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BMBL DEADLINE: TOP RANKED ROSEN LAW FIRM Encourages Bumble Inc. Investors With Losses in Excess of $100K to Secure Counsel Before Important November 25 Deadline in Securities Class Action – BMBL
GlobeNewswire News Room· 2024-11-09 22:26
NEW YORK, Nov. 09, 2024 (GLOBE NEWSWIRE) -- WHY: Rosen Law Firm, a global investor rights law firm, reminds purchasers of securities of Bumble Inc. (NASDAQ: BMBL) between November 7, 2023 and August 7, 2024, both dates inclusive (the "Class Period"), of the important November 25, 2024 lead plaintiff deadline. SO WHAT: If you purchased Bumble securities during the Class Period you may be entitled to compensation without payment of any out of pocket fees or costs through a contingency fee arrangement. WHAT TO ...
BMBL INVESTOR DEADLINE: Robbins Geller Rudman & Dowd LLP Announces that Bumble Inc. Investors with Substantial Losses Have Opportunity to Lead Investor Class Action Lawsuit
GlobeNewswire News Room· 2024-11-09 11:48
SAN DIEGO, Nov. 08, 2024 (GLOBE NEWSWIRE) -- Robbins Geller Rudman & Dowd LLP announces that purchasers or acquirers of Bumble Inc. (NASDAQ: BMBL) securities between November 7, 2023 and August 7, 2024, inclusive (the “Class Period”), have until Monday, November 25, 2024 to seek appointment as lead plaintiff of the Bumble class action lawsuit. Captioned Holzer v. Bumble Inc., No. 24-cv-01131 (W.D. Tex.), the Bumble class action lawsuit charges Bumble and certain of Bumble’s top executives with violations of ...
Bumble(BMBL) - 2024 Q3 - Quarterly Report
2024-11-09 05:05
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 | --- | --- | |----------------------------------------------------------------------------|------------------------------------------| | | | | Delaware | 85-3604367 | | (State or other jurisdiction of incorporation or organization) | (I.R.S. Employer Identification No.) | | 1105 West 41st Street | | | Austin, Texas | 78756 | | ( ...
BMBL DEADLINE: ROSEN, A RANKED AND LEADING FIRM, Encourages Bumble Inc. Investors to Secure Counsel Before Important November 25 Deadline in Securities Class Action – BMBL
GlobeNewswire News Room· 2024-11-08 05:51
NEW YORK, Nov. 07, 2024 (GLOBE NEWSWIRE) -- WHY: Rosen Law Firm, a global investor rights law firm, reminds purchasers of securities of Bumble Inc. (NASDAQ: BMBL) between November 7, 2023 and August 7, 2024, both dates inclusive (the “Class Period”), of the important November 25, 2024 lead plaintiff deadline. SO WHAT: If you purchased Bumble securities during the Class Period you may be entitled to compensation without payment of any out of pocket fees or costs through a contingency fee arrangement. WHAT TO ...
