earnings
confidence high
sentiment negative
materiality 0.80
Bumble Q2 2026 revenue down 15% to $211M; net loss $128M; paying users fall 16%
Bumble Inc.
- Total revenue $210.5M (-15.2% YoY); Bumble App revenue $171.7M (-14.7%), Badoo & Other $38.8M (-17.1%).
- Net loss $127.9M (includes $169.3M impairment) vs $367.0M loss in Q2 2025 (incl. $404.9M impairment).
- Adjusted EBITDA $72.9M (34.6% margin) vs $94.6M (38.1% margin) in prior year.
- Total paying users 3.2M (-16.4% YoY); ARPPU $21.96 (+1.2%).
- CEO Whitney Wolfe Herd cites platform migration, algorithm changes, new features as part of 'reimagined Bumble.'