• Resources

Extensive Data in Google Sheets (Edit)

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Investor Takeaway

• User perception on Bumble app among women is still stable. Complaints against the app are mainly coming from men. However, the app is currently losing a lot of payers due to its safety and product features that it’s launching. I expect normalization in payers next year as long as user perception among women stays stable. </aside>

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Key Growth Drivers

• In early 2025 through March, user consideration among US women was stable even as user consideration among US users declined: Bumble User Consideration (Google Sheets)

• Complaints against Bumble from women are currently low.

  User reviews and complaints

• Google search interests for Bumble are mostly stable: [Extensive Data in Google Sheets (Edit)](https://curved-newsboy-c80.notion.site/Extensive-Data-in-Google-Sheets-Edit-2be950cb737780aca801cfc877708e86) </aside>

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Key Downsides

• It seems Bumble has been thriving on “perception” that it is safer for women, it may lose users once that perception diminishes:

  • No tangible evidence suggesting that Bumble is safer than the likes of Hinge

  Risk of woman who want intentional dating migrate to Hinge in key markets

• Bumble is currently facing a strong decline in payers mainly due to product and safety features initiated by the company as well as rising dating fatigue: Bumble Paying Users (Google Sheets)

• Reviews, especially from men are highly negative: User reviews and complaints </aside>

Most important datasource (and new data cycle)

Insights from Notebook LM