Bumble Inc. (NASDAQ: BMBL) Q2 2025 Earnings | 08/07/2025

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Bumble Inc. reported its second-quarter 2025 financial results with total revenue of $248.2 million, representing a 7.6% year-over-year decline driven by lower paying users. Revenue from the flagship Bumble app fell 7.6% to $201.4 million. The company experienced a 9% decline in total paying users to 3.8 million, including an 11% drop in Bumble app paying users to 2.5 million, attributed to ongoing "dating fatigue" affecting user engagement. Despite the top-line pressure, Bumble significantly improved profitability with adjusted EBITDA rising 26% year-over-year to $94.6 million, achieving a 38.1% margin up from 28% a year earlier. The company posted a net loss of $367 million, heavily impacted by a non-cash impairment charge of $404.9 million, marking a sharp turn from a net profit of $37.7 million in Q2 2024. Key operational updates included the launch of an AI-enhanced coaching hub aimed at improving user experience, a revamped Bumble BFF app targeting Gen Z users, and new community-focused offline events. These initiatives reflect a strategic shift to prioritize user quality and engagement over pure growth. Bumble also announced leadership changes with Kevin Cook appointed as CFO effective August 12, 2025, to drive financial and operational transformation. Looking ahead, Bumble provided Q3 2025 guidance projecting revenues between $240 million and $248 million and adjusted EBITDA between $79 million and $84 million, signaling a continued focus on profitability amid a challenging user growth environment. Risks highlighted include sustained pressure from declining paying users, competitive intensity in the dating app market, and the need to successfully execute AI-driven enhancements for long-term growth. About Inside Ticker: Inside Ticker delivers timely, in-depth financial news and earnings analysis to empower investors with actionable insights on global companies across sectors. For comprehensive video analysis and real-time updates, visit https://www.insideticker.com/. #BumbleInc #BMBL #Q22025 #Earnings #FinancialResults #Revenue #NetLoss #EPS #AdjustedEBITDA #UserDecline #DatingApps #AIEnhancements #BumbleApp #BFFApp #UserEngagement #ImpairmentCharge #LeadershipChange #CFOAppointment #DigitalInnovation #CommunityEvents #ProfitabilityFocus #DatingFatigue #SubscriptionRevenue #Monetization #InvestorUpdates #TechEarnings #NASDAQ #MobileApps #AIInnovation #CustomerExperience #OnlineDating #InsideTicker