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]

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 ...

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]

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].

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].