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Bumble Inc. 10-Q Filings

BMBL NASDAQ

Every 10-Q that Bumble Inc. (BMBL) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.

A 10-Q covers the quarterly report filed between annual reports, so if you follow BMBL and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full BMBL filings page.

Rhea-AI Summary

Bumble Inc. reported softer results for the quarter ended June 30, 2026. Revenue was $210.5 million versus $248.2 million a year earlier, and net loss was $127.9 million compared with $367.0 million. Results included a $169.3 million impairment charge on goodwill and indefinite‑lived brands after a sustained share‑price decline.

For the first half of 2026, revenue was $422.9 million and net loss $75.3 million. Adjusted EBITDA was $72.9 million in Q2 and $155.5 million year‑to‑date, with margins of 34.6% and 36.8%. Operating cash flow reached $130.9 million and free cash flow $124.9 million, both above prior‑year levels, while cash and cash equivalents were $153.958 million and long‑term debt, net including current maturities, was $451.0 million at June 30, 2026.

Total Paying Users declined to 3.16 million from 3.78 million, driven by lower Bumble and Badoo paying users, though Bumble App ARPPU increased to $27.55 and Total ARPPU to $21.96. Bumble is executing a restructuring plan begun in 2025, including around 240 role reductions, and continues to carry substantial goodwill and brand value following recent write‑downs.

Rhea-AI Summary

Bumble Inc. reported lower revenue but much higher profitability for the quarter ended March 31, 2026. Revenue declined to $212.4 million from $247.1 million as both Bumble and Badoo/other app revenue fell and total paying users dropped to 3.17 million from 4.01 million.

Despite this, cost cuts and prior restructuring lifted operating earnings to $65.3 million from $44.7 million, and net earnings rose to $52.6 million, for a 24.8% net margin. Adjusted EBITDA increased to $82.6 million with a 38.9% margin, and free cash flow reached $73.8 million.

Cash and cash equivalents grew to $245.6 million while total debt remained about $587.5 million. After quarter-end, Bumble refinanced its term loans with a new $475 million secured facility maturing in 2030 plus a $50 million revolving credit line, extending maturities but at higher interest spreads.

Rhea-AI Summary

Bumble Inc. reported Q3 2025 results. Revenue was $246.2 million, down from $273.6 million a year ago. Net earnings attributable to shareholders were $37.3 million (diluted EPS $0.33) versus a loss last year, reflecting the absence of prior-year impairment.

Bumble App revenue was $198.8 million and Badoo App and Other was $47.4 million. Operating earnings reached $63.7 million. For the first nine months, revenue was $741.5 million and the company recorded $408.5 million of impairment, reducing goodwill to $1.13 billion and intangible assets to $587.7 million.

Cash and cash equivalents increased to $307.9 million, supported by $191.3 million of operating cash flow year-to-date. Long‑term debt, net, was $583.6 million, with a tax receivable agreement liability of $419.1 million. During 2025 year-to-date, Bumble repurchased 4.7 million shares for $28.7 million; $50.1 million remained authorized as of September 30, 2025. On August 13, 2025, affiliates of Blackstone and the Founder sold 18.1 million shares via privately negotiated transactions; Bumble did not sell shares or receive proceeds. As of October 31, 2025, Class A shares outstanding were 112,738,975.