Bumble (BMBL) Crushes Q4 EPS by 283% at $-4.06, But Revenue Drops 14% to $224M on User Headwinds

$BMBL $MTCH

Earnings Per Share (adj.)

$-4.06

vs $0.21 est.

Revenue

$224.2M

estimate N/A

Massive earnings surprise. Bumble Inc (BMBL) reported adjusted EPS of $-4.06 for Q4 2025, crushing the consensus estimate of $0.21.

Revenue decline continues. Q4 revenue came in at $224.2 million, down 14.3% from $261.6 million in the year-ago quarter. The top-line contraction marks the fourth consecutive quarter of sequential revenue declines, falling from $247.1 million in Q1 2025 to the current level. Despite the revenue headwinds, the company posted a net loss of $611.1 million for the quarter, while adjusted EBITDA reached $73 million on gross profit of $184 million. The stark divergence between adjusted EPS and GAAP results suggests significant one-time charges or non-cash items drove the reported loss.

What to Watch: Management’s full-year 2026 guidance calls for adjusted EPS of $0.75-$0.85 and revenue of $5.55-$5.85 billion—metrics that will be scrutinized on the earnings call scheduled for 4:30 PM ET today. The revenue guidance range implies a dramatic acceleration from Q4’s $224 million run rate, raising questions about acquisition plans or business model changes that weren’t evident in the quarterly results.

This article was generated using AlphaStreet’s proprietary financial analysis technology and reviewed by our editorial team.