Bumble(BMBL)

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Bumble(BMBL) - 2025 Q1 - Quarterly Results
2025-05-07 20:14
Exhibit 99.1 Bumble Inc. Announces First Quarter 2025 Results Total Revenue Decreased 8% to $247 Million Bumble App Revenue Decreased 6% to $202 Million Bumble App Paying Users Decreased 1% to 2.7 Million; Declined 104,000 Quarter Over Quarter AUSTIN, Texas, May 7, 2025 - Bumble Inc. (NASDAQ: BMBL) today reported financial results for the first quarter ended March 31, 2025. "Since I returned in mid-March, we have set an accelerated path to return to sustainable, long-term growth," said Whitney Wolfe Herd, F ...
Seeking Clues to Bumble (BMBL) Q1 Earnings? A Peek Into Wall Street Projections for Key Metrics
ZACKS· 2025-05-05 14:21
Core Viewpoint - Bumble Inc. (BMBL) is expected to report a quarterly earnings per share (EPS) of $0.16, reflecting a 15.8% decline year over year, with revenues projected at $246.29 million, down 8% from the previous year [1] Earnings Estimates - Analysts have revised the consensus EPS estimate downward by 4.1% over the past 30 days, indicating a collective reassessment of projections [1][2] Revenue Projections - Revenue from the Badoo App and Other is estimated at $46.80 million, representing a 10% decrease year over year [4] - Revenue from the Bumble App is forecasted to be $200.36 million, indicating a year-over-year decline of 7.2% [4] User Metrics - The estimated Total Paying Users is projected to be 4.02 million, consistent with the same quarter last year [6] - Badoo App and Other Paying Users are expected to reach 1.34 million, up from 1.29 million in the previous year [5] - Bumble App Paying Users are estimated at 2.7 million, slightly down from 2.73 million year over year [5] Average Revenue per User - Total Average Revenue per Paying User is expected to be $20.14, down from $21.84 in the previous year [4] - Badoo App and Other Average Revenue per Paying User is projected at $10.85, down from $12.35 year over year [6] - Bumble App Average Revenue per Paying User is estimated to be $24.70, down from $26.34 in the same quarter last year [7] Stock Performance - Over the past month, Bumble shares have increased by 14.8%, outperforming the Zacks S&P 500 composite, which saw a change of +0.4% [7]
Bumble Inc. (BMBL) Stock Drops Despite Market Gains: Important Facts to Note
ZACKS· 2025-04-30 23:20
The most recent trading session ended with Bumble Inc. (BMBL) standing at $4.22, reflecting a -1.4% shift from the previouse trading day's closing. This change lagged the S&P 500's 0.15% gain on the day. At the same time, the Dow added 0.35%, and the tech-heavy Nasdaq lost 0.09%.Shares of the company witnessed a loss of 1.38% over the previous month, trailing the performance of the Computer and Technology sector with its gain of 1.15% and the S&P 500's loss of 0.21%.The investment community will be closely ...
Bumble Inc. (BMBL) Stock Dips While Market Gains: Key Facts
ZACKS· 2025-03-21 23:20
Company Performance - Bumble Inc. ended the latest trading session at $4.53, reflecting a -1.95% change from the previous close, underperforming the S&P 500's 0.08% gain [1] - Over the past month, Bumble Inc. shares have decreased by 15.54%, while the Computer and Technology sector and the S&P 500 have lost 12.04% and 7.33%, respectively [1] Earnings Projections - Bumble Inc. is expected to report earnings of $0.16 per share, indicating a year-over-year growth of 184.21% [2] - The consensus estimate for revenue is projected at $260.38 million, which represents a 4.85% decline from the same quarter last year [2] Fiscal Year Estimates - For the entire fiscal year, earnings are projected at $0.65 per share, reflecting a +114.1% change from the prior year, while revenue is estimated at $990.95 million, showing a -7.53% change [3] - Recent changes to analyst estimates for Bumble Inc. may indicate shifting business dynamics, with positive revisions suggesting a favorable business outlook [3] Valuation Metrics - Bumble Inc. has a Forward P/E ratio of 7.09, which is significantly lower than the industry average Forward P/E of 27.92, indicating a valuation discount [6] - The Internet - Software industry, part of the Computer and Technology sector, currently holds a Zacks Industry Rank of 81, placing it in the top 33% of over 250 industries [6] Zacks Rank System - The Zacks Rank system, which evaluates estimate revisions, has a proven track record of outperformance, with 1 rated stocks returning an average of +25% annually since 1988 [5] - Bumble Inc. currently holds a Zacks Rank of 3 (Hold), with the consensus EPS projection having decreased by 21.67% in the past 30 days [5]
Bumble(BMBL) - 2024 Q4 - Annual Report
2025-02-28 22:12
Business Model and Financial Performance - The company operates on a freemium model, where a subset of users pays for subscriptions or in-app purchases, significantly impacting financial performance [75]. - In-app purchases processed through Apple and Google involve significant fees, up to 30% of revenue, impacting overall profitability [89]. - Google reduced its in-app purchase fees for subscription payments to 15% as of January 1, 2022, which may benefit the company's revenue model [89]. - The company’s marketing expenditures have historically increased over time to attract and retain users, indicating a need for effective cost management [105]. - The company’s brand reputation is critical for user retention, and any negative publicity could materially affect its financial results [97]. - The company may need to invest significantly in maintaining and enhancing its brands to ensure continued user engagement and revenue generation [98]. - Bumble app's commitment to its mission may lead to short- or medium-term operating results that do not meet investor expectations, potentially harming revenue and financial