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Compared to Estimates, Bumble (BMBL) Q4 Earnings: A Look at Key Metrics

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For the quarter ended December 2025, Bumble Inc. (BMBL - Free Report) reported revenue of $224.17 million, representing no change compared to the same period last year. EPS came in at $1.07, compared to $0 in the year-ago quarter.

The reported revenue compares to the Zacks Consensus Estimate of $221.46 million, representing a surprise of +1.22%. The company delivered an EPS surprise of +282.14%, with the consensus EPS estimate being $0.28.

While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.

As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.

Here is how Bumble performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
  • Badoo App and Other Paying Users: 1.14 million versus the three-analyst average estimate of 1.19 million.
  • Bumble App Paying Users: 2.19 million compared to the 2.12 million average estimate based on three analysts.
  • Total Average Revenue per Paying User: $22.20 versus the three-analyst average estimate of $22.04.
  • Badoo App and Other Average Revenue per Paying User: $11.80 versus $11.06 estimated by two analysts on average.
  • Bumble App Average Revenue per Paying User: $27.61 compared to the $28.33 average estimate based on two analysts.
  • Total Paying Users: 3.32 million compared to the 3.3 million average estimate based on two analysts.
  • Revenue- Badoo App and Other: $43.2 million versus the two-analyst average estimate of $42.66 million. The reported number represents a year-over-year change of -12.4%.
  • Revenue- Bumble App: $181 million versus $179.71 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a -14.8% change.

View all Key Company Metrics for Bumble here>>>

Shares of Bumble have returned -13.5% over the past month versus the Zacks S&P 500 composite's -2.2% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.

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