Vladimir Vladimirov Bumble stock plunges after reporting Q2 earnings It's been an incredibly tough earnings season for many companies, but Bumble Inc.'s (NASDAQ:BMBL) post-Q2 decline has been one of the worst. After announcing a wholesale "reset" of its corporate strategy and dramatically slashing its outlook for the year, shares of Bumble crashed roughly 40%. Now, the stock has lost more than two-thirds of its value since the start of the year, making it by far the worst-performing dating app stock and one ...

Key Takeaways Bumble cut its full-year outlook as customers spent less to use the online dating service. Second-quarter revenue fell short of estimates. Shares of Bumble sank to a record low. Shares of Bumble (BMBL) tumbled to their all-time low Thursday after the online dating service slashed its guidance as customers spent less on it. The company that operates the eponymous app now expects full-year revenue to rise 1% to 2% year-over-year, compared with its earlier forecast of 8% to 11%, and app revenue t ...

SAN DIEGO, Aug. 08, 2024 (GLOBE NEWSWIRE) -- Shareholder rights law firm Johnson Fistel, LLP is investigating whether Bumble Inc. (NASDAQ: BMBL) or any of its executive officers or others violated securities laws by misrepresenting or failing to timely disclose material, adverse information to investors. The investigation focuses on investors' losses and whether they may be recovered under federal securities laws. What if I purchased Bumble securities? If you purchased securities and suffered losses on your ...

Bumble Inc. BMBL reported worse-than-expected second-quarter revenue results on Wednesday. Bumble reported quarterly earnings of 22 cents per share on $273.12 million of quarterly revenue which came in just under analyst estimates. "Our first chapter of the Bumble App launch delivered better women's experiences and improved engagement," said Lidiane Jones, CEO of Bumble. "We are pleased with these early wins but it's evident that to reignite the user growth engine for Bumble Inc. in the long term, we need t ...

财务数据和关键指标变化 - 总收入增长3%至2.69亿美元,受汇率不利影响约1.5个百分点 [28] - Bumble应用收入增长5%至2.18亿美元,受汇率不利影响约1个百分点 [28] - 付费用户总数增长14%至410万,人均收入下降8%至21.37美元 [28] - Badoo应用及其他收入下降2%至5100万美元,受汇率不利影响约2个百分点 [30] 各条业务线数据和关键指标变化 - Bumble应用付费用户增长15%至280万,人均收入下降9% [28][29] - Badoo应用付费用户增长12%至130万,人均收入下降7% [30][31] 各个市场数据和关键指标变化 - 美国市场付费用户增长放缓,但个别市场人均收入仍保持增长 [43][44] - 国际市场付费用户增长强劲,带动整体付费用户增长 [28][29][30][31] 公司战略和发展方向及行业竞争 - 公司将重点关注生态系统健康、客户体验和收入策略三大领域 [13] - 将提高用户资料质量标准,优化营销策略以吸引合适用户 [15][16][17] - 加大产品创新投入,推出更多功能以提升客户体验 [18][19][20] - 重新评估订阅模式,更好地将客户价值与长期增长潜力挂钩 [21][22][23] - 将利用Badoo和新收购的Geneva应用拓展业务 [23][24][25] 管理层对经营环境和未来前景的评论 - 行业前景广阔,公司有信心通过执行新战略实现长期价值创造 [9][26][95] - 短期内将优先投资于提升客户体验和生态系统健康,牺牲部分增长 [36][37][40] - 相信这些举措将最终推动可持续收入增长和客户价值实现 [26][49][119] 其他重要信息 - 公司将继续实施股票回购计划,已完成超过125%的自由现金流回购 [35] - 公司保持良好的财务状况,有能力持续回报股东 [35][40] 问答环节重要的提问和回答 问题1 **Andrew Marok提问** 美国市场付费用户和MAU动态情况 [43][44] **Anuradha Subramanian回答** 美国市场付费用户和MAU增长放缓,但个别市场人均收入仍保持增长 [44] 问题2 **Cory Carpenter提问** 公司为何决定重置策略,以及如何设计有利于用户行为的收入机制 [51][52][53] **Lidiane Jones回答** 过去几个季度公司Top of Funnel指标持续疲软,需要重点提升客户体验和生态系统健康 [52][53][54][55] 公司将通过产品、营销和收入策略等多方面措施来优化用户结构和行为 [108][109][110] 问题3 **John Blackledge提问** 营销投放策略和Premium Plus产品计划的变化 [56][57][58] **Lidiane Jones和Anuradha Subramanian回答** 将根据市场成熟度调整营销策略,更注重ROI和LTV优化 [57][59] 暂不扩展Premium Plus,而是重点优化基础订阅层级的价值 [57][58]

