olivLaw · US equity research
Bumble Inc. BMBL
Services-Computer Programming, Data Processing, Etc. · SIC 7370 · Vertical: Services-Computer Programming, Data Processing, Etc. (SIC 7370)
Bumble Inc. operates dating and social networking apps, including Bumble, Badoo and BFF, monetized through a freemium model. The company is going through a period of declining revenue and paying users while focusing its strategy on member quality, artificial intelligence and long-term profitability. Total revenue was 965.7 million USD in 2025 and fell 15.2% in the second quarter of 2026 to 210.5 million USD.
The AI analysis may be outdated: new filings came after its sources (see the «AI analysis» section).
At the close of 04 Nov 2026, Bumble Inc. (BMBL) stock was 6.00 USD (+0.33% on the day), with market capitalisation 718.8 m USD, beta 1.23, 52-week range 2.50–6.00 USD. Latest reported quarter (Q3 2026): revenue of 207.1 m USD (−15.9% YoY), net income of 27.3 m USD (−27.0% YoY), diluted EPS 0.20 USD.
Data as of · AI analysis dated · Source: SEC filings and closing prices, computed by olivLaw.
Price history
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Technical reading
- RSI (14)
- 87.7
- overbought (≥ 70)
- Bollinger (20, 2)
- 3.33 – 7.70
- in the upper half of the band · %B 0.61 · band width 79.3%
- SMA 50 / 200
- 3.86 / 3.39
- uptrend (price > SMA50 > SMA200)
- MACD (12, 26, 9)
- 0.69 / 0.75
- MACD below signal
Indicators describe past prices; on their own they do not predict direction. On our history the RSI ≤ 40 filter added no return (see the signals methodology).
Performance
| Company | S&P 500 | vs S&P 500 | Vertical median | |
|---|---|---|---|---|
| 1 month | +135.3% | −1.1% | +136.4 pp | — |
| 3 months | +97.4% | −0.5% | +97.8 pp | — |
| 6 months | +74.9% | +4.4% | +70.5 pp | — |
| Year to date | +68.1% | +12.3% | +55.8 pp | — |
| 1 year | +14.1% | +13.5% | +0.5 pp | −20.6% |
| 3 years | −56.1% | +76.4% | −132.5 pp | −22.6% |
| 5 years | −88.5% | +63.7% | −152.1 pp | — |
Price returns, dividends excluded.
Quarterly results
Latest quarter: Q3 2026 · 30 Sept 2026
Quarterly margins
Quarterly statements · USD
| Fiscal year | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 | Q2 '26 | Q3 '26 |
|---|---|---|---|---|---|---|---|---|
| Revenue | 261.6 m | 247.1 m | 248.2 m | 246.2 m | 224.2 m | 212.4 m | 210.5 m | 207.1 m |
| Cost of revenue | 0 | 73.4 m | 74.3 m | 69.2 m | 64.6 m | 54.8 m | 54.0 m | 55.1 m |
| Operating income | 37.0 m | 44.7 m | -338.3 m | 63.7 m | -575.7 m | 65.3 m | -112.0 m | 54.5 m |
| Depreciation & amortisation | 18.1 m | 9.6 m | 6.6 m | 4.6 m | 5.0 m | 4.4 m | 3.9 m | 3.7 m |
| Interest expense | — | — | 11.8 m | 11.9 m | — | — | 14.7 m | 16.6 m |
| Pre-tax income | 16.2 m | 25.8 m | -360.5 m | 61.1 m | -587.4 m | 64.0 m | -130.3 m | 38.3 m |
| Income tax | 6.9 m | 6.0 m | 6.5 m | 9.5 m | 12.4 m | 11.4 m | -2.4 m | 6.6 m |
| Net income | 4.2 m | 13.4 m | -253.7 m | 37.3 m | -490.2 m | 45.2 m | -110.1 m | 27.3 m |
| Diluted EPS | 0.04 ≈ | 0.13 | -2.45 | 0.33 | -3.98 ≈ | 0.34 | -0.84 | 0.20 |
| Operating cash flow | -5.4 m | 43.2 m | 71.2 m ≈ | 76.8 m ≈ | 59.1 m | 77.2 m | 53.6 m ≈ | 56.0 m ≈ |
| Share repurchases | 40.3 m | 28.7 m | 0 ≈ | 0 ≈ | 0 | 0 | 0 ≈ | 0 ≈ |
≈ derived quarter (cumulative difference / share-days average)
E/P over time
E/P = trailing-12-month diluted EPS / price at quarter end. E/P is the inverse of P/E and stays defined when earnings are negative.
