B

    Bumble

    BMBL
    Dating App / Platform

    Women-first dating platform including Bumble, Badoo, and Official. Currently undergoing major AI-first transformation.

    USAFounded 2014560 employeesWebsite

    Stock Performance

    BMBL
    $4.87+3.40%
    Market Cap$661M
    52W High$18.42
    52W Low$4.21
    Revenue$1.0B

    Overview

    Women-first dating platform including Bumble, Badoo, and Official. Currently undergoing major AI-first transformation.

    Annual Revenue$1.0B
    Employees560
    Market Cap$661M

    Brands & Products

    DII Coverage

    Bumble Is Losing Paying Users. Calling It an AI Strategy Does Not Change That.

    Bumble Inc reported 4.4 million paying users in Q3 2024, down from 4.6 million the previous quarter Revenue growth has slowed to single digits whilst average revenue per paying user climbs only becaus…

    Financial & Investor27 Feb 2026

    X's DSA Appeal: A Precedent That Could Redefine Trust in Dating Apps

    X filed a €120M appeal against the European Commission's DSA fine for converting blue checkmarks from identity verification to paid subscriptions and restricting researcher access The case could set p…

    Regulatory Monitor24 Feb 2026

    X's AI Spam Crisis: A Warning Shot for Dating Platforms

    X is rebuilding its search infrastructure from scratch after AI bot traffic overwhelmed legacy systems, according to Head of Product Nikita Bier Trust and safety professionals report AI-generated frau…

    Technology & AI Lab23 Feb 2026

    Thursday Claims a $50M Valuation. Three Years After It Promised to Prove the Model or Quit.

    Thursday claims a $50M valuation, three years behind the 2021 public deadline set by co-founder George Rawlings The announcement comes months after reports that the once-a-week dating app faced potent…

    Financial & Investor23 Feb 2026

    UK Dating App Usage Is Down 16%. The Matchmakers Are Having Their Best Year Ever.

    UK dating app usage has fallen 16% since 2024, with Tinder losing over 500,000 British users The UK matchmaking market is valued at £422 million, serving 1.3 million users and growing at 8% annually A…

    Financial & Investor23 Feb 2026

    TikTok Grew 200% While Instagram Flatlined. Dating Brands Still Have Not Made the Move.

    TikTok follower growth exceeded 200% year-on-year in 2025, outpacing all major platforms Instagram delivered only mid-single-digit median follower growth whilst X recorded flat to negative movement An…

    Financial & Investor23 Feb 2026

    Saudi Arabia Has 3.5 Million Dating App Downloads and Almost No One Talks About It.

    Saudi Arabia's dating app market generated nearly $16M in revenue from 3.5 million downloads in the past year Approximately 67% of Saudi Arabia's 35 million population are under 35, creating a massive…

    Financial & Investor23 Feb 2026

    Japan Made Dating App Fraud Illegal. The Rest of the World Is Watching.

    Dating apps now account for 25.1% of marriages amongst Japanese couples aged 30 and under, the highest share amongst all introduction channels 77.2% of dating app users in Japan reported encountering …

    Regulatory Monitor20 Feb 2026

    Swept Built an In-App Date Planner and Required Government ID. One of Those Is a Good Idea.

    Swept dating app introduces in-app Date Planner tool allowing users to build, propose, and confirm date itineraries without leaving the platform Mandatory government ID verification for all visible pr…

    Regulatory Monitor20 Feb 2026

    Australia Banned Teens From Social Media. Snap Lost 3 Million Daily Users. Dating Apps Are Next.

    Snapchat has shut down or restricted 415,000 Australian teen accounts since the under-16 social media ban took effect Snap disclosed a global loss of 3 million daily active users in Q4 2025, with Aust…

    Regulatory Monitor20 Feb 2026

    Meta Is Killing Messenger.com. The Users Who Hid From Facebook on It Deserve Better.

    Meta will shut down the standalone messenger.com website in April 2026, redirecting desktop users to facebook.com/messages Users who deactivated Facebook whilst keeping Messenger active—a configuratio…

    Regulatory Monitor20 Feb 2026

    UK Dating App Trust Collapsed 20 Points in a Year. AI Fakes Are Only Part of the Story.

    Trust in UK dating apps collapsed 20 percentage points in a single year, with 84% of users now saying AI-generated content has made it harder to trust matches Dating apps share the highest fraud rate …

    Financial & Investor20 Feb 2026

    Ember's Anti-Swipe Pitch: A Threat to Match and Bumble's Economics?

    Match Group share price has fallen over 60% from its 2021 peak due to stagnating Tinder growth and margin compression Bumble stock has collapsed roughly 80% since its IPO as dating app satisfaction pl…

    Financial & Investor19 Feb 2026

    AI Photos as Dealbreakers: Dating's New Trust Crisis

    56% of U.S. singles now view AI-generated or heavily edited photos as a red flag in dating profiles 45% of Gen Z cite misleading or outdated photos as their biggest dealbreaker, nearly double the 24% …

    Data & Analytics19 Feb 2026

    Bluesky's Encryption Outsourcing: A Liability for Dating Apps?

    Bluesky integrated Germ DM, a third-party encrypted messaging app, via profile badges in February 2026 rather than building native end-to-end encryption Germ reported a 5x increase in daily active use…

    Regulatory Monitor19 Feb 2026

    Snapchat Has More Paying Subscribers Than Tinder. Read That Again.

    Snapchat+ has reached 25 million paying subscribers, driving Snap Inc.'s direct revenue to a $1 billion annual run rate The subscriber count exceeds Tinder's estimated 10-12 million paying users and r…

    Financial & Investor19 Feb 2026

    Valentine's Day Loses Its Edge: Dating Apps Face a New Reality

    39% of Happn users consider being single on Valentine's Day 'not very serious', marking a shift away from romantic urgency January and summer now consistently outperform Valentine's Day for new regist…

    Data & Analytics19 Feb 2026

    Choremancing: The Economic Shift Dating Apps Can't Ignore

    30% of American singles have tried chore-based dates, whilst 56% remain open to the concept 64% of respondents experience extreme anxiety during traditional first dates, rising to 72% amongst Gen X 78…

    Data & Analytics18 Feb 2026

    TikTok's Seller Overhaul: A Direct Threat to Dating App Commerce

    TikTok Shop generated approximately $130 billion in gross merchandise value in 2024, marking 100% year-on-year growth The platform's commission rates are reportedly between 2% and 8% depending on cate…

    Technology & AI Lab18 Feb 2026

    Snapchat's Creator Subscriptions: A Test of Dating App Economics

    Snapchat will begin alpha testing Creator Subscriptions in the U.S. from 23rd February, charging fans $4.99 to $19.99 monthly Creators retain approximately 60% of revenue after platform fees, below Pa…

    Financial & Investor18 Feb 2026

    MyTruDate's Mandatory Checks: Safety Theatre or Legal Minefield?

    MyTruDate requires all users to pass ID verification and criminal background checks covering 200+ offence categories before platform access Approximately 77 million Americans—nearly one in three adult…

    Regulatory Monitor17 Feb 2026

    Portugal's ID Mandate: A Blueprint for Dating Apps' Age Verification

    Portugal's parliament voted 148-69 to require parental consent for 13- to 16-year-olds accessing social media, enforced through integration with the national Digital Mobile Key system Platforms face f…

    Regulatory Monitor13 Feb 2026

    Pinterest's Discovery Model: A Blueprint for Dating Apps' Revenue Woes

    Pinterest added 19 million monthly active users in Q4 2025, reaching 619 million globally Revenue hit $1.3 billion for the quarter, part of a $4.2 billion full-year total The platform now processes mo…

    Financial & Investor13 Feb 2026

    TikTok's Local Feed: A New Threat to Dating Apps' Discovery Ambitions

    TikTok rolled out Local Feed to 170 million US users on 11th February, using GPS tracking to surface nearby venues and events 56% of US adults aged 18-29 use TikTok, with median session times exceedin…

    Financial & Investor12 Feb 2026

    Smitten's 'Break Up' Campaign: Bold Strategy or Desperation?

    Smitten, an Icelandic dating app, launched a provocative campaign in Sweden with slogans like "Just break up" and "You deserve to be single" Match Group's paying subscriber base declined 6% year-on-ye…

    Daily News Wire12 Feb 2026

    Meta's 'Dear Algo' Turns Feed Curation into Algorithmic Theatre

    Meta's Threads launched Dear Algo in the US, UK, Australia, and New Zealand on 11 February, allowing users to publicly request temporary feed adjustments for three days Algorithm requests are visible …

    Technology & AI Lab12 Feb 2026

    PositiveSingles' Celebrity Tier: Privacy Pitch or Desperation Play?

    PositiveSingles, an STD-focused dating platform, has launched a lifetime membership tier explicitly targeting celebrities and public figures The company claims over two million members but provides no…

    Financial & Investor12 Feb 2026

    RAW's Valentine's Campaign Admits: The App Is the Obstacle

    RAW's Valentine's Day campaign curates men into pet-adoption-style profile cards, funneling matches directly into hosted group dating events in New York Women browse and select; men apply to be featur…

    Daily News Wire10 Feb 2026

    Snapchat's Location Alerts: A New Norm or a Dating Liability?

    Snapchat's Home Safe feature recorded over 1 million activations in six months since July 2024 launch This represents just 0.23% of Snapchat's 443 million daily active users Feature now allows automat…

    Regulatory Monitor10 Feb 2026

    Bumble's Regional Rollback: A Retreat from Its Core Differentiator

    Bumble has reversed Opening Moves in Mexico and Australia, reinstating women-message-first less than a year after launch Opening Moves launched in early 2024, allowing men to send pre-written conversa…

    Daily News Wire9 Feb 2026

    HubPeople's White-Label Move: Niche Apps Surrender Tech for Survival

    HubPeople has migrated Say Allo and DiHola, two dating apps with 'hundreds of thousands' of users, onto its white-label Affinity platform The migration included user databases, media assets, mobile ap…

    Technology & AI Lab6 Feb 2026

    Therapy Language in Dating Apps: A Double-Edged Sword for Singles

    48% of singles hide, minimise, or defer mental health discussions early in dating to appear more dateable 59% who disclosed mental health issues experienced judgment, ghosting, rejection, or emotional…

    Data & Analytics6 Feb 2026

    Match and Bumble Breaches: Contractor Access Is the Real Threat

    Over 10 million records exposed across Match Group's portfolio including Hinge, OkCupid, and Match.com following ShinyHunters ransomware attack Both Match Group and Bumble breached in late January via…

    Regulatory Monitor2 Feb 2026

    Bumble's C-Suite Exodus: Leadership Churn or Strategic Reset?

    Michael Affronti lasted just 12 months as Bumble's Chief Product Officer before departing in January 2026 Bumble's market cap has collapsed 97% from its $13B 2021 IPO valuation to $400M-$575M today Fi…

    Daily News Wire23 Jan 2026

    Hily Overtakes Bumble: Gen Z's Shift Signals Bumble's Brand Erosion

    Hily has overtaken Bumble to become the third-largest dating app in the US by downloads, according to AppMagic data The app is now also the fifth top-grossing dating app in the market, marking the fir…

    Data & Analytics19 Jan 2026

    Match and Bumble's Commitment Gap: A Product-Market Fit Paradox

    A 6,600-person study across 50 countries found app-formed couples report lower relationship satisfaction than those who met offline across intimacy, passion, and commitment Online meetings rose from 1…

    Data & Analytics12 Jan 2026

    Match and Bumble's Asian Pivot: A Defensive Move, Not Growth

    India delivered 200 million dating app downloads in 2025, making it the largest single market by volume globally Tinder shed roughly 10% of its active user base in the first half of 2025 compared with…

    Financial & Investor5 Jan 2026