Every 8-K 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 8-K covers material events a company has to report between its quarterly 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.
Bumble Inc. reported second quarter 2026 revenue of $210.5 million, down 15.2% from $248.2 million a year earlier, as Total Paying Users fell 16.4% to 3.2 million. Total ARPPU inched up 1.2% to $21.96, reflecting higher spend per paying user despite a smaller base. Management said revenue and Adjusted EBITDA were at the higher end or above prior guidance.
The company posted a net loss of $127.9 million, or 60.7% of revenue, including a $169.3 million impairment charge, compared with a $367.0 million loss including $404.9 million of impairments a year ago. Adjusted EBITDA was $72.9 million, a 34.6% margin, down from $94.6 million. As of June 30, 2026, Bumble held $154.0 million in cash and cash equivalents and $451.0 million of total debt. Free cash flow for the quarter was $51.1 million. For third quarter 2026, Bumble guides to total revenue of $205–$213 million, including Bumble App revenue of $167–$173 million, and Adjusted EBITDA of $56–$60 million.
Bumble Inc. reported that Jonathan C. Korngold has decided to resign from its Board of Directors, effective June 30, 2026. The company states his resignation coincides with his previously announced departure from Blackstone and is not due to any disagreement with Bumble’s management, board, or business practices.
Bumble Inc. reported the results of its 2026 Annual Meeting of Stockholders, held via live audio webcast. Stockholders representing 371,755,167 votes of Class A common stock and 212,309,110 votes of Class B common stock were present, totaling 95.44% of the 611,947,777 combined voting power and establishing a quorum.
All three Class II director nominees — R. Lynn Atchison, Amy M. Griffin, and Sissie L. Hsiao — were elected to serve until the 2029 annual meeting, subject to earlier departure events. Stockholders also ratified the appointment of Ernst & Young LLP as independent registered public accounting firm for the fiscal year ending December 31, 2026.
In an advisory, non-binding vote, stockholders approved the compensation of Bumble’s named executive officers as disclosed in the company’s April 17, 2026 proxy statement. Overall, the voting results indicate broad support for the board’s nominees, the external auditor, and the executive pay program.
Bumble Inc. reported mixed first quarter 2026 results, with lower revenue but sharply higher profitability. Total revenue fell 14.1% to $212.4 million as Bumble App revenue declined 14.4% to $172.7 million and Badoo and Other revenue decreased 12.4% to $39.7 million. Total paying users dropped 21.1% to 3.2 million, but total average revenue per paying user rose 8.9% to $22.04, reflecting higher monetization per user.
Net earnings increased 165.4% to $52.6 million, or 24.8% of revenue, while Adjusted EBITDA grew 28.3% to $82.6 million, or 38.9% of revenue, driven by lower cost of revenue and reduced selling and marketing spend. Operating cash flow rose to $77.2 million and free cash flow reached $73.8 million. As of March 31, 2026, cash and cash equivalents were $245.6 million and total debt was $587.5 million.
On April 24, 2026 Bumble entered into a new $475.0 million senior secured term loan and a $50.0 million senior secured revolving credit facility, extending debt maturities to 2030. For the second quarter 2026, Bumble expects total revenue of $205 million to $213 million, including Bumble App revenue of $168 million to $174 million, and Adjusted EBITDA of $65 million to $70 million.
Bumble Inc. entered into a new financing package consisting of a $475.0 million senior secured term loan facility and a $50.0 million super priority revolving credit facility, replacing its prior credit agreement using net term loan proceeds and cash on hand.
The term loan amortizes in equal monthly installments at annual rates of 12.5% of original principal for the first twelve payments and 15.0% thereafter, with the remaining balance due on April 24, 2030. It bears interest, at the borrower’s election, at a Base Rate plus 7.00% or Term SOFR plus 8.00%, and includes mandatory prepayments and early prepayment premiums.
The revolving facility, including a $10.0 million letter of credit sublimit, matures on January 23, 2030 and bears interest at the Base Rate plus 3.00% or Term SOFR plus 4.00%. Both facilities share senior secured guarantees and collateral and include covenants such as a consolidated total leverage ratio initially not exceeding 3.00:1.00 and a minimum liquidity requirement of $25.0 million stepping up to $50.0 million.
Bumble Inc. reported weaker 2025 results as it reset its user base and strategy. Full-year revenue was $965.7 million, down 9.9% from 2024, with fourth-quarter revenue of $224.2 million, down 14.3%. Paying users fell 11.5% to 3.7 million, but ARPPU edged up to $21.64, reflecting higher spend per payer.
The company posted a 2025 net loss of $906.6 million, or 93.9% of revenue, driven largely by $1,039.0 million in non-cash impairment charges. Yet underlying profitability improved: Adjusted EBITDA rose to $313.6 million (32.5% margin) and operating cash flow increased to $250.4 million, up from $123.4 million.
As of December 31, 2025, Bumble held $175.8 million in cash and cash equivalents against $588.5 million of total debt. For the first quarter of 2026, it guides to revenue of $209–$213 million, including Bumble App revenue of $171–$174 million, and Adjusted EBITDA of $76–$80 million.
Bumble Inc. entered into an amendment to its Tax Receivable Agreement, agreeing to one-time settlement payments of approximately $186 million to fully terminate all past, current, and future obligations under the TRA. The company stated the payments will be funded from available cash on hand.
Immediately prior to the amendment, Blackstone affiliates exchanged all of their OpCo Common Units for Bumble Class A common stock pursuant to existing agreements. The terms were negotiated and approved by a special committee of independent, disinterested directors. Bumble also announced earnings for the quarter ended September 30, 2025 via a furnished press release.
Bumble (NASDAQ:BMBL) announced a significant workforce reduction of approximately 240 roles, representing 30% of its global employees. The company expects to incur $13-18 million in non-recurring charges primarily for severance and benefits, mostly in Q3-Q4 2025. The restructuring aims to achieve $40 million in annual cost savings, with plans to reinvest most savings into product and technology development. Additionally, Bumble updated its Q2 2025 outlook, projecting revenue of $244-249 million and adjusted EBITDA of $88-93 million.