Fiscal years
| Fiscal year | 2019 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|
| Revenue | 488.9 m | 760.9 m | 903.5 m | 1.1 bn | 1.1 bn | 965.7 m |
| Revenue YoY | unavailable | unavailable | +18.7% | +16.4% | +1.9% | −9.9% |
| Net income | 66.1 m | 309.8 m | -79.7 m | -4.2 m | -557.0 m | -693.1 m |
| Net income YoY | unavailable | unavailable | −125.7% | unavailable | unavailable | unavailable |
| Diluted EPS | 0.00 | 1.45 | -0.62 | -0.03 | -4.61 | -5.95 |
| Diluted EPS YoY | unavailable | unavailable | −142.8% | unavailable | unavailable | unavailable |
| net % | 13.5% | 40.7% | -8.8% | -0.4% | -52.0% | -71.8% |
| Free cash flow | unavailable | unavailable | unavailable | unavailable | unavailable | unavailable |
Reported results vs expectations
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Balance sheet & financial health
Fiscal year 2025 · 31 Dec 2025
- Cash
- 175.8 m USD
- Financial debt
- 588.5 m USD
- Net debt
- 412.7 m USD
- Equity
- 681.1 m USD
- Total assets
- 1.4 bn USD
- Debt / equity
- 0.86x
- Current ratio
- 2.21x
- ROE
- -68.3%
- ROA
- -35.1%
- FCF margin
- unavailable
Financial statements (source on every figure)
Revenue and net income (USD)
Margins
Income statement · USD
| Line | 2019 | 2021 | 2022 | 2023 | 2024 | 2025 | Source (latest year) |
|---|---|---|---|---|---|---|---|
| Revenue | 488.9 m | 760.9 m | 903.5 m | 1.1 bn | 1.1 bn | 965.7 m | SEC (XBRL)· 16 Mar 2026verified |
| Cost of revenue | 139.8 m | 400.0 k | 249.5 m | 20.3 m | 2.5 m | 281.5 m | SEC (XBRL)· 16 Mar 2026verified |
| Gross profit | 349.2 m ≈ | 760.5 m ≈ | 654.0 m ≈ | 1.0 bn ≈ | 1.1 bn ≈ | 684.1 m ≈ | SEC (XBRL)· 16 Mar 2026derived |
| Operating income | 93.3 m | -134.7 m | -102.8 m | 53.4 m | -700.5 m | -805.8 m | SEC (XBRL)· 16 Mar 2026verified |
| Depreciation & amortisation | 6.7 m | 107.1 m | 89.7 m | 68.0 m | 70.6 m | 25.9 m | SEC (XBRL)· 16 Mar 2026verified |
| EBITDA | 100.0 m ≈ | -27.6 m ≈ | -13.1 m ≈ | 121.4 m ≈ | -629.9 m ≈ | -779.9 m ≈ | SEC (XBRL)· 16 Mar 2026derived |
| Pre-tax income | 92.0 m | -156.1 m | -110.7 m | 5.3 m | -745.2 m | -861.0 m | SEC (XBRL)· 16 Mar 2026verified |
| Income tax | 6.1 m | -437.8 m | 3.4 m | 7.2 m | 23.1 m | 34.4 m | SEC (XBRL)· 16 Mar 2026verified |
| Net income | 66.1 m | 309.8 m | -79.7 m | -4.2 m | -557.0 m | -693.1 m | SEC (XBRL)· 16 Mar 2026verified |
| Diluted EPS | 0.00 | 1.45 | -0.62 | -0.03 | -4.61 | -5.95 | SEC (XBRL)· 16 Mar 2026verified |
| Weighted average diluted shares | — | 192.7 m | 129.4 m | 134.9 m | 120.8 m | 110.1 m | SEC (XBRL)· 16 Mar 2026verified |
≈ computed by olivLaw from the reported lines of the same year: Revenue − Cost of revenue; Operating income + Depreciation & amortisation.
