{ "schemaVersion": "deck-intelligence.v1", "id": "019de517-f2bd-73fa-9523-6d198a319728", "slug": "d91e922837acf8c84ede99bb89dbb142", "title": "Bumble | Results Presentation Deck | 13 slides", "subtitle": "Bumble · 2024-02", "author": "Bumble", "date": "2024-02-01 00:00:00", "pageCount": 13, "kind": "conference-presentation", "orientation": "landscape", "aspectRatio": 1.7777778, "document": { "id": "019de517-f2bd-73fa-9523-6d198a319728", "slug": "d91e922837acf8c84ede99bb89dbb142", "title": "Bumble | Results Presentation Deck | 13 slides", "rawTitle": "Bumble | Results Presentation Deck | 13 slides", "authorId": "bumble", "authorName": "Bumble", "authorDisplay": "Bumble", "kind": { "slug": "conference-presentation", "label": "Conference presentation" }, "sourceType": { "slug": "investor_relations", "label": "Investor relations" }, "fileName": "2024-02__bumble__results__d91e9228.pdf", "sourceUrl": "https://www.slidebook.io/company/bumble/presentation/d91e922837acf8c84ede99bb89dbb142/", "sourceDate": "2024-02-15 00:00:00", "presentationDate": "2024-02-01 00:00:00", "ingestedAt": "2026-05-01 19:50:45.269103+00", "status": "ready", "pageCount": 13, "orientation": "landscape", "aspectRatio": 1.7777778, "targetCompany": null, "targetTicker": null, "metadata": { "corpus": "slidebook", "industry": "software-application", "local_root": "/Users/miguelsuredasuau/Desktop/lalalalla/_scrape/slidebook/decks/2024-02__bumble__results__d91e9228", "image_width": 1920, "image_format": "jpg", "deck_type_raw": "Results Presentation Deck", "deck_type_slug": null, "source_url_pattern": "https://www.slidebook.io/company/{company_slug}/presentation/{deck_id}/" } }, "coverage": { "pageCount": 13, "pagesIndexed": 13, "pagesWithImages": 13, "pagesWithMetadata": 13, "imageCoveragePct": 100, "metadataCoveragePct": 100, "componentCount": 64, "chartCount": 8, "metricSlides": 0, "toolMatches": 1, "documentToolMatches": 0, "frameworkMatches": 0, "arcMatches": 1, "beatMatches": 2, "loopMatches": 2, "patternMatches": 0, "storymakersMatch": false, "scoreAvailable": false, "reviewAvailable": false, "activistThesisAvailable": false, "pitchdeckMetadataAvailable": false, "pitchdeckProfileAvailable": false }, "blocks": [], "matches": { "arcs": [ { "arc": { "name": "The Sparkline", "slug": "sparkline", "status": "active", "bestFor": "Keynotes, TED-style talks", "canonId": "019dd956-606e-720c-905a-42607ac0bf50", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "What Is -> What Could Be -> What Is -> What Could Be -> New Bliss", "description": null, "familyLabel": null, "categoryName": "Narrative & Transformation", "categorySlug": "narrative-transformation" }, "matchId": "9353f2df-e985-4b8b-88ae-1fec967808ae", "evidence": "The document follows a structured presentation of financial metrics and outlook, typical of the Sparkline narrative shape.", "isPrimary": true, "confidence": 0.8, "extraction": { "at": "2026-07-16 23:14:29.132696+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "beats": [ { "to": 10, "arc": { "name": "The Sparkline", "slug": "sparkline", "status": "active", "bestFor": "Keynotes, TED-style talks", "canonId": "019dd956-606e-720c-905a-42607ac0bf50", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "What Is -> What Could Be -> What Is -> What Could Be -> New Bliss", "description": null, "familyLabel": null, "categoryName": "Narrative & Transformation", "categorySlug": "narrative-transformation" }, "from": 5, "name": "What Is", "beatId": "0bbbcc78-d691-4811-b21c-af2e9e2836c5", "matchId": "9353f2df-e985-4b8b-88ae-1fec967808ae", "beatType": { "name": "What Is", "slug": "sparkline-what-is-1", "status": "active", "canonId": "019dd9b8-25d5-7468-8649-454886d75343", "version": 1, "description": null }, "evidence": "Slides presenting Q4 2023 and full year 2023 financial highlights and metrics", "position": 0, "isPrimaryArc": true, "parentBeatType": { "name": "Setup", "slug": "setup", "status": "active", "canonId": "019dd9b8-020e-7505-af9b-d9b9a4679bcc", "version": 1, "description": "Where the deck grounds the reader before doing anything else. Almost every arc opens here." }, "alignedBlockIds": null, "matchConfidence": 0.8 }, { "to": 12, "arc": { "name": "The Sparkline", "slug": "sparkline", "status": "active", "bestFor": "Keynotes, TED-style talks", "canonId": "019dd956-606e-720c-905a-42607ac0bf50", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "What Is -> What Could Be -> What Is -> What Could Be -> New Bliss", "description": null, "familyLabel": null, "categoryName": "Narrative & Transformation", "categorySlug": "narrative-transformation" }, "from": 11, "name": "What Is", "beatId": "1552d74a-3ebf-4083-b312-bde170b628af", "matchId": "9353f2df-e985-4b8b-88ae-1fec967808ae", "beatType": { "name": "What Is", "slug": "sparkline-what-is-3", "status": "active", "canonId": "019dd9b8-2701-72ba-a477-4121f4fb5d33", "version": 1, "description": null }, "evidence": "Slides showing financial outlook and reconciliation of net earnings to adjusted EBITDA", "position": 1, "isPrimaryArc": true, "parentBeatType": { "name": "Complication", "slug": "complication", "status": "active", "canonId": "019dd9b8-0275-7709-b2d6-4f77c3fc7579", "version": 1, "description": "The point in the narrative where the audience should feel discomfort. Required for argumentative arcs." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 10, "from": 5, "loop": { "name": "27_cost_of_inaction", "slug": "27-cost-of-inaction", "status": "active", "bestFor": "Urgent budget requests, compliance, risk mitigation", "canonId": "019dd956-70d1-7395-a15b-857ba858b394", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Status Quo -> The Hidden Costs Accumulating -> The Future State of Inaction -> The Tipping Point", "description": "Quantify what happens if the audience does nothing", "familyLabel": null, "categoryName": "Urgency", "categorySlug": "urgency" }, "matchId": "2f94492f-3cda-4381-8801-9ebdabfaa335", "evidence": "The presentation of financial metrics and growth implies the cost of not investing or taking action", "position": 0, "objective": "Highlighting financial performance to justify investment", "confidence": 0.6, "extraction": { "at": "2026-07-16 23:14:29.263234+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } }, { "to": 10, "from": 5, "loop": { "name": "50_pareto_focus", "slug": "50-pareto-focus", "status": "active", "bestFor": "Resource allocation, problem prioritization, efficiency improvements", "canonId": "019dd956-7a54-7637-bf68-bb63e3f018c7", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Full Distribution -> The Vital Few (20%) -> The Trivial Many (80%) -> Focus Recommendation", "description": "Show that 80% of results come from 20% of causes to drive prioritization", "familyLabel": null, "categoryName": "Consulting Framework", "categorySlug": "consulting-framework" }, "matchId": "0bbf64f3-819d-4ffc-9782-17f6d2de8983", "evidence": "The emphasis on specific financial metrics suggests a focus on the most impactful areas", "position": 1, "objective": "Focusing on key financial metrics", "confidence": 0.6, "extraction": { "at": "2026-07-16 23:14:29.306474+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "tools": [ { "tool": { "name": "Slide recipe: Cover", "slug": "cover-slide", "status": "active", "bestFor": null, "canonId": "019df269-2a08-767d-9128-e7431e6fe8a3", "version": 1, "bodyDocId": "019df269-29e5-7738-b5fa-6892e5dc8e65", "description": "The first ten seconds. Build it deliberately.", "familyLabel": "slide-recipe", "categoryName": "Slide", "categorySlug": "slide" }, "agent": "designer", "layer": "slide", "agents": [ "designer" ], "matchId": "f3080538-3802-4d44-aee5-27e33b03159c", "evidence": "title/subtitle: Supplemental Presentation title/headline: Q4 2023 Earnings", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 02:00:38.453567+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 1, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "patterns": [] }, "storymakers": null, "score": null, "review": null, "activistThesis": null, "pitchdeck": { "metadata": null, "profile": null }, "slides": [ { "page": 1, "type": "setup", "function": "front_matter", "imagePath": "https://imgproxy.kitesheet.com/X7sVN1Kd5o5t6lBDjthIpgOyETZskABjAAzfzxTVLVA/rs:fit:1200:1200:0/q:82/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy9kOTFlOTIyODM3YWNmOGM4NGVkZTk5YmI4OWRiYjE0Mi9wMDAxLmpwZw", "rawType": "cover", "block": null, "metadata": { "slideType": "cover", "slideTypeCanon": { "name": "Cover", "slug": "cover", "status": "active", "canonId": "019de52d-05f2-729d-9f93-e0504f0a2410", "version": 1, "description": null }, "function": "front_matter", "functionCanon": { "name": "Front matter", "slug": "front_matter", "status": "active", "canonId": "019de52d-133d-73f0-9e26-201eda96b098", "version": 1, "description": null }, "density": "sparse", "densityScore": 21, "componentCount": 4, "textChars": 65, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 07:04:36.021+00", "seconds": 3.536, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de517-f2bd-73fa-9523-6d198a319728/1", "deck": "/decks/019de517-f2bd-73fa-9523-6d198a319728", "deckAnchor": "/decks/019de517-f2bd-73fa-9523-6d198a319728#slide-1", "deckJson": "/decks/019de517-f2bd-73fa-9523-6d198a319728.json" }, "components": [ { "bbox": { "h": 0.07, "w": 0.3, "x": 0.03, "y": 0.45 }, "kind": "image", "text": "bumble inc.", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Logo", "slug": "logo", "status": "active", "canonId": "019de52c-fdaf-743d-94c4-d7c6a0e55302", "version": 1, "description": null }, "framework": null }, "subkind": "logo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:04:36.021+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "aabc6d59-be8f-41ab-82c6-0fadaaa7bd44", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.16, "x": 0.41, "y": 0.87 }, "kind": "paragraph", "text": "February 2024", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:04:36.021+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9d8b93c9-6c73-407d-a28c-c1690b0845e6", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.55, "x": 0.41, "y": 0.38 }, "kind": "title", "text": "Q4 2023 