Slide 1: Q1 2025 Earnings Supplemental Presentation
Q1 2025 Earnings Supplemental Presentation May 2025
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: Q1 2025 Financial Highlights
Q1 2025 Financial Highlights In Millions, Except ARPPU Q1 2025 VS. Q1 2024 Total Revenue $247.1 -8% Bumble App Revenue $201.8 -6% Total Paying Users1,3 4.0 0% Bumble App Paying Users 2.7 -1% Total ARPPU2,3 $20.24 -7% Net Earnings $19.8 -41% Adjusted EBITDA $64.4 -13% 1 Excludes Official paying users
Slide 6: Total Revenue
Total Revenue Quarterly Revenue1 ($M) Annual Revenue1 ($M) -8% Y/Y +2% Y/Y 1,052 1,072 268 269 274 262 205 247 207 52 51 53 49 45 845 866 216 218 220 212 202 Q1 2024 Q2 2024 Q3 2024 Q4 2024 Q1 2025 FY 2023 FY 2024 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, $) -1% Y/Y -6% Y/Y +52K -57K -104K +87K Q/Q Q/Q Q/Q $26.34 $25.79 $25.58 Q/Q $25.17 $24.84 2,869 2,817 2,813 2,730 2,708 Q1 2024 Q2 2024 Q3 2024 Q4 2024 Q1 2025 Q1 2024 Q2 2024 Q3 2024 Q4 2024 Q1 2025 1 The sum of individua
Slide 8: Badoo App & Other
Badoo App & Other Paying Users1,2 (Thousands) Average Revenue Per Paying User1 (ARPPU, $) +1% Y/Y -13% Y/Y +65K -20K -60K +27K Q/Q Q/Q Q/Q $12.35 Q/Q $11.93 $12.03 1,386 1,366 1,321 1,306 $11.13 1,294 $10.72 Q1 2024 Q2 2024 Q3 2024 Q4 2024 Q1 2025 Q1 2024 Q2 2024 Q3 2024 Q4 2024 Q1 2025 1 Excludes O
Slide 9: Adjusted EBITDA
Adjusted EBITDA Quarterly Adjusted EBITDA ($M) Annual Adjusted EBITDA ($M) and Adjusted EBITDA Margin1 and Adjusted EBITDA Margin1 -13% Y/Y +10% Y/Y 304 83 276 74 75 73 64 30% 28% 28% 28% 28% 26% 26% Q1 2024 Q2 2024 Q3 2024 Q4 2024 Q1 2025 FY 2023 FY 2024 1 The sum of individual metrics may not alwa
Slide 10: Financial Outlook
Financial Outlook1 Q2 2025 Total Revenue $235-$243 Million Bumble App Revenue $193-$199 Million Adjusted EBITDA $79-$84 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 Q1 2024 Q2 2024 Q3 2024 Q4 2024 Q1 2025 Net earnings (loss) $33.9 $37.7 $(849.3) $9.3 $19.8 Add back: Income tax provision 7.5 4.6 4.2 6.9 6.0 Interest and derivative (gains) losses, net1 7.3 9.0 18.5 5.1 12.0 D
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