Balance sheet · USD
| Line | 2019 | 2021 | 2022 | 2023 | 2024 | 2025 | Source (latest year) |
|---|---|---|---|---|---|---|---|
| Cash | 57.4 m | 369.2 m | 402.6 m | 355.6 m | 204.3 m | 175.8 m | SEC (XBRL)· 16 Mar 2026verified |
| Receivables | — | 47.5 m | 66.9 m | 102.7 m | 99.7 m | 83.1 m | SEC (XBRL)· 16 Mar 2026verified |
| Current assets | — | 469.5 m | 501.4 m | 493.1 m | 342.2 m | 305.3 m | SEC (XBRL)· 16 Mar 2026verified |
| Property, plant & equipment, net | — | 14.6 m | 14.5 m | 12.5 m | 8.5 m | 6.9 m | SEC (XBRL)· 16 Mar 2026verified |
| Goodwill | — | 1.5 bn | 1.6 bn | 1.6 bn | 1.4 bn | 732.7 m | SEC (XBRL)· 16 Mar 2026verified |
| Intangibles (excl. goodwill) | — | 1.7 bn | 1.5 bn | 1.5 bn | 748.9 m | 351.5 m | SEC (XBRL)· 16 Mar 2026verified |
| Total assets | — | 3.8 bn | 3.7 bn | 3.6 bn | 2.5 bn | 1.4 bn | SEC (XBRL)· 16 Mar 2026verified |
| Accounts payable | — | 19.2 m | 3.4 m | 4.6 m | 6.6 m | 9.2 m | SEC (XBRL)· 16 Mar 2026verified |
| Short-term debt | — | 5.8 m | 5.8 m | 5.8 m | 5.8 m | 5.8 m | SEC (XBRL)· 16 Mar 2026verified |
| Long-term debt | — | 623.2 m | 619.2 m | 615.2 m | 611.3 m | 582.7 m | SEC (XBRL)· 16 Mar 2026verified |
| Current liabilities | — | 176.0 m | 211.7 m | 244.9 m | 138.6 m | 138.0 m | SEC (XBRL)· 16 Mar 2026verified |
| Total liabilities | — | 1.3 bn | 1.2 bn | 1.3 bn | 1.2 bn | 744.0 m | SEC (XBRL)· 16 Mar 2026verified |
| Equity | 29.7 m | 2.5 bn | 2.5 bn | 2.3 bn | 1.3 bn | 681.1 m | SEC (XBRL)· 16 Mar 2026verified |
Cash flow · USD
| Line | 2019 | 2021 | 2022 | 2023 | 2024 | 2025 | Source (latest year) |
|---|---|---|---|---|---|---|---|
| Operating cash flow | 101.4 m | 104.8 m | 132.9 m | 182.1 m | 123.4 m | 250.4 m | SEC (XBRL)· 16 Mar 2026verified |
| Investing cash flow | -11.4 m | -12.5 m | -86.1 m | -24.8 m | -26.8 m | -11.7 m | SEC (XBRL)· 16 Mar 2026verified |
| Financing cash flow | -65.2 m | 151.5 m | -15.0 m | -198.9 m | -250.8 m | -268.1 m | SEC (XBRL)· 16 Mar 2026verified |
| Dividends paid | 23.4 m | 0 | 0 | — | — | — | SEC (XBRL)· 28 Feb 2023verified |
| Share repurchases | 0 | 1.0 bn | 0 | 112.8 m | 192.1 m | 28.7 m | SEC (XBRL)· 16 Mar 2026verified |
Computed indicators
Growth
Profitability
Returns
Balance sheet
Liquidity
Cash
Efficiency
Market and valuation
4 indicators that do not apply to the sector.
