Bumble Inc Dossier
Outlook & Key Dates
Estimates, guidance, catalysts, and upcoming events
Analyst Estimates Learn more →
Analyst Coverage
12analysts covering
FY EPS (est.)
$0.35next fiscal year
Reporting Calendar
| Event | Expected Date |
|---|---|
| Q3 2026 Earnings Release | 4 Nov 2026 |
Monitoring Framework
Key Performance Indicators
Total Paying Users Quarterly3.2MTarget: Stabilization and return to organic growth following the completed quality reset
Total Average Revenue per Paying User (ARPPU) Quarterly22.0Target: Continued expansion through optimized subscription tiers and in-app purchases
Adjusted EBITDA Margin Quarterly3,890.0%Target: Normalization to approximately 32% at the midpoint for Q2 2026 as investments ramp up
Watch Items
- Tech Stack 2.0 Rollout and AI-Enabled Platform ActivationTrigger: Delays in the backend cloud-native platform migration or pilot testing of the AI dating assistant 'Bee'Action: Re-evaluate product development timelines and adjust marketing spend allocations to protect margins
- Paying User Base ErosionTrigger: Sequential decline in core Bumble App paying users exceeding 10% in Q2 or Q3 2026Action: Increase targeted performance marketing or accelerate the rollout of the reimagined Bumble Date experience
Research as of 19 Jun 2026