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Bumble10-Q: Cloud investment

Bumble commits to $68.4M in multi-year cloud service agreements.

What happened

The company has a $56M five-year cloud commitment starting Dec 2025 and a separate $12.4M three-year deal starting Oct 2024.

Source

SEC EDGARAug 6, 2026

Quarterly report (Form 10-Q)

Bumble 10-Q

Filing excerpt

On December 12, 2025, we amended an agreement with one of our third-party service providers related to cloud services. Under the amended terms, we are committed to pay minimum amounts to the third-party over five consecutive years beginning in December 2025 for a total amount of $56.0 million.

sec.gov/Archives/edgar/data/1830043/000183004326000104/bmbl-20260630.htmRead the full source

Other signals in this filing (7)

Extracted by Autobound

From the Signal API record
Signal
10-Q: Cloud investment

What this signalsFilings often name leadership changes, deals and spending plans.

Fiscal year end
06/30
Filed
Aug 6, 2026

More 10-Q signals at other companies

The full record

From the Signal API record

Numbers

Dollar figure
$68.4M (Total minimum commitment for two separate multi-year cloud service agreements ($56M + $12.4M).)

Details

CIK
1830043
Accession number
0001830043-26-000104
Timeframe
Current year
Filing year
2026
Fiscal year
0
Why it matters
Target for cloud vendors
Signal category
Technology

Topics and mentions

Technologies

  • cloud
  • cloud services

Extraction

Confidence
High
Relevance
90%
Sentiment
Positive
Detected
Aug 11, 2026
signal_type
sec-10q
signal_subtype
cloudInvestment

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The API returns more than this page shows

This page shows a preview. The full sec-10q record in the Signal API and MCP can also have these 8 fields. Some fields are empty for some signals.

Company

  • linkedin_urlValue in the API
  • industriesValue in the API
  • employee_count_lowValue in the API
  • employee_count_highValue in the API
  • revenueValue in the API
  • descriptionValue in the API

Signal

  • signal_nameValue in the API
  • associationValue in the API
Show the full JSONThe record on this page and the API request

GET /v1/signals/a7cd58e1-cf3d-4c86-8b06-b5ad6d782454 returns this record as JSON. POST /v1/companies/enrich returns every signal for bumble.com.

{
  "signal_id": "a7cd58e1-cf3d-4c86-8b06-b5ad6d782454",
  "signal_type": "sec-10q",
  "signal_subtype": "cloudInvestment",
  "detected_at": "2026-08-11T08:09:18.436+00:00",
  "company": {
    "name": "Bumble",
    "domain": "bumble.com"
  },
  "data": {
    "detail": "The company has a $56M five-year cloud commitment starting Dec 2025 and a separate $12.4M three-year deal starting Oct 2024. This significant, long-term infrastructure spend indicates a deep reliance on cloud services and creates potential opportunities for optimization, monitoring, or security solutions.",
    "metrics": {
      "timeframe": "current_year",
      "dollar_context": "Total minimum commitment for two separate multi-year cloud service agreements ($56M + $12.4M).",
      "dollar_millions": 68.4
    },
    "summary": "Bumble commits to $68.4M in multi-year cloud service agreements.",
    "excerpts": "On December 12, 2025, we amended an agreement with one of our third-party service providers related to cloud services. Under the amended terms, we are committed to pay minimum amounts to the third-party over five consecutive years beginning in December 2025 for a total amount of $56.0 million.",
    "relevance": 0.9,
    "sentiment": "positive",
    "confidence": "high",
    "source_url": "https://www.sec.gov/Archives/edgar/data/1830043/000183004326000104/bmbl-20260630.htm",
    "filing_date": "2026-08-06",
    "filing_year": 2026,
    "fiscal_year": 0,
    "fiscal_year_end": "06/30",
    "sales_relevance": "Target for cloud vendors",
    "signal_category": "technology",
    "technologies_mentioned": [
      "cloud",
      "cloud services"
    ]
  }
}

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