Core Viewpoint - Bumble (BMBL) is expected to report its fourth-quarter 2024 results on February 18, with anticipated revenues between $256 million and $262 million, reflecting a decline from the previous year [1][2]. Revenue and Earnings Estimates - The Zacks Consensus Estimate for fourth-quarter revenues is $260.11 million, indicating a 4.94% decline from the same quarter last year [2]. - The consensus estimate for earnings is 19 cents per share, which represents a 200% increase from the year-ago figure, despite a 5.3% downward revision over the past 30 days [2]. Recent Performance - Bumble has surpassed the Zacks Consensus Estimate for earnings in three of the last four quarters, with an average positive surprise of 8.69% [3]. Challenges and Market Conditions - The company has faced challenges due to sticky inflation and high borrowing costs, which have negatively impacted user spending and led to a decline in quarterly revenues for the first time since going public in 2021 [4]. - Total paying users grew by 11% year-over-year in the third quarter, but net additions are expected to decline by 70,000 to 80,000 in the fourth quarter, potentially affecting revenues [4]. Strategic Developments - Bumble's acquisition of Geneva aims to expand into non-romantic connection spaces, although it is not expected to contribute to revenues in the fourth quarter due to its current lack of revenue generation [5]. - The company has been optimizing pricing and paywall strategies to balance free and paid users, which is anticipated to improve conversion rates and revenues in the fourth quarter [6]. Marketing and Product Updates - Marketing expenditures originally planned for the third quarter were shifted to the fourth quarter to align with a fall product release, which included significant updates to the Bumble app [7]. - The reallocation of marketing expenses is expected to impact fourth-quarter margins negatively, despite higher-than-expected margins in the third quarter [7]. Competitive Landscape - The dating sector remains highly competitive, with Bumble facing pressure from competitors like Match Group's Tinder and Hinge, which may strain profit margins and market share [8]. Earnings Prediction Model - According to the Zacks model, Bumble currently has an Earnings ESP of -1.30% and a Zacks Rank of 3, indicating a lower likelihood of an earnings beat [9].

Core Insights - Bumble Inc. (BMBL) is expected to report quarterly earnings of $0.19 per share, reflecting a year-over-year increase of 200% [1] - Revenue is projected to be $260.11 million, which is a decrease of 4.9% compared to the same quarter last year [1] - Analysts have revised their consensus EPS estimate down by 1.8% over the past 30 days, indicating a reassessment of projections [1][2] Revenue Estimates - Revenue from the Badoo App and Other is estimated at $50.49 million, down 4.6% from the prior year [4] - Revenue from the Bumble App is projected to reach $207.79 million, indicating a year-over-year decline of 5.9% [4] User Metrics - Total Paying Users are estimated to be 4.17 million, an increase from 3.97 million in the same quarter last year [5] - Average Revenue per Paying User is expected to be $20.39, down from $22.64 year-over-year [5] - Badoo App and Other Average Revenue per Paying User is projected at $11.46, compared to $12.69 last year [5] Specific App Metrics - Bumble App Average Revenue per Paying User is estimated at $24.77, down from $27.37 in the same quarter last year [6] - Badoo App and Other Paying Users are expected to reach 1.37 million, up from 1.28 million in the same quarter last year [6] - Bumble App Paying Users are projected to be 2.8 million, an increase from 2.69 million year-over-year [7] Stock Performance - Over the past month, Bumble shares have returned +5.1%, outperforming the Zacks S&P 500 composite's +3.9% [8] - Bumble currently holds a Zacks Rank 3 (Hold), suggesting its performance may align with the overall market in the near future [8]

Core Viewpoint - Bumble Inc. (BMBL) is anticipated to report a year-over-year increase in earnings despite a decline in revenues for the quarter ending December 2024, with the consensus outlook indicating a significant earnings picture that could influence its stock price in the near term [1][2]. Earnings Expectations - The upcoming earnings report is scheduled for February 18, 2025, with expectations that better-than-expected key numbers could drive the stock price higher, while missing estimates may lead to a decline [2]. - The consensus estimate for Bumble's quarterly earnings is $0.19 per share, reflecting a year-over-year increase of +200%, while revenues are projected to be $260.11 million, down 4.9% from the previous year [3]. Estimate Revisions - Over the last 30 days, the consensus EPS estimate has been revised down by 1.78%, indicating a reassessment by analysts regarding the company's earnings prospects [4]. - The Most Accurate Estimate for Bumble is lower than the Zacks Consensus Estimate, resulting in an Earnings ESP of -1.30%, which suggests a bearish outlook from analysts [10][11]. Earnings Surprise Prediction - The Zacks Earnings ESP model compares the Most Accurate Estimate to the Zacks Consensus Estimate, with a positive Earnings ESP indicating a higher likelihood of an earnings beat, particularly when combined with a strong Zacks Rank [6][8]. - Bumble currently holds a Zacks Rank of 3, making it challenging to predict a consensus EPS beat [11]. Historical Performance - In the last reported quarter, Bumble exceeded the expected earnings of $0.20 per share by delivering $0.35, resulting in a surprise of +75% [12]. - Over the past four quarters, Bumble has beaten consensus EPS estimates three times [13]. Conclusion - While Bumble does not appear to be a compelling candidate for an earnings beat, investors should consider other factors when deciding to invest in the stock ahead of its earnings release [16].

