Bumble Inc. (NASDAQ: BMBL) reported fourth-quarter results that exceeded revenue expectations and issued an encouraging outlook, sending shares soaring more than 35% intra-day Thursday despite continued declines in users.
The dating-app company posted a net loss of $4.06 per share for the quarter, compared with earnings of $0.04 per share in the same period a year earlier. The loss was largely driven by $630.5 million in non-cash impairment charges.
Revenue declined 14.3% year over year to $224.2 million but came in above the analyst consensus estimate of $221.68 million. Total paying users dropped 20.5% to 3.3 million, while average revenue per paying user rose 7.9% to $22.20.
For the first quarter of 2026, Bumble forecast revenue between $209 million and $213 million, with the midpoint of $211 million in line with analyst estimates. The company also projected adjusted EBITDA of $76 million to $80 million for the quarter.
For the full year 2025, total revenue fell 9.9% to $965.7 million. Bumble App revenue declined 14.8% to $181.0 million in the fourth quarter, while revenue from Badoo App and Other segments dropped 12.4% to $43.2 million.
Adjusted EBITDA totaled $71.6 million for the quarter, representing a 31.9% margin, compared with $72.5 million and a 27.7% margin in the prior-year period.
