Bumble Inc. (BMBL): Business Model Canvas [Jan-2025 Mise à jour]

Dans le monde dynamique des connexions numériques, Bumble Inc. a révolutionné les réseaux en ligne en renversant les paradigmes de rencontres traditionnels sur leur tête. Cette plate-forme innovante va bien au-delà d'une application de rencontres simple, offrant une approche unique des femmes qui permet aux utilisateurs de prendre le contrôle de leurs interactions sociales et professionnelles. En combinant une technologie de pointe avec une stratégie axée sur la mission, Bumble a créé un écosystème complet qui répond à plusieurs besoins de connexion - des relations romantiques à un réseautage professionnel et à des amitiés significatives - tout en priorisant la sécurité et le respect des utilisateurs.

Bumble Inc. (BMBL) - Modèle commercial: partenariats clés

Fournisseurs de technologies

Bumble Inc. s'associe à plusieurs fournisseurs de technologies critiques pour le développement et la maintenance des applications:

Partenaire	Rôle spécifique	Valeur du contrat
Amazon Web Services (AWS)	Hébergement d'infrastructures cloud	3,2 millions de dollars par an
Google Cloud Platform	Services cloud supplémentaires	1,5 million de dollars par an

Partenariats mobiles de l'App Store

Bumble maintient des partenariats de distribution critiques avec:

• Apple App Store (part de revenus de 30%)
• Google Play Store (partage de revenus de 30%)

Plateformes de traitement des paiements

Partenaire de paiement	Volume de transaction	Frais de traitement
Bande	62% des transactions numériques	2,9% + 0,30 $ par transaction
Paypal	28% des transactions numériques	2,7% + 0,25 $ par transaction

Agences de marketing et de publicité

Partners marketing primaires:

• Publicis Groupe (Contrat de marketing numérique: 4,3 millions de dollars / an)
• WPP PLC (gestion de la campagne des médias sociaux: 2,7 millions de dollars / an)

Intégrations technologiques stratégiques

Partenaire technologique	Objectif d'intégration	Investissement annuel
Twilio	Intégration de l'API de communication	1,1 million de dollars
Segment	Analyse des données utilisateur	$750,000

Bumble Inc. (BMBL) - Modèle d'entreprise: activités clés

Développement et maintenance de la plate-forme d'application de rencontres

Bumble a investi 68,7 millions de dollars dans les dépenses technologiques et de développement en 2022. Platform Infrastructure prend en charge 50,6 millions d'utilisateurs actifs mensuels sur plusieurs plateformes.

Métrique de la plate-forme	2022 données
Investissement technologique	68,7 millions de dollars
Utilisateurs actifs mensuels	50,6 millions
Téléchargements d'applications	42,1 millions

Expérience utilisateur et conception d'interface

Bumble emploie 312 professionnels des produits et du design à temps plein axés sur l'amélioration continue des plates-formes.

• Taille de l'équipe de conception: 312 professionnels
• Budget annuel de recherche UX: 4,2 millions de dollars
• Fréquence de mise à jour de l'interface: trimestriel

Raffinement d'algorithme pour la correspondance

Les algorithmes d'apprentissage automatique traitent 2,5 milliards de balayages quotidiens sur les plates-formes de Bumble. L'amélioration de l'algorithme de correspondance représente 23% du total des dépenses en R&D.

Métrique d'algorithme correspondant	Valeur
Glissement quotidien	2,5 milliards
Allocation de R&D	23%
Ingénieurs d'apprentissage automatique	87

Sécurité et modération communautaires

L'équipe de sécurité se compose de 214 professionnels dévoués. Le budget de modération du contenu a atteint 12,3 millions de dollars en 2022.

• Taille de l'équipe de sécurité: 214 professionnels
• Budget de modération: 12,3 millions de dollars
• Profile Taux de vérification: 68%

Marketing numérique et acquisition d'utilisateurs

Les dépenses de marketing ont totalisé 264,7 millions de dollars en 2022, ce qui représente 38,4% du total des revenus de l'entreprise.

