Bumble Results Presentation Deck
Safe Harbor: Forward-Looking Statements and Definitions
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 our current views with respect to,
among other things, our operations, our financial performance, our industry, the impact of the Coronavirus Disease 2019 ("COVID-19") on our business and other non-historical statements, including without limitation the statements in the "Financial
Outlook" section of this communication. In some cases, you can identify these forward-looking statements by the use of words such as "outlook," "believe (s)," "expect(s)," "potential," "continue(s)," "may," "will," "should," "could," "would," "seek(s),"
"predict(s)," "intend(s)," "trends," "plan(s)," "estimate(s)," "anticipates," "projection," "will likely result" and or the negative version of these words or other comparable words of a future or forward-looking nature. Such forward-looking statements are
subject to various risks and uncertainties. Accordingly, there are or will be important factors that could cause actual outcomes or results to differ materially from those indicated in these statements. These factors include, but are not limited to, the
following: our ability to retain existing users or attract new users and to convert users to paying users; competition and changes in the competitive landscape of our market; our ability to distribute our dating products through third parties, such as the
Apple App Store or Google Play Store, and offset related fees; the impact of data security breaches or cyber attacks on our systems and the costs of remediation related to any such incidents; the continued development and upgrading of our technology
platform and our ability to adapt to rapid technological developments and changes in a timely and cost-effective manner; our ability to obtain, maintain, protect and enforce intellectual property rights and successfully defend against claims of
infringement, misappropriation or other violations of third-party intellectual property; our ability to comply with complex and evolving U.S. and international laws and regulations relating to our business, including data privacy laws; foreign currency
exchange rate fluctuations; risks relating to certain of our international operations, including geopolitical conditions and successful expansion into new markets; the impact of current developments in Russia, Ukraine and surrounding countries on our
business and users, including the impact of our decision to discontinue our operations in Russia and remove our apps from the Apple App Store and Google Play Store in Russia and Belarus; the outsized voting rights of affiliates of Blackstone Inc.
("Blackstone") and Whitney Wolfe Herd, our Founder and CEO; affiliates of Blackstone's and our Founder's control of us; the inability to attract hire and retain a highly qualified and diverse workforce, or maintain our corporate culture; and changes in
business or macroeconomic conditions, including the impact of COVID-19 (and other widespread health emergencies or pandemics) and measures taken in response, lower consumer confidence in our business or in the online dating industry generally,
recessionary conditions, increased unemployment rates, stagnant or declining wages, political unrest, armed conflicts or natural disasters. For additional information on these and other factors that could cause Bumble's actual results to differ materially
from expected results, please see our Annual Report on Form 10-K for the year ended December 31, 2021, which was filed with the Securities and Exchange Commission (the "SEC") on March 16, 2022, as such factors may be updated from time to time in our
subsequent filings with the SEC, which are accessible on the SEC's website at www.sec.gov. The forward-looking statements included in this communication are made only as of the date of this communication, and we undertake no obligation to publicly
update or review any forward-looking statement, whether as a result of new information, future developments or otherwise, except as required by law.
DEFINITIONS
Bumble App Average Revenue per Paying User is calculated based on Bumble App Revenue in any measurement period, divided by Bumble App Paying Users in such period divided by the number of months in the period.
Bumble App Paying User is a user that has purchased or renewed a Bumble subscription plan and/or made an in-app purchase on the Bumble app in a given month. We calculate Bumble App Paying Users as a monthly average, by counting the
number of Bumble App Paying Users in each month and then dividing by the number of months in the relevant measurement period.
Bumble App Revenue is revenue derived from purchases or renewals of a Bumble app subscription plan and/or in-app purchases on Bumble app in the relevant period.
Badoo App and Other Average Revenue per Paying User is calculated based on Badoo App and Other Revenue in any measurement period, excluding any revenue generated from Fruitz, advertising and partnerships or affiliates, divided by Badoo App
and Other Paying Users in such period divided by the number of months in the period.
Badoo App and Other Paying User is a user that has purchased or renewed a subscription plan and/or made an in-app purchase on the Badoo app in a given month (or made a purchase on one of our other apps that we owned and operated in a
given month (excluding Fruitz), or purchase on other third-party apps that used our technology in the relevant period). We calculate Badoo App and Other Paying Users as a monthly average, by counting the number of Badoo App and Other Paying
Users in each month and then dividing by the number of months in the relevant measurement period.
Badoo App and Other Revenue is revenue derived from purchases or renewals of a Badoo app subscription plan and/or in-app purchases on Badoo app in the relevant period, purchases on one of our other apps that we owned and operated in the
relevant period, purchases on other third party apps that used our technology in the relevant period and advertising, partnerships or affiliates revenue in the relevant period.
Total Average Revenue per Paying User or Total ARPPU is calculated based on Total Revenue in any measurement period, excluding any revenue generated from Fruitz, advertising and partnerships or affiliates, divided by the Total Paying Users in such
period divided by the number of months in the period.
Total Paying Users is the sum of Bumble App Paying Users and Badoo App and Other Paying Users.
Total Revenue is the sum of Bumble App Revenue and Badoo App and Other Revenue.
Q1'22 EARNINGS 2View entire presentation