Earnings", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:04:36.021+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d34d8cee-fad8-4137-b41f-136b4e787cf4", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.47, "x": 0.41, "y": 0.5 }, "kind": "title", "text": "Supplemental Presentation", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Subtitle", "slug": "subtitle", "status": "active", "canonId": "019de52c-fb09-739d-900c-815b0d9ac526", "version": 1, "description": null }, "framework": null }, "subkind": "subtitle", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:04:36.021+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e9212e87-87d9-464b-9336-9a622cc6ef77", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Slide recipe: Cover", "slug": "cover-slide", "status": "active", "bestFor": null, "canonId": "019df269-2a08-767d-9128-e7431e6fe8a3", "version": 1, "bodyDocId": "019df269-29e5-7738-b5fa-6892e5dc8e65", "description": "The first ten seconds. Build it deliberately.", "familyLabel": "slide-recipe", "categoryName": "Slide", "categorySlug": "slide" }, "agent": "designer", "layer": "slide", "agents": [ "designer" ], "matchId": "f3080538-3802-4d44-aee5-27e33b03159c", "evidence": "title/subtitle: Supplemental Presentation title/headline: Q4 2023 Earnings", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 02:00:38.453567+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 1, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "arcBeats": [], "loops": [], "thumbSrc": "https://imgproxy.kitesheet.com/Z-K2b4ve_KIdrsjInKc_XZ9FZzHbB_AVehbAxVTwsPU/rs:fit:480:480:0/q:78/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy9kOTFlOTIyODM3YWNmOGM4NGVkZTk5YmI4OWRiYjE0Mi9wMDAxLmpwZw", "imagePathAlt": "https://imgproxy.kitesheet.com/sRHQ-hfvHk7s9_rGhx87fivnUw80I_LE7reGHRn6RrY/rs:fit:1200:1200:0/q:82/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy9kOTFlOTIyODM3YWNmOGM4NGVkZTk5YmI4OWRiYjE0Mi9wMDAxLnBuZw", "thumbSrcAlt": "https://imgproxy.kitesheet.com/GXnHDzrRkbSXmfN3aNZQVuprNXBjk91mWDHcbcLRoDA/rs:fit:480:480:0/q:78/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy9kOTFlOTIyODM3YWNmOGM4NGVkZTk5YmI4OWRiYjE0Mi9wMDAxLnBuZw" }, { "page": 2, "type": "setup", "function": "front_matter", "rawType": "disclaimer", "block": null, "metadata": { "slideType": "disclaimer", "slideTypeCanon": { "name": "Disclaimer", "slug": "disclaimer", "status": "active", "canonId": "019de52d-0801-727b-b98a-5ed095aeee78", "version": 1, "description": null }, "function": "front_matter", "functionCanon": { "name": "Front matter", "slug": "front_matter", "status": "active", "canonId": "019de52d-133d-73f0-9e26-201eda96b098", "version": 1, "description": null }, "density": "dense", "densityScore": 67, "componentCount": 5, "textChars": 3925, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 07:04:40.436+00", "seconds": 7.716, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de517-f2bd-73fa-9523-6d198a319728/2", "deck": "/decks/019de517-f2bd-73fa-9523-6d198a319728", "deckAnchor": "/decks/019de517-f2bd-73fa-9523-6d198a319728#slide-2", "deckJson": "/decks/019de517-f2bd-73fa-9523-6d198a319728.json" }, "components": [ { "bbox": { "h": 0.68889, "w": 0.59375, "x": 0.38125, "y": 0.10833 }, "kind": "disclaimer", "text": "This communication contains \"forward-looking statements\" within the meaning of the Private Securities Litigation Reform Act of 1995. These forward-looking statements include, without limitation, statements reflecting the current views of management of Bumble Inc. with respect to, among other things, our operations, our financial performance, our industry, our business and other non-historical statements, including without limitation the information in the \"Financial Outlook\" section of this communication. In some cases, you can identify these forward-looking statements by the use of words such as \"outlook,\" \"believe(s),\" \"expect(s),\" \"potential,\" \"continue(s),\" \"may,\" \"will,\" \"should,\" \"could,\" \"would,\" \"seek(s),\" \"predict(s),\" \"intend(s),\" \"trends,\" \"plan(s),\" \"estimate(s),\" \"anticipates,\" \"projection,\" \"will likely result\" and or the negative version of these words or other comparable words of a future or forward-looking nature. Such forward-looking statements are subject to various risks and uncertainties. Accordingly, there are or will be important factors that could cause actual outcomes or results to differ materially from those indicated in these statements. These factors include, but are not limited to, the following: our ability to retain existing users or attract new users and to convert users to paying users; competition and changes in the competitive landscape of our market; our ability to distribute our dating products through third parties, such as Apple App Store or Google Play Store, and offset related fees; our ability to maintain the value and reputation of our brands risks relating to changes to our existing brands and products, or the introduction or acquisition of new brands or products; the impact of data security breaches or cyber attacks on our systems and the costs of remediation related to any such incidents; challenges with properly managing the use of artificial intelligence; our ability to obtain, maintain, protect and enforce intellectual property rights and successfully defend against claims of infringement, misappropriation or other violations of third-party intellectual property; our ability to comply with complex and evolving U.S. and international laws and regulations relating to our business, including data privacy laws risks relating to certain of our international operations, including geopolitical conditions and successful expansion into new markets; our substantial indebtedness; affiliates of Blackstone Inc.'s (\"Blackstone\") and our Founder's control of us the outsized voting rights of affiliates of Blackstone and our Founder changes in business or macroeconomic conditions, including the impact of widespread health emergencies or pandemics and measures taken in response, lower consumer confidence in our business or in the online dating industry generally, recessionary conditions, increased unemployment rates, stagnant or declining wages, changes in inflation or interest rates, geopolitical events, political unrest, armed conflicts, including conflicts in Eastern Europe and the Middle East, extreme weather events or natural disasters foreign currency exchange rate fluctuations. For additional information on these and other factors that could cause Bumble's actual results to differ materially from expected results, please see our filings with the Securities and Exchange Commission (the \"SEC\"), including our Annual Report on Form 10-K for the year ended December 31, 2022 and our subsequent periodic filings, which are accessible on the SEC's website at www.sec.gov. The forward-looking statements included in this communication are made only as of the date of this communication, and we undertake no obligation to publicly update or review any forward-looking statement, whether as a result of new information, future developments or otherwise, except as required by law.", "attrs": null, "canon": { "kind": { "name": "Disclaimer", "slug": "disclaimer", "status": "active", "canonId": "91173477-d91f-4024-bbaf-d4f93e3f82dc", "version": 1, "description": "Legal/cautionary text that occupies most of the body of its slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:04:40.436+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f8535510-31e3-49da-96e2-99e2e4d979a7", "parentComponentId": null }, { "bbox": { "h": 0.02083, "w": 0.08542, "x": 0.03438, "y": 0.94028 }, "kind": "image", "text": "bumble inc.", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Logo", "slug": "logo", "status": "active", "canonId": "019de52c-fdaf-743d-94c4-d7c6a0e55302", "version": 1, "description": null }, "framework": null }, "subkind": "logo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:04:40.436+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0ec141d7-5731-4937-b44d-13efc90079a6", "parentComponentId": null }, { "bbox": { "h": 0.01944, "w": 0.01042, "x": 0.95833, "y": 0.94028 }, "kind": "source-note", "text": "2", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:04:40.436+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3e98ec39-701c-496a-a8fc-0651be0dc060", "parentComponentId": null }, { "bbox": { "h": 0.01944, "w": 0.10417, "x": 0.83854, "y": 0.94028 }, "kind": "source-note", "text": "Q4 2023 Earnings", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:04:40.436+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a2aab840-7187-4ff3-9a94-c7693d6a976a", "parentComponentId": null }, { "bbox": { "h": 0.09722, "w": 0.22917, "x": 0.02083, "y": 0.44028 }, "kind": "title", "text": "Forward-Looking\nStatements", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:04:40.436+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a39b2116-3f02-498a-b68c-82a343fcf733", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 3, "type": "appendix", "function": "appendix", "rawType": "appendix", "block": null, "metadata": { "slideType": "appendix", "slideTypeCanon": { "name": "Appendix", "slug": "appendix", "status": "active", "canonId": "019de52d-0762-71f8-b564-89ab863301cc", "version": 1, "description": null }, "function": "appendix", "functionCanon": { "name": "Appendix", "slug": "appendix", "status": "active", "canonId": "019de52d-138d-750b-83c3-49b4bc7a7a38", "version": 1, "description": null }, "density": "dense", "densityScore": 56, "componentCount": 4, "textChars": 3259, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 0.9, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 07:04:39.178+00", "seconds": 6.162, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de517-f2bd-73fa-9523-6d198a319728/3", "deck": "/decks/019de517-f2bd-73fa-9523-6d198a319728", "deckAnchor": "/decks/019de517-f2bd-73fa-9523-6d198a319728#slide-3", "deckJson": "/decks/019de517-f2bd-73fa-9523-6d198a319728.json" }, "components": [ { "bbox": { "h": 0.72, "w": 0.551, "x": 0.415, "y": 0.187 }, "kind": "list", "text": "Total Revenue is the sum of Bumble App Revenue and Badoo App and Other Revenue.\nTotal Paying Users is the sum of Bumble App Paying Users and Badoo App and Other Paying Users.