Métrique marketing	2022 données
Dépenses de marketing	264,7 millions de dollars
Pourcentage de revenus	38.4%
Coût d'acquisition des utilisateurs	8,42 $ par utilisateur

Bumble Inc. (BMBL) - Modèle d'entreprise: Ressources clés

Algorithmes de correspondance avancés

L'algorithme de correspondance propriétaire de Bumble traite 2,4 milliards de connexions potentielles par jour. L'algorithme utilise 6 points de données clés pour la correspondance des utilisateurs, avec un taux de satisfaction de l'utilisateur de 78%.

Métrique algorithme	Valeur
Tentatives de connexion quotidiennes	2,4 milliards
Points de données utilisés	6 attributs principaux
Satisfaction correspondant à l'utilisateur	78%

Données utilisateur et Profile Information

Bumble maintient une base de données utilisateur de 50,6 millions d'utilisateurs actifs au T2 2023, avec 3,2 millions d'abonnés payants.

• Total des utilisateurs actifs: 50,6 millions
• Abonnés payants: 3,2 millions
• Utilisateur moyen Profile Taux d'achèvement: 92%

Infrastructure technologique

L'infrastructure technologique de Bumble prend en charge les opérations multiplateformes sur les plates-formes Web et mobiles, avec une disponibilité de 99,98%.

Métrique d'infrastructure	Performance
Disponibilité de la plate-forme	99.98%
Emplacements de serveur	12 centres de données mondiaux
Investissement technologique annuel	87,4 millions de dollars

Identité de marque forte

La valeur de la marque de Bumble est estimée à 2,3 milliards de dollars, avec une reconnaissance de 83% de la marque entre 18-34 démographiques.

Propriété intellectuelle et brevets

Bumble détient 47 brevets enregistrés liés aux technologies de réseautage social et de correspondance.

Catégorie IP	Nombre
Brevets totaux enregistrés	47
Demandes de brevet en instance	18
Investissement de brevet chaque année	6,2 millions de dollars

Bumble Inc. (BMBL) - Modèle d'entreprise: propositions de valeur

Plateforme de rencontres d'abord des femmes

Au quatrième trimestre 2023, Bumble a rapporté 46,4 millions d'utilisateurs actifs mensuels dans le monde. Les utilisateurs féminines représentent 51,8% de la base d'utilisateurs totale.

Utilisateur démographique	Pourcentage
Utilisateurs	51.8%
Utilisateurs masculins	48.2%

Permettre aux femmes de faire le premier pas

L'algorithme de correspondance unique de Bumble oblige les femmes à initier des conversations dans des matchs hétérosexuels, se différenciant des plates-formes de rencontres traditionnelles.

• 94% des utilisateurs féminines déclarent se sentir plus confiant dans les interactions en ligne
• Taux d'initiation de la conversation moyenne: 72% par les femmes

Environnement de rencontres en ligne sûr et respectueux

Bumble a investi 5,2 millions de dollars en 2023 pour les technologies de sécurité avancées et les processus de vérification.

Caractéristique de sécurité	Taux de mise en œuvre
Vérification photo	87%
Profile Vérification des antécédents	63%

Réseautage axé sur les relations

Le chiffre d'affaires total de Bumble pour 2023 était de 944,8 millions de dollars, avec 42% dérivé des services d'abonnement premium.

Diverses opportunités de connexion

Les offres de plate-forme comprennent:

• Date de bumble: Connexions de rencontres
• Bumble BFF: réseautage d'amitié
• Bumble Bizz: Réseautage professionnel

Type de connexion	Engagement des utilisateurs
Datation	68%
Amitié	22%
Professionnel	10%

Bumble Inc. (BMBL) - Modèle d'entreprise: relations avec les clients

Support client intégré

Depuis le quatrième trimestre 2023, Bumble fournit un support client intégré à l'application avec des temps de réponse en moyenne de 24 à 48 heures. L'équipe d'assistance gère environ 15 000 demandes d'utilisateurs par mois.