Bumble(BMBL) - 2024 Q3 - Earnings Call Transcript
2024-11-07 11:59
财务数据和关键指标变化 - 2024年第三季度,Bumble Inc.总营收为2.74亿美元,同比下降1%(含约100万美元的外汇不利影响)[37] - 总付费用户增长11%达430万,但总RP池(Revenue per Paying User,每付费用户收入)同比下降10%至21.17美元[37] - Bumble app营收同比下降1%至2.2亿美元,其中外汇不利影响约100万美元,Bumble app付费用户增长10%达290万[37] - 按季度环比,增加了5.2万付费用户,但RP池同比下降10%至25.58美元(主要由于地域组合向国际市场转移)[38] - Badoo app和其他营收为5300万美元,第三季度下降1%,但排除外汇影响后略有上升[38] - Badoo和其他付费用户增长14%达140万,连续六个季度实现Badoo和其他付费用户净增长,本季度为6.5万[39] - Badoo和其他RP池下降6%至12.03美元[39] - 总GAAP运营成本和费用为11亿美元,GAAP净亏损8.49亿美元(主要由于无形资产和商誉的非现金减值费用8.92亿美元)[40] - 非GAAP下(排除股票薪酬和其他非现金或非经常性项目),总成本和费用下降5%至1.91亿美元[41] - 第三季度调整后Badoo(此处应是指Badoo相关业务的调整后数据)增长10%至8300万美元,利润率为30%,较去年同期上升290个基点[42] - 成本方面,营收成本为7900万美元(去年占营收29%),销售和营销费用下降5%至6300万美元(占营收23%,较去年同期的24%下降),G&A费用下降17%至2700万美元(占营收10%,较去年同期的12%下降),产品开发费用为2200万美元(占营收8%,与去年同期持平)[43][44] - 第三季度末现金和现金等价物为2.52亿美元,本季度产生自由现金流9200万美元[45] - 自4.5亿美元股票回购授权开始,已向股东返还3.61亿美元(其中第三季度回购9000万美元,第四季度回购3000万美元),今年前三季度通过股票回购返还约140%的自由现金流[46] - 2024全年预计总营收10.66 - 10.72亿美元(中点增长1.6%,与之前展望一致),Bumble - app营收8.61 - 8.65亿美元(中点增长2%,与之前展望一致),预计全年调整后EBITDA利润率至少扩张200个基点[47] - 2024年第四季度预计总营收2.56 - 2.62亿美元(中点同比下降5%),Bumble - app营收2.07 - 2.11亿美元(中点同比下降5%),调整后EBITDA为7000 - 7300万美元(中点利润率为28%),预计Bumble - app付费用户净增长下降7 - 8万美元(全年中点约为28.5万美元,与之前预期一致)[48][49] 各条业务线数据和关键指标变化 - **Bumble app业务** - 营收同比下降1%至2.2亿美元,付费用户增长10%达290万[37] - 按季度环比增加5.2万付费用户,但RP池同比下降10%至25.58美元[38] - 2024年第四季度预计营收2.07 - 2.11亿美元(中点同比下降5%),预计付费用户净增长下降7 - 8万美元(全年中点约为28.5万美元,与之前预期一致)[49] - **Badoo app和其他业务** - 营收为5300万美元,第三季度下降1%,但排除外汇影响后略有上升,付费用户增长14%达140万[38][39] - RP池下降6%至12.03美元,连续六个季度实现付费用户净增长,本季度为6.5万[39] - 开始看到Badoo营收架构调整带来的早期效益,推动付费用户转化率提高[39] 各个市场数据和关键指标变化 - 在欧洲的新兴市场进行营销测试,在一个月多一点的测试中,女性注册数有高个位数的增量增长,导致每日“yes”投票数显著增加,公司将在第四季度扩展到更多市场,并逐步扩展到全球更大的市场[14] - 地域组合向国际市场转移导致RP池下降[38] 公司战略和发展方向和行业竞争 - 2024年开始Bumble转型,团队更精简,吸引顶尖人才加入领导团队,整个组织基于数据做决策,提高执行速度(包括工程和产品开发方面)[8] - 重新调整Bumble app以推动客户成功,构建下一代线上到线下的连接,从三个关键举措入手:强化生态系统核心、推动客户体验创新、增强营收策略[11] - 重新平衡营销支出组合,专注于全球顶级城市的有机策略,同时优化增长营销投资到更高质量的渠道[12][13] - 增强客户政策和保障措施,为客户支持和信任团队提供优化的产品和工具,提高响应成功率,如提高安全问题路由机器学习模型的精度、提高照片审核问题处理的准确率、试点基于生成式AI的客服代理[15][16][17] - 2024年11月推出秋季产品更新,包括更新匹配算法、引入新兴趣过滤器、扩展互动工具等,2025年计划推出更广泛的冬季产品发布,专注于真实连接,包括平台范围内的ID验证、与信任联系人分享约会信息、AI辅助照片选择等功能[18][23] - 建立产品发布的固定节奏,后续发布将朝着提供快乐、难忘和成功的约会和连接体验迈出更大胆的步伐[24] - 继续优化定价和付费墙,以支持转化和营收,长期目标是在付费用户和客户成功之间实现平衡,提供积极激励吸引更多客户尝试付费服务,同时消除当前付费墙的摩擦点[25][26] - Badoo自今年重新推出后品牌知名度持续提高,营收架构调整推动付费用户转化率提高,公司适度重新平衡部分营销投资,对Badoo的潜力持乐观态度,除约会业务外,积极制定友谊和社区方面的产品路线图[28][29] - 