results [108]. User Engagement and Competition - User engagement and retention are critical, with potential fluctuations in user base due to competition and changing user behavior [76]. - The dating industry is highly competitive, with low switching costs and new entrants potentially disrupting the market [78]. - The company must continuously innovate to keep pace with evolving market trends and user preferences, particularly among younger demographics [76]. - The company experienced a decline in Paying Users due to disruptions caused by Google's in-app billing policy changes in 2021 [90]. - The presence of spam and fake accounts on the platform could diminish user experience and deter potential users, leading to reputational damage [112]. - User metrics, including paying users and average revenue per paying user, are subject to measurement challenges, which could affect strategic decisions and business performance [113]. Regulatory and Compliance Risks - Changes in privacy regulations and advertising policies by major tech platforms could limit targeted advertising capabilities, impacting user acquisition [85]. - The company is subject to evolving governmental regulations regarding AI, which may require significant resources to comply with and could impact business operations [125]. - The company must navigate complex international privacy and data protection laws, with potential fines of up to €20 million or 4% of total worldwide annual turnover under the GDPR [166]. - The company is exposed to litigation risks related to privacy, data protection, and consumer protection laws, which could result in substantial legal costs and liabilities [170]. - The company faces potential regulatory scrutiny due to the introduction of new brands and products, which may lead to increased operating costs and compliance challenges [158]. - Compliance with various laws, such as the Americans with Disabilities Act, may require additional modifications to products, potentially resulting in litigation and increased costs [159]. Cybersecurity and Data Protection - Cybersecurity risks, including data breaches and unauthorized access, pose significant threats to the confidentiality and availability of sensitive information, potentially harming the business [115]. - The company has experienced past security incidents and anticipates future threats, necessitating ongoing investment in cybersecurity measures [116]. - Third-party service providers' data security practices could expose the company to legal liabilities if breaches occur, impacting reputation and financial condition [121]. - System interruptions and data security breaches could lead to loss of user trust and negatively affect user engagement and revenue [139]. Operational Challenges and Workforce - The company reduced its global workforce by approximately 30% during 2024, which could negatively impact operations and employee morale [92]. - The transition of key executive roles, including the CEO and CFO, may disrupt business continuity and strategic objectives [92]. - The company faces strong competition for attracting and retaining skilled personnel, which could lead to increased labor costs [94]. - The company is exploring alternative billing options on a country-by-country basis, which may require additional resources and could disrupt user experience [90]. Financial and Debt Management - As of December 31, 2024, the company had $621.3 million of outstanding indebtedness, which requires significant interest and principal payments [178]. - The company’s ability to make scheduled payments on its debt is subject to its financial performance, which is influenced by various external factors beyond its control [180]. - The company’s subsidiaries are restricted from making distributions under certain laws, which could impair its ability to meet debt service obligations [179]. - The company may incur substantial penalties for non-compliance with export controls and economic sanctions, affecting its ability to operate in certain markets [162]. Intellectual Property and Legal Risks - The company faces risks related to intellectual property rights, which could materially adversely impact its business and financial condition if unable to protect and enforce these rights [142]. - The company may incur significant costs in defending against intellectual property claims, which could divert management's attention and resources [145]. - There is a risk that the company may not prevail in intellectual property litigation, potentially leading to unfavorable judgments and substantial monetary damages [145]. - The use of open source software may expose the company to legal claims and could adversely affect its proprietary software and business operations [154]. Acquisitions and Integration - The company faces operational and financial risks associated with acquisitions, including challenges in properly valuing and integrating acquired businesses [233]. - The integration of acquisitions requires significant time and resources, which may not be managed successfully [235]. - Management attention may be diverted from other areas of the business due to acquisition integration efforts [235]. - There is no assurance that investments in acquisitions will be successful [235]. Market and Economic Conditions - The company is exposed to changes in the global macroeconomic environment, which may adversely affect consumer discretionary spending and demand for its products [228]. - Fluctuations in inflation have negatively impacted the company's expenses, particularly employee compensation, which could affect the number of paying users [229]. - The unpredictability of quarterly operating results may lead to failure in meeting revenue expectations, potentially causing a substantial decline in the market price of the company's Class A common stock [227].