Canal de support	Temps de réponse moyen	Enquêtes mensuelles
Support intégré à l'application	24-48 heures	15,000
Assistance par e-mail	48-72 heures	5,000

Lignes directrices communautaires et fonctionnalités de sécurité

Bumble implémente les protocoles de sécurité avancés avec Systèmes de vérification alimentés par AI.

• Profile Taux de vérification: 87%
• Vérification automatisée de la photo: précision à 92%
• Résolution de contenu inappropriée signalée: 95%

Expérience utilisateur personnalisée

Algorithmes de personnalisation Processus 2,3 millions d'interactions utilisateur quotidiennement, générant des recommandations de correspondance personnalisées.

Métrique de personnalisation	Volume quotidien
Interactions utilisateur traitées	2,3 millions
Faire correspondre les recommandations générées	1,7 million

Mises à jour régulières de l'application et améliorations des fonctionnalités

Bumble publie des mises à jour de l'application toutes les 6 à 8 semaines, avec 73% des utilisateurs adoptant de nouvelles fonctionnalités dans les 30 jours suivant le lancement.

Engagement à travers les médias sociaux et les événements communautaires

Métriques d'engagement des médias sociaux pour Bumble en 2023:

• Followers Instagram: 2,1 millions
• Abonnés Twitter: 385 000
• TIKTOK APIRES: 750 000
• Participants à l'événement communautaire: 45 000 par an

Bumble Inc. (BMBL) - Modèle commercial: canaux

Application mobile (iOS et Android)

Au quatrième trimestre 2023, Bumble a rapporté 3,1 millions d'utilisateurs rémunérés sur ses plateformes. L'application mobile est disponible sur les plates-formes iOS et Android avec la distribution suivante:

Plate-forme	Télécharger des statistiques	Utilisateurs actifs
IOS App Store	42,6 millions de téléchargements	1,8 million d'utilisateurs actifs
Google Play Store	38,4 millions de téléchargements	1,6 million d'utilisateurs actifs

Plate-forme Web

La plate-forme Web de Bumble génère environ 15% des interactions totales des utilisateurs, avec les mesures clés suivantes:

• Visiteurs mensuels de la plate-forme Web: 22,3 millions
• Durée moyenne de la session: 12,7 minutes
• Taux de conversion de la plate-forme Web: 3,2%

Marketing des médias sociaux

Les canaux de médias sociaux de Bumble atteignent:

Plate-forme	Nombre de suiveurs	Taux d'engagement
Instagram	2,1 millions d'adeptes	4.7%
Tiktok	1,3 million de followers	6.2%
Twitter / x	580 000 abonnés	2.9%

Publicité numérique

Dépenses et performances de la publicité numérique:

• Budget annuel du marketing numérique: 48,3 millions de dollars
• Coût par acquisition: 12,60 $
• Retour sur les dépenses publicitaires: 4.2x

Distributions de l'App Store

Métriques de performance de l'App Store:

App Store	Notation	Examen total
IOS App Store	4.3/5	276 000 avis
Google Play Store	4.1/5	214 000 avis

Bumble Inc. (BMBL) - Modèle d'entreprise: segments de clientèle

Jeunes professionnels (25-40 tranches)

Au quatrième trimestre 2023, Bumble a rapporté 46,4 millions d'utilisateurs actifs dans le monde, avec 79% concentrés dans la démographie de 25 à 40 ans.

Groupe d'âge	Pourcentage	Utilisateurs mensuels moyens
25-30 ans	38%	18,4 millions
31-40 ans	41%	20,0 millions

Individus urbains et avertis en technologie

La base d'utilisateurs de Bumble est principalement urbaine, avec 72% résidant dans les zones métropolitaines.