\nTotal Average Revenue per Paying User or Total ARPPU is a metric calculated based on Total Revenue in any measurement period divided by the Total Paying Users in such period divided by the number of months in the period.\nBumble App Revenue is revenue derived from purchases or renewals of a Bumble app or Bumble For Friends app subscription plan and/or in-app purchases on Bumble app or Bumble For Friends app in the relevant period.\nBumble App Paying User is a user that has purchased or renewed a Bumble app or Bumble For Friends app subscription plan and/or made an in-app purchase on Bumble app or Bumble For Friends app in a given month. We calculate Bumble App Paying Users as a monthly average, by counting the number of Bumble App Paying Users in each month and then dividing by the number of months in the relevant measurement period.\nBumble App Average Revenue per Paying User or Bumble App ARPPU is a metric calculated based on Bumble App Revenue in any measurement period, divided by Bumble App Paying Users in such period divided by the number of months in the period.\nBadoo App and Other Revenue is revenue derived from purchases or renewals of a Badoo app subscription plan and/or in-app purchases on Badoo app in the relevant period, purchases on one of our other apps that we owned and operated in the relevant period, purchases on other third party apps that used our technology in the relevant period and advertising, partnerships or affiliates revenue in the relevant period.\nBadoo App and Other Paying User is a user that has purchased or renewed a subscription plan and/or made an in-app purchase on Badoo app in a given month or made a purchase on one of our other apps that we owned and operated in a given month, or made a purchase on other third-party apps that used our technology in the relevant period. We calculate Badoo App and Other Paying Users as a monthly average, by counting the number of Badoo App and Other Paying Users in each month and then dividing by the number of months in the relevant measurement period.\nBadoo App and Other Average Revenue per Paying User or Badoo App and Other ARPPU is a metric calculated based on Badoo App and Other Revenue in any measurement period divided by Badoo App and Other Paying Users in such period divided by the number of months in the period.", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:04:39.178+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f112ff5a-f067-4927-be03-067579de8db6", "parentComponentId": null }, { "bbox": { "h": 0.09, "w": 0.551, "x": 0.415, "y": 0.08 }, "kind": "paragraph", "text": "As used in this communication, unless otherwise noted or the context requires otherwise, the following terms have the following meanings. Our key metrics (Bumble App Paying Users, Badoo App and Other Paying Users, Total Paying Users, Bumble App Average Revenue per Paying User, Badoo App and Other Average Revenue per Paying User, and Total Average Revenue per Paying User) were calculated excluding paying users and revenue generated from Official advertising and partnerships or affiliates and, for periods prior to the fourth quarter of 2023, excluding paying users and revenue generated from Fruitz. Beginning in the fourth quarter of 2023, paying users and revenue generated from Fruitz are included in our key operating metrics.", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:04:39.178+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ba748e91-9b84-42e9-a1a2-b72898bfe41b", "parentComponentId": null }, { "bbox": { "h": 0.013, "w": 0.102, "x": 0.84, "y": 0.943 }, "kind": "source-note", "text": "Q4 2023 Earnings", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:04:39.178+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "43ff9014-38ac-4268-ac78-c37c804af7c8", "parentComponentId": null }, { "bbox": { "h": 0.026, "w": 0.16, "x": 0.049, "y": 0.47 }, "kind": "title", "text": "Definitions", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:04:39.178+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "417c797d-6b8a-4e85-bf0e-3b300777beb4", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 4, "type": "setup", "function": "appendix", "rawType": "disclaimer", "block": null, "metadata": { "slideType": "disclaimer", "slideTypeCanon": { "name": "Disclaimer", "slug": "disclaimer", "status": "active", "canonId": "019de52d-0801-727b-b98a-5ed095aeee78", "version": 1, "description": null }, "function": "appendix", "functionCanon": { "name": "Appendix", "slug": "appendix", "status": "active", "canonId": "019de52d-138d-750b-83c3-49b4bc7a7a38", "version": 1, "description": null }, "density": "overcrowded", "densityScore": 88, "componentCount": 10, "textChars": 3592, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 07:04:41.832+00", "seconds": 8.34, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de517-f2bd-73fa-9523-6d198a319728/4", "deck": "/decks/019de517-f2bd-73fa-9523-6d198a319728", "deckAnchor": "/decks/019de517-f2bd-73fa-9523-6d198a319728#slide-4", "deckJson": "/decks/019de517-f2bd-73fa-9523-6d198a319728.json" }, "components": [ { "bbox": { "h": 0.09, "w": 0.547, "x": 0.417, "y": 0.324 }, "kind": "paragraph", "text": "Our non-GAAP financial measures may not be comparable to similarly titled measures used by other companies, have limitations as analytical tools and should not be considered in isolation, or as substitutes for analysis of our operating results as reported under GAAP. Additionally, we do not consider our non-GAAP financial measures as superior to, or a substitute for, the equivalent measures calculated and presented in accordance with GAAP.", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:04:41.832+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "30caa539-9c4b-49d7-b80b-c4b344695b07", "parentComponentId": null }, { "bbox": { "h": 0.24, "w": 0.547, "x": 0.417, "y": 0.069 }, "kind": "paragraph", "text": "We report our financial results in accordance with GAAP, however, management believes that certain non-GAAP financial measures provide users of our financial information with useful supplemental information that enables a better comparison of our performance across periods. These measures include Adjusted EBITDA and Adjusted EBITDA margin. We believe Adjusted EBITDA and Adjusted EBITDA margin provide visibility to the underlying continuing operating performance by excluding the impact of certain expenses, including income tax (benefit) provision, interest (income) expense, net, depreciation and amortization expense, stock-based compensation expenses, employer costs related to stock-based compensation, foreign exchange (gain) loss, changes in fair value of contingent earn out liability, interest rate swaps and investments in equity securities, transaction and other costs, litigation costs net of insurance reimbursements that arise outside of the ordinary course of business, tax receivable agreement liability remeasurement (benefit) expense and impairment loss, as management does not believe these expenses are representative of our core earnings.", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:04:41.832+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4a48c62f-ee64-45aa-8969-a089211bb574", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.547, "x": 0.417, "y": 0.792 }, "kind": "paragraph", "text": "This communication should be read in conjunction with our earnings release and Annual Report on Form 10-K for the fourth quarter and full year ended December 31, 2023.", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:04:41.832+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "62e2592b-eacd-48ab-9870-c57fd5bef951", "parentComponentId": null }, { "bbox": { "h": 0.17, "w": 0.547, "x": 0.417, "y": 0.609 }, "kind": "paragraph", "text": "With regards to the Adjusted EBITDA outlook provided herein, a reconciliation to GAAP net earnings (loss) has not been provided as the quantification of certain items included in the calculation of GAAP net earnings (loss) cannot be calculated or predicted at this time without unreasonable efforts. For example, the non-GAAP adjustment for stock-based compensation expense requires additional inputs such as number of shares granted and market price that are not currently ascertainable, and the non-GAAP adjustment for certain legal, tax and regulatory reserves and expenses depends on the timing and magnitude of these expenses and cannot be accurately forecasted. For the same reasons, the Company is unable to address the probable significance of the unavailable information, which could have a potentially unpredictable, and potentially significant, impact on its future GAAP financial results.", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:04:41.832+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "647f9adb-d42e-44f0-9f69-7c0218231981", "parentComponentId": null }, { "bbox": { "h": 0.016, "w": 0.547, "x": 0.417, "y": 0.853 }, "kind": "paragraph", "text": "Please refer to \"Reconciliation from GAAP to Non-GAAP\" for reconciliations of our non-GAAP financial measures.", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:04:41.832+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a9ddf6eb-c507-4c3c-9d99-a11d1fb5df7f", "parentComponentId": null }, { "bbox": { "h": 0.13, "w": 0.547, "x": 0.417, "y": 0.45 }, "kind": "paragraph", "text": "Adjusted earnings before interest, taxes, depreciation and amortization (\"Adjusted EBITDA\") is defined as net earnings (loss) excluding income tax (benefit) provision, interest (income) expense, net, depreciation and amortization expense, stock-based compensation expense, employer costs related to stock based compensation, foreign exchange (gain) loss, changes in fair value of contingent earn out liability, interest rate swaps and investments in equity securities, transaction and other costs, litigation costs net of insurance reimbursements that arise outside of the ordinary course of business, tax receivable agreement liability remeasurement (benefit) expense and impairment loss.", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:04:41.832+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ac836a5d-8956-4cf2-a5a2-b2d5741cf521", "parentComponentId": null }, { "bbox": { "h": 0.016, "w": 0.547, "x": 0.417, "y": 0.584 }, "kind": "paragraph", "text": "Adjusted EBITDA margin represents Adjusted EBITDA as a percentage of revenue.", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:04:41.832+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "bf5615d4-d475-405f-b247-c7d872c5f1e2", "parentComponentId": null }, { "bbox": { "h": 0.015, "w": 0.007, "x": 0.953, "y": 0.945 }, "kind": "source-note", "text": "4", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:04:41.832+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8578af8e-9ba0-42f2-b02e-e20254992c5f", "parentComponentId": null }, { "bbox": { "h": 0.015, "w": 0.09, "x": 0.84, "y": 0.945 }, "kind": "source-note", "text": "Q4 2023 Earnings", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:04:41.832+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e29ab5ba-139d-4764-aeda-67d0f510d9f7", "parentComponentId": null }, { "bbox": { "h": 0.09, "w": 0.25, "x": 0.045, "y": 0.44 }, "kind": "title", "text": "Non-GAAP\nFinancial Measures", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:04:41.832+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b3920f25-e93f-4bab-846d-dc2c1f0e25c0", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 5, "type": "setup", "function": "summarize", "rawType": "kpi_overview", "block": null, "metadata": { "slideType": "kpi_overview", "slideTypeCanon": { "name": "KPI overview (contrarian)", "slug": "kpi_overview", "status": "active", "canonId": "019de52d-11d5-7328-b1d1-5368a03e7796", "version": 1, "description": null }, "function": "summarize", "functionCanon": { "name": "Summarize", "slug": "summarize", "status": "active", "canonId": "019de52d-1541-704f-b86f-bf7b75056373", "version": 1, "description": null }, "density": "overcrowded", "densityScore": 76, "componentCount": 6, "textChars": 639, "nDataPoints": 14, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 07:04:39.222+00", "seconds": 5.374, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de517-f2bd-73fa-9523-6d198a319728/5", "deck": "/decks/019de517-f2bd-73fa-9523-6d198a319728", "deckAnchor": "/decks/019de517-f2bd-73fa-9523-6d198a319728#slide-5", "deckJson": "/decks/019de517-f2bd-73fa-9523-6d198a319728.json" }, "components": [ { "bbox": { "h": 0.026, "w": 0.13, "x": 0.03, "y": 0.94 }, "kind": "image", "text": "bumble inc.", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Logo", "slug": "logo", "status": "active", "canonId": "019de52c-fdaf-743d-94c4-d7c6a0e55302", "version": 1, "description": null }, "framework": null }, "subkind": "logo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:04:39.222+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "eaa7780f-bd62-430f-b403-f9ed5d9f6630", "parentComponentId": null }, { "bbox": { "h": 0.016, "w": 0.007, "x": 0.959, "y": 0.94 }, "kind": "source-note", "text": "5", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:04:39.222+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "46fa4c6a-60b9-487b-95dc-c90627b46529", "parentComponentId": null }, { "bbox": { "h": 0.016, "w": 0.11, "x": 0.84, "y": 0.94 }, "kind": "source-note", "text": "Q4 2023 Earnings", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:04:39.222+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8093fd2d-568e-4ae8-8d13-cbfb50ccb76f", "parentComponentId": null }, { "bbox": { "h": 0.065, "w": 0.58, "x": 0.03, "y": 0.843 }, "kind": "source-note", "text": "¹ Includes revenue generated from Fruitz and Official.\n² 4Q23 includes 47,000 Fruitz paying users, which are excluded from prior periods. Excludes Official paying users.\n³ 4Q23 includes 47,000 Fruitz paying users and revenue generated from Fruitz, which are excluded from prior periods. Excludes Official paying users and revenue generated from Official.", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:04:39.222+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f68c4a95-c429-49fa-aaeb-8425023c951e", "parentComponentId": null }, { "bbox": { "h": 0.71, "w": 1, "x": 0, "y": 0.102 }, "kind": "table", "text": "In Millions, Except ARPPU\nQ4 2023\nVS. Q4 2022\nTotal Revenue¹\n$273.6\n13%\nBumble App Revenue\n$220.7\n16%\nTotal Paying Users²\n4.0\n16%\nBumble App Paying Users\n2.7\n21%\nTotal ARPPU³\n$22.64\n-2%\nNet Loss\n$32.0\nNA\nAdjusted EBITDA\n$73.7\n22%", "attrs": null, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Data table", "slug": "data", "status": "active", "canonId": "019de52d-02d5-75b8-8abf-88e92bf63569", "version": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:04:39.222+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0fe8e00d-31b1-4016-8240-cb2d92efde94", "parentComponentId": null }, { "bbox": { "h": 0.028, "w": 0.49, "x": 0.336, "y": 0.04 }, "kind": "title", "text": "Q4 2023 Financial Highlights", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:04:39.222+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0c90d8ad-1e68-4627-947d-725dfb9aa4ef", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 10, "arc": { "name": "The Sparkline", "slug": "sparkline", "status": "active", "bestFor": "Keynotes, TED-style talks", "canonId": "019dd956-606e-720c-905a-42607ac0bf50", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "What Is -> What Could Be -> What Is -> What Could Be -> New Bliss", "description": null, "familyLabel": null }, "from": 5, "name": "What Is", "beatId": "0bbbcc78-d691-4811-b21c-af2e9e2836c5", "matchId": "9353f2df-e985-4b8b-88ae-1fec967808ae", "beatType": { "name": "What Is", "slug": "sparkline-what-is-1", "status": "active", "canonId": "019dd9b8-25d5-7468-8649-454886d75343", "version": 1, "description": null }, "evidence": "Slides presenting Q4 2023 and full year 2023 financial highlights and metrics", "position": 0, "isPrimaryArc": true, "parentBeatType": { "name": "Setup", "slug": "setup", "status": "active", "canonId": "019dd9b8-020e-7505-af9b-d9b9a4679bcc", "version": 1, "description": "Where the deck grounds the reader before doing anything else. Almost every arc opens here." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 10, "from": 5, "loop": { "name": "27_cost_of_inaction", "slug": "27-cost-of-inaction", "status": "active", "bestFor": "Urgent budget requests, compliance, risk mitigation", "canonId": "019dd956-70d1-7395-a15b-857ba858b394", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Status Quo -> The Hidden Costs Accumulating -> The Future State of Inaction -> The Tipping Point", "description": "Quantify what happens if the audience does nothing", "familyLabel": null }, "matchId": "2f94492f-3cda-4381-8801-9ebdabfaa335", "evidence": "The presentation of financial metrics and growth implies the cost of not investing or taking action", "position": 0, "objective": "Highlighting financial performance to justify investment", "confidence": 0.6, "extraction": { "at": "2026-07-16 23:14:29.263234+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } }, { "to": 10, "from": 5, "loop": { "name": "50_pareto_focus", "slug": "50-pareto-focus", "status": "active", "bestFor": "Resource allocation, problem prioritization, efficiency improvements", "canonId": "019dd956-7a54-7637-bf68-bb63e3f018c7", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Full Distribution -> The Vital Few (20%) -> The Trivial Many (80%) -> Focus Recommendation", "description": "Show that 80% of results come from 20% of causes to drive prioritization", "familyLabel": null }, "matchId": "0bbf64f3-819d-4ffc-9782-17f6d2de8983", "evidence": "The emphasis on specific financial metrics suggests a focus on the most impactful areas", "position": 1, "objective": "Focusing on key financial metrics", "confidence": 0.6, "extraction": { "at": "2026-07-16 23:14:29.306474+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 6, "type": "setup", "function": "summarize", "rawType": "kpi_overview", "block": null, "metadata": { "slideType": "kpi_overview", "slideTypeCanon": { "name": "KPI overview (contrarian)", "slug": "kpi_overview", "status": "active", "canonId": "019de52d-11d5-7328-b1d1-5368a03e7796", "version": 1, "description": null }, "function": "summarize", "functionCanon": { "name": "Summarize", "slug": "summarize", "status": "active", "canonId": "019de52d-1541-704f-b86f-bf7b75056373", "version": 1, "description": null }, "density": "balanced", "densityScore": 47, "componentCount": 3, "textChars": 620, "nDataPoints": 14, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 07:04:38.553+00", "seconds": 4.381, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de517-f2bd-73fa-9523-6d198a319728/6", "deck": "/decks/019de517-f2bd-73fa-9523-6d198a319728", "deckAnchor": "/decks/019de517-f2bd-73fa-9523-6d198a319728#slide-6", "deckJson": "/decks/019de517-f2bd-73fa-9523-6d198a319728.json" }, "components": [ { "bbox": { "h": 0.067, "w": 0.577, "x": 0.034, "y": 0.843 }, "kind": "source-note", "text": "¹ Includes revenue generated from Fruitz and Official.\n² 4Q23 includes 47,000 Fruitz paying users, which are excluded from prior periods. Excludes Official paying users.