Bumble | 8-K: FY2026 Q2 Revenue Beats Estimate at USD 210.53 M

Revenue: As of FY2026 Q2, the actual value is USD 210.53 M, beating the estimate of USD 210.46 M.

EPS: As of FY2026 Q2, the actual value is USD -0.84, missing the estimate of USD 0.245.

EBIT: As of FY2026 Q2, the actual value is USD -116.47 M.

Second Quarter 2026 Financial and Operational Highlights (compared to Second Quarter 2025)

Revenue

Total Revenue decreased 15.2% to $210.5 million, compared to $248.2 million . Bumble App Revenue decreased 14.7% to $171.7 million, compared to $201.4 million . Badoo App and Other Revenue decreased 17.1% to $38.8 million, compared to $46.8 million .

Profitability

Net loss was - $127.9 million, or -60.7% of revenue, including a $169.3 million impairment charge, compared to a net loss of - $367.0 million, or -147.8% of revenue, which included a $404.9 million impairment charge . Operating loss was - $112.0 million for the three months ended June 30, 2026, compared to - $338.3 million for the three months ended June 30, 2025 . Adjusted EBITDA was $72.9 million, or 34.6% of revenue, compared to $94.6 million, or 38.1% of revenue .

Operating Costs and Expenses

Cost of revenue was $54.0 million for the three months ended June 30, 2026, compared to $74.3 million for the same period in 2025 . Selling and marketing expense was $29.2 million for the three months ended June 30, 2026, compared to $32.1 million for the same period in 2025 . General and administrative expense was $30.7 million for the three months ended June 30, 2026, compared to $36.1 million for the same period in 2025 . Product development expense was $35.5 million for the three months ended June 30, 2026, compared to $32.5 million for the same period in 2025 . Depreciation and amortization expense was $3.9 million for the three months ended June 30, 2026, compared to $6.6 million for the same period in 2025 . Impairment charge was $169.3 million for the three months ended June 30, 2026, compared to $404.9 million for the same period in 2025 .

User Metrics

Total Paying Users decreased 16.4% to 3.2 million, compared to 3.8 million . Bumble App Paying Users were 2,077.1 thousand, compared to 2,499.8 thousand in the prior year period . Badoo App and Other Paying Users were 1,080.1 thousand, compared to 1,277.4 thousand in the prior year period . Total Average Revenue per Paying User (“ARPPU”) increased 1.2% to $21.96, compared to $21.69 . Bumble App Average Revenue per Paying User was $27.55, compared to $26.85 in the prior year period . Badoo App and Other Average Revenue per Paying User was $11.21, compared to $11.57 in the prior year period .

Cash Flow

Net cash provided by operating activities was $53.6 million for the three months ended June 30, 2026, compared to $71.2 million for the same period in 2025 . Capital expenditures were - $2.5 million for the three months ended June 30, 2026, compared to - $3.5 million for the same period in 2025 . Free cash flow was $51.1 million for the three months ended June 30, 2026, compared to $67.7 million for the same period in 2025 . Free cash flow conversion was 70.1% for the three months ended June 30, 2026, compared to 71.6% for the same period in 2025 .

Balance Sheet

As of June 30, 2026, Bumble Inc. reported total cash and cash equivalents of $154.0 million . Total debt as of June 30, 2026, was $451.0 million .

Financial Outlook for Third Quarter 2026

Bumble Inc. anticipates total revenue for the third quarter of 2026 to be in the range of $205 million to $213 million . Bumble App Revenue is expected to be between $167 million and $173 million . Adjusted EBITDA is projected to be between $56 million and $60 million for the third quarter ending September 30, 2026 .