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Bumble (BMBL) earnings and revenue breakdown

Latest: Q3 2026 · 10-Q filed Nov 4, 2026 · Bumble (BMBL) Q3 2026 earnings results →

Q3 2026 Revenue down 16% year over year to $207M · 13¢ of every $1 of revenue kept as net profit · operating margin 26.3%

Bumble made $207M in Q3 2026 (-16% Y/Y): Bumble App $167M, Badoo App and Other $39.8M. Operating margin 26.3%, net earnings $27.3M. See where every dollar goes — costs, profit and cash — as a Sankey from the 10-Q filed Nov 4, 2026.

Revenue$207M
Year over year-16%
Operating margin26.3%
Net earnings$27.3M
Operating cash flow$56.0M

Drawing the Sankey…

Open the interactive Sankey → click any line for what the company wrote about it, compare Y/Y and Q/Q, export as PNG or PDF

What changed this quarter

Revenue was $207.1M in Q3 2026, down 16% year over year and down 2% from the previous quarter. Bumble App was the largest line at 81% of revenue. Bumble App lost $31.5M year over year (down 16%), 81% of the total change.

Operating profit was $54.5M, a 26.3% margin (up 0.5 points year over year). Total costs fell 16% while revenue fell 16%. The fastest-growing cost line was Other operating costs (+17%). Net earnings were $27.3M, down 27% year over year. The effective tax rate was 17.3%.

Operating cash flow was $56.0M (down 27% year over year), 177% of net income including minority interests. Non-cash charges added back $3.7M of depreciation and amortization and $13.3M of share-based compensation. Working capital and other items added $7.3M. Capital expenditures of $2.9M left free cash flow of $53.1M.

Quarterly history

Bumble revenue by quarterBumble revenue by quarter$247MQ1 2025$248MQ2 2025$246MQ3 2025$224MQ4 2025$212MQ1 2026$211MQ2 2026$207MQ3 2026
Bumble net earnings by quarterBumble net earnings by quarter$13.4MQ1 2025−$367MQ2 2025$37.3MQ3 2025−$600MQ4 2025$45.2MQ1 2026−$128MQ2 2026$27.3MQ3 2026
QuarterFormFiledRevenueY/YOp. marginNet earningsOp. cash flow
Q3 202610-QNov 4, 2026$207M-16%26.3%$27.3M$56.0M
Q2 202610-QAug 6, 2026$211M-15%-53.2%−$128M$53.6M
Q1 202610-QMay 6, 2026$212M-14%30.7%$45.2M$77.2M
Q4 202510-KMar 16, 2026$224M-14%-256.8%−$600M$59.1M
Q3 202510-QNov 7, 2025$246M-10%25.9%$37.3M$76.8M
Q2 202510-QAug 7, 2025$248M-8%-136.3%−$367M$71.2M
Q1 202510-QMay 12, 2025$247M-8%18.1%$13.4M$43.2M

Charts

Bumble: revenue growth, year over year and quarter over quarterBumble: revenue growth, year over year and quarter over quarterY/YQ/Q-8%Q1 2025-8%+0%Q2 2025-10%-1%Q3 2025-14%-9%Q4 2025-14%-5%Q1 2026-15%-1%Q2 2026-16%-2%Q3 2026
Latest (Q3 2026): Y/Y -16%, Q/Q -2%.
Bumble: where the cash came from (+) and went (−), TTM to Q3 2026Bumble: where the cash came from (+) and went (−), TTM to Q3 2026Net borrowing (+) / repaid (−)−$607MOther financing$263MOperating cash flow$246MCash drawn (+) / kept (−)$118MOther investing−$11.6MTaxes on employees’ shares−$8.2MExchange rates$29KPartners−$10K
From the cash-flow statement as filed (SEC XBRL). Cash is fungible: the bars do not say which dollar paid for what.
Bumble: profit against cash, quarter by quarterBumble: profit against cash, quarter by quarterNet incomeOperating cash flow$9.3M−$5.4MQ4 2024$19.8M$43.2MQ1 2025−$367M$71.2MQ2 2025$51.6M$76.8MQ3 2025−$600M$59.1MQ4 2025$52.6M$77.2MQ1 2026−$128M$53.6MQ2 2026$31.6M$56.0MQ3 2026
Latest (Q3 2026): Net income $31.6M, Operating cash flow $56.0M.
Bumble: diluted shares by fiscal yearBumble: diluted shares by fiscal year193MFY2021129MFY2022135MFY2023121MFY2024110MFY2025
-42.8% since FY2021: buybacks shrank the count.
Bumble: long-term debt falling due (FY2025)Bumble: long-term debt falling due (FY2025)$5.8M2026$585M2027
Cash $176M, short-term investments —, long-term debt $591M at 2025-12-31.
Bumble in its industry: growth against margin (51 companies, SIC 7370)Bumble in its industry: growth against margin (51 companies, SIC 7370)revenue growth, year over year →↑ operating marginmedian +9%median -1%GOOGLMETASPCXFLUTAPPSNAPZMPINSNIQMTCHSABRTTDRXTFDSTBLATRIPPPLITEMDOCNCSQRTEADEVERDVMGNIGRNDZIPDSPHSTMNXDRPUBMHCATRUMBLNDCDLXSSTCEVAYYAIPODCIPMGOAIDJTCSAIIPDNCNETTWAVTRSOMITIRMXIGITSBBLRBMBL (-16%, 26%)
Services-Computer Programming, Data Processing, Etc.; dot size is quarterly revenue; dashed lines are the industry's medians.

