BMBLNasdaqServices-Computer Programming, Data Processing, Etc.US GAAP · USD

Bumble Inc.

Bumble Inc. operates a portfolio of online dating and social networking apps, including Bumble, Bumble For Friends, Badoo, and Geneva. The company monetizes its services through a freemium model, where most users access the apps for free and a smaller group pays for subscriptions or in-app purchases. Bumble app is built around women making the first move, while Badoo serves a broader global dating audience and Bumble For Friends and Geneva extend the platform into friendship and community connections. The business is organized as a single reportable segment and generates revenue primarily from North America, Europe, and other international markets. Recent disclosures show the company is reshaping its portfolio, reducing emphasis on paid acquisition and discontinuing certain apps to focus on healthier member growth and long-term monetization.

Revenue966m USD
−9.9 %y/y
Operating profit (EBIT)-806m USD
−15.0 %y/y
EBIT margin-83.4%
−18.1 ppy/y
Net income-693m USD
−24.4 %y/y

Fiscal year 2025 · change from previous year

Development 2019–2025

-1,000-50005001,0001,500m USD2019: 489 m USD2019: EBIT 93 m USD20192021: 761 m USD2021: EBIT -135 m USD20212022: 904 m USD2022: EBIT -103 m USD20222023: 1,052 m USD2023: EBIT 53 m USD20232024: 1,072 m USD2024: EBIT -700 m USD20242025: 966 m USD2025: EBIT -806 m USD2025966-806
RevenueOperating profit (EBIT)

Business

Share of revenue
Dating apps82 %

Core online dating products that help users discover and connect with potential romantic partners.

Friendship and community apps6 %

Apps designed for platonic connections, nearby friendships, and group/community interaction.

Subscriptions55 %

Recurring premium access sold to members who want enhanced visibility, matching, or communication tools.

In-app purchases27 %

One-time paid features and add-ons that increase user engagement and monetization.

Advertising and partnerships3 %

Non-core monetization from ads and commercial partnerships across the app ecosystem.

Products

Reported · share of revenue
81.1%18.9%FY2025100 %
  • Bumble App81.1 %
  • Badoo App and Other18.9 %

Source: 10-K FY2025, revenue the company reports per product line (SEC XBRL). Shares are of the lines shown and add up to 100 %.

Customers

Bumble's customers are individual consumers who use mobile and web apps to meet romantic partners, make friends, or join communities. The primary paying users are members who subscribe to premium tiers or buy in-app features to improve match quality, visibility, and communication. Bumble app users tend to value the women-first interaction model, while Badoo attracts a broader mainstream audience in Europe and Latin America. Bumble For Friends and Geneva target users seeking platonic connections and group-based social discovery rather than dating. The company also serves users across different life stages and geographies, which makes member health, trust, and safety central to retention and monetization.

Bumble app users

Consumers using the women-first dating app for romantic connections and premium dating features.

Badoo app users

Mainstream dating users, especially in Europe and Latin America, who use free and paid features to meet new people.

Paying subscribers and in-app purchasers

Members who pay for subscriptions or add-ons to improve matching, visibility, and interaction quality.

Friendship and community users

Users of Bumble For Friends and Geneva who want platonic connections, local meetups, or group communities.

Strategy

Bumble is shifting from broad paid acquisition toward brand-building and organic growth to improve member quality and long-term monetization. Management is also emphasizing trust and safety, including removing bad actors, because a healthier membership base supports retention, engagement, and willingness to pay. Product innovation is a major priority, with increased use of artificial intelligence and technology modernization intended to improve the member experience and operating efficiency. The company is also rationalizing its portfolio by discontinuing Fruitz and Official and integrating Geneva to expand Bumble For Friends into group and community use cases. These moves are designed to protect the core Bumble and Badoo franchises while creating a more durable platform for future revenue.

Improve member quality and healthShort term

Better member quality should support engagement, retention, and monetization over time.

Product innovation and AI adoptionMedium term

New features and better matching tools can improve user experience and increase willingness to pay.

Portfolio simplification and focusShort term

Discontinuing underperforming apps can reduce complexity and concentrate resources on core franchises.

Geography

Q1/2026

Bumble sells digital services globally, with disclosed service coverage across North America, Europe, and various other countries around the world. The Bumble app has particular strength in the United States, the United Kingdom, Australia, and Canada, while Badoo is a market leader in several countries in Europe and Latin America. Because the business is app-based, geography mainly affects user acquisition, local brand strength, payment behavior, and regulatory exposure rather than manufacturing or physical distribution. The company also notes foreign currency fluctuations as a factor affecting revenue, reflecting meaningful international exposure. Recent restructuring and app rationalization suggest management is concentrating resources on markets and products with the best long-term member quality and monetization potential.

Other countries (US filing)58 %
United States42 %

Share of the revenue the company reports by geography.

Risks

Bumble's biggest business risk is that its strategy to improve member health and reduce paid acquisition can pressure revenue and paying users in the near term. The company depends on consumer engagement in a highly competitive dating-app market, so weaker user growth, lower conversion to paying users, or declining ARPPU can quickly affect results. International exposure also creates foreign exchange risk and makes performance sensitive to regional demand shifts, local competition, and regulatory changes. The company has also recorded significant impairment charges, showing that changes in strategy, stock price, market conditions, or slower industry growth can reduce the value of goodwill and intangible assets. More broadly, online dating and social networking platforms face trust-and-safety, privacy, content moderation, and app-store dependency risks that can affect brand reputation and monetization.

Sorted by severity
Revenue pressure from reduced paid acquisitionHigh

Management explicitly said shifting away from performance marketing may adversely affect revenue and paying users in the short term.

Exposure: Core Bumble and Badoo monetization

Goodwill and intangible asset impairmentHigh

The company has recognized large impairment charges and says further declines in stock price, market conditions, or demand could trigger more write-downs.

Exposure: Balance sheet and reported earnings

Foreign exchange volatilityMedium

A meaningful share of revenue comes from outside the United States, and management cited FX as affecting revenue trends.

Exposure: International revenue translation

Trust and safety / bad actor riskMedium

Removing bad actors and improving member health can reduce short-term activity but is necessary to protect the platform.

Exposure: User retention and brand reputation

Accounting

Judgemental items
Revenue recognition for subscriptions and in-app purchases

Timing depends on subscription periods, usage, and breakage estimates, which affects quarterly revenue recognition.

Impact: Reported revenue and deferred revenue balances

Goodwill and intangible asset impairment

Large impairment charges have already been recognized and future assumptions could trigger additional write-downs.

Impact: Net earnings and asset values

Restructuring and severance accruals

Workforce reductions and app discontinuations create one-time charges and judgment around completion costs.

Impact: Operating expenses and cash outflows

Foreign currency effects

International revenue creates translation and transaction exposure that can move reported results.

Impact: Revenue and profitability

Publicly listed companies with a comparable business focus.

Last updated: 24/09/2026

Bumble Inc. (BMBL) Revenue, Earnings & Financials 2025 – Clarifo