Bumble's AI Assistant Bee Wants to Replace Endless Swiping
- On March 12, 2026, Bumble reported revenue of $224.17 million and unveiled Bee, an AI assistant for its new Dates feature, during its Q4 earnings call.
- Amid falling users and revenue, Bumble is prioritizing product innovation after its quality reset and cut performance marketing spend by 80% to stabilize paying users.
- Bee performs a private onboarding chat that learns users' values, relationship goals, communication style, lifestyle and dating intentions, then notifies both users with a summary explaining their compatibility.
- Investors reacted by sending shares sharply higher—shares surged 25% in premarket trading and popped 15.4% to $3.27 in extended trading, while Bumble guided first-quarter revenue to $209 million to $213 million and adjusted EBITDA to $76 million to $80 million.
- Currently, Bumble is testing Bee internally and plans to launch the Dates beta soon, with Bumble 2.0 offering chapter-based profiles to deepen connections as competitors add AI features.
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