Down -27.07% in 4 Weeks, Here's Why Bumble (BMBL) Looks Ripe for a Turnaround
ZACKS· 2025-02-21 15:35
Core Viewpoint - Bumble Inc. (BMBL) is experiencing significant selling pressure, with a 27.1% decline over the past four weeks, but is now positioned for a potential trend reversal as it enters oversold territory, supported by positive earnings expectations from Wall Street analysts [1]. Group 1: Technical Indicators - The Relative Strength Index (RSI) is a key technical indicator used to determine if a stock is oversold, with a reading below 30 typically indicating oversold conditions [2]. - BMBL's current RSI reading is 23.32, suggesting that the heavy selling may be exhausting itself, indicating a potential bounce back towards previous supply and demand equilibrium [5]. Group 2: Fundamental Analysis - There is strong consensus among sell-side analysts that earnings estimates for BMBL have increased by 5.1% over the last 30 days, which often correlates with price appreciation in the near term [6]. - BMBL holds a Zacks Rank 2 (Buy), placing it in the top 20% of over 4,000 ranked stocks based on earnings estimate revisions and EPS surprises, further indicating a potential turnaround [7].
What To Do After Another Bumble Stumble?
Seeking Alpha· 2025-02-20 13:15
Group 1 - Bumble Inc. (NASDAQ: BMBL) shares were added to a portfolio in the low-mid teens in late 2023, indicating a potential investment opportunity in the online dating sector [1] - There is skepticism regarding the long-term viability of online dating platforms, suggesting that traditional methods may no longer be effective [1] - The author has extensive experience in the financial and investment industry, which may provide valuable insights into market trends and investment strategies [1] Group 2 - The article does not provide specific financial metrics or performance data related to Bumble Inc. or the online dating industry [2]
Bumble: Leadership Instability And Revenue Declines
Seeking Alpha· 2025-02-20 01:49
Group 1 - The dating-app industry is facing significant challenges, with Match Group reporting a sharp decline in Tinder payers and slowing growth in Hinge [1] - Bumble has also reported disappointing results, indicating a broader trend of underperformance across dating-app companies [1] Group 2 - Gary Alexander, an analyst with extensive experience in technology and startups, has been contributing insights on the dating-app industry since 2017 [1]
Bumble's App Revamp And Underwhelming Q1 Guidance Keeps The Analysts Waiting - Details Here
Benzinga· 2025-02-19 20:11
Core Insights - Bumble's stock experienced a significant decline after the company provided first-quarter revenue guidance that fell below market estimates and reported a decrease in paying app users [1][2][3] - Wall Street analysts have adjusted their price targets downward, reflecting concerns over profitability and user engagement [1][4][6] Financial Performance - Bumble's fourth-quarter results slightly exceeded expectations, but the first-quarter guidance was disappointing, with projected revenue of approximately $245 million and earnings per share (EPS) estimates ranging from $0.15 to $0.18 [3][6] - The company anticipates a sequential decline of around 110,000 paying users in the first quarter, indicating challenges in user retention and growth [3][4] Analyst Commentary - Piper Sandler analyst Matt Farrell maintained a Neutral rating on Bumble, lowering the price target from $8 to $7 due to lower profitability estimates [1][3] - Stifel analyst Mark Kelley reiterated a Hold rating, reducing the price target from $7 to $6, citing ongoing management turnover and a broad app refresh as factors impacting performance [1][4][6] Strategic Focus - Bumble is prioritizing safety and user experience, similar to its larger competitor Match Group, which may create challenges in differentiating offerings in the dating app market [5] - The company is streamlining its product offerings by winding down the Fruitz and Official apps to focus on its core products [4]
Bumble tumbles on weak revenue forecast, analysts remain cautious on turnaround prospects
Proactiveinvestors NA· 2025-02-19 16:51
Company Overview - Proactive is a financial news publisher that provides fast, accessible, informative, and actionable business and finance news content to a global investment audience [2] - The company has a team of experienced and qualified news journalists who produce independent content [2] Market Focus - Proactive specializes in medium and small-cap markets while also covering blue-chip companies, commodities, and broader investment stories [3] - The news team delivers insights across various sectors including biotech and pharma, mining and natural resources, battery metals, oil and gas, crypto, and emerging digital and EV technologies [3] Technology Adoption - Proactive is recognized for its forward-looking approach and enthusiastic adoption of technology to enhance workflows [4] - The company utilizes automation and software tools, including generative AI, while ensuring that all content is edited and authored by humans [5]