--- title: "Bumble | 8-K: FY2026 Q2 Revenue Beats Estimate at USD 210.53 M" type: "News" locale: "en" url: "https://longbridge.com/en/news/295047595.md" datetime: "2026-08-06T03:06:33.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/295047595.md) - [en](https://longbridge.com/en/news/295047595.md) - [zh-HK](https://longbridge.com/zh-HK/news/295047595.md) generator: "portal-rs" --- # 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 . ### Related Stocks - [BMBL.US](https://longbridge.com/en/quote/BMBL.US.md) ## Related News & Research - [Bumble is losing its Bumble-ness](https://longbridge.com/en/news/295583717.md) - [Bumble scraps signature rule and now allows men to make first move on dating app](https://longbridge.com/en/news/295680204.md) - [FN: Record revenue and EPS growth in Q4 and FY26, with strong outlook for Q1 FY27](https://longbridge.com/en/news/296142824.md) - [Flexsteel Q4 2026 Earnings Preview](https://longbridge.com/en/news/296031749.md) - [MRCY: Record bookings, backlog, and revenue drive improved outlook and strong FY26 performance](https://longbridge.com/en/news/296265272.md) --- > **Disclaimer: This article is for reference only and does not constitute any investment advice.**