Group 1: Market Overview - The Russell 2000 index rose by +1% as small-cap stocks benefited from the fastest stock market rebound in history following a correction of over 10% in March [1] - Many underperforming stocks are attracting investor attention as the market exits a favorable Q2 [1] Group 2: Bumble (BMBL) - Bumble's stock has rebounded over +50% in the last three months but remains more than 30% below its 52-week high of $10 per share [3] - The company operates two of the highest-grossing dating apps, Badoo and Bumble, and is already profitable since going public in 2021 [3] - Bumble trades at 7X forward earnings, with expected high-double-digit EPS growth in fiscal 2025 and 10% EPS growth in FY26 [3] Group 3: Earnings Estimates for Bumble - Current quarter EPS estimate is $0.31, with a year-over-year growth estimate of 40.91% [4] - Next quarter EPS estimate is $0.26, with a year-over-year decline of 25.71% [4] - Current year EPS estimate is $0.91, with a significant year-over-year growth of 119.74% [4] Group 4: Creative Realities (CREX) - Creative Realities has seen its stock surge over +50% in the last three months, trading at $3 per share [5] - The company is expected to cross into profitability this year after an adjusted loss of -$0.34 per share in 2024 [5] - Total sales are projected to rise by 10% in FY25 and another 13% in FY26, reaching $63.3 million [5] Group 5: Lyft (LYFT) and Crexendo (CXDO) - Lyft's stock, with a Zacks Rank 2 (Buy), has posted +20% gains in the last three months and is expected to grow over 10% in FY25 and FY26 [6] - Lyft shares trade under $20 at 14.3X forward earnings, while Crexendo trades at $6 with a P/E multiple of 21.3X [7] Group 6: Investment Sentiment - The extended rally in top-rated internet stocks like Bumble, Creative Realities, Lyft, and Crexendo is expected to continue amid the stock market's historic rebound [8]

Core Insights - Bumble Inc. announced a 30% workforce reduction, equating to approximately 240 job losses, to realign its operating structure and optimize execution on strategic priorities [1][5][6] - CEO Whitney Wolfe Herd emphasized the need for decisive restructuring to build a resilient organization prepared for future challenges [2][4] - The company aims to become more agile and prioritize core product innovation while focusing on member health and experience [4] Financial Implications - Bumble expects to incur $13-18 million in charges related to severance and benefits due to the layoffs, primarily in Q3 and Q4 of this year [5] - The job cuts are projected to yield annual savings of up to $40 million, which will be redirected towards strategic initiatives, including product and technology development [11] - For Q2, Bumble anticipates revenue between $244 million and $249 million, with an EBITDA forecast of $88 million to $93 million [8] User Metrics - As of the end of Q1, Bumble had a total of four million paying users [12] - The company reported a year-over-year revenue decline to $247.1 million in Q1 [9] Strategic Adjustments - Bumble is shutting down two of its apps, Fruitz and Official, as part of its strategy to streamline operations [10]

Q1 2025 Earnings Supplemental Presentation May 2025 Forward-Looking Statements This communication contains "forward-looking statements" within the meaning of the Private Securities Litigation Reform Act of 1995. These forward-looking statements include, without limitation, statements reflecting the current views of management of Bumble Inc. with respect to, among other things, our operations, our financial performance, our industry and our business and other non-historical statements, including without limi ...

The upcoming report from Bumble Inc. (BMBL) is expected to reveal quarterly earnings of $0.16 per share, indicating a decline of 15.8% compared to the year-ago period. Analysts forecast revenues of $246.29 million, representing a decrease of 8% year over year.The current level reflects a downward revision of 4.1% in the consensus EPS estimate for the quarter over the past 30 days. This demonstrates how the analysts covering the stock have collectively reappraised their initial projections over this period.B ...