BMBL — what changed in the latest 10-Q
A section-by-section comparison of BMBL's newest periodic SEC filing (10-K/10-Q) against the prior same-form filing: paragraphs added and removed per section, with verbatim excerpts. Purely a deterministic text diff — no similarity scores, no directional read, not investment advice.
Comparing 10-Q · 2026-08-06 vs the prior 10-Q · 2026-05-06
| Section | Outcome | Added | Removed | Minor | Unchanged |
|---|---|---|---|---|---|
| MD&A | Text added/removed | +50 | −40 | ~26 | 55 |
| Market risk (Item 3) | Text added/removed | +2 | −2 | ~4 | 1 |
| Controls & procedures | Text added/removed | 0 | 0 | ~2 | 0 |
Counts are paragraphs; added/removed means text added or removed vs the prior filing — no direction or judgement implied.
Not shown (absent or not faithfully extractable): Legal proceedings, Risk factors, Other information
Representative excerpts
Up to 5 excerpts of about 300 characters per section, quoted verbatim from the two SEC filings.
MD&A
Text added vs the prior filing · source: 10-Q · 2026-08-06
•Net loss of $127.9 million, or (60.7)% of revenue, which included a $169.3 million impairment charge, compared to net loss of $367.0 million, or (147.8)% of revenue, which included a $404.9 million impairment charge; and
For the six months ended June 30, 2026 and 2025, we generated:
•Total revenue of $422.9 million and $495.3 million, respectively;
•Bumble App Revenue of $344.4 million and $403.2 million, respectively;
•Badoo App and Other Revenue of $78.5 million and $92.1 million, respectively;
Text removed vs the prior filing · source: 10-Q · 2026-05-06
•Net earnings of $52.6 million and $19.8 million, respectively, representing net earnings margin of 24.8% and 8.0% respectively; and
•Net cash provided by operating activities of $77.2 million and $43.2 million, respectively, and operating cash flow conversion of 146.8% and 218.1%, respectively; and
•Free cash flow of $73.8 million and $40.8 million, respectively, representing free cash flow conversion of 89.4% and 63.4%, respectively.
Badoo App and Other Average Revenue per Paying User$11.26 $10.72
Net earnings (loss) per share attributable to Bumble Inc. shareholders
Market risk (Item 3)
Text added vs the prior filing · source: 10-Q · 2026-08-06
On April 24, 2026, the Company entered into the 2026 Credit Agreement. The proceeds from the 2026 Credit Agreement, together with cash on hand, were used to repay in full and terminate the Company's outstanding indebtedness under the 2020 Credit Agreement. At June 30, 2026, we had outstanding debt w…
Borrowings under our 2026 Credit Agreement bear interest at a variable market rate. In order to reduce the financial impact of increases in interest rates, we have two interest rate swaps with a total notional amount of $350.0 million that fix the variable interest rate element on $350.0 million of …
Text removed vs the prior filing · source: 10-Q · 2026-05-06
At March 31, 2026, we had outstanding debt with a carrying value of $587.5 million. With consideration of the financial impact of our interest rate swaps, a hypothetical interest rate increase of 1% would have increased interest expense for the three months ended March 31, 2026 by $0.6 million, resp…
Borrowings under our Senior Secured Credit Facilities bear interest at a variable market rate. In order to reduce the financial impact of increases in interest rates, we entered into two interest rate swaps for a total notional amount of $350.0 million on June 22, 2020, which were set to expire on J…
How to read Risk Factors (Item 1A) in a 10-Q
A 10-Q risk-factor section usually takes one of three forms; this page classifies it as one of:
- Pointer — the filer states there have been no material changes and points back to the annual 10-K risk factors; there is no own risk text to compare this quarter.
- Partial update — the filer carves out specific updated risks ("except as set forth below"); the excerpts show exactly what is new this quarter.
- Restated in full — the quarter carries the complete risk-factor text. When the prior quarter was only a pointer there is no prior full text to diff against, so the page flags the section as restated instead.
This describes the filing structure only — it is never a judgement on whether risk went up or down.
Source: text-level diff of the two SEC EDGAR filings · deterministic (no AI-generated content) · for reference only · not investment advice