Core Viewpoint - Bumble Inc. (BMBL) is positioned as a strong investment opportunity due to significant revisions in earnings estimates, indicating a positive earnings outlook and potential for continued stock price gains [1][2]. Current-Quarter Estimate Revisions - For the current quarter, Bumble is projected to earn $0.24 per share, reflecting a 9.09% increase from the previous year [4]. - The Zacks Consensus Estimate for Bumble has risen by 45.53% over the last 30 days, with three estimates increasing and no negative revisions [4]. Current-Year Estimate Revisions - For the full year, Bumble is expected to earn $0.81 per share, which represents a year-over-year increase of 117.57% [5]. - In the past month, four estimates have been revised upward for Bumble, contributing to a 17.95% increase in the consensus estimate [5]. Favorable Zacks Rank - Bumble currently holds a Zacks Rank 2 (Buy), indicating strong agreement among analysts regarding positive earnings estimate revisions [6]. - Stocks with Zacks Rank 1 (Strong Buy) and 2 (Buy) have historically outperformed the S&P 500 [6]. Bottom Line - Bumble shares have increased by 43.8% over the past four weeks, suggesting investor confidence in the company's earnings growth prospects [7].

Group 1 - Bumble (NASDAQ: BMBL) reported 1Q25 revenue that was largely in line with consensus, which had low expectations heading into the print [1] - The 2Q25 guidance missed consensus expectations, yet shares rose by 20% post-print, indicating a positive market reaction despite the guidance miss [1] Group 2 - Astrada Advisors specializes in investment research across technology, media, internet, and consumer sectors in North America and Asia, focusing on identifying high-potential investments [1] - The firm integrates rigorous fundamental analysis with data-driven insights to provide a nuanced understanding of key trends, growth drivers, and competitive landscapes [1] - Astrada Advisors aims to empower investors with timely research and a comprehensive view of industry dynamics, particularly in volatile markets [1]

Bumble ( BMBL ) shares surged 26+% after the company reported earnings for the March quarter, beating estimates on revenue and operating income. Moreover, Bumble management highlighted plans for OPEX discipline, planning for $35 million worth of cost savings by the end of 2025. WithExperience as an investment analyst for a major BB-Bank, as well as private equity consultant for MBB. Currently working towards the CFA charter, having completed I&II. Passion for risk-assets (Growth, Contrarian, Emerging Market ...

Company Overview - Bumble's CEO, Whitney Wolfe Herd, acknowledged that the company's focus on growth led to a decline in user experience, resulting in more mismatches and lower-quality profiles [1] - The company reported a 7.7% decline in total revenue for Q1, from $267 million in 2024 to $247 million in 2025, with Bumble app revenue dropping 6.5% [3] Strategic Changes - Wolfe Herd plans to reduce performance marketing spend and focus on removing low-quality members to improve match quality and user trust [4] - The company aims to develop a personalized matching algorithm using AI to enhance user experience [4] Industry Context - Bumble's stock price has dropped over 90% since its all-time high in February 2021, and the company has undergone significant layoffs, reducing its workforce by about 30% [2] - The dating app industry is facing challenges, with competitors like Match Group also reporting declines in revenue and user numbers, indicating a broader trend of stagnation in the sector [6][7]

Financial Data and Key Metrics Changes - In Q1 2025, total revenue for Bumble Inc. was $247 million, with a foreign exchange impact of approximately $6 million [28] - Bumble app revenue was $200 million, including a foreign exchange headwind of approximately $4 million [28] - Adjusted EBITDA for Q1 was $64 million, representing 26% of revenue [29] - The company reported GAAP net earnings of $20 million and strong cash flow of $43 million [29] Business Line Data and Key Metrics Changes - Total paying users in the quarter were 4 million, with Bumble app paying users at 2.7 million [28] - Vadu app and other revenue totaled $45 million, with 1.3 million paying users [28] Market Data and Key Metrics Changes - The company anticipates a revenue decrease of 10% to 13% year-over-year for Q2, with Bumble app revenue expected between $193 million and $199 million [32] - A $12 million revenue headwind is expected due to the discontinuation of operations for Frutz and Official [33] Company Strategy and Development Direction - The company is focusing on quality over quantity, aiming to improve member experience and match quality [5][11] - Efforts include removing bots and scammers, fostering a verified community, and modernizing the matching algorithm with AI [12][18] - The company is reducing marketing spend by $20 million in Q2 to focus on organic marketing strategies [16] Management's Comments on Operating Environment and Future Outlook - Management believes the demand for love is at an all-time high, indicating a robust total addressable market (TAM) [42] - The company is committed to improving member engagement and success, with a focus on long-term sustainable growth [25][34] - Management acknowledges short to medium-term headwinds but emphasizes a strong financial foundation and cash flow [30][34] Other Important Information - The company has identified $15 million in near-term savings across operating costs [16] - A new CTO has been appointed to enhance technology and product experience [17] - The company is prioritizing safety and verification through AI to improve member trust [60] Q&A Session Summary Question: Changes in performance marketing and addressable market - Management emphasized that the focus is on quality, not just scaling for growth, and that the total addressable market remains large [39][44] Question: Key metrics for measuring success - Management highlighted the importance of member engagement quality, including successful matches and chats, as key metrics [54][56] Question: AI investments and productivity - Management discussed leveraging AI for safety, verification, and enhancing the matching algorithm to improve user experience [60][64] Question: User behavior in international markets - Management noted that user complaints about match quality and safety are consistent across international markets, indicating a global opportunity for improvement [100][102]

