External reports (aggregated public sources), Value Investors Club

Value Investors Club

External reports (aggregated public sources)

Equity Bottom-Up

<ul><li>Enhancing app growth through revamping Badoo and leveraging Fruitz</li><li>International expansion into Europe, Asia, and Latin America</li><li>Potential M&amp;A opportunities to expand user base and ecosystem, leading to improved ROIC and EPS growth.</li></ul><p><em>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.</em></p>

Enhancing app growth through revamping Badoo and leveraging FruitzInternational expansion into Europe, Asia, and Latin AmericaPotential M&amp;A opportunities to expand user base and ecosystem, leading to improved ROIC and EPS growth.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

Bumble Inc (BMBL) - Thursday, Jun 6, 2024

Independent research on the U.S. markets, Baptista Research

Baptista Research

Independent research on the U.S. markets

Baptista Research is an independent financial research house focused on the U.S. markets. We provide equity research as well as credit research reports on the top-listed U.S. companies with most of our focus on technology, consumer goods and services, automobiles, industrials, oil and gas, pharma, and healthcare. Our research has served more than 3000 institutional investors including mutual funds, hedge funds, banks, family offices, and various buy-side firms. We operate a research subscription service where institutions, as well as retail investors, can have priority access to all our research. We also have a wide distribution of our research reports across some of the top global financial platforms. Apart from equity research and credit research, we also provide advisory services with respect to mergers & acquisitions (M&A), private equity/ venture capital fundraising, valuation reports, and investment management services for corporates.
Baptista Research is owned and managed by Ishan Majumdar, an ex-Venture Capitalist/ Investment Banker, a Chartered Accountant, and a Masters’ degree holder in Management from HEC Paris. Ishan has nearly a decade of experience in Mergers and Acquisitions, Leveraged Buyouts (LBOs), Venture Capital Investing, Corporate Strategy, and Valuation in front-office roles at the likes of BNP Paribas CIB, Credit Agricole CIB, Groupe Danone, and TIW Private Equity. He has worked on and closed multiple acquisition deals, leveraged buyouts, and start-up investment transactions.

<ul><li>Bumble's first quarter of 2024 demonstrated notable financial and operational achievements, reflecting a dynamic approach under the new CEO’s leadership.</li><li>The key highlights include a 10% year-over-year revenue increase totaling $268 million, primarily led by the Bumble app which generated $216 million, marking an 11% increase.</li><li>This growth was supported by a significant rise in paying users for both Bumble and Badoo apps, with Bumble App observing an addition of 42,000 users during the quarter.</li></ul>

Bumble's first quarter of 2024 demonstrated notable financial and operational achievements, reflecting a dynamic approach under the new CEO’s leadership.The key highlights include a 10% year-over-year revenue increase totaling $268 million, primarily led by the Bumble app which generated $216 million, marking an 11% increase.This growth was supported by a significant rise in paying users for both Bumble and Badoo apps, with Bumble App observing an addition of 42,000 users during the quarter.

Bumble Inc.: Leveraging Artificial Intelligence for User Experience Enhancement! - Major Drivers

<ul><li>Bumble Inc.</li><li>has reported an increase of 13% in its Q4 2023 revenue to $274 million, meeting its financial projections.</li><li>This growth was propelled by a 16% rise in paying users, with contributions from both the Bumble and Badoo apps.</li></ul>

Bumble Inc.has reported an increase of 13% in its Q4 2023 revenue to $274 million, meeting its financial projections.This growth was propelled by a 16% rise in paying users, with contributions from both the Bumble and Badoo apps.