Interactive views

The same charts as the app — open one to draw it.

💵Where each $1 goesinteractive

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🌏Named in Asian annual reportsinteractive

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🔄Rotation against the market and its industry (RRG)interactive

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🔍Earnings qualityinteractive

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⚖️Fair value by methodinteractive

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🔭Outlook & guidanceinteractive

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📈Investments: gains and what it boughtinteractive

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🏭Its industry’s money flow (input-output)interactive

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Customers and suppliers named in filings

Buys from

About Bumble

Bumble’s mission is to bring people closer to love. Our platform of apps enables people to connect and build healthy and equitable relationships on their own terms. We focus on building authenticity and safety in the online space. We also have extended our platform beyond online dating into healthy relationships in other areas of life, such as friendships. The Bumble brand was built with women at the center. Our platform is designed to help women feel safer and more empowered and, in turn, provide a better environment for everyone. We are leveraging innovative technology solutions to create a more inclusive, safe and accountable way to connect online for all members regardless of gender.

In its own words, from its 10-K, filed Mar 16, 2026.

Bumble against its Services-Computer Programming, Data Processing, Etc. peers

The largest companies of the same SEC industry, each at its latest quarter. Revenue growth: -16% against the peers' median +14%. Operating margin: 26.3% against the peers' median 20.1%.

CompanyQuarterRevenueY/YOp. margin
BMBL BumbleQ3 2026$207M-16%26.3%
GOOGL AlphabetQ3 2026$127.6B+25%31.8%
META Meta PlatformsQ3 2026$64.6B+26%20.1%
SPCX Space Exploration TechnologiesQ3 2026$14.6B+161%19.1%
FLUT Flutter EntertainmentQ3 2026$3.9B+2%-30.7%
APP AppLovinQ3 2026$2.2B+56%78.2%
SNAP SnapQ3 2026$1.7B+14%4.5%
ZM Zoom CommunicationsQ2 FY27$1.3B+5%24.6%
PINS PinterestQ3 2026$1.2B+12%2.6%

Source: Bumble 10-Q on SEC EDGAR · CIK 1830043 · Services-Computer Programming, Data Processing, Etc.

Guidance and outlook

Bumble: what its forward-looking statements are about (10-Q filed 2026-11-04)Bumble: what its forward-looking statements are about (10-Q filed 2026-11-04)Other7People2Costs2Demand1Legal & regulation1Financing1
14 statements; tone +0.36 (−1 all cautious, +1 all confident); 2 hedged.
Bumble: outlook statements against the filing beforeBumble: outlook statements against the filing beforeConfident6Cautious1

13F: who owns BMBL and who is buying

Largest holders of BMBL (13F)Largest holders of BMBL (13F)Blackstone$71.8MVanguard Group$42.8MBlackRock$26.3MVanguard Portfolio Management LLC$20.4MSaba Capital Management, L.P.$17.8MAccel Growth Fund V Associates L.…$16.2MDimensional Fund Advisors LP$15.3MVanguard Capital Management LLC$12.7MRenaissance Technologies LLC$11.9MBank of America$9.5M
Funds' net buying of BMBL by quarter (13F)Funds' net buying of BMBL by quarter (13F)−$32.5M2024-09−$5.9M2024-12−$27.5M2025-03$25.6M2025-06$1.9M2025-09$52.7M2025-12−$16.1M2026-03−$16.4M2026-06
Value of shares 13F filers added minus the value they sold, each quarter (quarters with most filings in).

More on BMBL

History

Every quarter: Q3 2026 results · Q2 2026 results · Q1 2026 results · Q4 2025 results · Q3 2025 results · Q2 2025 results · Q1 2025 results

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