Overview
- Q4 revenue reached $224.2 million, topping estimates, with average revenue per paying user up 7.9% to $22.20 despite a 14% year-over-year revenue decline.
- Adjusted EBITDA came in around $71.6–$72 million, ahead of guidance, while GAAP results showed a $611.1 million net loss and EPS of -$4.06.
- Bumble guided Q1 revenue to $209–$213 million and projected adjusted EBITDA of $76–$80 million, signaling stronger profitability than analysts expected.
- Shares jumped about 25% in premarket trading after the company detailed Bumble 2.0 with chapter-based profiles, potential no-swipe tests in select markets, and the in-development Bee AI dating assistant.
- Total paying users fell to 3.3 million, down 20.5% year over year, highlighting ongoing user engagement challenges often described as swipe fatigue.