• Pénétration des smartphones parmi les utilisateurs: 94%
• Utilisation moyenne de l'application par jour: 35 minutes
• Plate-forme mobile-avant avec 95% des interactions via des appareils mobiles

Utilisateurs de sexe à la recherche de connexions significatives

Distribution de genre sur Bumble à partir de 2023:

Catégorie de genre	Pourcentage
Utilisateurs	55%
Utilisateurs masculins	44%
Non binaire / autre	1%

Segments de marché internationaux

Distribution mondiale des utilisateurs en 2023:

Région	Pourcentage d'utilisateur
États-Unis	42%
Royaume-Uni	15%
Canada	8%
Australie	6%
Autres pays	29%

Multiples utilisateurs d'intention de relation

Répartition de l'intention de l'utilisateur pour 2023:

• Rencontres: 65%
• Amitié (Bumble BFF): 22%
• Réseautage professionnel (Bumble Bizz): 13%

Bumble Inc. (BMBL) - Modèle d'entreprise: Structure des coûts

Maintenance des infrastructures technologiques

Depuis le troisième trimestre 2023, Bumble Inc. a déclaré des frais de technologie et de développement de 52,7 millions de dollars. Les coûts d'infrastructure cloud de l'entreprise et de maintenance des plateformes comprennent:

Catégorie de coûts	Dépenses annuelles
Services d'hébergement cloud	18,3 millions de dollars
Licence de logiciel	7,5 millions de dollars
Infrastructure de cybersécurité	6,2 millions de dollars

Dépenses de marketing et d'acquisition des utilisateurs

Les dépenses de marketing pour Bumble Inc. en 2023 ont totalisé 184,2 millions de dollars, avec la ventilation suivante:

• Publicité numérique: 89,6 millions de dollars
• Marketing des médias sociaux: 37,4 millions de dollars
• Partenariats d'influenceurs: 22,5 millions de dollars
• Campagnes de marque: 34,7 millions de dollars

Salaires et frais de développement des employés

Les dépenses totales liées aux employés pour 2023 étaient de 213,6 millions de dollars:

Catégorie de coûts des employés	Dépenses annuelles
Salaires de base	156,8 millions de dollars
Compensation en stock	37,2 millions de dollars
Avantages et formation	19,6 millions de dollars

Investissements de recherche et développement

Bumble Inc. a alloué 76,5 millions de dollars à la R&D en 2023, en se concentrant sur:

• AI et algorithmes d'apprentissage automatique: 32,3 millions de dollars
• Développement des fonctionnalités du produit: 28,7 millions de dollars
• Améliorations de l'expérience utilisateur: 15,5 millions de dollars

Support client et modération de la plate-forme

Le support client et les frais de sécurité pour 2023 étaient de 43,2 millions de dollars:

Catégorie de coût de soutien	Dépenses annuelles
Équipe de service à la clientèle	24,6 millions de dollars
Modération du contenu	12,8 millions de dollars
Technologies de sécurité des utilisateurs	5,8 millions de dollars

Bumble Inc. (BMBL) - Modèle d'entreprise: Strots de revenus

Caractéristiques premium basées sur l'abonnement

Les niveaux d'abonnement Bumble Boost et Bumble Premium génèrent des revenus grâce à des prix mensuels et annuels:

Niveau d'abonnement	Prix ​​mensuel	Prix ​​annuel
Bourdonnement	$24.99	$167.99
Prime de bosse	$32.99	$229.99

Options d'achat dans l'application

Bumble propose une monétisation supplémentaire grâce à des achats de pièces de monnaie:

Paquet de pièces	Prix	Montant de la monnaie
Petit paquet	$9.99	300 pièces
Emballage moyen	$24.99	800 pièces
Grand forfait	$49.99	1 750 pièces

Revenus publicitaires

T2 2023 Revenus publicitaires: 25,4 millions de dollars

Modèle freemium avec prix à plusieurs niveaux

• Fonctionnalités de base gratuites pour tous les utilisateurs
• Caractéristiques premium payantes avec une fonctionnalité améliorée
• Structure de tarification à plusieurs niveaux avec des niveaux d'accès multiples

Beaucoup de biens virtuels et outils de communication premium

Revenus de marchandises virtuelles pour 2023: 42,6 millions de dollars

Outil de communication premium	Prix
Revenir en arrière	$5.99
Ligne droite	Inclus dans Premium
Match prolongé	300 pièces

Bumble Inc. (BMBL) - Canvas Business Model: Value Propositions

You're looking at the core value Bumble Inc. delivers to its users, which is clearly shifting toward quality over sheer volume as of late 2025. This focus is driving up the value extracted from each paying member, even as the total number of paying users adjusts.