\n³ 4Q23 includes 47,000 Fruitz paying users and revenue generated from Fruitz, which are excluded from prior periods. Excludes Official paying users and revenue generated from Official.", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:04:38.553+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "437afd72-0ecd-4392-a3f8-adc805940412", "parentComponentId": null }, { "bbox": { "h": 0.72, "w": 0.999, "x": 0.001, "y": 0.099 }, "kind": "table", "text": "In Millions, Except ARPPU\nFY 2023\nVS. FY 2022\nTotal Revenue¹ $1,051.8 16%\nBumble App Revenue $844.8 22%\nTotal Paying Users² 3.7 17%\nBumble App Paying Users 2.5 26%\nTotal ARPPU³ $23.03 +0%\nNet Loss $1.9 NA\nAdjusted EBITDA $275.6 21%", "attrs": null, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Data table", "slug": "data", "status": "active", "canonId": "019de52d-02d5-75b8-8abf-88e92bf63569", "version": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:04:38.553+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "96ced60a-6465-47ba-8db9-4fa4a132ae0e", "parentComponentId": null }, { "bbox": { "h": 0.026, "w": 0.402, "x": 0.299, "y": 0.044 }, "kind": "title", "text": "Full Year 2023 Financial Highlights", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:04:38.553+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5acb767a-af85-4970-bc26-7241d1970856", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 10, "arc": { "name": "The Sparkline", "slug": "sparkline", "status": "active", "bestFor": "Keynotes, TED-style talks", "canonId": "019dd956-606e-720c-905a-42607ac0bf50", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "What Is -> What Could Be -> What Is -> What Could Be -> New Bliss", "description": null, "familyLabel": null }, "from": 5, "name": "What Is", "beatId": "0bbbcc78-d691-4811-b21c-af2e9e2836c5", "matchId": "9353f2df-e985-4b8b-88ae-1fec967808ae", "beatType": { "name": "What Is", "slug": "sparkline-what-is-1", "status": "active", "canonId": "019dd9b8-25d5-7468-8649-454886d75343", "version": 1, "description": null }, "evidence": "Slides presenting Q4 2023 and full year 2023 financial highlights and metrics", "position": 0, "isPrimaryArc": true, "parentBeatType": { "name": "Setup", "slug": "setup", "status": "active", "canonId": "019dd9b8-020e-7505-af9b-d9b9a4679bcc", "version": 1, "description": "Where the deck grounds the reader before doing anything else. Almost every arc opens here." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 10, "from": 5, "loop": { "name": "27_cost_of_inaction", "slug": "27-cost-of-inaction", "status": "active", "bestFor": "Urgent budget requests, compliance, risk mitigation", "canonId": "019dd956-70d1-7395-a15b-857ba858b394", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Status Quo -> The Hidden Costs Accumulating -> The Future State of Inaction -> The Tipping Point", "description": "Quantify what happens if the audience does nothing", "familyLabel": null }, "matchId": "2f94492f-3cda-4381-8801-9ebdabfaa335", "evidence": "The presentation of financial metrics and growth implies the cost of not investing or taking action", "position": 0, "objective": "Highlighting financial performance to justify investment", "confidence": 0.6, "extraction": { "at": "2026-07-16 23:14:29.263234+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } }, { "to": 10, "from": 5, "loop": { "name": "50_pareto_focus", "slug": "50-pareto-focus", "status": "active", "bestFor": "Resource allocation, problem prioritization, efficiency improvements", "canonId": "019dd956-7a54-7637-bf68-bb63e3f018c7", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Full Distribution -> The Vital Few (20%) -> The Trivial Many (80%) -> Focus Recommendation", "description": "Show that 80% of results come from 20% of causes to drive prioritization", "familyLabel": null }, "matchId": "0bbf64f3-819d-4ffc-9782-17f6d2de8983", "evidence": "The emphasis on specific financial metrics suggests a focus on the most impactful areas", "position": 1, "objective": "Focusing on key financial metrics", "confidence": 0.6, "extraction": { "at": "2026-07-16 23:14:29.306474+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 7, "type": "setup", "function": "summarize", "rawType": "kpi_overview", "block": null, "metadata": { "slideType": "kpi_overview", "slideTypeCanon": { "name": "KPI overview (contrarian)", "slug": "kpi_overview", "status": "active", "canonId": "019de52d-11d5-7328-b1d1-5368a03e7796", "version": 1, "description": null }, "function": "summarize", "functionCanon": { "name": "Summarize", "slug": "summarize", "status": "active", "canonId": "019de52d-1541-704f-b86f-bf7b75056373", "version": 1, "description": null }, "density": "dense", "densityScore": 55, "componentCount": 4, "textChars": 535, "nDataPoints": 22, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 07:04:39.535+00", "seconds": 4.556, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de517-f2bd-73fa-9523-6d198a319728/7", "deck": "/decks/019de517-f2bd-73fa-9523-6d198a319728", "deckAnchor": "/decks/019de517-f2bd-73fa-9523-6d198a319728#slide-7", "deckJson": "/decks/019de517-f2bd-73fa-9523-6d198a319728.json" }, "components": [ { "bbox": { "h": 0.69, "w": 0.45, "x": 0.099, "y": 0.108 }, "kind": "chart", "text": "Quarterly Revenue¹ ($M) +13% Y/Y Q4 2022: 242 (Bumble App 191, Badoo App & Other 51) Q1 2023: 243 (Bumble App 194, Badoo App & Other 49) Q2 2023: 260 (Bumble App 208, Badoo App & Other 52) Q3 2023: 276 (Bumble App 222, Badoo App & Other 54) Q4 2023: 274 (Bumble App 221, Badoo App & Other 53)", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Stacked bar chart (100%)", "slug": "bar-stacked-100pct", "status": "active", "canonId": "019de52c-ff14-71b8-8d88-860f8d7da84b", "version": 1, "description": null }, "framework": null }, "subkind": "bar-stacked-100pct", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:04:39.535+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "75bb0a31-1bbc-4f48-ac10-8dffa0bd98a7", "parentComponentId": null }, { "bbox": { "h": 0.69, "w": 0.34, "x": 0.55, "y": 0.108 }, "kind": "chart", "text": "Annual Revenue¹ ($M) +16% Y/Y FY 2022: 904 (Bumble App 694, Badoo App & Other 209) FY 2023: 1,052 (Bumble App 845, Badoo App & Other 207)", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Stacked bar chart (100%)", "slug": "bar-stacked-100pct", "status": "active", "canonId": "019de52c-ff14-71b8-8d88-860f8d7da84b", "version": 1, "description": null }, "framework": null }, "subkind": "bar-stacked-100pct", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:04:39.535+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "bf1facf0-e17a-489c-84b8-bad9e963694f", "parentComponentId": null }, { "bbox": { "h": 0.016, "w": 0.44, "x": 0.037, "y": 0.87 }, "kind": "source-note", "text": "¹ The sum of individual metrics may not always equal total amounts indicated due to rounding.", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:04:39.535+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9ecf4917-05d7-4208-9691-be2118853771", "parentComponentId": null }, { "bbox": { "h": 0.025, "w": 0.17, "x": 0.415, "y": 0.043 }, "kind": "title", "text": "Total Revenue", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:04:39.535+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e440bf53-d587-4cc2-8fb7-bb50ec39f828", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 10, "arc": { "name": "The Sparkline", "slug": "sparkline", "status": "active", "bestFor": "Keynotes, TED-style talks", "canonId": "019dd956-606e-720c-905a-42607ac0bf50", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "What Is -> What Could Be -> What Is -> What Could Be -> New Bliss", "description": null, "familyLabel": null }, "from": 5, "name": "What Is", "beatId": "0bbbcc78-d691-4811-b21c-af2e9e2836c5", "matchId": "9353f2df-e985-4b8b-88ae-1fec967808ae", "beatType": { "name": "What Is", "slug": "sparkline-what-is-1", "status": "active", "canonId": "019dd9b8-25d5-7468-8649-454886d75343", "version": 1, "description": null }, "evidence": "Slides presenting Q4 2023 and full year 2023 financial highlights and metrics", "position": 0, "isPrimaryArc": true, "parentBeatType": { "name": "Setup", "slug": "setup", "status": "active", "canonId": "019dd9b8-020e-7505-af9b-d9b9a4679bcc", "version": 1, "description": "Where the deck grounds the reader before doing anything else. Almost every arc opens here." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 10, "from": 5, "loop": { "name": "27_cost_of_inaction", "slug": "27-cost-of-inaction", "status": "active", "bestFor": "Urgent budget requests, compliance, risk mitigation", "canonId": "019dd956-70d1-7395-a15b-857ba858b394", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Status Quo -> The Hidden Costs Accumulating -> The Future State of Inaction -> The Tipping Point", "description": "Quantify what happens if the audience does nothing", "familyLabel": null }, "matchId": "2f94492f-3cda-4381-8801-9ebdabfaa335", "evidence": "The presentation of financial metrics and growth implies the cost of not investing or taking action", "position": 0, "objective": "Highlighting financial performance to justify investment", "confidence": 0.6, "extraction": { "at": "2026-07-16 23:14:29.263234+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } }, { "to": 10, "from": 5, "loop": { "name": "50_pareto_focus", "slug": "50-pareto-focus", "status": "active", "bestFor": "Resource allocation, problem prioritization, efficiency improvements", "canonId": "019dd956-7a54-7637-bf68-bb63e3f018c7", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Full Distribution -> The Vital Few (20%) -> The Trivial Many (80%) -> Focus Recommendation", "description": "Show that 80% of results come from 20% of causes to drive prioritization", "familyLabel": null }, "matchId": "0bbf64f3-819d-4ffc-9782-17f6d2de8983", "evidence": "The emphasis on specific financial metrics suggests a focus on the most impactful areas", "position": 1, "objective": "Focusing on key financial metrics", "confidence": 0.6, "extraction": { "at": "2026-07-16 23:14:29.306474+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 8, "type": "setup", "function": "summarize", "rawType": "kpi_overview", "block": null, "metadata": { "slideType": "kpi_overview", "slideTypeCanon": { "name": "KPI overview (contrarian)", "slug": "kpi_overview", "status": "active", "canonId": "019de52d-11d5-7328-b1d1-5368a03e7796", "version": 1, "description": null }, "function": "summarize", "functionCanon": { "name": "Summarize", "slug": "summarize", "status": "active", "canonId": "019de52d-1541-704f-b86f-bf7b75056373", "version": 1, "description": null }, "density": "balanced", "densityScore": 44, "componentCount": 4, "textChars": 311, "nDataPoints": 20, "notes": null, "elementsJson": null, "confidence": 0.9, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 07:04:39.583+00", "seconds": 4.45, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de517-f2bd-73fa-9523-6d198a319728/8", "deck": "/decks/019de517-f2bd-73fa-9523-6d198a319728", "deckAnchor": "/decks/019de517-f2bd-73fa-9523-6d198a319728#slide-8", "deckJson": "/decks/019de517-f2bd-73fa-9523-6d198a319728.json" }, "components": [ { "bbox": { "h": 0.64, "w": 0.41, "x": 0.509, "y": 0.109 }, "kind": "chart", "text": "Average Revenue Per Paying User (ARPPU, $) (4)% Y/Y Q4 2022: $28.64 Q1 2023: $27.93 Q2 2023: $28.21 Q3 2023: $28.38 Q4 2023: $27.37", "attrs": { "x_axis_label": "Quarter", "y_axis_label": "Average