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February 4, 2021

The Annotated Bumble S-1

A detailed examination of the dating company that flipped the script.

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Thank you so much for being a member. This annotated filing is only available to supporters like you.

Bumble's S-1

Expected to list around Valentine's Day, Bumble is hitting the Nasdaq. While our full report will be out soon, those interested in digging deeper should enjoy this annotated filing. You'll cut through the repititious writing and marketing talk to get to the key issues. Among them:

  • The differences between Bumble and Badoo's numbers (hint: one company has significantly higher ARPU).
  • Blackstone's compensation agreement with CEO, Whitney Herd.
  • Bumble's big, brand-based vision, extending beyond Bumble BFF and Bumble Biz. (That's a lot of Bs).
  • The management clean up led by Blackstone, that has brought some heavy-hitters to the Board of Directors.

I'd love to hear your thoughts. What do you think the major challenges are for the company? What do you hope we touch on in our final report? Shoot me a note anytime.

To dive in, click here.