Bumble Inc. (BMBL) Q1 2026 Earnings Call

Concluded May 5, 2026

May 5, 2026

Period: FY2026 Q1
Runtime: —
Sources: 3 artifacts

Revenue $212.38M -14.1% YoY

Diluted EPS $0.34 +161.5% YoY

Gross margin · derived Q4 74.2% +3.9 pp YoY

Net income $45.21M +236.3% YoY

Open full screen Slides 12 8-K 10-Q

Executive readout · one minute

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AI assistant Bee 40 Quality reset of member base 20 New technology platform rebuild 19 Reimagined Bumble app experience 15 Marketing and operating expense discipline 8 Bumble BFF and broader connection 7

Management tone

Positive

Net tone +45 · moderate hedging

Grounding quotes

“This is a period of real transformation at Bumble Inc.”
“Early tests are showing promising results, including improvements in matching behavior and monetization trends, but results are expected to be relatively limited on the legacy tech stack.”
“We have done the heavy lifting to reset our business with healthy supply that is ready to engage.”
“The only thing that has been going wrong is our ability to execute on product innovation, and that is simply due to legacy tech debt.”

Research coverage

3 live sources

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Research materials

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Presentation 12 pages 8-K earnings release Filed May 5, 2026 10-Q report Filed May 6, 2026 Company webcastOpen the original investor-relations page

Quarter detail

How the reported period landed and where the business moved.

Result vs. guidance

Revenue Within

Revenue · products & services

Bumble App$172.70M -14.4% YoY

Badoo App and Other$39.69M -12.4% YoY

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