Bumble Q2 Revenue Falls, User Decline Persists

Bumble reported Q2 2025 revenue of $248.2 million, an 8% year-over-year decline that still surpassed analyst expectations. Paying users also dropped 8.7% to 3.8 million, but average revenue per paying user increased, and adjusted EBITDA rose 26% with a 38.1% margin. The company posted a GAAP net loss of $367 million, driven by $404.9 million in non-cash impairment charges. Bumble is integrating AI-driven features and launching an updated Bumble BFF app to attract new demographics, particularly as Gen Z users seek more engaging alternatives and rivals innovate faster. Kevin Cook will become CFO effective August 12, signaling a continued focus on profitability. The company issued revenue guidance for the next quarter slightly above analyst estimates, though analysts remain concerned about ongoing user and demand declines.