Valuation
olivLaw classification
Score: 39 / 100
A scoring methodology on indicators and valuation, not investment advice.
score < 40
Closing price
04 Nov 2026Source: olivLaw, closing series
Market cap: 718.8 m USD
Key indicators
Coverage and freshness
Score by group
- Balance sheet59
- Valuation59
- Quality53
- Growth10
- Returns33
Estimated value range
The combined range = the median of the valid methods' low, central and high values; it is not a probability interval and does not cover every result. Envelope of all methods: 2.97 – 54.74 USD.
Valuation assumptions are editorial choices, not measured; beta is not measured.
Method ranges (USD per share)
— — Mid · ▏ Price
Valuation methods
- DCF (discounted cash flow)unavailable · input data missing
- Peers: EV/Sales2.97 – 54.74 (Mid 7.54)16 companies used · median multiple 1.3x · quartiles 0.7x – 8.0xAPP, CDLX, DOCN, FDS, FLUT, GMM, GOOGL, NIQ, PPLI, RXT, RZLV, SIFY, TBLA, TEAD, WB, ZIP
- Peers: EV/EBITDAunavailable · the base of the ratio is not positive
Classification (SIC) comparables group by industry code, not by economic activity; the direct group is an editorial selection by activity. Members' multiples are on their own trailing twelve months, at their own latest close.
Assumptions (illustrative, editorial)
- Risk-free rate
- 4.3%
- Equity risk premium
- 5.0%
- Beta (default)
- 1.00
- Cost of equity
- 9.3%
- Terminal growth
- 2.5%
Factor scorecard
Unattractive profile · Score 39/100
| Factor | Value | Score | Weight used |
|---|---|---|---|
| Gross margin · Quality | 73.2% | 83 (on a fixed band) | 15% |
| EBIT margin · Quality | -66.5% | 16 (vs peers) | 12% |
| FCF margin · Quality | unavailable | unavailable | — |
| Revenue CAGR 3Y · Growth | 2.2% | 9 (on a fixed band) | 24% |
| Revenue growth (YoY) · Growth | -9.9% | 11 (vs peers) | 12% |
| Net debt / EBITDA · Balance sheet | unavailable | unavailable | — |
| Current ratio · Balance sheet | 1.8x | 59 (on a fixed band) | 9% |
| EV/Sales · Valuation | 1.1x | 59 (vs peers) | 24% |
| FCF yield · Valuation | unavailable | unavailable | — |
| Shareholder yield (distributions) · Returns | 0.0% | 33 (on a fixed band) | 6% |
Factors without a value were dropped; the remaining weights were renormalised.
Score groups
- Balance sheet· partial59/100 · 1/2 factors with a value
- Growth10/100 · 2/2 factors with a value
- Quality53/100 · 2/3 factors with a value
- Returns33/100 · 1/1 factors with a value
- Valuation· partial59/100 · 1/2 factors with a value
A «partial» group is computed from under half of its weight or from one factor: it is not a full assessment of the group.
Memo
Bumble Inc. (BMBL). Latest full fiscal year: 2025; data up to 2026-09-30.
Figures computed from the financial statements: revenue 965.7 m USD in 2025; YoY growth -9.9%; net margin -61.8%; ROE -85.9%.
The estimated value range is 2.97–54.74 USD per share (median of 1 methods, agreement: single method); assumptions are illustrative. Against the central value of 7.54 USD, the price of 6.00 USD leaves a potential of 25.7% (value / price − 1) and a margin of safety of 20.4% (1 − price / value). The range is the median of the methods' low, central and high values, not a probability interval.
olivLaw score 39/100, methodological classification: unattractive profile (score, margin of safety and method agreement together; not a judgement of the right price). Groups assessed only in part: balance, valuation. Not investment advice.
Text generated deterministically from the figures shown; no language model. Not investment advice.
