Core Viewpoint - Pomerantz LLP is investigating potential securities fraud or unlawful business practices by Bumble Inc. and its officers or directors, following a significant drop in the company's paying users and a subsequent decline in stock price [1][3][4]. Group 1: Company Performance - Bumble reported a 8.7% decrease in total paying users, dropping to 3.8 million in Q2 2025, compared to 4 million in Q1 2025 and 4.2 million in Q4 2024 [3]. - The company has introduced new AI-powered features aimed at enhancing trust and safety, but analysts suggest these measures may negatively impact user and payer growth in the short term due to stricter verification processes [3]. Group 2: Market Reaction - Following the release of its Q2 results, Bumble's stock price fell by $1.22, or 15.94%, closing at $6.43 per share on August 7, 2025 [4].

NEW YORK, Aug. 21, 2025 (GLOBE NEWSWIRE) -- Pomerantz LLP is investigating claims on behalf of investors of Bumble Inc. (“Bumble” or the “Company”) (NASDAQ: BMBL). Such investors are advised to contact Danielle Peyton at newaction@pomlaw.com or 646-581-9980, ext. 7980. The investigation concerns whether Bumble and certain of its officers and/or directors have engaged in securities fraud or other unlawful business practices. [Click here for information about joining the class action] After the market closed ...

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Group 1 - Match Group's CFO, Steven Bailey, will participate in a fireside chat at the Citi Global TMT Conference on September 3rd at 10:50 a.m. ET [1] - A live webcast and replay of the fireside chat will be available on Match Group's investor relations website [1] Group 2 - Match Group is a leading provider of digital technologies aimed at helping people make meaningful connections through its portfolio of brands [2] - The company's brands include Tinder®, Hinge®, Match®, Meetic®, OkCupid®, Pairs™, PlentyOfFish®, Azar®, BLK®, among others, designed to enhance user connections [2] - Match Group's services are available in over 40 languages globally, catering to diverse user preferences [2]

Financial Performance - Total revenue decreased by 8% year-over-year to $248.2 million in Q2 2025[25] - Bumble App revenue decreased by 8% year-over-year to $201.4 million in Q2 2025[25] - The company reported a net loss of $367 million in Q2 2025[25] - Adjusted EBITDA increased by 26% year-over-year to $94.6 million in Q2 2025, with an Adjusted EBITDA margin of 38.1%[25, 48] User Metrics - Total paying users decreased by 9% year-over-year to 3.8 million in Q2 2025[25] - Bumble App paying users decreased by 11% year-over-year to 2.5 million in Q2 2025[25] - Total Average Revenue per Paying User (ARPPU) increased by 1% year-over-year to $21.69 in Q2 2025[25] - Badoo App and Other paying users decreased by 3% year-over-year[36] Future Outlook - The company expects total revenue of $240-$248 million for Q3 2025[44] - Bumble App revenue is projected to be $194-$200 million for Q3 2025[44] - Adjusted EBITDA is expected to be $79-$84 million for Q3 2025[44]

Core Insights - Match Group (MTCH) reported Q2 2025 earnings of $0.72 per share, missing estimates by 11.11%, but showing a 50% increase year-over-year [1][9] - Revenues were flat at $863.7 million, slightly beating estimates by 1.24%, with a 1% decrease on an FX-neutral basis [1][9] - The company expects Q3 2025 revenues of $910-$920 million, indicating 2-3% year-over-year growth [11] Revenue Breakdown - Direct revenues were $845.5 million, down 0.3% year-over-year, while indirect revenues increased 15.1% to $18.3 million [2] - Hinge drove top-line growth with direct revenues increasing 25.4% year-over-year [2][4] - Tinder's direct revenues decreased 3.9% year-over-year to $461.2 million, but surpassed estimates by 0.84% [3][9] User Metrics - Total payers decreased by 5% year-over-year to 14.09 million, missing estimates by 0.50% [3][9] - Revenue per payer (RPP) increased 5% year-over-year to $20, beating estimates by 1.56% [3][9] - Hinge's payers increased by 18% year-over-year to 1.75 million, with RPP rising 6% to $31.96 [4] Operating Performance - Total operating costs increased 1.6% year-over-year to $669.8 million, representing 77.6% of revenues [7] - Adjusted operating income was $289.9 million, down 5.4% year-over-year, with an adjusted operating margin of 33.6% [7] Financial Position - As of June 30, 2025, Match Group had cash and short-term investments of $340.4 million, down from $414 million as of March 31, 2025 [8] - Long-term debt remained flat at $3.5 billion [10] Future Guidance - For 2025, the company anticipates revenues towards the high end of the guided range of $3,375-$3,500 million, driven by positive FX impacts [12] - The expected adjusted operating income margin for the full year is 36.5%, factoring in $50 million in reinvestments [12]

| Metric | Q2 2025 | Q2 2025 Estimate | Q2 2024 | Y/Y Change | | --- | --- | --- | --- | --- | | EPS (GAAP, Diluted) | $0.49 | $0.49 | $0.48 | 2.08 % | | Revenue (GAAP) | $864 million | $854.08 million | $864 million | N/A | | Operating Income | $194 million | | $205 million | -5.4 % | | Adjusted Operating Income | $290 million | | $306 million | -5.2 % | | Free Cash Flow | $409 million† | | $383 million† | 6.8% | Business Overview and Strategic Focus Match Group operates a diverse portfolio of online datin ...