Bumble Inc.: Addressing Existing Product Limitations Through AI & Other Innovations! - Key Drivers

Global TMT Analyst, Ex-PM, 30 years experience

Neil Campling

Thematic (Sector/Industry)

<ul>
<li>EV demand slump prompts CATL production cuts, lithium prices fall below breakeven</li>
<li>What happened to Nvidia's MOAT? AMD is gaining inference traction </li>
<li>Samsung issues at 2nm and 4nm and TSM continues to widen tech leadership. TSM as a Monopsony could hurt TEL and ASML in time</li>
</ul>


EV demand slump prompts CATL production cuts, lithium prices fall below breakeven
What happened to Nvidia's MOAT? AMD is gaining inference traction 
Samsung issues at 2nm and 4nm and TSM continues to widen tech leadership. TSM as a Monopsony could hurt TEL and ASML in time


TMT Daily - EVs, CATL, AMD V NVDA, Samsung V TSM Tokyo Electron, ASML, Telco, Shopify, Match, Bumble

Equity Capital Markets

<ul><li>Bumble ended the quarter on a mixed note, with total revenue of $242 million that was above market expectations.</li><li>The Bumble App revenue increased by 31%, with an increase of over 500,000 paying customers.</li><li>Product development expenses increased from $14 million to $16 million over the same time last year.</li></ul>

Bumble ended the quarter on a mixed note, with total revenue of $242 million that was above market expectations.The Bumble App revenue increased by 31%, with an increase of over 500,000 paying customers.Product development expenses increased from $14 million to $16 million over the same time last year.

Bumble Inc.: Continued App Improvement Driving Users – Key Drivers

United States

Bumble Inc. develops application software. The Company offers an online dating application that enables users to meet new people for dating, friendship, and relationship. Bumble serves customers worldwide.

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Bumble (BMBL US)

Bumble Inc (BMBL) - Thursday, Jun 6, 2024

Enhancing app growth through revamping Badoo and leveraging Fruitz. International expansion into Europe, Asia, and Latin America

Value Investors Club

Bumble Inc.: Leveraging Artificial Intelligence for User Experience Enhancement! - Major Drivers

Bumble's first quarter of 2024 demonstrated notable financial and operational achievements, reflecting a dynamic approach under the new CEO’s...

Baptista Research

Bumble Inc.: Addressing Existing Product Limitations Through AI & Other Innovations! - Key Drivers

Bumble Inc. has reported an increase of 13% in its Q4 2023 revenue to $274 million, meeting its financial projections. This growth was propelled...

Baptista Research

TMT Daily - EVs, CATL, AMD V NVDA, Samsung V TSM Tokyo Electron, ASML, Telco, Shopify, Match, Bumble

CATL cuts as lithium falls below cash cost as EVs slump. AMD traction in inference v Nvidia. Samsung woes at both 4nm and 2nm, TSM widens lead....

Neil Campling

Bumble Inc.: Continued App Improvement Driving Users – Key Drivers

Bumble ended the quarter on a mixed note, with total revenue of $242 million that was above market expectations. The Bumble App revenue increased...

Baptista Research

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52-week Range

Market Cap (USDm)

P/E

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Bumble Inc (BMBL) - Thursday, Jun 6, 2024

Enhancing app growth through revamping Badoo and leveraging Fruitz. International expansion into Europe, Asia, and Latin America

Value Investors Club

Bumble Inc.: Leveraging Artificial Intelligence for User Experience Enhancement! - Major Drivers

Bumble's first quarter of 2024 demonstrated notable financial and operational achievements, reflecting a dynamic approach under the new CEO’s...

Baptista Research

Bumble Inc.: Addressing Existing Product Limitations Through AI & Other Innovations! - Key Drivers

Bumble Inc. has reported an increase of 13% in its Q4 2023 revenue to $274 million, meeting its financial projections. This growth was propelled...

Baptista Research

TMT Daily - EVs, CATL, AMD V NVDA, Samsung V TSM Tokyo Electron, ASML, Telco, Shopify, Match, Bumble

​CATL cuts as lithium falls below cash cost as EVs slump. AMD traction in inference v Nvidia. Samsung woes at both 4nm and 2nm, TSM widens lead....

Neil Campling

Bumble Inc.: Continued App Improvement Driving Users – Key Drivers

Bumble ended the quarter on a mixed note, with total revenue of $242 million that was above market expectations. The Bumble App revenue increased...

Baptista Research

CATL cuts as lithium falls below cash cost as EVs slump. AMD traction in inference v Nvidia. Samsung woes at both 4nm and 2nm, TSM widens lead....