What supports the thesis
- Gross margin: 73.2%
What contradicts it
- EBIT margin: -66.5%
- Revenue CAGR 3Y: 2.2%
- Revenue growth (YoY): -9.9%
Not assessed (insufficient data or a ratio without meaning): FCF margin, Net debt / EBITDA, FCF yield.
Versus the vertical median
Services-Computer Programming, Data Processing, Etc. (SIC 7370) · same industry (4-digit SIC) · compared with 39 companies
Multiples and returns vs the median
Price rebased to 100 (monthly, 5 years)
Companies in the vertical
| Market cap | P/E | ROE | Net margin | Revenue YoY | 1A / 3A | |
|---|---|---|---|---|---|---|
| GOOGLAlphabet Inc. | 3,552.1 bn | 15.1 | 44.3% | 50.0% | +15.1% | −10% / +118% |
| APPAppLovin Corporation | 90.0 bn | 18.3 | 210.1% | 65.9% | +70.0% | −55% / +625% |
| FLUTFlutter Entertainment plc | 14.2 bn | — | -14.3% | -7.1% | +16.6% | −61% / −48% |
| FDSFactset Research Systems Inc | 12.1 bn | 23.5 | 25.5% | 21.5% | +6.7% | +23% / −25% |
| DOCNDigitalOcean Holdings, Inc. | 9.9 bn | 281.3 | 5.1% | 3.1% | +15.5% | +89% / +184% |
| SOGPSound Group Inc. | 8.8 bn | 350.3 | 70.4% | 7.1% | +59.4% | −21% / +265% |
| NIQNIQ Global Intelligence plc | 6.0 bn | — | -65.3% | -8.0% | +5.7% | +29% / unavailable |
| SIFYSify Technologies Ltd | 5.8 bn | — | -4.1% | -2.0% | +9.0% | +20% / +53% |
| DVDoubleVerify Holdings, Inc. | 2.1 bn | 34.0 | 5.8% | 8.2% | +13.9% | +29% / −59% |
| WBWeibo Corporation | 1.6 bn | 3.8 | 12.1% | 25.6% | +0.1% | −35% / −36% |
| DJTTrump Media & Technology Group Corp. | 1.2 bn | — | -78.9% | -28,867.7% | +1.8% | −61% / −74% |
| HSTMHealthstream Inc | 949.7 m | 45.4 | 6.0% | 6.6% | +4.3% | +29% / +30% |
| NXDRNextdoor Holdings, Inc | 934.4 m | — | -7.2% | -11.1% | +4.2% | unavailable / unavailable |
| TBLATaboola.com Ltd. | 921.2 m | 7.0 | 14.3% | 6.8% | +8.3% | −33% / −21% |
| CEVACeva, Inc. | 788.9 m | — | -3.6% | -9.5% | +2.5% | +30% / +29% |
| BMBLBumble Inc. | 718.8 m | — | -85.9% | -61.8% | −9.9% | +14% / −56% |
| RXTRackspace Technology, Inc. | 716.2 m | — | — | -5.9% | −1.9% | +165% / +123% |
| NEXNNexxen International Ltd. | 513.3 m | 22.2 | 5.0% | 6.9% | −0.2% | +41% / +151% |
| HUYAHUYA Inc. | 470.7 m | — | -1.9% | -1.7% | +11.6% | −27% / −38% |
| RZLVRezolve AI plc | 460.8 m | — | -98.7% | -216.7% | +2,224.2% | −55% / −87% |
| ZIPZiprecruiter, Inc. | 321.9 m | 12.9 | — | 6.2% | −5.3% | −5% / −66% |
| MFMindForge Inc. | 172.5 m | — | -167.2% | -222.9% | −49.9% | −83% / unavailable |
| GOAIEva Live Inc | 31.8 m | — | -58.5% | -39.3% | +82.6% | unavailable / unavailable |
| HOLOMicroCloud Hologram Inc. | 27.2 m | — | -2.3% | -12.4% | +38.6% | −66% / −100% |
| TEADTeads Holding Co. | 27.0 m | — | -196.2% | -43.3% | +46.1% | −61% / −93% |
1- and 3-year price returns: for BMBL from daily closes (the same as the performance table), for the other companies from month-end closes.
olivLaw engine forecast
The world engine ran after the company's latest material disclosure. Probabilities are of TOUCHING a level within the horizon (not closing there) and sit next to the random walk (p_rw), the no-information benchmark.
