---
title: "Bumble | 8-K: FY2026 Q1 Revenue Beats Estimate at USD 212.38 M"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/285258221.md"
datetime: "2026-05-05T20:12:12.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/285258221.md)
  - [en](https://longbridge.com/en/news/285258221.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/285258221.md)
---

# Bumble | 8-K: FY2026 Q1 Revenue Beats Estimate at USD 212.38 M

Revenue: As of FY2026 Q1, the actual value is USD 212.38 M, beating the estimate of USD 211.59 M.

EPS: As of FY2026 Q1, the actual value is USD 0.34, beating the estimate of USD 0.2956.

EBIT: As of FY2026 Q1, the actual value is USD 72 M.

#### Financial Performance Overview

Bumble Inc.’s total revenue for the first quarter ended March 31, 2026, decreased by 14.1% to $212.4 million from $247.1 million in the first quarter of 2025. Bumble App Revenue decreased by 14.4% to $172.7 million from $201.8 million, while Badoo App and Other Revenue decreased by 12.4% to $39.7 million from $45.3 million. Net earnings increased by 165.4% to $52.6 million, representing 24.8% of revenue, up from $19.8 million or 8.0% of revenue in the prior year. Adjusted EBITDA increased by 28.3% to $82.6 million, or 38.9% of revenue, compared to $64.4 million or 26.1% of revenue in the first quarter of 2025. Operating earnings increased to $65,254 thousand from $44,650 thousand.

#### Operational Metrics

Total paying users decreased by 21.1% to 3,166.3 thousand as of March 31, 2026, from 4,014.7 thousand in the same period of 2025. Specifically, Bumble App paying users were 2,082.0 thousand, down from 2,708.4 thousand, and Badoo App and Other paying users were 1,084.3 thousand, down from 1,306.3 thousand. Total average revenue per paying user (ARPPU) increased by 8.9% to $22.04 from $20.24. Bumble App ARPPU rose to $27.65 from $24.84, and Badoo App and Other ARPPU increased to $11.26 from $10.72.

#### Operating Costs and Expenses

Total operating costs and expenses decreased to $147,129 thousand for the first quarter ended March 31, 2026, from $202,451 thousand in the prior year. This included a decrease in the cost of revenue to $54,824 thousand from $73,353 thousand, and selling and marketing expense decreased to $26,960 thousand from $59,734 thousand. General and administrative expense increased to $30,762 thousand from $21,644 thousand, while product development expense decreased to $30,171 thousand from $34,504 thousand. Depreciation and amortization expense also decreased to $4,412 thousand from $9,585 thousand, and impairment loss was $0 compared to $3,631 thousand in the prior year.

#### Balance Sheet Highlights

As of March 31, 2026, Bumble Inc. reported cash and cash equivalents of $245.6 million and total debt of $587.5 million.

#### Cash Flow

Net cash provided by operating activities increased to $77,225 thousand for the three months ended March 31, 2026, from $43,245 thousand in the same period of 2025. Capital expenditures were - $3,398 thousand, compared to - $2,411 thousand in the prior year. Free cash flow increased to $73,827 thousand from $40,834 thousand. Operating cash flow conversion was 146.8%, down from 218.1%, while free cash flow conversion increased to 89.4% from 63.4%.

#### Financial Outlook for Second Quarter 2026

Bumble Inc. anticipates total revenue for the second quarter of 2026 to be between $205 million and $213 million, with Bumble App Revenue projected to be in the range of $168 million to $174 million. The company also expects Adjusted EBITDA for the same quarter to range from $65 million to $70 million.

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