Filing Flows › Bumble (BMBL) › Guidance & outlook
Bumble (BMBL) guidance and outlook
Bumble's 10-Q filed Nov 4, 2026 makes 14 forward-looking statements.
Guidance and outlook
Forward-looking statements, 10-Q filed Nov 4, 2026
- Upon completion, we will become privately held, and our Class A common stock will cease to be publicly traded.
- Our results of operations and financial condition have been, and will continue to be, affected by a number of factors, including those discussed below.
- During the pendency of the Merger, we expect to continue our previously disclosed growth strategy, which is intended to deliver durable member value and drive long-term sustainable revenue.
- As a result of a number of factors, our historical results of operations may not be comparable from period to period or going forward.
- The triggering event was related to our revised 2025 outlook, which reflects a strategic shift to improve the health of our membership base.
- In addition, during the nine months ended September 30, 2025, we recognized impairment charges of $3.6 million for the Official asset group due to the then-anticipated discontinuation of the Official app.
- We expect to incur approximately $16.0 million of total non-recurring charges through the end of 2026, consisting primarily of employee severance, benefits, and related charges for impacted employees.
- Our income tax expense (benefit) for the nine months ended September 30, 2026 and 2025, includes the effects of Pillar Two minimum taxes based on currently enacted legislation and guidance.
- At this time, we expect the SbS SH to have a significant future impact to the Company and our Pillar Two computations.
- We will continue to monitor the implementation of Pillar Two legislation (both proposed and enacted) by individual countries, including administrative guidance on the application of the GloBE rules, and will continue to evaluate the potential impact to our financial position.
- • Adjusted EBITDA and Adjusted EBITDA margin exclude stock-based compensation expense and employer costs related to stock-based compensation, which has been, and will continue to be for the foreseeable future, an important part of how we attract and retain our employees and a significant recurring expense in our business;
- Adjusted EBITDA is not a liquidity measure and should not be considered as discretionary cash available to us to reinvest in the growth of our business or to distribute to stockholders or as a measure of cash that will be available to us to meet our obligations.
Bumble's latest quarter
Bumble, Q3 2026: revenue $207M (-16% year over year), operating margin 26.3%, net earnings $27.3M, operating cash flow $56.0M. The chart follows the revenue to costs, profit and cash.
Questions
What does Bumble expect?
Upon completion, we will become privately held, and our Class A common stock will cease to be publicly traded. Our results of operations and financial condition have been, and will continue to be, affected by a number of factors, including those discussed below. During the pendency of the Merger, we expect to continue our previously disclosed growth strategy, which is intended to deliver durable member value and drive long-term sustainable revenue.
Updated Nov 8, 2026. Read automatically from SEC filings and public data; errors are possible. Not investment advice.