Bumble Shares Plunge 24.6% After Missing Revenue Estimates and Buyer Decline

Bumble (NASDAQ:BMBL) led declines among consumer subscription stocks in Q1, with shares falling 24.6% since reporting as active buyers dropped 21.1% to 3.17 million. Revenue of $212.4 million, down 14.1% year-over-year, met expectations but next quarter’s revenue guidance significantly missed analysts’ forecasts. The broader group posted mixed results. Roku (NASDAQ:ROKU) surged 11.6% on revenue of $1.25 billion, up 22.4%, and upbeat EBITDA guidance. Netflix (NASDAQ:NFLX) slipped 20.2% after modest revenue and EPS guidance misses. Match Group (NASDAQ:MTCH) fell 3.2% despite beating estimates with $863.9 million in revenue, as users declined 4.8%. Duolingo (NASDAQ:DUOL) advanced 1.8% on 26.5% revenue growth and raised full-year guidance. The sector collectively beat revenue estimates by 1.6%, but average share prices declined 3.8% since reporting amid shifting market sentiment from AI concerns to geopolitical tensions.