Analysis. What the results and the deals mean.
Timely analysis of company results, rebuilds and strategy, written after the news with the numbers that matter.
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4 articlesBumble's rebuild: what the 2027 relaunch means for the market
Bumble is moving its app off its own data centres onto a new cloud platform. It first aimed for the second quarter of 2026, then said the new matching experience would roll out in very early 2027. Paying members have fallen by a quarter since late 2024, and Ithaca Holdings agreed in October 2026 to buy Bumble for $6.05 a share.
Bumble, Azar, Badoo, Match Group, Tinder
16 October 2026 · 6 min read
Dating app Q3 2026 results: what to watch
Match Group, Bumble and Grindr report the July to September 2026 quarter in early November. Match guided to revenue down 2% to 3%, Bumble to a drop of roughly 13% to 17% with no call, and Grindr to about $540 million for the year. Watch Tinder payers, Hinge growth, Bumble's filing and Grindr's pace.
16 October 2026 · 6 min read
Hinge vs Bumble: two business models, two directions
Hinge overtook the Bumble app on quarterly revenue at the end of 2025 and earned $203.5 million against $171.7 million in the second quarter of 2026. Both charge similar amounts per payer, with Hinge about 20% higher throughout. The real difference is direction: Hinge keeps adding payers while Bumble's have fallen by a quarter.
16 October 2026 · 5 min readThe 2026 squeeze: why dating apps are rebuilding, and why most can't afford to
Dating apps are being squeezed from five sides in 2026: fewer paying members, installs costing nearly twice as much, old platforms, new safety law and app store fees. The biggest groups are moving every brand onto one shared platform. Mid-sized apps can rarely afford to build one, so the realistic route is to join one that exists.
15 October 2026 · 10 min read