Buy Hold Rant
Movie Review: Is Hulu's Swiped Good for the Bumble Brand?
9/25/2025, 4:06:31 PM
Economic Summary
- The Bumble-origin movie generated interest but speakers do not expect it to affect BMBL’s stock, product, or revenue materially.
- Revenue mix: the hosts recall Bumble contributing roughly $200M per quarter and Badoo about $50M (≈20% of revenue), indicating Bumble is the dominant revenue driver for the company.
- Short-term market reaction included a ~3% drop in the speaker’s Bumble position, reflecting volatility despite positive sentiment about the founder.
Bullish
- Founder Whitney is a proven entrepreneur driving product improvements for women.
- Bumble retains meaningful revenue from international Badoo complementing core app.
- Personal conviction in long-term Bumble investment despite near-term volatility.
Bearish
- The Bumble movie is unlikely to move the company's stock or product adoption.
- Bumble shares were down about 3% on the day, signaling short-term weakness.
- Uncertainties and controversies around the company’s origins and Badoo integration.
Bullish tickers
BMBL
Bearish tickers
BMBL
BMBL
Bullish
Founder Whitney is a strong operator focused on fixing dating-app problems for women; long-term conviction in the business.
Bearish
Movie unlikely to change fundamentals; recent ~3% drop and controversies may weigh on sentiment.
MTCH
Bullish
Tinder remains one of the most popular dating apps, supporting Match’s market position.
Bearish
Competitive dynamics with Bumble could pressure Match’s growth in certain segments.
People mentioned
BrennaWhitney Heard