Bumble:Quarterly Results/2025 Q2: Difference between revisions

Bumble:Quarterly Results/2025 Q2 (view source)

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 * They expect to incur approximately $13 million to $18 million of non-recurring charges related to the 30% workforce reduction announced in June 2025. The charges will be incurred in Q3 and Q4 of 2025.
 * It [https://www.investing.com/news/transcripts/earnings-call-transcript-bumbles-q1-2025-revenue-exceeds-forecasts-stock-surges-93CH-4030335?utm_source=chatgpt.com expects] $12 million revenue headwind due to the discontinuation of operations in Frutz and Official. The headwind impact will begin in Q2 and be distributed throughout the remainder of the year.
+* Management said the 13% workforce reduction will lead to cost-savings of around $40 million annually.
 === Analysts estimates ===
+{| class="wikitable"
+|+
+!Key metrics<ref>https://finance.yahoo.com/quote/BMBL/analysis/</ref>
+!Q2 2025
+!Y/Y
+!Q3 2025
+!Y/Y
+!2025
+!Y/Y
+|-
+|Revenue
+|$245.65 million
+| -8.55%
+|$241.72 million
+| -11.65%
+|$968.26 million
+| -9.65%
+|-
+|EPS
+|$0.39
+|
+|$0.32
+|
+|$1.17
+|
+|}
+== Analysts' opinions ==
+==== Bumble could see low app fees in US following Apple and Epic Games ruling ====
+* Underperform, $5.25->$5.50: Bofa [https://thefly.com/permalinks/entry.php/id4153297/1073299434/BMBL-Bumble-price-target-raised-by-c-at-BofA-heres-why said] Bumble is currently developing its own off-app payments which could result in lower app fees in the US following Apple and Epic Games court ruling.
+==== Financial indicators and key metrics will experience volatility in Q2 and 2025Edit ====
+* Morgan Stanley expects volatility in key performance indicators and financial metrics for Match Group and Bumble in Q2 and 2025 due to product offensive and restructuring efforts.
+==== Headwinds likely to continue despite the workforce reduction ====
+* Equal Weight, $5->$7: Wells Fargo [https://thefly.com/permalinks/entry.php/id4151245/1073299434/BMBL-Bumble-price-target-raised-by--at-Wells-Fargo-heres-why said] the work force reduction doesn't change their view that headwinds from industry pressure and Bumble clean-up will likely continue.
+* Neutral, $4.80->$7: Citi [https://thefly.com/permalinks/entry.php/id4151243/1073299434/BMBL-Bumble-price-target-raised-by--at-Citi-heres-why cautioned] that despite the workforce reduction there is still work left on Bumble's turnaround. The analysts said reinvigorating growth "is the more critical component".
+== References ==
 == References ==