🔹 Revenue: $246M (Est. $244.8M) 🟢; -10% YoY
🔹 Bumble App: $199M; -10% YoY
🔹 Paying Users: 3.57M (Est. 3.71M) 🔴; -16% YoY
🔹 Adj EBITDA: $83.1M (Est. $81.2M) 🟢
Q4 Guide
🔹 Revenue: $216M–$224M (Est. $233.3M) 🔴
🔹 Bumble App Revenue: $176M–$182M (Est. $188.8M) 🔴
🔹 Adj EBITDA: $61M–$65M (Est. $74.5M) 🔴
Other Metrics
🔹 ARPPU: $22.64; UP +7% YoY
🔹 Badoo & Other Revenue: $47M; DOWN -11% YoY
🔹 Cash: $308M
🔹 Total Debt: $589M
CEO Commentary
🔸 “We are transforming Bumble with focus on improving member base quality, healthy engagement, and embedding AI — prioritizing long-term health over near-term scale.”