日内瓦(Geneva)已上线,公司将逐步提高其知名度和使用率,BSS也对帮助更多人建立联系(包括非浪漫关系)的整体愿景很重要[30] 管理层对经营环境和未来前景的评论 - 公司在2024年第三季度实现了关键财务目标,在长期可持续增长战略上取得良好进展,运营纪律性强,现金流稳定,自8月报告以来已回购1.2亿美元股票[6][7] - 虽然在未来一年仍有工作要做,但对发展方向充满信心,早期进展令人鼓舞[35][36] - 公司的品牌、规模、技术基础设施、执行节奏和财务状况为构建下一代线上到线下连接奠定了坚实基础,公司将继续秉持自身价值观,在女性权益方面保持高知名度[32] - 公司的投资(如营销、人力和技术方面)需要时间转化为有意义的营收增长,实现目标需要多个季度,但对未来潜力充满信心[50][51] 其他重要信息 - 公司赞助了纽约自由人队(New York Liberty),并参与提升纪录片《Zurawski v. Texas》的知名度,这些举措有助于提升品牌情感,尤其是在Z世代女性中[33] 问答环节所有的提问和回答 问题: 如何理解产品贡献曲线以及应关注哪些基准来衡量进展 - 公司投资主要集中在三个方面:强化生态系统(在测试市场看到早期进展,确保客户参与度和增长方向正确)、确保客户成功(秋季产品发布专注于客户成功,冬季发布将更创新)、重新构想和发展营收策略(确保各订阅层级为客户提供价值),公司对Q1的进展感到乐观,将在未来几个季度提供更多信息[55][56] 问题: 如何看待今年以140%的自由现金流进行股票回购,以及如何平衡回购、利润率扩张和产品发展所需投资 - 公司资本分配理念主要有三个方面:投资有机增长、并购(持机会主义态度且标准较高)、向股东返还资本(通过回购计划),未来将继续采取平衡的方法,明年公司将重点关注营收增长,同时也会继续伺机进行回购[58][59] 问题: 能否提供本季度为重新平衡平台健康所采取的其他行动示例,以及如何看待安全举措对客户获取的影响 - 重新平衡营销以获取合适用户、加强成熟市场的有机营销、建立产品创新的固定节奏以吸引和保留客户;安全举措不仅不是逆风,还是吸引客户的重要因素,例如改进照片审核模型、提供ID验证等功能,这些安全能力有助于用户增长[62][63] 问题: 从长期来看,Badoo有哪些关键经验以及如何影响业务优先级 - 今年公司以客户为中心对待Badoo,进行品牌重新推出、重新平衡品牌和增长营销,看到客户积极参与和ARPPU(Average Revenue per Paying User,每付费用户平均收入)的收益,对Badoo在中长期的潜力感到乐观[66] 问题: 是否看到Gen Z对产品或营销变化有积极反应,选举是否对参与度有影响以及如何影响四季度指导 - 从营销角度看,第三季度对Gen Z女性的营销成果积极,包括NPS(Net Promoter Score,净推荐值)提升、社交渠道关注度提高和积极的情绪反馈;公司花时间了解年轻用户需求,将用户声音融入产品;选举未对业务产生重大影响,四季度营收展望与之前一致[69][70][71] 问题: 未来季度甚至数年免费体验将如何变化,2025年产品发布计划下如何看待增长构成 - 公司正在重新审视从客户获取到高级订阅的整个旅程,认为良好的免费体验有助于吸引客户付费,近期有机会提高从免费到付费的转化率;公司正在深入规划明年工作,目前谈论具体指标变化还为时过早,将在下一次财报电话会议提供更多细节[74][75][76] 问题: 能否详细介绍欧洲营销测试中的渠道组合或消息传递变化以及扩展策略,是否有从新兴市场针对性营销到成熟市场的可借鉴经验 - 在新兴市场平衡品牌扩张和知名度以及定制营销渠道组合,有效获取了合适用户;在成熟市场如纽约,通过有机活动(如赞助WNBA)取得积极成果,公司根据市场情况制定营销策略,国际市场还有很大的扩张和增长机会[79][80] 问题: 第四季度利润率环比下降是否因为广告支出增加 - 全年EBITDA利润率展望不变,第三季度因将部分营销支出从三季度转移到四季度(与10月的秋季发布相配合)导致三季度利润率高于预期,所以四季度利润率会因营销支出增加而降低[83]
Bumble (BMBL) Reports Q3 Earnings: What Key Metrics Have to Say
ZACKS· 2024-11-07 09:01
For the quarter ended September 2024, Bumble Inc. (BMBL) reported revenue of $273.61 million, down 0.7% over the same period last year. EPS came in at $0.35, compared to $0.12 in the year-ago quarter.The reported revenue represents a surprise of +0.68% over the Zacks Consensus Estimate of $271.76 million. With the consensus EPS estimate being $0.20, the EPS surprise was +75.00%.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall St ...