For the quarter ended June 2024, Bumble Inc. (BMBL) reported revenue of $268.62 million, up 3.4% over the same period last year. EPS came in at $0.22, compared to $0.05 in the year-ago quarter. The reported revenue represents a surprise of -1.73% over the Zacks Consensus Estimate of $273.34 million. With the consensus EPS estimate being $0.15, the EPS surprise was +46.67%. While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine t ...

Bumble Inc. (BMBL) came out with quarterly earnings of $0.22 per share, beating the Zacks Consensus Estimate of $0.15 per share. This compares to earnings of $0.05 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of 46.67%. A quarter ago, it was expected that this company would post earnings of $0.07 per share when it actually produced earnings of $0.19, delivering a surprise of 171.43%. Over the last four quarters, the company h ...

财务表现 - 总收入增长3.4%至2.686亿美元[4] - Bumble应用收入增长4.8%至2.18亿美元[4] - 净收益3770万美元，调整后EBITDA7500万美元[4] - 第三季度预计总收入2.69亿美元至2.75亿美元，Bumble应用收入2.17亿美元至2.21亿美元[10] - 2024年全年预计总收入同比增长1%至2%，Bumble应用收入同比增长1.5%至2.5%，调整后EBITDA利润率增长至少200个基点[10] - 公司总收入为2.686亿美元，同比增长3.4%[30] - 公司实现营业利润5195.4万美元，同比增长145.3%[30] - 公司实现净利润3768.6万美元，同比增长303.1%[30] 成本费用 - 营业成本为8004.1万美元，同比增长4.3%[30] - 销售和营销费用为6756.2万美元，同比增加3.4%[30] - 一般管理费用为3632.9万美元，同比下降16.0%[30] - 产品研发费用为1570.5万美元，同比下降56.6%[30] - 公司三个月期间的销售和营销费用为67,290千美元，较上年同期增加5.0%[39] - 公司三个月期间的一般和行政费用为26,598千美元，较上年同期下降9.2%[40] - 公司三个月期间的产品开发费用为19,567千美元，较上年同期下降17.2%[41] - 公司三个月期间的总运营成本和费用为193,607千美元，较上年同期增加0.5%[42] 用户增长 - Bumble应用付费用户增加15%至280万，环比增加8.7万[4] 现金流和资产负债 - 公司拥有现金及现金等价物2.867亿美元[30] - 公司总资产为35.242亿美元[30] - 公司总负债为12.262亿美元[30] - 2024年第二季度自由现金流为31.195百万美元，同比下降22.6%[35] - 2024年上半年自由现金流为30.814百万美元，同比下降34.3%[35] 其他财务指标 - 2024年第二季度净收益为37.686百万美元，同比增长302.5%[32] - 2024年上半年净收益为71.559百万美元，同比增长919.4%[32] - 2024年第二季度调整后EBITDA为75.008百万美元，同比增长11.5%[34] - 2024年上半年调整后EBITDA为149.047百万美元，同比增长17.7%[34] - 2024年第二季度股票激励费用为2.089百万美元，同比下降93.8%[37] - 2024年上半年股票激励费用为2.115百万美元，同比下降96.6%[37] - 2024年第二季度重组费用为3.157百万美元[36] - 2024年上半年重组费用为19.773百万美元[36] - 公司三个月期间的折旧和摊销费用为17,024千美元[42] - 公司三个月期间的股票激励费用为2,089千美元[42] - 公司三个月期间的重组成本为3,157千美元[42] - 公司三个月期间的诉讼费用(扣除保险赔付)为3,500千美元[42] - 公司三个月期间或有收购对价公允价值变动收益为3,654千美元[42] - 公司三个月期间的其他交易和成本为377千美元[42]

The upcoming earnings release of Bumble Inc. will be of great interest to investors. The company's earnings report is expected on August 7, 2024. The company's upcoming EPS is projected at $0.15, signifying a 200% increase compared to the same quarter of the previous year. At the same time, our most recent consensus estimate is projecting a revenue of $273.73 million, reflecting a 5.39% rise from the equivalent quarter last year. Empirical research indicates that these revisions in estimates have a direct c ...

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