	$252M
Q4 24	$204M	$0	$204M
Q1 25	$202M	$0	$202M
Q2 25	$262M	$0	$262M
Q3 25	$308M	$0	$308M
Q4 25	$176M	$0	$176M

Shares Outstanding

Quarter	Shares (Diluted)	QoQ Change	YoY Change
Q1 20	112M	—	—
Q2 20	112M	0.0%	—
Q3 20	112M	0.0%	—
Q4 22	130M	+16.2%	—
Q1 23	132M	+1.7%	+18.1%
Q2 23	132M	-0.2%	+17.9%
Q3 23	131M	-0.2%	+17.6%
Q4 23	131M	-0.5%	+0.7%
Q1 24	129M	-1.5%	-2.4%
Q2 24	126M	-1.9%	-4.1%
Q3 24	120M	-4.9%	-8.5%
Q2 25	105M	-12.4%	-19.5%
Q3 25	105M	0.0%	-18.3%
Q4 25	105M	0.0%	-16.7%

Shares Outstanding

Revenue Per Employee

Period	Revenue/Employee	Employees
Q1 20	—	—
Q2 20	—	—
Q3 20	—	—
Q4 22	$254.3K	950
Q1 23	$255.7K	950
Q2 23	$273.4K	950
Q3 23	$290.0K	950
Q4 23	$228.0K	1K
Q1 24	$223.1K	1K
Q2 24	$223.8K	1K
Q3 24	$228.0K	1K
Q2 25	$2M	120
Q3 25	$2M	120
Q4 25	$386.5K	580

Revenue / Employee