财务数据和关键指标变化 - 总收入在Q1达到2.68亿美元,同比增长10% [11] - Bumble App收入为2.16亿美元,同比增长11% [11] - Bumble App付费用户增加18%至270万 [36] - Bumble App ARPPU下降6%至26.34美元,主要由于地理结构变化 [36] - Badoo App和其他收入增长7%至5200万美元 [37] - Badoo App和其他付费用户增长13%至130万 [37] - Badoo App和其他ARPPU下降1%至12.35美元 [37] 各条业务线数据和关键指标变化 - Bumble App收入和付费用户保持强劲增长 [11][36] - Badoo App收入和付费用户也实现4个季度的同比正增长,是该品牌转型的重要里程碑 [37] 各个市场数据和关键指标变化 - 公司在西欧和拉美市场的下载份额持续扩大 [12] - 美国市场的新用户增长有所放缓,公司正在密切关注 [143] 公司战略和发展方向及行业竞争 - 公司正在加快产品创新步伐,推出了Bumble App的全新版本 [10][15] - 新版本的目标是改善核心用户体验、增强信任和安全性、扩大盈利空间 [15][16][19] - 公司看好BFF业务的发展前景,正在重新审视其定位和产品策略 [89][90][91] - 公司正在积极拥抱人工智能技术,应用于匹配算法、用户画像等多个方面 [26][27] 管理层对经营环境和未来前景的评论 - 管理层对公司前景充满信心,预计下半年业绩将加速增长 [47][48][49][50] - 管理层认为公司有强大的技术基础和人才优势,能够持续创新并提升客户体验 [78][79][80] - 管理层表示将继续保持财务纪律,同时有选择性地增加投资以推动长期增长 [51] 问答环节重要的提问和回答 问题1 **Nathan Feather 提问** 询问Bumble App重启对Q2及下半年业绩的影响 [95][96][97][98] **Anuradha Subramanian 回答** 公司正密切关注用户反馈,并计划在下半年推出更多产品创新来推动增长加速 [99][100][101] 问题2 **Jian Li 提问** 询问公司在并购方面的策略和标准 [124][125][126][127] **Lidiane Jones 回答** 公司将以为客户创造价值为出发点,审慎评估并购机会 [124][125][126][127] 问题3 **Curtis Nagle 提问** 询问公司未来股份支付费用的预期 [138][139][140] **Anuradha Subramanian 回答** 公司正在完成人员优化,未来股份支付费用将低于历史水平 [139][140]

For the quarter ended March 2024, Bumble Inc. (BMBL) reported revenue of $267.78 million, up 10.2% over the same period last year. EPS came in at $0.19, compared to -$0.01 in the year-ago quarter.The reported revenue compares to the Zacks Consensus Estimate of $265.29 million, representing a surprise of +0.94%. The company delivered an EPS surprise of +171.43%, with the consensus EPS estimate being $0.07.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall St ...

Bumble公司财务表现 - Bumble Inc. (BMBL)在最新季度每股收益为0.19美元，超过了Zacks Consensus预期的0.07美元[1] - Bumble公司在过去四个季度中，三次超过了市场预期的每股收益[2] - Bumble公司在2024年3月结束的季度实现了2.6778亿美元的营收，超过了Zacks Consensus预期[3] Bumble股票表现 - Bumble股票自年初以来下跌了约30.1%，而标普500指数上涨了8.8%[4]

Bumble Inc. Announces First Quarter 2024 Results (All comparisons relative to the First Quarter 2023) • Total Revenue increased 10.2% to $267.8 million, compared to $242.9 million. This includes a favorable impact of $0.1 million from foreign currency movements year over year. o Bumble App Revenue increased 11.1% to $215.8 million, compared to $194.3 million. This includes an unfavorable impact of $0.4 million from foreign currency movements year over year. o Badoo App and Other Revenue increased 6.9% to $5 ...

Wall Street analysts expect Bumble Inc. (BMBL) to post quarterly earnings of $0.07 per share in its upcoming report, which indicates a year-over-year increase of 800%. Revenues are expected to be $265.29 million, up 9.2% from the year-ago quarter.The current level reflects a downward revision of 11.6% in the consensus EPS estimate for the quarter over the past 30 days. This demonstrates how the analysts covering the stock have collectively reappraised their initial projections over this period.Ahead of a co ...

If you really want to maximize your return potential, then acquiring stocks near 52-week lows could present a viable opportunity. Stated simply, it’s a way to practice buying low and selling high.Of course, it’s not so easy – if it was, everybody would do it. Rather, it’s important to consider deflated securities that have encountered a temporary hit to their business. To accomplish this directive, I’m focusing only on red-stained ideas that have buy ratings from analysts.That’s no guarantee of anything, le ...

Investors with an interest in Internet - Software stocks have likely encountered both Bumble Inc. (BMBL) and Smartsheet (SMAR) . But which of these two companies is the best option for those looking for undervalued stocks? Let's take a closer look.We have found that the best way to discover great value opportunities is to pair a strong Zacks Rank with a great grade in the Value category of our Style Scores system. The proven Zacks Rank emphasizes companies with positive estimate revision trends, and our Sty ...

Here at Zacks, we focus on our proven ranking system, which places an emphasis on earnings estimates and estimate revisions, to find winning stocks. But we also understand that investors develop their own strategies, so we are constantly looking at the latest trends in value, growth, and momentum to find strong companies for our readers.Considering these trends, value investing is clearly one of the most preferred ways to find strong stocks in any type of market. Value investors use fundamental analysis and ...

Bumble Inc. (BMBL)股票波动分析 - BMBL的股票在期权市场最近的波动中引起了投资者的关注[1] - 隐含波动率显示市场对未来的波动有多大期望[3] - 分析师对BMBL的股票持有中立态度，但市场预期有大幅波动[4] 交易策略 - 有可能出现交易机会，因为高波动率的期权通常被用来卖出期权费[5] - 一些经验丰富的交易员使用这种策略来捕捉衰减效应[6] - Zacks的执行副总裁Kevin Matras提供了一种简单而高效的交易方法，可以获得可观的利润潜力并降低风险[7]

Bumble创始人Whitney Wolfe Herd的慈善活动 - Herd在Bloomberg的男子三月疯狂慈善挑战中获得了最高奖项[1] - Herd准确预测了63场比赛中的43场比赛结果，其中包括整个中西部地区的正确选择以及预测康涅狄格大学将击败印第安纳州普渡大学[2] - Herd预测了锦标赛的结果，准确率达到了68%，赢得了超过100万美元的奖金，并为慈善机构Baby2Baby筹集了超过100万美元[3]