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Claire Yubin Oh

Bumble soars on better-than-expected Q4 and strong first-quarter profit outlook

Bumble surged more than 20% in premarket trading on Thursday after the dating app operator posted better-than-expected Q4 results and provided Q1 profit guidance that also beat estimates, powered by its ongoing turnaround efforts.

For the quarter ended December 31, 2025, the company reported:

  • Revenue of $224.2 million — down 14% year on year, but above the Wall Street consensus estimate of $221 million (per data compiled by Bloomberg).

  • Adjusted EBITDA of $71.6 million, beating analyst expectations of $63.5 million.

For the first quarter of fiscal 2026, Bumble forecasts:

  • Adjusted EBITDA of $76 million to $80 million, well ahead of analysts’ consensus estimate of $57.7 million.

  • Revenue in the range of $209 million to $213 million, roughly meeting Wall Street expectations of $210 million.

Since founder Whitney Wolfe Herd returned to the top job around a year ago, Bumble has been undergoing a broad turnaround plan, featuring the introduction of new AI-enabled features to compete with stiff competition in the dating app market.

In the company’s press release, Wolfe Herd commented on its strategic overhaul: “With the heavy lift of our quality reset behind us, we are accelerating product innovation and prioritizing member experience enhancements. We are building from a stronger base and positioning Bumble for its next chapter of product-led growth.”

Though Bumble is still being hit by the shrinking market — total paying users decreased 12% last year compared to 2024 — the company is notably improving its profitability, raising its adjusted EBITDA margin to 32% in the fourth quarter, up from 28% compared to the year before.

The company is now focused on product and technology innovation in the era of AI. Q2 will see the launch of its Bumble 2.0 back-end infrastructure, which will allow Bumble to “deliver member experience improvements more quickly and intelligently, deepen personalization, support how our monetization model evolves over time, and serve as the foundation for more potential product launches in the future,” Wolfe Herd confirmed.

Though Bumble is still being hit by the shrinking market — total paying users decreased 12% last year compared to 2024 — the company is notably improving its profitability, raising its adjusted EBITDA margin to 32% in the fourth quarter, up from 28% compared to the year before.

The company is now focused on product and technology innovation in the era of AI. Q2 will see the launch of its Bumble 2.0 back-end infrastructure, which will allow Bumble to “deliver member experience improvements more quickly and intelligently, deepen personalization, support how our monetization model evolves over time, and serve as the foundation for more potential product launches in the future,” Wolfe Herd confirmed.

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Nike sinks to lowest level since 2014 after warning of “challenged” sales environment in Q4 report

Did Nike do it?

Investors had a mixed reaction after the global sports apparel company reported its fourth quarter earnings on Tuesday after the bell. Shares initially rose 5% as Nike beat out Wall Street expectations amid a hefty tariff refund bonus. However, the stock then sank to its lowest level since August 2014 in postmarket trading.

Here are the Q4 numbers:

  • Revenue of $11.0 billion (estimate: $10.8 billion).

  • Adjusted earnings per share of $0.20 (estimate: $0.12).

Ahead of this report, Nike warned that results would be flattered by a one-time tariff refund (now estimated at roughly $0.52 per share for the bottom line). That gave the company an extra cushion in snapping its streak of seven quarters of year-over-year profit declines.

Over the past year, the company had been punished by tariffs on imported goods, stagnant consumer spending, and increasing competition from other footwear brands like New Balance, Adidas, and Hoka.

Outgoing CFO Matthew Friend deemed it an “increasingly challenging operating environment, where sell-through remains challenged.”

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