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Bumble同意以约13亿美元被Ithaca Holdings收购Bumble agrees to be bought by Ithaca Holdings for about $1.3bn

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2018年9月,Bumble创始人惠特尼·沃尔夫·赫德在旧金山举行的TechCrunch Disrupt大会上。图片来源:TechCrunch / CC BY 2.0,经由维基共享资源(图片经裁剪)Bumble founder Whitney Wolfe Herd at TechCrunch Disrupt in San Francisco, September 2018. Credit: TechCrunch / CC BY 2.0 via Wikimedia Commons (cropped)

Bumble 已同意以全现金方式被 Ithaca Holdings 收购,该交易将该约会应用的估值定为约 13 亿美元,公司于周二表示。

Bumble has agreed to be acquired by Ithaca Holdings in an all-cash deal valuing the dating app at about $1.3 billion, the companies said on Tuesday.

Ithaca 将为每股 Bumble A 类股票支付 6.05 美元,这一价格比该股票在 10 月 9 日的收盘价高出约 138%。该公司周一曾表示,双方正处于高级别谈判阶段。

Ithaca will pay $6.05 per Bumble Class A share, about 138% more than the stock’s closing price on October 9, before reporting on Monday that the two sides were in advanced talks.

该交易无需股东投票。根据向美国监管机构提交的文件,与 Blackstone 关联的基金以及创始人 Whitney Wolfe Herd 已以书面形式批准了该交易,为其提供了所需的支持。

The deal does not need a shareholder vote. Funds linked to Blackstone and founder Whitney Wolfe Herd have already approved it in writing, giving it the backing it needs, according to a filing with US regulators.

独立董事组成的委员会审查了该报价并予以推荐。作为 Bumble 首席执行官的 Wolfe Herd 未参与董事会投票。

A committee of independent board members reviewed the offer and recommended it. Wolfe Herd, who is Bumble’s chief executive, did not take part in the board vote.

交易完成后,Ithaca 的联合首席执行官 Ravi Gupta 和 John Hegeman 也将担任 Bumble 的联合首席执行官。

Once the deal closes, Ithaca’s co-chief executives, Ravi Gupta and John Hegeman, will also serve as co-CEOs of Bumble.

公司表示,Wolfe Herd 将继续密切参与,Bumble 将继续总部设在得克萨斯州奥斯汀。公司未透露预计何时完成交易。

Wolfe Herd will stay closely involved, the companies said, and Bumble will remain based in Austin, Texas. The companies did not say when they expect the deal to close.

“Bumble 的成立基于一个简单的信念:有意义的关系对健康幸福的生活至关重要,” Wolfe Herd 表示。

“Bumble was founded on a simple belief: meaningful relationships are essential to a healthy, happy life,” Wolfe Herd said.

“我对整个 Bumble 团队深表感激,正是他们的奉献精神和对我们使命的信念,才让这家公司发展到了今天。在 Ithaca,我们找到了一位与我们共享愿景、相信我们以女性为先的使命,并致力于投资 Bumble 未来的合作伙伴。我感谢特别委员会的周到工作,并很高兴根据董事会的建议支持此次交易。” Gupta 和 Hegeman 表示,他们“看到了共同将其带入下一个时代的巨大潜力”。

“I am incredibly grateful to the entire Bumble team, whose dedication and belief in our mission have made this company what it is today. In Ithaca, we have found a partner who shares our vision, believes in our women-first mission, and is committed to investing in Bumble’s future. I am grateful to the Special Committee for their thoughtful work and am pleased to support this transaction based on the Board’s recommendation.”Gupta and Hegeman said they “see huge potential to take it into the next era together”.

“Bumble 拥有独特的关键属性组合,包括其值得信赖的品牌和忠诚的社区。随着技术和约会习惯的演变,我们看到巨大的潜力,可以共同将其带入下一个时代,在此基础上继续发展惠特尼和才华横溢的 Bumble 团队所奠定的基础。惠特尼拥有清晰的愿景和坚定的原则,我们很感激她的合作伙伴关系,因为我们将共同推进她的使命。” 该交易在 Bumble 上市五年后结束,当时它在 2021 年纳斯达克上市时的估值为 140 亿美元。

“Bumble has a unique combination of essential attributes, including its trusted brand and loyal community. As technology and dating habits evolve, we see huge potential to take it into the next era together, building on the foundation Whitney and the talented Bumble team have built. Whitney has a clear vision and strong principles, and we’re grateful for her partnership as we carry her mission forward together.”The sale ends five years into Bumble’s stock market listing, when it was valued at $14 billion when it listed on the Nasdaq in 2021.

自那时起,其业务一直在萎缩。2026 年第二季度,收入较上年下降 15.2%,降至 2.11 亿美元,付费用户减少 16.4%,降至约 320 万。

Its business has shrunk since. In the second quarter of 2026, revenue fell 15.2% from the prior year to $211 million, and paying users dropped 16.4% to about 3.2 million.

在沃尔夫·赫德于 2025 年 3 月重新担任首席执行官期间,Bumble 一直在尝试挽回用户。今年,它推出了一款名为 Bee 的 AI 约会助手,并在 8 月开始允许男性发送第一条消息。

Under Wolfe Herd, who returned as CEO in March 2025, Bumble has tried to win users back. This year, it launched an AI dating assistant called Bee, and in August it began allowing men to send the first message.

Bumble 将不会发布第三季度的业绩公告或举行电话会议,并将在 11 月 9 日前提交其季度报告。

Bumble will not publish a results release or hold an earnings call for the third quarter, and it will file its quarterly report by November 9.