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what it is
Bumble runs dating and social apps that make money from subscriptions and in-app purchases.
how it gets paid
Last year Bumble made $1.1B in revenue. Bumble App was the main engine at $783.0M, or 81% of sales.
what just happened
Bumble's latest quarter showed $224.2M in revenue, a small proof that the turnaround pitch can still produce a top-line beat.
At a glance
C++ balance sheet — some cracks in the foundation
11.7% return on capital — nothing to write home about
$1.22 fy2024 eps est
$1B fy2024 rev est
65.4% operating margin
xvary composite: 32/100 — weak
What they do
Bumble runs dating and social apps that make money from subscriptions and in-app purchases.
Bumble's edge is brand, not scale. About 40 million monthly users already know the women-first setup, and that changes who shows up on the app. Network effects (more users attract more users) → more people you can match with → leaving feels like starting over.
How they make money
$1.1B
annual revenue
Bumble App
$783.0M
9.6%
Badoo App and Other
$182.7M
dn
United States
$0.0M
flat
Rest of world
$0.0M
flat
The products that matter
women-first dating app
Bumble App
$783M · 81% of revenue
it generated $783M in 2025, but revenue still fell 9.6%. You are looking at the whole story here: if this app does not stabilize, the rest does not matter much.
core segment
legacy dating portfolio
Badoo & Other
$183M · 19% of revenue
this $183M segment fell 11.2%, so it is shrinking faster than the core app. That makes it a drag, not a backup plan.
shrinking base
friendship layer inside Bumble
BFF
inside the $783M core app
BFF matters only if it helps the app that already produces $783M hold attention longer and slow the current 9.6% decline. The idea is clear. The proof is not here yet.
engagement bet
Key numbers
65.4%
operating margin
Operating margin (profit after operating costs) → core business profitability → Bumble is losing money before you even get to financing.
$591M
long-term debt
That debt stack is large against a roughly $1 billion market cap, which limits how much bad news your stock can absorb.
40M
monthly users
That audience is the raw material. More users mean more matches, and more matches keep the app useful.
$1.0B
2024 revenue est.
Even with the stock at $2.96, you are still looking at a business doing about $1 billion in annual sales.
Financial health
C++
strength
- balance sheet grade C++ — below average — limited financial resources
- risk rank 5 — safer than 5% of stocks
- price stability 5 / 100
- long-term debt $591M (34% of capital)
C++ — below average. watch for debt servicing and cash burn.
Total return vs. market
Return history isn't available for BMBL right now.
source: institutional data · return history unavailable
What just happened
beat estimates
Bumble's latest quarter showed $224.2M in revenue, a small proof that the turnaround pitch can still produce a top-line beat.
The company reported fourth-quarter 2025 revenue of $224.2 million, above the roughly $221 million cited in recent coverage. The quieter part is that full-year 2025 revenue still fell 10% to $965.7 million, while Bumble App revenue fell 9.6% to $783.0 million.
$224.2M
revenue
$0.33
eps
65.4%
operating margin
the number that mattered
$224.2 million matters because any quarter above expectations buys management time, but it does not erase a full-year revenue decline to $965.7 million.
source: company earnings report, 2026
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What could go wrong
the top threat is the Bumble app failing to stabilize after the Bumble 2.0 reset.
med
the main app is still shrinking
Bumble App produced $783M, or 81% of company revenue, and still fell 9.6% in 2025. When the core product is declining, there is nowhere else in the model to hide.
If that pace does not improve, the segment carrying most of the business stays the problem, not the fix.
med
the reset is happening mid-decline
Management is cutting 30% of the workforce while rolling out a new tech stack and AI features. All of that lands after a quarter where revenue fell 14.3% from a year ago.
Turnarounds break when product change, staffing change, and falling demand all hit at once. This one is attempting all three.
med
financial room is limited
The balance sheet is graded C++, long-term debt is $591M, and debt equals 34% of capital. That is manageable for a steady grower. It is less comfortable for a shrinking platform business.
If revenue keeps sliding, leverage stops being a footnote and becomes part of the thesis.
med
Badoo is not offsetting anything
Badoo & Other brought in $183M and fell 11.2%. The non-core portfolio is shrinking faster than the main app, so it is not giving you diversification or a second growth engine.
That leaves shareholders depending on one brand reset rather than a broader portfolio recovery.
A company with $966M in annual revenue is trying to prove that layoffs, a relaunch, and AI features can stabilize a $783M core app before debt and volatility matter more.
source: institutional data · regulatory filings · risk analysis
Pay attention to
core trend
whether the $783M Bumble App decline finally slows
This is the number that matters. A companywide recovery is hard to believe if the segment that makes up 81% of revenue is still shrinking near the recent 9.6% pace.
checkpoint
Q2 2026 tech-stack relaunch
This is when the rebuild stops being a slide deck and starts becoming testable. You want cleaner execution, better retention, or a gentler revenue decline. Preferably all three.
profit test
Q1 2026 adjusted EBITDA guide of $78M
Management guided to a 36.4% margin. If they miss even the cost side of the reset, you have less reason to trust the growth side next.
execution risk
whether the 30% workforce cut creates speed or chaos
Large cuts can simplify a platform business. They can also slow product delivery and support. You will see the answer in launch timing and user trends.
Analyst rankings
earnings setup
$1.22
in human-speak, analysts still think Bumble can earn money next even after a quarter that printed -$4.06 EPS.
revenue setup
$1B
The street is looking for stabilization from the $966M reported in 2025. That is a much lower bar than a true growth rerating.
source: institutional data
Institutional activity
institutional ownership data for BMBL is being compiled.
source: institutional data
Price targets
3-5 year target range
n/a
n/a
$3
current price
n/a
target midpoint · n/a from current
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