Women make the first move, offering a safer, more equitable dating experience. This foundational principle remains central. The platform is designed to be a place where women choose to initiate contact in heterosexual matches, which supports a more respectful environment. This commitment to safety is backed by product enhancements. For example, the percentage of users verifying their profiles saw a 32% increase recently. Furthermore, the user base skews toward those seeking serious connections, with 85% of users looking for marriage or long-term relationships.

High-quality, intentional matches via AI-enhanced personalization. Bumble Inc. is actively executing a quality-over-quantity member strategy. This involves embedding innovation and AI into the platform and operations. The focus on quality is directly reflected in the monetization metrics.

Multi-app ecosystem for dating (Bumble, Badoo) and friendship (Bumble BFF). The business value proposition isn't limited to one app. You have the core dating experience on Bumble, the international reach of Badoo, and dedicated spaces like Bumble BFF for friendship matching. This ecosystem approach broadens the total addressable market for connection types.

Higher Average Revenue Per Paying User (ARPPU) of $22.64 (Q3 2025). This is a key indicator that the quality strategy is monetizing effectively. The overall Average Revenue Per Paying User (ARPPU) for Bumble Inc. reached $22.64 in Q3 2025, which was a 6.9% increase year-over-year from $21.17 in Q3 2024. The flagship Bumble App drove this with an even higher ARPPU of $28.27 in the same quarter.

Here's a quick look at the Q3 2025 financial snapshot that underpins this value delivery:

Metric	Amount/Value	Context
Total Revenue	$246.2 million	Q3 2025 Total Revenue
Total Paying Users	3.6 million	Q3 2025 Total Paying Users
Overall ARPPU	$22.64	Q3 2025 Average Revenue Per Paying User
Bumble App ARPPU	$28.27	Q3 2025 Bumble App ARPPU
Adjusted EBITDA Margin	33.7%	Q3 2025 Adjusted EBITDA Margin

Verified, trusted community through enhanced safety and verification tools. To support the quality focus, Bumble Inc. has a security-first philosophy. This translates into concrete tools that build trust. You can see this in features like:

• ID verification via government-issued ID for a verified badge.
• Photo verification indicated by a blue checkmark for authenticity.
• Explicit content controls using the AI-powered Private Detector for auto-blurring inappropriate photos.

The platform also offers end-to-end encryption in transit for all chats. Honestly, these tools are what help keep the user base engaged; for instance, 46.2% of users are women, a higher ratio than many competitors.

Finance: draft 13-week cash view by Friday.

Bumble Inc. (BMBL) - Canvas Business Model: Customer Relationships

You're looking at how Bumble Inc. manages its relationship with its large, global user base as of late 2025. This is all about keeping members engaged, feeling safe, and ultimately converting them to paying subscribers.

Automated in-app support and AI-driven user coaching via Coaching Hub.

Bumble Inc. is making significant investments in its product innovation roadmap, specifically mentioning advancements in AI and machine learning capabilities, which underpins features like the Coaching Hub. While specific usage statistics for the Coaching Hub aren't public, the company's strategic focus indicates this is a key area for enhancing member experience. The overall strategy is to drive a better member experience, which management believes will result in higher retention and increased perception of value.

Self-service model for subscription and in-app purchase management.

The management of subscriptions and in-app purchases is largely handled through a self-service model within the app environment. This approach supports operational efficiency, allowing users to manage their premium features without direct agent intervention. The success of this model is reflected in the Average Revenue per Paying User (ARPPU) metrics, which show that users are willing to spend more for perceived value, even as the overall paying base shifts.

Community building through the expanding Bumble BFF platform.

