Earnings To Watch: Bumble (BMBL) Reports Q4 Results Tomorrow

Online dating app Bumble (NASDAQ:BMBL) will be announcing earnings results this Wednesday after the bell. Here’s what investors should know.

Bumble met analysts’ revenue expectations last quarter, reporting revenues of $246.2 million, down 10% year on year. It was a softer quarter for the company, with a decline in its buyers and revenue guidance for next quarter missing analysts’ expectations significantly. It reported 3.57 million active buyers, down 16% year on year.

Is Bumble a buy or sell going into earnings? Read our full analysis here, it’s free for active Edge members.

This quarter, the market is expecting Bumble’s revenue to decline 15.3% year on year, a further deceleration from the 4.4% decrease it recorded in the same quarter last year.

Analysts covering the company have generally reconfirmed their estimates over the last 30 days, suggesting they anticipate the business to stay the course heading into earnings. Bumble has missed Wall Street’s revenue estimates multiple times over the last two years.

Looking at Bumble’s peers in the consumer subscription segment, some have already reported their Q4 results, giving us a hint as to what we can expect. Roku delivered year-on-year revenue growth of 16.1%, beating analysts’ expectations by 3%, and Udemy reported a revenue decline of 3%, in line with consensus estimates. Roku traded up 8.6% following the results while Udemy’s stock price was unchanged.

Read our full analysis of Roku’s results here and Udemy’s results here.

Debates over possible tariffs and corporate tax adjustments have raised questions about economic stability in 2025. While some of the consumer subscription stocks have shown solid performance in this choppy environment, the group has generally underperformed, with share prices down 4.6% on average over the last month. Bumble is down 7% during the same time and is heading into earnings with an average analyst price target of $4.53 (compared to the current share price of $2.97).

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