Bumble (BMBL): Q4 Performance Misses Expectations, Revenue Guidance Disappoints

Key Metrics:

* Q4 CY2024 Revenue: $261.6 million (in line with estimates)
* Adjusted EBITDA: $72.51 million (beat expectations)
* Revenue Guidance for Q1 CY2025: $245 million (below estimates)
* EBITDA Guidance for Q1 CY2025: $61.5 million (below estimates)
* Operating Margin: 14.1% (up from -2.5% YoY)
* Paying Users: 4.18 million (up 209,700 YoY)
* Market Capitalization: $890.3 million

Sales Performance:

* Sales fell by 4.4% YoY in Q4 CY2024 to $261.6 million.
* Company expects sales to decline by 8.5% YoY in Q1 CY2025.
* Sell-side analysts forecast a 2.8% revenue decline over the next 12 months.

User Growth:

* Paying users grew by 14.3% annually to 4.18 million in Q4 CY2024.
* Q4 saw an addition of 209,700 paying users, representing a 5.3% YoY growth.

Average Revenue per Buyer (ARPB):

* ARPB decreased by 9.1% YoY to $20.58 in Q4 CY2024.
* ARPB has declined by an average of 3.9% annually over the last two years.

Takeaways:

* Bumble narrowly beat EBITDA expectations but missed revenue targets.
* Revenue and EBITDA guidance for Q1 CY2025 fell below analyst estimates.
* The stock dropped 13.4% after the earnings report.
* Bumble's earnings performance suggests a need for further analysis before making investment decisions.