Massive earnings beat. Bumble Inc (NASDAQ: BMBL) reported Q4 2025 adjusted EPS of $-4.06 versus the $0.21 consensus estimate. Revenue of $224.2 million fell short of expectations, down 14.3% year-over-year from $261.6 million in Q4 2024. The company posted a net loss of $611.1 million for the quarter, while adjusted EBITDA reached $73 million. Gross profit totaled $184 million against cost of revenue of $78 million. The stock traded at $2.96 with volume of 3.9 million shares, near its 52-week low of $2.61.
Volatile trajectory continues. The Q4 result marks a sharp reversal from three consecutive quarters of declining revenue—$247.1 million in Q1, $248.2 million in Q2, and $246.2 million in Q3 2025. The $224.2 million Q4 figure represents the lowest quarterly revenue in the trailing five quarters, extending a downward trend from the $261.6 million peak in Q4 2024. On the earnings front, Q4’s $0.81 adjusted EPS surged from $0.29 in Q3 and $0.43 in Q2, but the pattern remains erratic—Q1 delivered just $0.22, and the year-ago quarter posted $0.30. The company’s beat/miss record shows three misses in the prior four quarters before this quarter’s inline result, with Q3 missing by 46.2% and Q1 missing by 40.0%. The 167% sequential EPS jump from Q3 to Q4 contrasts sharply with the persistent revenue contraction, suggesting the earnings quality stems from cost management or one-time adjustments rather than top-line momentum.
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