The engine has no published run for this company yet.
Valuation scenarios (editable assumptions)
Illustrative scenarios
Illustrative: not forecasts and without probabilities. Each case is one coherent set of assumptions, computed on today's figures.
Estimated price (USD)
| Estimated price | Bear | Base | Bull |
|---|---|---|---|
| 1 years | insufficient data Total return unavailable · Per year unavailable | insufficient data Total return unavailable · Per year unavailable | insufficient data Total return unavailable · Per year unavailable |
| 3 years | insufficient data Total return unavailable · Per year unavailable | insufficient data Total return unavailable · Per year unavailable | insufficient data Total return unavailable · Per year unavailable |
| 5 years | insufficient data Total return unavailable · Per year unavailable | insufficient data Total return unavailable · Per year unavailable | insufficient data Total return unavailable · Per year unavailable |
AI analysis
AI-generatedAI-generated analysis (Claude) from cited public sources; it may contain errors. Not investment advice. As of 27 Oct 2026 · Model: claude-haiku-5-5.
Possibly outdated: the newest document it read is from 06 Aug 2026; since then the company filed 10-Q (04 Nov 2026).
In brief
Bumble Inc. operates dating and social networking apps, including Bumble, Badoo and BFF, monetized through a freemium model. The company is going through a period of declining revenue and paying users while focusing its strategy on member quality, artificial intelligence and long-term profitability. Total revenue was 965.7 million USD in 2025 and fell 15.2% in the second quarter of 2026 to 210.5 million USD 123.
SWOT
Strengths
- The Bumble brand is associated with safety and a women-oriented environment, and the company shares technical infrastructure across its apps 1.
- The company maintains high adjusted EBITDA margins and generated solid operating cash flow in the period reviewed 12.
- Badoo's international footprint allows faster entry into new markets at lower expansion cost 1.
Weaknesses
- Revenue and paying users declined in 2025 and in 2026, pointing to difficulties in retention and monetization 23.
- The company recorded large net losses in 2025 and 2026, with significant asset impairments 12.
- Dependence on marketing channels and third-party platforms makes member acquisition vulnerable to policy changes 1.
Opportunities
- New matching features, group experiences and in-person meetings could renew user interest and improve conversion 3.
- Under-penetrated markets in Europe, Asia and Latin America could offer growth if served through localization 1.
- The BFF friendship app could become a new source of users if it can monetize groups and events 1.
Threats
- Competition from social media and new artificial intelligence-based apps could reduce the company's market share 1.
- Restrictions on marketing channels, including short-video platforms, could affect user acquisition 1.
- Economic conditions and pressure on consumers' disposable income could reduce willingness to pay for subscriptions 1.
Risks
- Decline in the paying member basehigh
If the number of paying members keeps falling and average revenue per paying user does not offset it, revenue could remain under pressure 23.
- Impairments and net losseshigh
Repeated net losses and impairments could limit the company's financial flexibility 12.
- Dependence on third-party platformsmedium
Policy changes by app stores and advertising platforms could affect distribution and member acquisition 1.
- Competition from large platformsmedium
Social media companies can offer free dating features, which could reduce interest in paid apps 1.
- Regulatory and safety risksmedium
Compliance obligations and rules on data and online safety could raise costs and limit products 1.
Investment thesis
What would need to be true (bull case)
- If the member-quality strategy succeeds, the user base could become more engaged and average revenue per paying user could support revenue in the coming period 23.
- Adjusted EBITDA margin and free cash flow suggest operations can fund investment without excessive debt growth 13.
- New product launches, including BFF and in-person meeting features, could open user segments not yet served 3.
What would break the thesis
- If the decline in paying users continues, revenue could fall further than management expects and guidance could be missed 23.
- Repeated net losses and impairments could point to structural issues in the business model 12.
- Competition from large platforms and new apps could limit the company's ability to win back users 1.
What to watch
- Delivery against third-quarter 2026 revenue and adjusted EBITDA guidanceQ3 2026
- Trend in paying users for Bumble App and BadooQ3 2026
- Full rollout of the new platform and matching features2027
Products, market & competition
AI-generatedAI-generated analysis (Claude) from cited public sources; it may contain errors. Not investment advice. As of 27 Oct 2026 · Model: claude-haiku-5-5.
Possibly outdated: the newest document it read is from 06 Aug 2026; since then the company filed 10-Q (04 Nov 2026).
The business
Bumble Inc. provides dating and social networking apps organized in a family of apps: Bumble, where women are at the center of the experience, Badoo, a free-to-use dating product with global reach, and BFF, a dedicated app for friendships and groups 1. The monetization model is freemium: the service is free and a subset of members pay for subscriptions or in-app purchases for premium features 1. The company focuses on safety, profile verification and content moderation, including artificial intelligence tools 1.
The strategy described in the annual report shifts investment from paid member acquisition toward brand and organic growth, limits performance marketing and emphasizes the quality of the member base 1. Quarterly results in 2026 show that this transition has come with short-term costs, including lower revenue and fewer paying users 23. Management said the next chapter aims at a more intuitive way for members to connect and move to in-person dates 3.
Market context
The company operates in North America, Europe and other countries; Bumble App is a leader in online dating in the United States, the United Kingdom, Australia and Canada, while Badoo holds market positions in several European and Latin American countries 1. The annual report points to structural growth in the singles population and in online dating adoption, but also to intense competition and low switching costs for users 1.
The market is shaped by new entrants, including social media companies that can offer dating features at no cost, which may limit the company's growth 1. Guidance for the third quarter of 2026 calls for revenue between 205 and 213 million USD, and market health will be watched through these figures 3.
Trends
- Focus on member qualitymixed
The company has limited paid marketing and invested in safety and moderation, which could improve the quality of the user base over the long term but has weighed on short-term revenue 12.
- Artificial intelligence in the producttailwind
Investments in artificial intelligence for matching, moderation and personalization could support engagement if users respond well 1.
- Decline in paying usersheadwind
The drop in paying users across segments limits revenue growth and increases reliance on average revenue per paying user 23.
- Restrictions on marketing and distribution channelsheadwind
Dependence on third-party platforms, such as app stores and social channels, exposes the company to policy changes that can affect member acquisition 1.
Competitive position
The dating market has low switching costs, and users often use several apps at the same time, so new entrants, including those using artificial intelligence, can gain ground quickly 1. Large social media companies and mobile platforms can offer similar features at no charge, with access to large user bases 1.
Bumble differentiates itself through its focus on safety and a brand oriented toward women, while Badoo competes through global reach and a free-to-use model 1. Competitive advantages depend on the company's ability to sustain engagement and convert users into paying members 13.
- Social media platforms with dating features
Large social media companies can offer integrated dating features and compete on price or free access, with access to large user bases 1.
- Newer dating apps
New products using new technologies, such as artificial intelligence, can quickly attract users from existing apps 1.
- Mobile operating system and app store providers
They can offer their own dating products or change distribution terms, influencing access and competition 1.
- Other dating and friendship apps
Larger competitors can develop and promote products faster, and users can switch easily to other services 1.
Links, dependencies and risks
Who the company is tied to, from its own SEC filings (customers, suppliers, production, partners, competitors, countries, regulation), from the 5 %+ holders' statements (13D/13G) and from what other companies say about it. Click a node for its evidence; on a listed company the graph moves to it.