Financial Data and Key Metrics Changes - Match Group's total revenue for Q2 was $864 million, flat year over year, and down 1% on an FX neutral basis [27][28] - Adjusted operating income (AOI) was $290 million, down 5% year over year, representing an AOI margin of 34% [28] - Tinder's direct revenue in Q2 was $461 million, down 4% year over year, with payers declining 7% to 9 million [29] - Hinge's direct revenue was $168 million, up 25% year over year, with payers growing 18% to 1.7 million [30] - Match Group Asia's direct revenue was $69 million, down 6% year over year, with an operating loss of $300,000 [31] Business Line Data and Key Metrics Changes - Tinder's revenue declined due to a lack of innovation and focus on short-term monetization, while Hinge showed strong growth driven by product innovation [28][30] - The E and E segment's direct revenue was $148 million, down 8% year over year, with payers declining 15% [30] - Indirect revenue increased by 15% year over year, driven by strength in the advertising business [28] Market Data and Key Metrics Changes - Hinge's MAU grew nearly 20% year over year in the first half of the year, with European markets seeing over 60% growth [22][30] - Match Group's overall user engagement metrics are showing signs of improvement, with a decrease in the rate of decline for new account registrations and MAU [54] Company Strategy and Development Direction - The company is undergoing a three-phase turnaround: reset, revitalize, and resurgence, with a focus on product innovation and user outcomes [6][12] - Tinder is being restructured to prioritize low-pressure connections, while Hinge aims to lead in intentional dating [25][26] - A $50 million investment plan is in place for product testing, geographic expansion, and new growth initiatives [25][73] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the online dating category's growth potential, citing Hinge's success as evidence of ongoing user interest [78] - The company is focused on regaining product market fit, particularly among younger users, and is optimistic about future growth driven by new product offerings [70][79] Other Important Information - The company plans to change its non-GAAP profitability measure from adjusted operating income to adjusted EBITDA starting next quarter [39] - A new marketing strategy is being implemented to support product launches and drive user growth [73] Q&A Session Summary Question: Update on Tinder's engagement with U.S. users under 30 - Management highlighted that recent product launches like DoubleDate are resonating well with younger users, with 90% of usage under 30 [43][44] Question: How to track the status of the turnaround - Management discussed monitoring metrics such as new account registrations, MAU, four-way chats, and contact exchanges to gauge progress [50][54] Question: Expansion of face check and alternative payments - Management is studying the impact of face check on user perception and safety, while alternative payments are showing promising results with a potential $65 million AOI savings opportunity [60][62] Question: Hinge's revenue acceleration drivers - Hinge's growth is attributed to product innovation, a focus on the female experience, and international expansion opportunities [88][91]

Core Insights - Match Group reported strong financial results for Q2 2025, with total revenue of $864 million, exceeding guidance and Wall Street expectations, despite a $14 million legal settlement charge [1][4][9] - The company is undergoing a three-phase transformation strategy: Reset, Revitalize, and Resurgence, aimed at improving structure, product development, and long-term growth [2][3] - Hinge experienced a 25% year-over-year revenue growth, while Tinder launched new features to enhance user experience and engagement [10] Financial Performance - Total revenue for Q2 2025 was $864 million, with a direct revenue of $848 million, showing a slight increase from $845 million in Q2 2024 [5] - Operating income decreased by 5% year-over-year to $194 million, with an operating income margin of 22% [5][9] - Adjusted operating income also declined by 5% year-over-year to $290 million, maintaining an adjusted operating income margin of 34% [5][9] User Metrics - The number of payers decreased by 5% year-over-year to 14.1 million, while revenue per payer (RPP) increased by 5% to $20.00 [5][9] - Hinge's monthly active users (MAU) grew nearly 20% year-over-year in the first half of 2025, with significant growth in European markets [10] Strategic Initiatives - Match Group plans to reinvest approximately $50 million in the second half of 2025 into strategic initiatives, including product testing and geographic expansion [3] - Tinder's new features, such as Double Date and AI-enabled Discovery, aim to address user pain points and improve platform trust [10] Dividend and Share Repurchase - The Board of Directors declared a cash dividend of $0.19 per share, payable on October 17, 2025 [8] - The company repurchased 13.7 million shares at an average price of $31 per share, deploying over 125% of free cash flow for capital return to shareholders year-to-date [9][15]

Analysts forecast 'Badoo App and Other Paying Users' to reach 1.28 million. Compared to the present estimate, the company reported 1.32 million in the same quarter last year. In its upcoming report, Bumble Inc. (BMBL) is predicted by Wall Street analysts to post quarterly earnings of $0.37 per share, reflecting an increase of 68.2% compared to the same period last year. Revenues are forecasted to be $244.24 million, representing a year-over-year decrease of 9.1%. The consensus EPS estimate for the quarter h ...