Bumble Inc. · NASDAQ:BMBL

Bumble — Q3 2025 Earnings Presentation

12 slides from Bumble's earnings presentation, Nov 5, 2025

  1. Slide 1: Q3 2025 Earnings Supplemental Presentation

    Q3 2025 Earnings Supplemental Presentation November 2025

  2. 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,

  3. 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

  4. 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

  5. Slide 5: Q3 2025 Financial Highlights

    Q3 2025 Financial Highlights In Millions, Except ARPPU Q3 2025 VS. Q3 2024 Total Revenue $246.2 -10% Bumble App Revenue $198.8 -10% Total Paying Users1,3 3.6 -16% Bumble App Paying Users 2.3 -18% Total ARPPU2,3 $22.64 7% Net Earnings $51.6 NA Adjusted EBITDA $83.1 1% 1 Excludes Official paying users

  6. Slide 6: Total Revenue

    Total Revenue Quarterly Revenue1 ($M) Annual Revenue1 ($M) -10% Y/Y +2% Y/Y 274 262 1,052 1,072 247 248 246 53 49 207 205 45 47 47 220 212 845 866 202 201 199 Q3 2024 Q4 2024 Q1 2025 Q2 2025 Q3 2025 FY2023 FY 2024 Bumble App Badoo App & Other Bumble App Badoo App & Other 1 The sum of individual metr

  7. Slide 7: Bumble App

    Bumble App Paying Users1 (Thousands) Average Revenue Per Paying User (ARPPU, $) -18% Y/Y +11% Y/Y $28.27 $26.85 -57K -104K $25.58 $25.17 $24.84 -209K Q/Q Q/Q -156K Q/Q 2,869 2,813 Q/Q 2,708 2,500 2,344 Q3 2024 Q4 2024 Q1 2025 Q2 2025 Q3 2025 Q3 2024 Q4 2024 Q1 2025 Q2 2025 Q3 2025 1 The sum of indiv

  8. Slide 8: Badoo App & Other

    Badoo App & Other Paying Users1,2 (Thousands) Average Revenue Per Paying User1 (ARPPU, $) -11% Y/Y -1% Y/Y -20K -60K -29K -47K Q/Q Q/Q Q/Q Q/Q 1,386 $12.03 $11.91 1,366 $11.57 1,306 1,277 $11.13 $10.72 1,231 Q3 2024 Q4 2024 Q1 2025 Q2 2025 Q3 2025 Q3 2024 Q4 2024 Q1 2025 Q2 2025 Q3 2025 1 Excludes O

  9. Slide 9: Adjusted EBITDA

    Adjusted EBITDA Quarterly Adjusted EBITDA ($M) Annual Adjusted EBITDA ($M) and Adjusted EBITDA Margin1 and Adjusted EBITDA Margin1 +1% Y/Y +10% Y/Y 95 83 83 304 73 276 64 38% 34% 30% 28% 26% 28% 26% Q3 2024 Q4 2024 Q1 2025 Q2 2025 Q3 2025 FY2023 FY 2024 1 The sum of individual metrics may not always

  10. Slide 10: Financial Outlook

    Financial Outlook1 Q3 2025 Total Revenue $216-$224 Million Bumble App Revenue $176-$182 Million Adjusted EBITDA $61-$65 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.

  11. Slide 11: Reconciliation of Net Earnings (Loss) to Adjusted EBITDA

    Reconciliation of Net Earnings (Loss) to Adjusted EBITDA In Millions, Except Percentages Q3 2024 Q4 2024 Q1 2025 Q2 2025 Q3 2025 Net earnings (loss) $(849.3) $9.3 $19.8 $(367.0) $51.6 Add back: Income tax provision 4.2 6.9 6.0 6.5 9.5 Interest and derivative (gains) losses, net1 18.5 5.1 12.0 10.3 1

  12. Slide 12: Slide 12

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