Financial Data and Key Metrics Changes - In Q1 2025, total revenue for Bumble Inc. was $247 million, with a foreign exchange impact of approximately $6 million [30] - Bumble app revenue was $200 million, including a foreign exchange headwind of about $4 million [30] - Adjusted EBITDA for Q1 was $64 million, representing 26% of revenue [31] - The company reported GAAP net earnings of $20 million [31] - Cash flow for Q1 was strong at $43 million, ending the quarter with $200 million in cash and cash equivalents [31] Business Line Data and Key Metrics Changes - Total paying users in Q1 were 4 million, with Bumble app paying users at 2.7 million [30] - Vadu app and other revenue totaled $45 million, with 1.3 million paying users [30] Market Data and Key Metrics Changes - The company anticipates a revenue decrease of 10% to 13% year-over-year for Q2, translating to total revenue between $235 million and $243 million [34] - Bumble app revenue for Q2 is expected to be between $193 million and $199 million, representing a year-over-year decrease of 11% to 19% [34] Company Strategy and Development Direction - The company is focusing on quality over quantity, aiming to improve member experience and match quality [5][11] - Bumble is modernizing its personalized matching algorithm using AI and machine learning to enhance match relevancy [12] - The company is reducing marketing spend by $20 million in Q2 to focus on organic marketing strategies [16] - Bumble aims to create a verified and trusted community by removing low-quality profiles and enhancing member profiles [11][88] Management's Comments on Operating Environment and Future Outlook - Management acknowledges that the online dating industry is at an inflection point and emphasizes the need for a return to quality matches [5][23] - The company believes that the demand for love is robust and global, indicating significant growth potential [44][100] - Management is committed to improving member engagement and success metrics rather than focusing solely on paying user numbers [24][34] Other Important Information - The company has identified $15 million in near-term operating cost savings and expects to continue finding efficiencies [31][32] - Bumble is not pursuing growth in international markets until product issues are resolved, with a focus on 2026 for international expansion [106] Q&A Session Summary Question: Changes in performance marketing and addressable market - Management emphasized that the focus is on quality, not just scaling for growth, and that the total addressable market remains significant [41][42] Question: Key metrics for measuring success - Management highlighted the importance of member engagement quality, including match success and user experience [53][57] Question: AI investments and productivity gains - Management discussed leveraging AI for safety, verification, and enhancing the matching algorithm to improve user experience [61][62] Question: User behavior in international markets - Management noted that user complaints are similar across markets, focusing on fulfilling matches and safety [102][104]

社交媒体平台Bumble Inc.（BMBL）美股盘后涨幅收窄至8.2%。 最新业绩报告显示，该公司（Match Group）一季度营收2.47亿美元，分析师预期2.465亿美元。 一季度付费用户数40.1万，分析师预期4.04万。 一季度调整后EBITDA为0.644亿美元，分析师预期0.623亿美元。 预计二季度营收2.35亿-2.43亿美元，分析师预期2.43亿美元。 预计二季度Bumble APP营收1.93亿-1.99亿美元，分析师预期1.977亿美元。 由于转变计划的缘故，预计短期付费用户数将下降。 为了提高质量，公司正加强删除那些表现不良的用户。 将在夏季宣布"重大升级"。 ...

Financial Performance - Q1 2025 - Total revenue decreased by 8% year-over-year to $247.1 million[25] - Bumble App revenue decreased by 6% year-over-year to $201.8 million[25] - Net earnings decreased by 41% year-over-year to $19.8 million[25] - Adjusted EBITDA decreased by 13% year-over-year to $64.4 million[25] User Metrics - Q1 2025 - Total Paying Users remained flat at 4.0 million[25] - Bumble App Paying Users decreased by 1% to 2.7 million[25] - Badoo App and Other Paying Users increased by 1% to 1.306 million[38] - Total Average Revenue per Paying User (ARPPU) decreased by 7% to $20.24[25] - Bumble App ARPPU decreased by 6% to $24.84[33] - Badoo App and Other ARPPU decreased by 13% to $10.72[39] Financial Outlook - Q2 2025 - The company expects total revenue to be between $235 million and $243 million[45] - The company expects Bumble App revenue to be between $193 million and $199 million[45] - The company expects Adjusted EBITDA to be between $79 million and $84 million[45]

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 ...

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]