secwatch.observer — SEC 8-K summary
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Issuer:     Bumble Inc. (BMBL)
CIK:        0001830043
Form:       8-K
Filed at:   2026-08-05T20:05:39+00:00
Accession:  0001830043-26-000099
Event type: earnings
Sentiment:  negative
Materiality: 0.80
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Bumble Q2 2026 revenue down 15% to $211M; net loss $128M; paying users fall 16%
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- 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.'

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1830043/000183004326000099/0001830043-26-000099-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1830043/000183004326000099/bmbl-20260805.htm
  HTML page:      https://secwatch.observer/filing/0001830043-26-000099

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer