Core Insights - Bumble Inc. reported a 10% decrease in total revenue for Q3 2025, amounting to $246 million, compared to $273.6 million in Q3 2024 [9] - The Bumble app revenue also saw a decline of 9.7%, totaling $199 million, while Badoo app and other revenue decreased by 11.3% to $47.4 million [9] - The company is focusing on improving member engagement and quality, integrating innovation and AI into its platform, and enhancing its brand narrative [2][4] Financial Performance - Total revenue decreased by 10% to $246.2 million from $273.6 million year-over-year [9] - Bumble app revenue decreased by 9.7% to $198.8 million from $220.2 million [9] - Badoo app and other revenue decreased by 11.3% to $47.4 million from $53.4 million [9] - Total paying users decreased by 16% to 3.6 million from 4.3 million [9] - Average revenue per paying user (ARPPU) increased by 6.9% to $22.64 from $21.17 [9] - Net earnings were $51.6 million, representing 21% of revenue, compared to a net loss of $849.3 million in the previous year [9] Operational Highlights - Bumble app paying users decreased to 2,344.1 thousand from 2,869.3 thousand [6] - Badoo app and other paying users decreased to 1,230.8 thousand from 1,386.2 thousand [6] - Total average revenue per paying user increased to $22.64 from $21.17 [6] Balance Sheet - As of September 30, 2025, total cash and cash equivalents were $307.9 million, while total debt stood at $589.4 million [7] Strategic Initiatives - The company is prioritizing profitability and financial flexibility while investing in innovation for sustainable long-term growth [4] - Bumble has reached an agreement for an early termination and settlement of the Tax Receivable Agreement (TRA) for approximately $186 million, which is over 50% less than the carrying value of the TRA liability [12][13] - The transaction is expected to enhance cash flow and provide strategic flexibility for future growth initiatives [21]