BMBL · Bumble Inc.
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Metrics snapshot
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AI Brief
Q2 FY26 earnings call · Aug 5, 2026TL;DR. Bumble reported Q2 revenue of $210.5M (down 15.2% YoY) with Adjusted EBITDA of $72.9M exceeding the high end of guidance, but delayed its platform migration by a couple of months, pushing its new interaction model rollout to early 2027 and guiding Q3 Adjusted EBITDA to $56-60M as it reinvests in product and marketing.
- + Adjusted EBITDA of $72.9M exceeded the high end of guidance in Q2 2026.
- + Gross margin expanded ~380 bps YoY driven by alternative billing adoption.
- + Total ARPPU increased 1.2% YoY to $21.96.
- + Product testing shows significant uplift in chat initiation, mutual chats, and matches.
- − Total revenue declined 15.2% YoY to $210.5M in Q2 2026.
- − Total Paying Users fell 16.4% YoY to 3.2 million.
- − Platform/data migration delay pushed the new interaction model rollout to early 2027.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders Strong SellIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
Earlier KPI extraction records exist, but do not meet the current evidence-completeness requirements. No current verified series is available. Earlier figures remain withheld until revalidated; this is not evidence that the company reports no KPIs.
Versus peers
Internet Content & Information — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
BMBL
this stock
Bumble Inc.
|
$339.16M | -26.3% | -9.9% | — | 10.6% |
|
GOOGL
Alphabet Inc.
|
$4.21T | +9.9% | +15.1% | 17.3 | 0.7% |
|
META
Meta Platforms, Inc.
|
$1.91T | +9.9% | +47.1% | 28.3 | 1.2% |
|
SPOT
Spotify Technology S.A.
|
$104.87B | -16.1% | — | — | 2.2% |
|
NBIS
Nebius Group N.V.
|
$60.26B | +181.8% | +479.0% | — | 18.4% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| BMBL | -1.9% | -1.9% | -23.8% | -4.0% | -26.3% |
| SPY | -0.7% | +0.1% | +12.2% | -0.6% | +11.8% |
| vs SPY | -1.2% | -2.0% | -35.9% | -3.4% | -38.2% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.