Bumble Inc. (BMBL) Q3 Earnings and Revenues Beat Estimates
ZACKS· 2024-11-07 07:45
Bumble Inc. (BMBL) came out with quarterly earnings of $0.35 per share, beating the Zacks Consensus Estimate of $0.20 per share. This compares to earnings of $0.12 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 75%. A quarter ago, it was expected that this company would post earnings of $0.15 per share when it actually produced earnings of $0.22, delivering a surprise of 46.67%.Over the last four quarters, the company has sur ...
Bumble(BMBL) - 2024 Q3 - Quarterly Results
2024-11-07 05:05
Exhibit 99.1 Bumble Inc. Announces Third Quarter 2024 Results Total Revenue Decreased 1% to $274 Million Bumble App Revenue Decreased 1% to $220 Million Bumble App Paying Users Increased 10% to 2.9 Million; Grew 52,000 Quarter Over Quarter AUSTIN, Texas, November 6, 2024 - Bumble Inc. (NASDAQ: BMBL) today reported financial results for the third quarter ended September 30, 2024. "We delivered on our financial objectives for the third quarter as we executed on our plans to reimagine Bumble App to enable the ...
Contact The Gross Law Firm by November 25, 2024 Deadline to Join Class Action Against Bumble Inc.(BMBL)
GlobeNewswire News Room· 2024-11-07 02:19
NEW YORK, Nov. 06, 2024 (GLOBE NEWSWIRE) -- The Gross Law Firm issues the following notice to shareholders of Bumble Inc. (NASDAQ: BMBL). Shareholders who purchased shares of BMBL during the class period listed are encouraged to contact the firm regarding possible lead plaintiff appointment. Appointment as lead plaintiff is not required to partake in any recovery. CONTACT US HERE: https://securitiesclasslaw.com/securities/bumble-loss-submission-form/?id=110735&from=3 CLASS PERIOD: November 7, 2023 to August ...
BMBL Investor Alert: A Securities Fraud Class Action Lawsuit Has Been Filed Against Bumble Inc.
GlobeNewswire News Room· 2024-11-05 08:36
RADNOR, Pa., Nov. 04, 2024 (GLOBE NEWSWIRE) -- The law firm of Kessler Topaz Meltzer & Check, LLP (www.ktmc.com) informs investors that a securities class action lawsuit has been filed in the United States District Court for the Western District of Texas against Bumble Inc. (“Bumble”) (NASDAQ: BMBL) on behalf of investors who purchased or otherwise acquired Bumble securities between November 7, 2023 and August 7, 2024, inclusive (the “Class Period”) The lead plaintiff deadline is November 25, 2024. CONTACT ...