Compared to Estimates, Bumble (BMBL) Q3 Earnings: A Look at Key Metrics

Bumble Inc. (BMBL) reported $246.16 million in revenue for the quarter ended September 2025, representing a year-over-year decline of 10%. EPS of $0.35 for the same period compares to $0.35 a year ago.

The reported revenue represents a surprise of +0.66% over the Zacks Consensus Estimate of $244.56 million. With the consensus EPS estimate being $0.38, the EPS surprise was -7.89%.

While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.

Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.

Here is how Bumble performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:

• Badoo App and Other Paying Users: 1.23 million versus the three-analyst average estimate of 1.26 million.
• Bumble App Paying Users: 2.34 million versus the three-analyst average estimate of 2.43 million.
• Total Average Revenue per Paying User: $22.64 versus $21.90 estimated by three analysts on average.
• Badoo App and Other Average Revenue per Paying User: $11.91 versus $11.71 estimated by two analysts on average.
• Bumble App Average Revenue per Paying User: $28.27 versus $27.34 estimated by two analysts on average.
• Total Paying Users: 3.57 million compared to the 3.69 million average estimate based on two analysts.
• Revenue- Badoo App and Other: $47.4 million versus $46.92 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a -11.2% change.
• Revenue- Bumble App: $198.8 million versus $198.81 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a -9.7% change.

View all Key Company Metrics for Bumble here>>>

Shares of Bumble have returned -9.6% over the past month versus the Zacks S&P 500 composite's +1% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.

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This article originally published on Zacks Investment Research (zacks.com).

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