Slide 1: Q2 2026 Earnings Supplemental Presentation
Q2 2026 Earnings Supplemental Presentation August 2026
Slide 2: Forward-Looking Statements
This communication contains “forward-looking statements” within the meaning of the Private Securities Litigation Reform Act of 1995. These forward-looking statements include, without limitation, statements reflecting the current views of management of Bumble Inc. with respect to, among other things,
Slide 3: Definitions
As used in this communication, unless otherwise noted or the context requires otherwise, the following terms have the following meanings. Our key metrics (Bumble App Paying Users, Badoo App and Other Paying Users, Total Paying Users, Bumble App Average Revenue per Paying User, Badoo App and Other Av
Slide 4: Non-GAAP Financial Measures
We report our financial results in accordance with GAAP, however, management believes that certain non-GAAP financial measures provide users of our financial information with useful supplemental information that enables a better comparison of our performance across periods. These measures include Ad
Slide 5: Q2 2026 Financial Highlights
Q2 2026 Financial Highlights In Millions, Except ARPPU Q2 2026 VS. Q2 2025 Total Revenue $210.5 -15% Bumble App Revenue $171.7 -15% Total Paying Users1,3 3.2 -16% Bumble App Paying Users 2.1 -17% Total ARPPU2,3 $21.96 1% Net Loss4 $127.9 NA Adjusted EBITDA $72.9 -23% 1 Excludes Official paying users
Slide 6: Total Revenue
Total Revenue Quarterly Revenue1 ($M) Annual Revenue1 ($M) -15% Y/Y -10% Y/Y 1,072 248 246 966 224 205 47 47 212 211 183 43 40 39 201 199 866 181 783 173 172 Q2 2025 Q3 2025 Q4 2025 Q1 2026 Q2 2026 FY 2024 FY 2025 Bumble App Badoo App & Other Bumble App Badoo App & Other 1 The sum of individual metr
Slide 7: Bumble App
Bumble App Paying Users1 (Thousands) Average Revenue Per Paying User (ARPPU, $) -17% Y/Y +3% Y/Y -156K -159K -103K -5K $28.27 $27.61 $27.65 $27.55 Q/Q Q/Q Q/Q Q/Q $26.85 2,500 2,344 2,185 2,082 2,077 Q2 2025 Q3 2025 Q4 2025 Q1 2026 Q2 2026 Q2 2025 Q3 2025 Q4 2025 Q1 2026 Q2 2026 1 The sum of individ
Slide 8: Badoo App & Other
Badoo App & Other Paying Users1,2 (Thousands) Average Revenue Per Paying User1 (ARPPU, $) -15% Y/Y -3% Y/Y -47K -95K -52K -4K Q/Q Q/Q Q/Q Q/Q $11.57 $11.91 $11.80 $11.26 $11.21 1,277 1,231 1,136 1,084 1,080 Q2 2025 Q3 2025 Q4 2025 Q1 2026 Q2 2026 Q2 2025 Q3 2025 Q4 2025 Q1 2026 Q2 2026 1 Excludes Of
Slide 9: Adjusted EBITDA
Adjusted EBITDA Quarterly Adjusted EBITDA ($M) Annual Adjusted EBITDA ($M) and Adjusted EBITDA Margin1 and Adjusted EBITDA Margin1 -23% Y/Y +3% Y/Y 95 83 83 304 314 72 73 38% 39% 34% 35% 32% 32% 28% Q2 2025 Q3 2025 Q4 2025 Q1 2026 Q2 2026 FY 2024 FY 2025 1 The sum of individual metrics may not alway
Slide 10: Financial Outlook
Financial Outlook1 Q3 2026 Total Revenue $205-$213 Million Bumble App Revenue $167-$173 Million Adjusted EBITDA $56-$60 Million 1. Actual results may differ materially from Bumble’s financial outlook as a result of, among other things, the factors described under “Forward-Looking Statements” herein.
Slide 11: Reconciliation of Net Earnings (Loss) to Adjusted EBITDA
Reconciliation of Net Earnings (Loss) to Adjusted EBITDA In Millions, Except Percentages Q2 2025 Q3 2025 Q4 2025 Q1 2026 Q2 2026 Net earnings (loss) $(367.0) $51.6 $(599.8) $52.6 $(127.9) Add back: Income tax provision (benefit) 6.5 9.5 12.4 11.4 (2.4) Interest and derivative (gains) losses, net1 10
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