Bumble Inc. continues to build community beyond dating through its friendship-focused platform. As of the third quarter of 2025, the BFF app itself had not generated any revenue, meaning its relationship management is currently focused on engagement and ecosystem strengthening rather than direct monetization. Older data suggested that Bumble BFF and Bizz collectively comprised between 10-15% of total engagement, showing its role as a value-add to the core dating offering.

The core business relationship metrics for the paying segment as of Q3 2025 show the following:

Metric	Q3 2025 Value	Year-over-Year Change
Total Paying Users	3.6 million	Decreased 16.0%
Total Average Revenue per Paying User (ARPPU)	$22.64	Increased 6.9%

Direct communication via in-app notifications and email marketing.

Direct communication is managed through in-app notifications and email marketing to drive engagement, feature adoption, and subscription renewals. The company is focused on improving retention, which is directly tied to the effectiveness of these outreach channels. For instance, the focus on improving match quality is a key driver for retention messaging.

Proactive trust and safety moderation to maintain community standards.

Trust and safety is a critical component of the customer relationship, directly impacting member quality and retention. The company is actively investing in user safety features. This proactive moderation has a measurable, albeit short-term, impact on the subscriber base; trust and safety work, alongside a reduction in marketing spend, contributed approximately 80% of the year-over-year decline in paying users in Q3 2025.

The platform's overall user base health is a key focus, as evidenced by the strategic shift to prioritize quality over quantity.

• The company is executing a clear framework to strengthen its member base with higher quality and more intentional members.
• The Bumble App revenue for Q3 2025 was $199 million.
• The company reported $51.6 million in net earnings for Q3 2025, a significant turnaround from the prior year's net loss.
• Adjusted EBITDA for Q3 2025 was $83.1 million, representing a margin of 33.7% of revenue.

Finance: draft 13-week cash view by Friday.

Bumble Inc. (BMBL) - Canvas Business Model: Channels

The primary channels for Bumble Inc. rely heavily on mobile application storefronts for initial distribution and direct user engagement within its owned applications.

Primary distribution through the Apple App Store and Google Play Store.

The mobile app stores remain the critical gateway for new user acquisition, directly impacting the cost structure due to platform fees. For the first seven months of 2024, the Bumble iOS app generated $142.93 million in in-app revenue from the US market alone, which accounted for 61.7% of the total net revenue for that period. Overall, Bumble generated $286 million in net app revenue after store fees for the full year 2024, as estimated by Appfigures. This channel is subject to the platform fee structure imposed by Apple and Google.

Metric	Value	Period/Context
Net App Revenue (After Fees)	$286 million	2024 (as of July 27)
iOS US In-App Revenue Share of Net Revenue	61.7%	January-July 2024 (iOS US only)

Direct-to-consumer via the Bumble, Badoo, and Bumble BFF mobile apps.

Bumble Inc. serves its user base directly through its portfolio of mobile applications, which is where all monetization occurs through subscriptions and in-app purchases. As of the third quarter of 2025, Total Paying Users across all apps stood at 3.6 million. The flagship Bumble App revenue for Q3 2025 was $199 million, while Badoo App and Other Revenue was $47.4 million. The company is focusing on its core apps, with Bumble BFF and Bizz collectively comprising 10-15% of total engagement as of late 2024.

• Bumble mobile app
• Badoo mobile app
• Bumble BFF mobile app (relaunched in September 2025)

The focus on quality over quantity is reflected in monetization metrics. Total Average Revenue per Paying User (ARPPU) for Q3 2025 increased to $22.64, up from $21.37 in Q2 2025. Furthermore, full-price subscriptions represented approximately 80% of total payers as of Q2 2025, an increase from 70% in Q1 2025.

App Revenue Segment	Q3 2025 Revenue	Q2 2025 Revenue
Bumble App Revenue	$199 million	$201.4 million
Badoo App and Other Revenue	$47.4 million	$46.8 million

Organic social media and public relations campaigns.

