Overview

* Bumble Q3 revenue decreased 10% to $246 mln, slightly beating analyst expectations

* Net earnings for Q3 were $51.6 mln, a significant improvement from last year's loss

* Company announces TRA Buyout agreement with Blackstone, reducing long-term obligations

Outlook

* Bumble expects Q4 2025 revenue between $216 mln and $224 mln

* Company forecasts Q4 2025 Bumble App revenue of $176 mln to $182 mln

* Bumble projects Q4 2025 adjusted EBITDA of $61 mln to $65 mln

Result Drivers

* MEMBER BASE TRANSFORMATION - Bumble is focusing on improving member base quality and driving healthy engagement, according to CEO Whitney Wolfe Herd

* INNOVATION AND AI - Bumble is embedding innovation and AI into its platform and operations to drive sustainable growth, per CEO Whitney Wolfe Herd

* REVENUE PER USER INCREASE - Total Average Revenue per Paying User increased 6.9%, reflecting a shift towards higher-value users

Key Details

Metric Beat/Mis Actual Consensu

s s

Estimate

Q3 Slight $246.2 $244.71

Revenue Beat* mln mln (15

Analysts

)

Q3 $0.33

Diluted

EPS

Q3 Net $51.60

Income mln

Q3 $83.10

Adjusted mln

EBITDA

*Applies to a deviation of less than 1%; not applicable for per-share numbers.

Analyst Coverage

* The current average analyst rating on the shares is "hold" and the breakdown of recommendations is 2 "strong buy" or "buy", 15 "hold" and 2 "sell" or "strong sell"

* The average consensus recommendation for the online services peer group is "buy."

* Wall Street's median 12-month price target for Bumble Inc ( BMBL ) is $6.75, about 22.1% above its November 4 closing price of $5.26

* The stock recently traded at 10 times the next 12-month earnings vs. a P/E of 8 three months ago

Press Release:

For questions concerning the data in this report, contact [email protected]. For any other questions or feedback, contact .

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)