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 Viewpoint - Bumble Inc. is expected to report a quarterly earnings per share (EPS) of $0.37, marking a 68.2% increase year-over-year, while revenues are projected to decline by 9.1% to $244.24 million [1]. Earnings Estimates - The consensus EPS estimate has been revised down by 2.4% over the last 30 days, indicating a reevaluation by analysts [2]. - Changes in earnings estimates are crucial for predicting investor reactions, as empirical research shows a strong correlation between earnings estimate revisions and short-term stock performance [3]. Revenue Projections - Analysts estimate 'Revenue- Badoo App and Other' to be $44.35 million, reflecting a year-over-year decrease of 12.4% [5]. - The 'Revenue- Bumble App' is projected at $195.45 million, indicating a decline of 10.3% from the previous year [5]. User Metrics - 'Badoo App and Other Paying Users' are expected to reach 1.28 million, down from 1.32 million in the same quarter last year [5]. - 'Bumble App Paying Users' are forecasted to be 2.63 million, compared to 2.82 million a year ago [6]. - The total number of 'Total Paying Users' is estimated at 3.90 million, down from 4.14 million in the previous year [8]. Average Revenue per User - 'Total Average Revenue per Paying User' is expected to be $20.36, down from $21.37 in the same quarter last year [6]. - 'Badoo App and Other Average Revenue per Paying User' is projected at $10.83, compared to $11.93 a year ago [7]. - 'Bumble App Average Revenue per Paying User' is estimated to be $24.85, down from $25.79 in the same quarter last year [7]. Market Performance - Bumble shares have increased by 16.6% over the past month, outperforming the Zacks S&P 500 composite, which saw a 0.6% increase [8].

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]