EarningsQ2 2026 Earnings Report
MX:BMBL Q2 2026 EPS Results
Actual EPS-$15.25
Consensus EPS$4.54
Beat/MissMissed by -$19.80
One Year Ago EPS-$44.49
MX:BMBL Q2 2026 Revenue Results
Actual Revenue$3.82B
Expected Revenue$3.82B
Beat/MissBeat by +$1.18M
YoY Revenue Growth-15.19%
Earnings Announcement Details
QuarterQ2 2026
Date08/05/2026
TimeAfter Close
Conference CallWednesday, August 5, 2026
MX:BMBL Upcoming Earnings
Bumble's next earnings date is estimated for November 11, 2026, based on past reporting schedules.
Q2 2026 Earnings Call Audio
MX:BMBL Q2 2026 Earnings Call
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Q2 2026 Earnings Slide Deck
Q2 2026 Earnings Call Summary
Earnings Call Sentiment|Neutral
The call conveyed a balanced picture: the company is executing a deliberate transformation with visible early wins in product testing, AI, gross margin expansion, and strong cash generation, and it outperformed guidance on adjusted EBITDA. However, material near-term headwinds persist, including a meaningful year-over-year revenue decline (~15%), a GAAP impairment charge, and a delayed full rollout of the new platform (now pushed into early 2027) that postpones larger-scale product-driven revenue upside. Management plans to accelerate marketing and product spend in H2 to drive future growth, which will weigh on near-term margins but is presented as purposeful reinvestment to capture long-term durable engagement and monetization.Company Guidance
Revenue in Line / Above Guidance
Total revenue of $211.0M finished in the upper half of guidance for the quarter, with management noting the company came in where expected despite year-over-year pressures.
Adjusted EBITDA Outperformance and Healthy Margin
Adjusted EBITDA was $73M representing a 35% margin and exceeded the high end of guidance for the quarter, demonstrating continued profitability on a non-GAAP basis despite investments.
Strong Cash Generation
Quarterly operating cash flow of $54M and free cash flow of $51M; year-to-date operating cash flow $131M and free cash flow $125M. Cash and cash equivalents ended the quarter at $154M.
Gross Margin Expansion
Gross margin expanded by roughly 380 basis points year-over-year; cost of revenue improved to 26% of revenue from 29% a year ago (≈3 percentage point improvement), aided by increased adoption of alternative billing and lower aggregator fees.
Meaningful Product & Engagement Wins in Tests
Several product tests (chat initiation change limiting initial opening messages to 1, extension of 24-hour match response window, algorithmic improvements) in 12 markets produced positive signals: significant increases in chat initiation, matches, and average mutual chats. BFF groups show strong growth in active groups and average active members per group. Plans (standalone app for IRL events) is showing promising early results.
Early Positive Results from AI and Free Experience Experiments
Beam (AI assistant) in select members' hands improved onboarding/match signal quality and member feedback; tests offering limited free access to 'Likes You' are producing significant upticks in yes votes, matches and mutual chats — demonstrating potential to widen top-of-funnel and increase conversion over time.
Strategic Reinvestment Plan
Management announced planned acceleration of brand marketing and product investment (ramping in Q3/Q4 into 2027) with a disciplined approach to spending and a clear product roadmap tied to a modernized tech stack.
MX:BMBL Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed