尽管付费用户较低,但Bumble在2025年第四季度的收入估计超过了预期,并亏损,理由是运营收益和人工智能平台计划. Bumble beat revenue estimates in Q4 2025 despite lower paying users and a loss, citing operational gains and AI platform plans.

尽管同比下降了14.3%,但Bumble报告了2025年第四季度的收入为2.242亿美元,超过预期. Bumble reported fourth-quarter 2025 earnings with revenue of $224.2 million, beating estimates despite a 14.3% year-over-year decline. 该公司每股损失4.06美元,未达到预期,但业务情况有所改善,包括高付订户份额、美国提款率上升以及股本回报率达到10.85%。 The company posted a $4.06 per share loss, missing expectations, but showed operational improvements including higher paid-subscription share, rising U.S. retention, and a 10.85% return on equity. 它产生了2.5亿美元的业务现金和2.39亿美元的自由现金流动,利用1.86亿美元消除TRA负债,并计划启动一个AI-First平台和一个个人助理功能。 It generated $250 million in operating cash and $239 million in free cash flow, used $186 million to eliminate TRA liabilities, and plans a Q2 2026 launch of an AI-first platform and a personal assistant feature. 尽管支付款的用户减少了20.5%,达到330万,而且用户不断增长,但每个支付款的用户平均收入却上升到22.20美元。 Despite a 20.5% drop in paying users to 3.3 million and ongoing user growth challenges, average revenue per paying user rose to $22.20. 股价盘后上涨，但分析师仍持谨慎态度，指出长期增长和执行风险。 The stock rose after hours, though analysts remain cautious, citing long-term growth and execution risks.