Bumble (BMBL) Q2 2026 Earnings Call Transcript

Motley Fool Transcribing, The Motley Fool

Thu, August 13, 2026 astatine 7:58 AM CDT 26 min read

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DATE

Wednesday, Aug. 5, 2026 astatine 4:30 p.m. ET

CALL PARTICIPANTS

• Founder and Chief Executive Officer - Whitney Wolfe Herd

• Chief Financial Officer - Kevin D. Cook

• Head of Investor Relations - William Paul Taveras

Full Conference Call Transcript

Operator: Hello, everyone. Thank you for joining us, and invited to Bumble's 2nd 4th 2026 fiscal results Conference Call. After today's prepared remarks, we volition big a question-and-answer session. If you would similar to inquire a question, delight property *1 to rise your hand. To retreat your question, property 1 again. I volition present manus the league implicit to Will Tavares, Head of Investor Relations. Will, delight spell ahead.

William Paul Taveras: Thank you for joining america to sermon Bumble's 2nd 4th 2020 fiscal results. With maine contiguous are Bumble's Founder and CEO, Whitney Wolfe Herd and CFO, Kevin D. Cook. Before we begin, I would similar to punctual everyone that definite statements made connected this telephone contiguous are guardant looking statements. These guardant looking statements are taxable to assorted risks and uncertainties and bespeak our existent expectations based connected our beliefs, assumptions, and accusation presently disposable to us. Although we judge these expectations are reasonable, we undertake nary work revise immoderate connection to bespeak changes that hap aft this call.

Descriptions of factors and risks that could origin existent results to disagree materially from these guardant looking statements are discussed successful much item successful today's net property merchandise and our periodic filings with the SEC. During the call, we besides notation to definite non GAAP fiscal measures. These non GAAP measures should beryllium considered successful summation to and not arsenic a substitute for, oregon successful isolation from, our GAAP results. Reconciliations to the astir comparable GAAP measures are disposable successful our net property merchandise which is disposable connected the Investor Relations conception of our website astatine ir.bumble.com. With that, I volition crook the telephone implicit to Whitney.

Whitney Wolfe Herd: Hello, everyone, and convey you for joining america today. Second 4th results were successful enactment with our expectations. And Kevin volition instrumentality you done the numbers successful greater item shortly. As we get into the last stages of our transformation, I privation to stock our progress, what we are learning, and wherever we are headed next. Over the archetypal fractional of this year, we person improved the prime of our subordinate basal and we are rebuilding connected a stronger foundation. We person made meaningful progress. From here, the way backmost to maturation is successful wide sight. And it volition beryllium defined by 2 things. 1, merchandise innovation, and 2, winning backmost the taste zeitgeist done marque and selling investment.