Revenue Per Paying User ($)" }, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Vertical bar chart", "slug": "bar-vertical", "status": "active", "canonId": "019de52c-fe9d-70f2-b3b7-a9ae294f5917", "version": 1, "description": null }, "framework": null }, "subkind": "bar-vertical", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:04:39.583+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f2821e45-bb21-4b8c-aaed-34eb97c476d7", "parentComponentId": null }, { "bbox": { "h": 0.64, "w": 0.41, "x": 0.08, "y": 0.109 }, "kind": "chart", "text": "Paying Users (Thousands) +21% Y/Y Q4 2022: 2,221 (+98K Q/Q) Q1 2023: 2,319 (+139K Q/Q) Q2 2023: 2,458 (+147K Q/Q) Q3 2023: 2,605 (+83K Q/Q) Q4 2023: 2,688", "attrs": { "x_axis_label": "Quarter", "y_axis_label": "Paying Users (Thousands)" }, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Vertical bar chart", "slug": "bar-vertical", "status": "active", "canonId": "019de52c-fe9d-70f2-b3b7-a9ae294f5917", "version": 1, "description": null }, "framework": null }, "subkind": "bar-vertical", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:04:39.583+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ff182aea-6d97-45a2-adcb-7deecacf7078", "parentComponentId": null }, { "bbox": { "h": 0.015, "w": 0.105, "x": 0.84, "y": 0.945 }, "kind": "source-note", "text": "Q4 2023 Earnings", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:04:39.583+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "47c982bb-1ff2-483d-8e86-68fede8bef6b", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.15, "x": 0.425, "y": 0.045 }, "kind": "title", "text": "Bumble App", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:04:39.583+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "98cfbbc3-089d-4f04-acea-9645dd03cffd", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 10, "arc": { "name": "The Sparkline", "slug": "sparkline", "status": "active", "bestFor": "Keynotes, TED-style talks", "canonId": "019dd956-606e-720c-905a-42607ac0bf50", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "What Is -> What Could Be -> What Is -> What Could Be -> New Bliss", "description": null, "familyLabel": null }, "from": 5, "name": "What Is", "beatId": "0bbbcc78-d691-4811-b21c-af2e9e2836c5", "matchId": "9353f2df-e985-4b8b-88ae-1fec967808ae", "beatType": { "name": "What Is", "slug": "sparkline-what-is-1", "status": "active", "canonId": "019dd9b8-25d5-7468-8649-454886d75343", "version": 1, "description": null }, "evidence": "Slides presenting Q4 2023 and full year 2023 financial highlights and metrics", "position": 0, "isPrimaryArc": true, "parentBeatType": { "name": "Setup", "slug": "setup", "status": "active", "canonId": "019dd9b8-020e-7505-af9b-d9b9a4679bcc", "version": 1, "description": "Where the deck grounds the reader before doing anything else. Almost every arc opens here." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 10, "from": 5, "loop": { "name": "27_cost_of_inaction", "slug": "27-cost-of-inaction", "status": "active", "bestFor": "Urgent budget requests, compliance, risk mitigation", "canonId": "019dd956-70d1-7395-a15b-857ba858b394", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Status Quo -> The Hidden Costs Accumulating -> The Future State of Inaction -> The Tipping Point", "description": "Quantify what happens if the audience does nothing", "familyLabel": null }, "matchId": "2f94492f-3cda-4381-8801-9ebdabfaa335", "evidence": "The presentation of financial metrics and growth implies the cost of not investing or taking action", "position": 0, "objective": "Highlighting financial performance to justify investment", "confidence": 0.6, "extraction": { "at": "2026-07-16 23:14:29.263234+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } }, { "to": 10, "from": 5, "loop": { "name": "50_pareto_focus", "slug": "50-pareto-focus", "status": "active", "bestFor": "Resource allocation, problem prioritization, efficiency improvements", "canonId": "019dd956-7a54-7637-bf68-bb63e3f018c7", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Full Distribution -> The Vital Few (20%) -> The Trivial Many (80%) -> Focus Recommendation", "description": "Show that 80% of results come from 20% of causes to drive prioritization", "familyLabel": null }, "matchId": "0bbf64f3-819d-4ffc-9782-17f6d2de8983", "evidence": "The emphasis on specific financial metrics suggests a focus on the most impactful areas", "position": 1, "objective": "Focusing on key financial metrics", "confidence": 0.6, "extraction": { "at": "2026-07-16 23:14:29.306474+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 9, "type": "analysis", "function": "analyze_data", "rawType": "kpi_overview", "block": null, "metadata": { "slideType": "kpi_overview", "slideTypeCanon": { "name": "KPI overview (contrarian)", "slug": "kpi_overview", "status": "active", "canonId": "019de52d-11d5-7328-b1d1-5368a03e7796", "version": 1, "description": null }, "function": "analyze_data", "functionCanon": { "name": "Analyze data", "slug": "analyze_data", "status": "active", "canonId": "019de52d-1590-7413-8c82-cc218cff40b4", "version": 1, "description": null }, "density": "overcrowded", "densityScore": 81, "componentCount": 7, "textChars": 629, "nDataPoints": 15, "notes": null, "elementsJson": null, "confidence": 0.9, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 07:04:41.908+00", "seconds": 6.194, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de517-f2bd-73fa-9523-6d198a319728/9", "deck": "/decks/019de517-f2bd-73fa-9523-6d198a319728", "deckAnchor": "/decks/019de517-f2bd-73fa-9523-6d198a319728#slide-9", "deckJson": "/decks/019de517-f2bd-73fa-9523-6d198a319728.json" }, "components": [ { "bbox": { "h": 0.657, "w": 0.42, "x": 0.54, "y": 0.102 }, "kind": "chart", "text": "Average Revenue Per Paying User4 (ARPPU, $)\n+2% Y/Y\n$12.48\n$12.47\n$12.83\n$12.79\n$12.693\nQ4 2022\nQ1 2023\nQ2 2023\nQ3 2023\nQ4 2023", "attrs": {}, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Vertical bar chart", "slug": "bar-vertical", "status": "active", "canonId": "019de52c-fe9d-70f2-b3b7-a9ae294f5917", "version": 1, "description": null }, "framework": null }, "subkind": "bar-vertical", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:04:41.908+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5fda26d9-4b0a-4e01-8ad9-65adb9e230a3", "parentComponentId": null }, { "bbox": { "h": 0.657, "w": 0.46, "x": 0.076, "y": 0.102 }, "kind": "chart", "text": "Paying Users1,4 (Thousands)\n+8% Y/Y\n-47K Q/Q\n+34K Q/Q\n+40K Q/Q\n+66K2 Q/Q\n1,188\n1,141\n1,175\n1,216\n1,2812\nQ4 2022\nQ1 2023\nQ2 2023\nQ3 2023\nQ4 2023", "attrs": {}, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Vertical bar chart", "slug": "bar-vertical", "status": "active", "canonId": "019de52c-fe9d-70f2-b3b7-a9ae294f5917", "version": 1, "description": null }, "framework": null }, "subkind": "bar-vertical", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:04:41.908+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6b0946e9-ee6a-4bf3-ab89-d8bce5f56a5e", "parentComponentId": null }, { "bbox": { "h": 0.024, "w": 0.12, "x": 0.03, "y": 0.939 }, "kind": "image", "text": "bumble inc.", "attrs": {}, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Logo", "slug": "logo", "status": "active", "canonId": "019de52c-fdaf-743d-94c4-d7c6a0e55302", "version": 1, "description": null }, "framework": null }, "subkind": "logo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:04:41.908+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "59ffa03a-4e4e-4e73-8a11-ccfa63aad208", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.463, "x": 0.03, "y": 0.863 }, "kind": "source-note", "text": "1 The sum of individual metrics may not always equal total amounts indicated due to rounding.\n2 Includes 47,000 4Q23 Fruitz paying users, which are excluded from prior periods.\n3 Includes 47,000 4Q23 Fruitz paying users and revenue generated from Fruitz, which are excluded from prior periods.\n4 Excludes Official.", "attrs": {}, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:04:41.908+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "20f49e54-0a3c-47ea-b9ea-5ca25abf1c81", "parentComponentId": null }, { "bbox": { "h": 0.015, "w": 0.104, "x": 0.84, "y": 0.945 }, "kind": "source-note", "text": "Q4 2023 Earnings", "attrs": {}, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:04:41.908+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5a4ebc7d-c2ad-46e7-9144-d8037b1cd0aa", "parentComponentId": null }, { "bbox": { "h": 0.015, "w": 0.007, "x": 0.956, "y": 0.945 }, "kind": "source-note", "text": "9", "attrs": {}, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:04:41.908+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b10f9901-a39d-4d26-be13-ae9b2aef2276", "parentComponentId": null }, { "bbox": { "h": 0.025, "w": 0.232, "x": 0.384, "y": 0.046 }, "kind": "title", "text": "Badoo App & Other", "attrs": {}, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:04:41.908+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8740aa52-75bc-462e-9c59-8b5352567e92", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 10, "arc": { "name": "The Sparkline", "slug": "sparkline", "status": "active", "bestFor": "Keynotes, TED-style talks", "canonId": "019dd956-606e-720c-905a-42607ac0bf50", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "What Is -> What Could Be -> What Is -> What Could Be -> New Bliss", "description": null, "familyLabel": null }, "from": 5, "name": "What Is", "beatId": "0bbbcc78-d691-4811-b21c-af2e9e2836c5", "matchId": "9353f2df-e985-4b8b-88ae-1fec967808ae", "beatType": { "name": "What Is", "slug": "sparkline-what-is-1", "status": "active", "canonId": "019dd9b8-25d5-7468-8649-454886d75343", "version": 1, "description": null }, "evidence": "Slides presenting Q4 2023 and full year 2023 financial highlights and metrics", "position": 0, "isPrimaryArc": true, "parentBeatType": { "name": "Setup", "slug": "setup", "status": "active", "canonId": "019dd9b8-020e-7505-af9b-d9b9a4679bcc", "version": 1, "description": "Where the deck grounds the reader before doing anything else. Almost every arc opens here." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 10, "from": 5, "loop": { "name": "27_cost_of_inaction", "slug": "27-cost-of-inaction", "status": "active", "bestFor": "Urgent budget requests, compliance, risk mitigation", "canonId": "019dd956-70d1-7395-a15b-857ba858b394", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Status Quo -> The Hidden Costs Accumulating -> The Future State of Inaction -> The Tipping Point", "description": "Quantify what happens if the audience does nothing", "familyLabel": null }, "matchId": "2f94492f-3cda-4381-8801-9ebdabfaa335", "evidence": "The presentation of financial metrics and growth implies the cost of not investing or taking action", "position": 0, "objective": "Highlighting financial performance to justify investment", "confidence": 0.6, "extraction": { "at": "2026-07-16 23:14:29.263234+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } }, { "to": 10, "from": 5, "loop": { "name": "50_pareto_focus", "slug": "50-pareto-focus", "status": "active", "bestFor": "Resource allocation, problem prioritization, efficiency improvements", "canonId": "019dd956-7a54-7637-bf68-bb63e3f018c7", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Full Distribution -> The Vital Few (20%) -> The Trivial Many (80%) -> Focus Recommendation", "description": "Show that 80% of results come from 20% of causes to drive prioritization", "familyLabel": null }, "matchId": "0bbf64f3-819d-4ffc-9782-17f6d2de8983", "evidence": "The emphasis on specific financial metrics suggests a focus on the most impactful areas", "position": 1, "objective": "Focusing on key financial metrics", "confidence": 0.6, "extraction": { "at": "2026-07-16 23:14:29.306474+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 10, "type": "setup", "function": "summarize", "rawType": "kpi_overview", "block": null, "metadata": { "slideType": "kpi_overview", "slideTypeCanon": { "name": "KPI overview (contrarian)", "slug": "kpi_overview", "status": "active", "canonId": "019de52d-11d5-7328-b1d1-5368a03e7796", "version": 1, "description": null }, "function": "summarize", "functionCanon": { "name": "Summarize", "slug": "summarize", "status": "active", "canonId": "019de52d-1541-704f-b86f-bf7b75056373", "version": 1, "description": null }, "density": "balanced", "densityScore": 43, "componentCount": 4, "textChars": 297, "nDataPoints": 14, "notes": null, "elementsJson": null, "confidence": 0.9, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 07:04:40.267+00", "seconds": 4.365, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de517-f2bd-73fa-9523-6d198a319728/10", "deck": "/decks/019de517-f2bd-73fa-9523-6d198a319728", "deckAnchor": "/decks/019de517-f2bd-73fa-9523-6d198a319728#slide-10", "deckJson": "/decks/019de517-f2bd-73fa-9523-6d198a319728.json" }, "components": [ { "bbox": { "h": 0.73, "w": 0.409, "x": 0.519, "y": 0.106 }, "kind": "chart", "text": "Annual Adjusted EBITDA ($M) and Adjusted EBITDA Margin, +21% Y/Y, FY 2022: 227 (25%), FY 2023: 276 (26%)", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Vertical bar chart", "slug": "bar-vertical", "status": "active", "canonId": "019de52c-fe9d-70f2-b3b7-a9ae294f5917", "version": 1, "description": null }, "framework": null }, "subkind": "bar-vertical", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:04:40.267+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4ae92d52-e2b3-4b1e-b395-8f8f32a0bbcf", "parentComponentId": null }, { "bbox": { "h": 0.73, "w": 0.44, "x": 0.07, "y": 0.106 }, "kind": "chart", "text": "Quarterly Adjusted EBITDA ($M) and Adjusted EBITDA Margin, +22% Y/Y, Q4 2022: 60 (25%), Q1 2023: 59 (24%), Q2 2023: 67 (26%), Q3 2023: 75 (27%), Q4 2023: 74 (27%)", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Vertical bar chart", "slug": "bar-vertical", "status": "active", "canonId": "019de52c-fe9d-70f2-b3b7-a9ae294f5917", "version": 1, "description": null }, "framework": null }, "subkind": "bar-vertical", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:04:40.267+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e799bd3d-514c-4825-8c22-e7c38d8e1f67", "parentComponentId": null }, { "bbox": { "h": 0.01, "w": 0.09, "x": 0.84, "y": 0.94 }, "kind": "source-note", "text": "Q4 2023 Earnings", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:04:40.267+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "09910319-51d5-4451-8752-b918a899cc07", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.206, "x": 0.397, "y": 0.04 }, "kind": "title", "text": "Adjusted EBITDA", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:04:40.267+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "bc0578c2-b9e2-4a9b-8e34-b99f1c1eb6d9", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 10, "arc": { "name": "The Sparkline", "slug": "sparkline", "status": "active", "bestFor": "Keynotes, TED-style talks", "canonId": "019dd956-606e-720c-905a-42607ac0bf50", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "What Is -> What Could Be -> What Is -> What Could Be -> New Bliss", "description": null, "familyLabel": null }, "from": 5, "name": "What Is", "beatId": "0bbbcc78-d691-4811-b21c-af2e9e2836c5", "matchId": "9353f2df-e985-4b8b-88ae-1fec967808ae", "beatType": { "name": "What Is", "slug": "sparkline-what-is-1", "status": "active", "canonId": "019dd9b8-25d5-7468-8649-454886d75343", "version": 1, "description": null }, "evidence": "Slides presenting Q4 2023 and full year 2023 financial highlights and metrics", "position": 0, "isPrimaryArc": true, "parentBeatType": { "name": "Setup", "slug": "setup", "status": "active", "canonId": "019dd9b8-020e-7505-af9b-d9b9a4679bcc", "version": 1, "description": "Where the deck grounds the reader before doing anything else. Almost every arc opens here." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 10, "from": 5, "loop": { "name": "27_cost_of_inaction", "slug": "27-cost-of-inaction", "status": "active", "bestFor": "Urgent budget requests, compliance, risk mitigation", "canonId": "019dd956-70d1-7395-a15b-857ba858b394", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Status Quo -> The Hidden Costs Accumulating -> The Future State of Inaction -> The Tipping Point", "description": "Quantify what happens if the audience does nothing", "familyLabel": null }, "matchId": "2f94492f-3cda-4381-8801-9ebdabfaa335", "evidence": "The presentation of financial metrics and growth implies the cost of not investing or taking action", "position": 0, "objective": "Highlighting financial performance to justify investment", "confidence": 0.6, "extraction": { "at": "2026-07-16 23:14:29.263234+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } }, { "to": 10, "from": 5, "loop": { "name": "50_pareto_focus", "slug": "50-pareto-focus", "status": "active", "bestFor": "Resource allocation, problem prioritization, efficiency improvements", "canonId": "019dd956-7a54-7637-bf68-bb63e3f018c7", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Full Distribution -> The Vital Few (20%) -> The Trivial Many (80%) -> Focus Recommendation", "description": "Show that 80% of results come from 20% of causes to drive prioritization", "familyLabel": null }, "matchId": "0bbf64f3-819d-4ffc-9782-17f6d2de8983", "evidence": "The emphasis on specific financial metrics suggests a focus on the most impactful areas", "position": 1, "objective": "Focusing on key financial metrics", "confidence": 0.6, "extraction": { "at": "2026-07-16 23:14:29.306474+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 11, "type": "setup", "function": "quantify_opportunity", "rawType": "kpi_overview", "block": null, "metadata": { "slideType": "kpi_overview", "slideTypeCanon": { "name": "KPI overview (contrarian)", "slug": "kpi_overview", "status": "active", "canonId": "019de52d-11d5-7328-b1d1-5368a03e7796", "version": 1, "description": null }, "function": "quantify_opportunity", "functionCanon": { "name": "Quantify opportunity", "slug": "quantify_opportunity", "status": "active", "canonId": "019de52d-17e4-726f-aa15-83350acef1dd", "version": 1, "description": null }, "density": "dense", "densityScore": 74, "componentCount": 7, "textChars": 436, "nDataPoints": 10, "notes": null, "elementsJson": null, "confidence": 0.9, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 07:04:41.925+00", "seconds": 5.735, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de517-f2bd-73fa-9523-6d198a319728/11", "deck": "/decks/019de517-f2bd-73fa-9523-6d198a319728", "deckAnchor": "/decks/019de517-f2bd-73fa-9523-6d198a319728#slide-11", "deckJson": "/decks/019de517-f2bd-73fa-9523-6d198a319728.json" }, "components": [ { "bbox": { "h": 0.02, "w": 0.102, "x": 0.035, "y": 0.94 }, "kind": "image", "text": "bumble inc.", "attrs": {}, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Logo", "slug": "logo", "status": "active", "canonId": "019de52c-fdaf-743d-94c4-d7c6a0e55302", "version": 1, "description": null }, "framework": null }, "subkind": "logo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:04:41.925+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "cd6b93d0-cd59-4fe0-8aab-5e46a40d2fe2", "parentComponentId": null }, { "bbox": { "h": 0.69, "w": 0.249, "x": 0.22, "y": 0.138 }, "kind": "list", "text": "Q1 2024\nTotal Revenue\n$262-$268 Million\nBumble App Revenue\n$211-$215 Million\nAdjusted EBITDA\n$67-$70 Million", "attrs": {}, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:04:41.925+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "11418672-929e-40be-b0f0-c77acc322312", "parentComponentId": null }, { "bbox": { "h": 0.69, "w": 0.249, "x": 0.693, "y": 0.138 }, "kind": "list", "text": "FY 2024\nTotal Revenue Growth\n8%-11%\nBumble App Revenue Growth\n9%-11%\nAdjusted EBITDA Margin\nAt least +300 bps", "attrs": {}, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:04:41.925+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "138d5067-b592-4aa6-81cc-ecae0d07be0d", "parentComponentId": null }, { "bbox": { "h": 0.025, "w": 0.52, "x": 0.035, "y": 0.897 }, "kind": "source-note", "text": "1. Actual results may differ materially from Bumble's financial outlook as a result of, among other things, the factors described under \"Forward-Looking Statements\" herein.", "attrs": {}, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:04:41.925+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5dcf7eec-64c4-41c5-8b5a-a3655d49f541", "parentComponentId": null }, { "bbox": { "h": 0.016, "w": 0.102, "x": 0.84, "y": 0.94 }, "kind": "source-note", "text": "Q4 2023 Earnings", "attrs": {}, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:04:41.925+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "94dbf7ff-9642-4098-98a4-bc4edaa60f8f", "parentComponentId": null }, { "bbox": { "h": 0.016, "w": 0.015, "x": 0.953, "y": 0.94 }, "kind": "source-note", "text": "11", "attrs": {}, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:04:41.925+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "98645903-0fa7-41cb-b699-be8079e05daa", "parentComponentId": null }, { "bbox": { "h": 0.025, "w": 0.216, "x": 0.392, "y": 0.04 }, "kind": "title", "text": "Financial Outlook¹", "attrs": {}, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:04:41.925+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "cf6fec08-bb68-4609-9a8d-e08cc230fd79", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 12, "arc": { "name": "The Sparkline", "slug": "sparkline", "status": "active", "bestFor": "Keynotes, TED-style talks", "canonId": "019dd956-606e-720c-905a-42607ac0bf50", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "What Is -> What Could Be -> What Is -> What Could Be -> New Bliss", "description": null, "familyLabel": null }, "from": 11, "name": "What Is", "beatId": "1552d74a-3ebf-4083-b312-bde170b628af", "matchId": "9353f2df-e985-4b8b-88ae-1fec967808ae", "beatType": { "name": "What Is", "slug": "sparkline-what-is-3", "status": "active", "canonId": "019dd9b8-2701-72ba-a477-4121f4fb5d33", "version": 1, "description": null }, "evidence": "Slides showing financial outlook and reconciliation of net earnings to adjusted EBITDA", "position": 1, "isPrimaryArc": true, "parentBeatType": { "name": "Complication", "slug": "complication", "status": "active", "canonId": "019dd9b8-0275-7709-b2d6-4f77c3fc7579", "version": 1, "description": "The point in the narrative where the audience should feel discomfort. Required for argumentative arcs." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 12, "type": "setup", "function": "decompose_segments", "rawType": "revenue_buildup", "block": null, "metadata": { "slideType": "revenue_buildup", "slideTypeCanon": { "name": "Revenue buildup", "slug": "revenue_buildup", "status": "active", "canonId": "019de52d-0acd-70b8-a81d-62d89840409b", "version": 1, "description": null }, "function": "decompose_segments", "functionCanon": { "name": "Decompose segments", "slug": "decompose_segments", "status": "active", "canonId": "019de52d-14f1-74f8-be75-beb0be1135ec", "version": 1, "description": null }, "density": "overcrowded", "densityScore": 76, "componentCount": 5, "textChars": 2125, "nDataPoints": 105, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 07:04:42.222+00", "seconds": 5.984, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de517-f2bd-73fa-9523-6d198a319728/12", "deck": "/decks/019de517-f2bd-73fa-9523-6d198a319728", "deckAnchor": "/decks/019de517-f2bd-73fa-9523-6d198a319728#slide-12", "deckJson": "/decks/019de517-f2bd-73fa-9523-6d198a319728.json" }, "components": [ { "bbox": { "h": 0.025, "w": 0.106, "x": 0.034, "y": 0.946 }, "kind": "image", "text": "bumble inc.", "attrs": {}, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Logo", "slug": "logo", "status": "active", "canonId": "019de52c-fdaf-743d-94c4-d7c6a0e55302", "version": 1, "description": null }, "framework": null }, "subkind": "logo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:04:42.222+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "76e53f98-8f58-4309-afb4-98f142ba4367", "parentComponentId": null }, { "bbox": { "h": 0.017, "w": 0.106, "x": 0.837, "y": 0.95 }, "kind": "legend", "text": "Q4 2023 Earnings", "attrs": {}, "canon": { "kind": { "name": "Legend", "slug": "legend", "status": "active", "canonId": "31361933-3d22-4c70-bbad-0801e9fffc0c", "version": 1, "description": "Color/symbol decoder placed adjacent to a chart or diagram." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:04:42.222+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5eb2cbf5-b046-46ba-8f66-e16e3a986cee", "parentComponentId": null }, { "bbox": { "h": 0.14, "w": 0.946, "x": 0.028, "y": 0.799 }, "kind": "source-note", "text": "1. Represents employer portion of Social Security and Medicare payroll taxes domestically, National Insurance contributions in the United Kingdom and comparable costs internationally related to the settlement of equity awards.\n2. Represents certain litigation costs and insurance proceeds associated with pending litigations or settlements of litigation. Includes amounts accrued with respect to the litigation related to the Biometric Information Privacy Act, the mass arbitrations and the Company's class action lawsuit related to the secondary public stock offering, representing management's then-current estimated probable loss for this matter.\n3. Represents foreign exchange (gain) loss due to foreign currency transactions.\n4. Represents fair value (gain) loss on interest rate swaps.\n5. Represents transaction costs related to acquisitions, secondary offerings, and share repurchases such as legal, accounting, advisory fees and other related costs. Amount in 2022 also includes employee-related restructuring costs directly associated with our decision to discontinue our operations in Russia including severance benefits, relocation costs and advisory fees.\n6. Represents recognized adjustments to the tax receivable agreement liability.\n7. Represents impairment loss incurred on the Badoo brand in Q4 2022.\n8. The sum of individual metrics may not always equal total amounts indicated due to rounding.", "attrs": {}, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:04:42.222+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a9efad68-7f7d-4996-acb4-5ffaa1feabae", "parentComponentId": null }, { "bbox": { "h": 0.701, "w": 0.946, "x": 0.028, "y": 0.076 }, "kind": "table", "text": "In Millions, Except Percentages\nNet earnings (loss)\nAdd back:\nIncome tax (benefit) provision\nInterest (income) expense, net\nDepreciation and amortization expense\nStock-based compensation expense\nEmployer costs related to stock-based compensation¹\nLitigation costs, net of insurance reimbursements²\nForeign exchange (gain) loss³\nChanges in fair value of interest rate swaps⁴\nTransaction and other costs⁵\nChanges in fair value of contingent earn-out liability\nChanges in fair value of investments in equity securities\nTax receivable agreement liability remeasurement expense⁶\nImpairment loss⁷\nAdjusted EBITDA⁸\nAdjusted EBITDA margin", "attrs": {}, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Data table", "slug": "data", "status": "active", "canonId": "019de52d-02d5-75b8-8abf-88e92bf63569", "version": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:04:42.222+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9cf7856f-40c1-461b-8c51-2d3119deca44", "parentComponentId": null }, { "bbox": { "h": 0.025, "w": 0.648, "x": 0.176, "y": 0.03 }, "kind": "title", "text": "Reconciliation of Net Earnings (Loss) to Adjusted EBITDA", "attrs": {}, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:04:42.222+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "df23ab11-2601-4aa4-a2fb-fa3fe6898a17", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 12, "arc": { "name": "The Sparkline", "slug": "sparkline", "status": "active", "bestFor": "Keynotes, TED-style talks", "canonId": "019dd956-606e-720c-905a-42607ac0bf50", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "What Is -> What Could Be -> What Is -> What Could Be -> New Bliss", "description": null, "familyLabel": null }, "from": 11, "name": "What Is", "beatId": "1552d74a-3ebf-4083-b312-bde170b628af", "matchId": "9353f2df-e985-4b8b-88ae-1fec967808ae", "beatType": { "name": "What Is", "slug": "sparkline-what-is-3", "status": "active", "canonId": "019dd9b8-2701-72ba-a477-4121f4fb5d33", "version": 1, "description": null }, "evidence": "Slides showing financial outlook and reconciliation of net earnings to adjusted EBITDA", "position": 1, "isPrimaryArc": true, "parentBeatType": { "name": "Complication", "slug": "complication", "status": "active", "canonId": "019dd9b8-0275-7709-b2d6-4f77c3fc7579", "version": 1, "description": "The point in the narrative where the audience should feel discomfort. Required for argumentative arcs." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 13, "type": "setup", "function": "front_matter", "rawType": "cover", "block": null, "metadata": { "slideType": "cover", "slideTypeCanon": { "name": "Cover", "slug": "cover", "status": "active", "canonId": "019de52d-05f2-729d-9f93-e0504f0a2410", "version": 1, "description": null }, "function": "front_matter", "functionCanon": { "name": "Front matter", "slug": "front_matter", "status": "active", "canonId": "019de52d-133d-73f0-9e26-201eda96b098", "version": 1, "description": null }, "density": "sparse", "densityScore": 1, "componentCount": 1, "textChars": 11, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 07:04:38.104+00", "seconds": 1.835, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de517-f2bd-73fa-9523-6d198a319728/13", "deck": "/decks/019de517-f2bd-73fa-9523-6d198a319728", "deckAnchor": "/decks/019de517-f2bd-73fa-9523-6d198a319728#slide-13", "deckJson": "/decks/019de517-f2bd-73fa-9523-6d198a319728.json" }, "components": [ { "bbox": { "h": 0.082, "w": 0.408, "x": 0.296, "y": 0.459 }, "kind": "title", "text": "bumble inc.", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:04:38.104+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c2f3df46-df1b-428c-9a42-2f9aeb5a8ecf", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true } ], "arcBeats": [ { "from": 5, "to": 10, "label": "What Is", "description": "Slides presenting Q4 2023 and full year 2023 financial highlights and metrics" }, { "from": 11, "to": 12, "label": "What Is", "description": "Slides showing financial outlook and reconciliation of net earnings to adjusted EBITDA" } ], "loops": [ { "from": 5, "to": 10, "label": "Cost Of Inaction", "description": "Highlighting financial performance to justify investment" }, { "from": 5, "to": 10, "label": "Pareto Focus", "description": "Focusing on key financial metrics" } ] }