Bumble

Bumble jumps 30%+ after reporting Q4 revenue above estimates and unveils an AI-driven app overhaul to lure back users; BMBL is down 90% since its 2021 IPO

Bumble (BMBL.O) shares jumped more than 40% in early trading on Thursday after the company posted upbeat fourth-quarter revenue …

Bumble reports Q2 revenue down 8% YoY to $248.2M, vs. $245.1M est., a $367M net loss, and total paying users down 8.7% YoY to 3.8M; BMBL falls 20%+

Kritika Lamba / Reuters :

Bumble reports Q1 revenue down 7.7% YoY to $247.1M, in line with $246.2M est., with Bumble app paying users falling ~1% YoY to 2.7M; BMBL jumps ~7%

Kritika Lamba / Reuters :

Bumble reports Q3 revenue down 0.7% YoY to $273.6M, vs. $271.9M est., its first quarterly sales drop since going public in 2021, and 4.3M total paying users

Priyanka.G / Reuters :

Bumble reports Q2 revenue up 3.4% YoY to $268.6M, vs. $273.2M est., and projects 1% to 2% annual revenue growth, vs. 8.4% expected; BMBL drops 28%+

Evan Gorelick / Bloomberg :

Bumble reports Q1 revenue up 10.2% YoY to $267.8M, vs. $265.5M est., total paying users of ~4M, up from 3.5M a year ago, and expects Q2 revenue below estimates

Jaspreet Singh / Reuters :

Bumble reports Q4 revenue up 13% YoY to $273.6M, a $32M net loss, vs. $159.2M YoY, and plans to eliminate 350 roles, about 37% of its workforce

but for a few companies — completely and totally unsustainable.  —  Even Grindr lost money last quarter.  There's literally no greater business model than “help gays bone,” and yet.  [embedded post] F...

Bumble reports Q3 revenue up 18.4% YoY to $275.5M, vs. $277M est., net earnings down 13% YoY to $23.1M, and forecasts Q4 revenue below estimates; BMBL drops 6%+

Bumble, Match, Hinge, and Grindr explore more expensive subscriptions for users seeking a curated experience; Bumble says $40 to $50 feels “low” to some users

- New weekly subscriptions are driving Gen Z subscription growth  — Premium tiers are also planned as paying user growth stalls

Bumble reports Q2 revenue up 18% YoY to $220.5M, vs. $219.4M est., a $6.4M net loss, vs. $2.6M est., and a Q3 guidance below estimates; stock drops 8%+

Denny Jacob / Wall Street Journal :