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Paying Users by Platform
Breaks down paying users across different platforms, revealing which platforms are most lucrative and where the company might focus its growth strategies.Both Bumble and Badoo show a clear inflection from growth to sustained decline beginning in late‑2024 — this is consistent with management’s intentional quality reset and steep cuts to performance marketing that improved margins but shrank scale. Management is betting on a new AI/cloud platform (Bee AI) and stepped‑up product/marketing investments to restore payers, but those benefits are multi‑quarter and user‑facing rollouts are largely back‑loaded, so recovery and monetization are timing risks investors should monitor closely.
Date | Bumble | Badoo and Other |
|---|---|---|
Jun 30, 2026 | 2.08M | 1.08M |
Mar 31, 2026 | 2.08M | 1.08M |
Dec 31, 2025 | 2.19M | 1.14M |
Sep 30, 2025 | 2.34M | 1.23M |
Jun 30, 2025 | 2.50M | 1.28M |
Mar 31, 2025 | 2.71M | 1.31M |
Dec 31, 2024 | 2.81M | 1.37M |
Sep 30, 2024 | 2.87M | 1.39M |
Jun 30, 2024 | 2.82M | 1.32M |
Mar 31, 2024 | 2.73M | 1.29M |