$BMBL · Bumble Inc.
Bumble filed its Q3 2026 10-Q. Revenue declined 15.9% YoY to $207.1M, with Bumble App revenue of $167.3M and Badoo App and Other of $39.8M. Q3 net earnings attributable to Bumble shareholders were $27.3M ($0.20 diluted EPS), down from $37.3M a year earlier. For the nine months, revenue fell to $630.0M from $741.5M, and a $169.3M impairment charge (vs $408.5M prior year) contributed to a $37.6M net loss attributable to shareholders.
- Q3 revenue fell 15.9% YoY to $207.1M from $246.2M.
- Q3 diluted EPS was $0.20, down from $0.33 a year earlier.
- Nine-month impairment charge was $169.3M versus $408.5M in the prior-year period.
- Nine-month net loss attributable to Bumble shareholders was $37.6M versus $202.9M a year ago.
- Total shareholders' equity fell to $659.7M from $681.1M at year-end 2025.
Extended-hours last trade of $5.99 is down 0.17% versus the regular close, a muted reaction to the revenue decline and ongoing losses.
Bumble's core app revenue is shrinking double digits while a pending Blackstone merger and restructuring carry execution risk.
Bumble's double-digit revenue decline contrasts with the broader online-dating sector's push toward AI-driven engagement and monetization, where Bumble is still in early operationalization.
The filing flags risks tied to the pending Blackstone merger, substantial indebtedness, and the possibility that restructuring efforts may not deliver intended benefits as quickly as anticipated.