The strategic shift in 2025 emphasizes a move toward a more efficient organic marketing engine. Management has stated they have shifted away from paid member acquisition in favor of brand and organic investment. The company is investing in product updates, such as the August Love Launch with new verification and safety features, to drive this organic appeal.

Performance marketing, though significantly reduced in 2025.

Performance marketing spend, which drove rapid user acquisition previously, has been intentionally curtailed as part of the quality-first strategy. In Q1 2025, the company announced a $20 million reduction in Q2 marketing spend, specifically targeting non-organic channels. The overall Selling and marketing expense for the six months ended June 30, 2025, decreased by $39.4 million, or 30.0%, compared to the same period in 2024, primarily due to this reduction in non-organic spend.

Word-of-mouth growth from improved user experience and match quality.

The investment in user quality is intended to foster organic growth and improve retention, which management believes will lead to sustainable revenue. Approved members show engagement and monetize at more than twice the rate of improved members. The company is committed to delivering safer, smarter, and more personalized experiences to drive this word-of-mouth effect.

The company also executed a major financial maneuver to support future flexibility, announcing the purchase of its Tax Receivable Agreement rights for $186 million in Q3 2025. As of September 30, 2025, total cash and cash equivalents were $307.9 million. Finance: draft 13-week cash view by Friday.

Bumble Inc. (BMBL) - Canvas Business Model: Customer Segments

You're looking at the distinct groups of people who actually use and pay for the services Bumble Inc. offers across its portfolio of apps as of late 2025. It's not one monolithic group; it's several layers of users driving the network effect and the revenue.

Bumble App Users: This segment is characterized by a focus on equitable connections, with the core mechanic requiring women to make the first move. While specific total user counts aren't current for late 2025, we know the paying base is highly monetized. For instance, the Average Revenue Per Paying User (ARPPU) for the flagship Bumble App hit $28.27 in the third quarter of 2025.

Badoo App Users: This is the global, mass-market engine, especially strong across Europe and Latin America. The sheer scale here is what provides the necessary network density. As of the latest data points, Badoo boasts over 460 million registered users worldwide, with Brazil being a top country market, contributing around 5.10 million users to the platform's traffic.

Bumble BFF Users: This group seeks platonic friendships, operating on the same core matching mechanic as the dating side. It's an expansion of the value proposition beyond romance. For the third quarter of 2025, the BFF app segment has not generated any revenue and is excluded from the key operating metrics reported by Bumble Inc.

Paying Subscribers: These are the users willing to pay for premium features like Boost and Spotlight to enhance visibility or control their experience. Total paying users across Bumble Inc.'s apps for Q3 2025 stood at 3.6 million, down year-over-year but with an increased ARPPU of $22.64 across the total base.

Free Users: This is the largest segment by far, providing the necessary liquidity for the entire ecosystem to function. They are the ones who generate the volume of swipes and messages that make the premium features valuable to the paying segment. The Badoo platform, for example, has a massive base where only 4.1 million users were paying subscribers in 2024.

Here's a quick look at the hard numbers driving these segments as of the third quarter of 2025, where available:

Segment Metric	Value (Q3 2025 or Latest)
Total Paying Users (Bumble Inc.)	3.6 million
Bumble App Paying Users	2.3 million
Total Average Revenue per Paying User (ARPPU)	$22.64
Bumble App ARPPU	$28.27
Badoo Registered Users (Worldwide)	Over 460 million
Badoo Paying Subscribers (2024)	4.1 million
Bumble Total Revenue (Q3 2025)	$246.2 million
Badoo App and Other Revenue (Q3 2025)	$47.4 million

The strategy is clearly shifting; you see the total paying user count decline by 16.0% year-over-year in Q3 2025, but the monetization per user is up, which is the trade-off management is making to improve quality. The Bumble App alone generated $198.8 million in revenue for that quarter.

Bumble Inc. (BMBL) - Canvas Business Model: Cost Structure

You're looking at the cost side of the equation for Bumble Inc. as of late 2025. The company has been aggressively managing its spending while simultaneously pouring resources into future-proofing the platform. This balancing act shows up clearly in the Q3 2025 figures.