Bumble Inc. (BMBL) closed at $8.37 in the latest trading session, marking a +0.6% move from the prior day. The stock's change was more than the S&P 500's daily gain of 0.36%. On the other hand, the Dow registered a loss of 0.28%, and the technology-centric Nasdaq increased by 0.51%.Shares of the company witnessed a gain of 10.05% over the previous month, beating the performance of the Computer and Technology sector with its of 0% and the S&P 500's gain of 2.11%.Investors will be eagerly watching for the per ...

Core Viewpoint - Bumble's stock has experienced a significant decline, falling by 41% over the past year and 89% since its IPO in 2021, indicating ongoing challenges for the company in the market [1]. Company Performance - The stock price of Bumble (NASDAQ: BMBL) has decreased by 41% in the last year [1]. - Since its IPO in 2021, Bumble's stock has plummeted by 89% [1]. Investment Strategy - The focus on generating growth and income is emphasized, highlighting the importance of thorough research in identifying potential investment opportunities [1].

Group 1 - Bumble Inc. (BMBL) stock closed at $8.41, reflecting a +1.08% increase, outperforming the S&P 500's gain of 0.53% on the same day [1] - Over the past month, Bumble Inc. stock has risen by 2.21%, contrasting with a 0.75% decline in the Computer and Technology sector and a 1.24% gain in the S&P 500 [1] - The upcoming earnings report on February 18, 2025, is expected to show earnings of $0.19 per share, indicating a year-over-year growth of 200%, while revenue is projected at $259.88 million, down 5.03% from the same quarter last year [2] Group 2 - Recent changes in analyst estimates for Bumble Inc. suggest a positive outlook, reflecting optimism about the company's business and profitability [3] - The Zacks Rank system, which evaluates estimate revisions, indicates that Bumble Inc. currently holds a Zacks Rank of 3 (Hold) [5] - Bumble Inc. has a Forward P/E ratio of 9.27, significantly lower than the industry average of 30.73, indicating a valuation discount [6] Group 3 - The Internet - Software industry, which includes Bumble Inc., has a Zacks Industry Rank of 47, placing it in the top 19% of over 250 industries [6] - The Zacks Industry Rank is based on the average Zacks Rank of individual stocks, with the top 50% rated industries outperforming the bottom half by a factor of 2 to 1 [7]

Company Leadership Changes - Bumble founder Whitney Wolfe Herd will return as CEO in March, replacing Lidiane Jones, who steps down after a tenure marked by a nearly 50% decline in the company's shares [1] - The company announced the departure of CFO Anu Subramanian, who played a key role in its 2021 IPO, and marketing head Selby Drummond [3] - Lead director Ann Mather has been appointed as chair of Bumble's board [3] Financial Performance and Forecasts - Bumble expects to exceed its Q4 revenue forecast, with projected revenue between $256 million and $262 million and adjusted core profit between $70 million and $73 million [4] - The company's shares closed down 1.6% at $7.70 [3] - Bumble experienced its first decline in quarterly sales since going public in 2021, signaling slower growth [6] Industry Challenges - Sticky inflation and a lack of major new features have impacted growth across the dating app industry, including larger rival Match Group (owner of Tinder) [2][6] - The post-pandemic boom in dating apps has slowed, leading to executive shake-ups at companies in the sector [2] Product and Market Strategy - Bumble launched a refreshed app and new features last year, but these efforts have yet to gain significant traction, particularly among Gen Z, a key demographic for advertisers [6]

Group 1 - Founder Whitney Wolfe Herd is returning as CEO of Bumble, succeeding Lidiane Jones who left for personal reasons [1] - Wolfe Herd's return is notable as it aligns with a trend of founders returning to leadership roles in their companies [2] - Bumble is facing sluggish growth, with Q3 2024 revenue declining to $274 million despite an increase in paying users to 4.3 million, and a drop in average revenue per paying user (ARPPU) from $23.42 to $21.17 [3] Group 2 - Bumble anticipates reporting fourth-quarter app revenue above the midpoints of its previously provided outlook ranges, with projected revenue between $256 million and $262 million and adjusted EBITDA expected between $70 million and $73 million [4]

Bumble founder Whitney Wolfe Herd will return to the company as CEO, a little over a year after she stepped down from the role, the company announced Friday.The company's current CEO Lidiane Jones has resigned for "personal reasons," Bumble said. Jones previously served as the CEO of Salesforce's cloud-based messaging platform Slack. She will continue to helm Bumble until Wolfe Herd takes over in mid-March."I am deeply grateful for the transformative work Lidiane has led during such a pivotal time for Bumbl ...

Bumble Inc. (BMBL) closed the latest trading day at $7.56, indicating no change from the previous session's end. The stock's performance was ahead of the S&P 500's daily loss of 1.54%. Elsewhere, the Dow saw a downswing of 1.63%, while the tech-heavy Nasdaq depreciated by 1.63%.The the stock of company has fallen by 8.7% in the past month, lagging the Computer and Technology sector's gain of 0.11% and the S&P 500's loss of 2.2%.Market participants will be closely following the financial results of Bumble In ...