Bumble's stock soars 25% on earnings beat
Bumble just dropped its fourth-quarter and full-year 2025 results, and even though revenue slid by 14%, the numbers still beat Wall Street's estimates, sending Bumble's stock up a whopping 25% in premarket trading.
The dip was mostly because fewer people are paying for the app, but Bumble managed to pull in more money per user.
Paying users fell by about 20%
Paying users fell by about 20%, landing at 3.3 million, but each user spent more on average—up to $22.20 a month.
Revenue from both Bumble and Badoo apps dropped, yet margins stayed strong at 32%.
For all of 2025, revenue dipped by 10% to $966 million, but operating cash flow hit $250 million.
Bumble is shaking things up
Bumble is shaking things up: it has slashed marketing spend by over 80% to focus on organic growth and is rolling out new features like AI tools and no-swipe profiles aimed right at Gen Z this year.
Despite fewer users, investors are feeling good about these moves—Shares rallied in premarket trading on the news, and analysts pointed to the company's AI-focused roadmap and cost discipline as potential catalysts.