Compared to Estimates, Bumble (BMBL) Q4 Earnings: A Look at Key Metrics

Core Insights - Bumble Inc. reported revenue of $224.17 million for the quarter ended December 2025, showing no change year-over-year, with an EPS of $1.07 compared to $0 in the previous year [1] - The revenue exceeded the Zacks Consensus Estimate of $221.46 million by 1.22%, while the EPS surprised by 282.14% against the consensus estimate of $0.28 [1] Financial Performance Metrics - Bumble's stock has returned -13.5% over the past month, underperforming the Zacks S&P 500 composite, which declined by -2.2% [3] - The company currently holds a Zacks Rank 3 (Hold), suggesting it may perform in line with the broader market in the near term [3] User Metrics - Badoo App and Other Paying Users totaled 1.14 million, slightly below the average estimate of 1.19 million [4] - Bumble App Paying Users reached 2.19 million, exceeding the average estimate of 2.12 million [4] - Total Paying Users amounted to 3.32 million, in line with the average estimate of 3.3 million [4] Revenue Analysis - Total Average Revenue per Paying User was $22.20, surpassing the average estimate of $22.04 [4] - Revenue from the Badoo App and Other was $43.2 million, slightly above the average estimate of $42.66 million, but represented a year-over-year decline of 12.4% [4] - Revenue from the Bumble App was $181 million, exceeding the estimated $179.71 million, but showed a year-over-year decrease of 14.8% [4]