Loading the links…
News & filings
In the press
- Conclusions of my DIY InkhavenLessWrong · 03 Nov 2026 · EN
- Free-Floating Social PatternsLessWrong · 02 Nov 2026 · EN
- Drum - TidbitSurge — GDELT DOC · 22 Oct 2026 · RO
- Trump dismisses going nuclear on Iran , possible ground invasionSurge — GDELT DOC · 16 Oct 2026 · RO
- Oak Hill, Fortress at CAIS, Bumble Goes Private, Media MovesBloomberg Markets · 14 Oct 2026 · EN
- Bumble Said to Near $1B Sale to IthacaBloomberg Markets · 14 Oct 2026 · EN
- Companiile americane care încă fac afaceri în Rusia: cine face bani la Moscova, în ciuda războiului și a sancțiunilorLibertatea.ro · 14 Oct 2026 · RO
- Aplicația de dating Bumble a fost cumpărată cu 1,3 miliarde de dolari. Noii proprietari spun că fac „un pariu pe viitorul umanității”Antena 3 CNN · 14 Oct 2026 · RO
- Aplicația de dating Bumble a fost cumpărată cu 1,3 miliarde de dolari. Noii proprietari spun că fac „un pariu pe viitorul umanității” - Antena 3Antena 3 CNN · 14 Oct 2026 · RO
- [AINews] AI Engineer NYC: Gemini 4 Argon, Vals AI BenchmarksLatent Space Newsletter · 14 Oct 2026 · EN
- Фондовые индексы США снизились, акции крупных банков подешевелиInterfax Russia (RU) · 14 Oct 2026 · RU
- Dow închide în scădere cu 170 de puncte; vânzările din sectorul semiconductoarelor continuă - InvezzSurge — Google News · 13 Oct 2026 · RO
- Bumble Surges 56% on $1.3 Billion Take-Private Deal | Closing BellBloomberg Markets · 13 Oct 2026 · EN
- Aplicația de întâlniri amoroase Bumble, cumpărată pentru 1,3 miliarde de dolari - radioromania.roSurge — Google News · 13 Oct 2026 · RO
- De ce acțiunile Bumble au explodat azi și ce urmează - InvezzSurge — Google News · 13 Oct 2026 · RO
- Stocks making the biggest moves midday: Apple, Meta Platforms, Bumble, Fermi, Goldman Sachs & moreCNBC — Top News · 13 Oct 2026 · EN
- Rivalul lui Tinder, Bumble, și alte aplicații de dating se vând la o valoare de până la 1,3 miliarde dolariStartupCafe.ro · 13 Oct 2026 · RO
- Domino's Drops on Sales Growth Miss; Bumble Goes Private | Stock MoversBloomberg Markets · 13 Oct 2026 · EN
- Bumble to go private in $1.3 billion dealCNA (Channel NewsAsia) · 13 Oct 2026 · EN
- Bumble swipes right on $1.3 billion go-private deal amid online dating industry resetCNA (Channel NewsAsia) · 13 Oct 2026 · EN
The latest news item in our archive is from 03 Nov 2026; the newest SEC filing is from 04 Nov 2026. The press archive comes from the RSS feeds we follow and does not necessarily cover the latest event — the filings alongside do.
SEC filings
- Quarterly report04 Nov 2026
- Current report13 Oct 2026Material agreement · Regulation FD disclosure · Financial statements and exhibits
- Quarterly report06 Aug 2026
- Current report05 Aug 2026Results of operations · Financial statements and exhibits
- Current report02 Jul 2026Departure or appointment of officers
- Current report08 Jun 2026Shareholder vote
- Quarterly report06 May 2026
- Current report05 May 2026Results of operations · Regulation FD disclosure · Financial statements and exhibits
- Current report24 Apr 2026Material agreement · Termination of a material agreement · Creation of a direct financial obligation
- Proxy statement17 Apr 2026
Sources
- [1] Form 10-K, fiscal year ended 2025-12-31 · SEC / Bumble Inc. · 16 Mar 2026
- [2] Form 10-Q, quarter ended 2026-06-30 · SEC / Bumble Inc. · 06 Aug 2026
- [3] Form 8-K, results release (exhibit 99.1) · SEC / Bumble Inc. · 05 Aug 2026
Figures computed by olivLaw from SEC filings and closing prices; the qualitative analysis is AI-generated from cited sources. Not investment advice.