Bumble Inc (NASDAQ: BMBL) is an online dating and social connection company that operates a platform of apps enabling people to form relationships. Revenue comes primarily from paying users who subscribe to premium features across its app portfolio. The Bumble app is the flagship product, generating $783.0 million in revenue for FY2025, while the Badoo app and other properties contributed $182.6 million, bringing total revenue to $965.7 million for the year ended December 31, 2025, down from $1,071.6 million in FY2024. The FY2025 revenue decline was driven by a 13.3% drop in Bumble app paying users to 2.4 million, partially offset by a 4.2% increase in average revenue per paying user (ARPPU) to $26.80. The company reported a net loss of $895.3 million for FY2025, including a $1.04 billion impairment charge. Bumble also owns the Bumble For Friends brand. Whitney Wolfe Herd founded the Bumble app, and the company is headquartered in Austin, Texas.

Revenue model

Subscription and premium feature purchases from paying users across the Bumble and Badoo apps. Revenue is tracked via Total Paying Users and Average Revenue Per Paying User (ARPPU). Bumble App ARPPU was $26.80 for FY2025.

Products and services

Bumble app (dating and social connection, women-first messaging model), Badoo app (dating platform), Bumble For Friends (friendship-focused social connection app).

Customers and end markets

Individual consumers seeking romantic or social connections online. Bumble app had 2.4 million paying users as of FY2025. End market is consumer social and dating applications.

Value-chain role

Direct-to-consumer platform operator. Owns and operates mobile and web applications, manages member data and payment processing through third-party payment service providers, and holds trademarks for Bumble, Badoo, and Bumble For Friends brands.

Geographic exposure

International operations present given reference to foreign currency exchange rate fluctuations affecting FY2025 revenue and Badoo app presence in multiple markets, though specific country-level revenue breakdown is not provided in the excerpts.

Source: SEC 10-K, filed 2026-03-16

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