Core Viewpoint - Bumble Inc. (BMBL) is currently viewed as a more attractive investment option compared to F5 Networks (FFIV) based on valuation metrics and earnings outlook [1][3][7] Valuation Metrics - BMBL has a forward P/E ratio of 7.12, significantly lower than FFIV's forward P/E of 19.32 [5] - The PEG ratio for BMBL is 0.26, indicating better value relative to its expected earnings growth compared to FFIV's PEG ratio of 2.80 [5] - BMBL's P/B ratio stands at 0.46, while FFIV has a P/B ratio of 4.86, further highlighting BMBL's undervaluation [6] Earnings Outlook - BMBL is currently experiencing an improving earnings outlook, which contributes to its strong Zacks Rank of 1 (Strong Buy) [3][7] - In contrast, FFIV holds a Zacks Rank of 3 (Hold), indicating a less favorable earnings estimate revision trend [3]

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 For the quarterly period ended March 31, 2025 OR (I.R.S. Employer Identification No.) Austin, Texas 78756 Registrant's telephone number, including area code: (512) 696-1409 Securities registered pursuant to Section 12(b) of the Act: | | Trading | | | --- | --- | --- | | Title of each class | Symbol(s) | Name of each exchange on w ...

Core Viewpoint - Bumble Inc. (BMBL) is positioned as a strong investment opportunity due to significant revisions in earnings estimates, indicating a positive earnings outlook and potential for continued stock price gains [1][2]. Current-Quarter Estimate Revisions - For the current quarter, Bumble is projected to earn $0.24 per share, reflecting a 9.09% increase from the previous year [4]. - The Zacks Consensus Estimate for Bumble has risen by 45.53% over the last 30 days, with three estimates increasing and no negative revisions [4]. Current-Year Estimate Revisions - For the full year, Bumble is expected to earn $0.81 per share, which represents a year-over-year increase of 117.57% [5]. - In the past month, four estimates have been revised upward for Bumble, contributing to a 17.95% increase in the consensus estimate [5]. Favorable Zacks Rank - Bumble currently holds a Zacks Rank 2 (Buy), indicating strong agreement among analysts regarding positive earnings estimate revisions [6]. - Stocks with Zacks Rank 1 (Strong Buy) and 2 (Buy) have historically outperformed the S&P 500 [6]. Bottom Line - Bumble shares have increased by 43.8% over the past four weeks, suggesting investor confidence in the company's earnings growth prospects [7].

Group 1 - Bumble (NASDAQ: BMBL) reported 1Q25 revenue that was largely in line with consensus, which had low expectations heading into the print [1] - The 2Q25 guidance missed consensus expectations, yet shares rose by 20% post-print, indicating a positive market reaction despite the guidance miss [1] Group 2 - Astrada Advisors specializes in investment research across technology, media, internet, and consumer sectors in North America and Asia, focusing on identifying high-potential investments [1] - The firm integrates rigorous fundamental analysis with data-driven insights to provide a nuanced understanding of key trends, growth drivers, and competitive landscapes [1] - Astrada Advisors aims to empower investors with timely research and a comprehensive view of industry dynamics, particularly in volatile markets [1]

Bumble ( BMBL ) shares surged 26+% after the company reported earnings for the March quarter, beating estimates on revenue and operating income. Moreover, Bumble management highlighted plans for OPEX discipline, planning for $35 million worth of cost savings by the end of 2025. WithExperience as an investment analyst for a major BB-Bank, as well as private equity consultant for MBB. Currently working towards the CFA charter, having completed I&II. Passion for risk-assets (Growth, Contrarian, Emerging Market ...

Bumble's CEO knows you're not happy with dating apps. The dating app company reported its first-quarter earnings on Wednesday, and Bumble's founder, Whitney Wolfe Herd, was blunt about how the company's focus on growth "came with a hidden cost.""What we learned is that just adding more profiles does not guarantee better matches," Wolfe Herd added. "In fact, it can lead to the opposite — more mismatches, more fake or low-quality profiles, and a frustrating experience. As mass quality dropped, some members g ...

Bumble (BMBL) Q1 2025 Earnings Call May 07, 2025 04:30 PM ET Speaker0 Hello, everybody, and welcome to the Bumble First Quarter twenty twenty five Financial Results Conference Call. My name is Elliot, and I'll be your coordinator for today. I would now like to hand over to Walter Verres, Investor Relations. Please go ahead. Speaker1 Thank you for joining us to discuss Bumble's first quarter twenty twenty five financial results. With me today are Bumble's Founder and CEO, Whitney Wolferd and Interim CFO, Ron ...

社交媒体平台Bumble Inc.（BMBL）美股盘后涨幅收窄至8.2%。 最新业绩报告显示，该公司（Match Group）一季度营收2.47亿美元，分析师预期2.465亿美元。 一季度付费用户数40.1万，分析师预期4.04万。 一季度调整后EBITDA为0.644亿美元，分析师预期0.623亿美元。 预计二季度营收2.35亿-2.43亿美元，分析师预期2.43亿美元。 预计二季度Bumble APP营收1.93亿-1.99亿美元，分析师预期1.977亿美元。 由于转变计划的缘故，预计短期付费用户数将下降。 为了提高质量，公司正加强删除那些表现不良的用户。 将在夏季宣布"重大升级"。 ...

Q1 2025 Earnings Supplemental Presentation May 2025 Forward-Looking Statements This communication contains "forward-looking statements" within the meaning of the Private Securities Litigation Reform Act of 1995. These forward-looking statements include, without limitation, statements reflecting the current views of management of Bumble Inc. with respect to, among other things, our operations, our financial performance, our industry and our business and other non-historical statements, including without limi ...

Exhibit 99.1 Bumble Inc. Announces First Quarter 2025 Results Total Revenue Decreased 8% to $247 Million Bumble App Revenue Decreased 6% to $202 Million Bumble App Paying Users Decreased 1% to 2.7 Million; Declined 104,000 Quarter Over Quarter AUSTIN, Texas, May 7, 2025 - Bumble Inc. (NASDAQ: BMBL) today reported financial results for the first quarter ended March 31, 2025. "Since I returned in mid-March, we have set an accelerated path to return to sustainable, long-term growth," said Whitney Wolfe Herd, F ...