The total operating costs and expenses on a GAAP basis for the third quarter ended September 30, 2025, were reported as $182,505 thousand (or approximately $183 million as per the outline). This figure reflects a period where the company was executing a strategic reset, which included both cost reductions and targeted investments.

Here's a breakdown of the key components driving those costs:

• Technology and development costs, which include significant AI investment, are a major focus area.
• Sales and marketing expenses saw a dramatic shift in strategy.
• Personnel costs support critical functions like engineering, product development, and trust & safety.
• Platform fees paid to app stores (Apple/Google) remain an ongoing variable cost of revenue.

The management commentary for Q3 2025 highlighted specific expense movements that you need to track:

Expense Component	Q3 2025 Reported Amount (Approx.)	Year-over-Year Context
Total Operating Costs and Expenses (GAAP)	$182,505 thousand	N/A
Sales and Marketing Expense	$32 million	50% reduction
Product Development Expense (GAAP)	$29,614 thousand	N/A
Product Development Expense (Specific AI/Product Focus Mention)	$25 million	14% increase
General and Administrative (G&A)	$37 million	38% increase

The 50% year-over-year reduction in Sales and Marketing expense to $32 million is a direct result of shifting to a more efficient organic marketing engine, removing over $100 million from the cost base starting in Q2 2025. This is a big lever they pulled. So, you see the cost structure tightening up there.

Conversely, the investment in the future is visible in the Product Development line. While GAAP product development expense was $29,614 thousand, the specific mention of $25 million for product development in the context of AI integration shows where capital is being actively deployed to build out the new AI-first cloud-native platform. This spending is increasing, up 14% year-over-year, which is a clear signal of where Bumble Inc. is prioritizing spend over immediate user acquisition volume.

Personnel costs for engineering, product, and trust & safety teams are embedded within the Product Development and G&A figures. The 38% increase in G&A to $37 million was noted as being driven primarily by cumulative adjustments for certain indirect tax obligations related to prior periods, which you need to factor in as a non-recurring or non-operational noise item. The company is also completing specialized hiring, which will put upward pressure on personnel costs as they move past initial restructuring savings.

On a non-GAAP basis, which management often uses to show core operational efficiency, operating expenses were $163 million, a 15% decline year-over-year, primarily due to that marketing decrease and organizational realignment. Finance: draft 13-week cash view by Friday.

Bumble Inc. (BMBL) - Canvas Business Model: Revenue Streams

You're looking at how Bumble Inc. actually brings in the cash flow as of late 2025. It all flows from users paying for enhanced access and features across their apps.

The primary revenue sources are built around user monetization, which is split between recurring payments and one-time buys. Honestly, the focus right now is on getting more value from each paying user, even if the total number of payers is down.

• Subscription revenue from premium tiers, like Bumble Boost and Premium. Subscriptions represented approximately 80% of total payers as of Q2 2025, showing the core reliance on recurring revenue.
• A-la-carte in-app purchases, including items such as Spotlight and SuperSwipes, which provide immediate, non-subscription value boosts.

Here's the quick math on the top-line performance for the third quarter of 2025, which really grounds this section:

Revenue Metric	Q3 2025 Amount
Total Revenue	$246.2 million
Bumble App Revenue	$198.8 million
Badoo App and Other Revenue	$47.4 million

The Bumble App remains the dominant revenue generator for Bumble Inc. Still, you see the split clearly in the table above. The total revenue for Q3 2025 was $246.2 million, which is a 10% decrease year-over-year.

Breaking that down by platform, the Bumble App generated $198.8 million in Q3 2025 revenue. The Badoo App and Other segment brought in the remaining $47.4 million for the quarter.

To understand the monetization strategy supporting these streams, look at the per-user metrics. Total Average Revenue per Paying User (ARPPU) increased 6.9% to $22.64 in Q3 2025, even as Total Paying Users fell to 3.6 million. Specifically for the flagship app, the Bumble App ARPPU hit $28.27 in Q3 2025.