
Bumble anticipates Q1 2026 Total Revenue between $209M and $213M, including Bumble App Revenue of $171M to $174M, and Adjusted EBITDA of $76M to $80M.
Bullish
Bumble Inc. significantly improved Q4 2025 operating cash flow to $59.1 million and ARPPU increased 7.9% to $22.20, driven by its strategic focus on product innovation and a women-first foundation.
Bearish
Bumble Inc. experienced a 14.3% revenue decline and 20.5% decrease in paying users in Q4 2025, alongside a $611.1M net loss from impairment charges, facing market competition and user retention challenges.