RUM

Rumble’s first quarter results drew a negative market reaction, as both revenue and earnings per share fell short of Wall Street expectations. Management attributed the quarter’s performance to higher investment in sales and marketing, particularly as the company ramped up efforts around international expansion and the growth of Rumble Shorts. CEO Chris Pavlovski highlighted that user growth on the video platform was strong, with monthly active users reaching 56 million, driven by marketing campaigns and the traction of Shorts. Pavlovski also noted that while Rumble Shorts is boosting engagement, it is not yet monetized, which weighed on average revenue per user for the period. Is now the time to buy RUM? Find out in our full research report (it’s free). Revenue: $25.46 million vs analyst estimates of $25.98 million (7.4% year-on-year growth, 2% miss) EPS (GAAP): -$0.12 vs analyst expectations of -$0.09 (33.3% miss) Adjusted EBITDA: -$20.97 million (-82.4% margin, 7.6% year-on-year growth) Operating Margin: -119%, up from -146% in the same quarter last year Market Capitalization: $2.51 billion While we enjoy listening to the management's commentary, our favorite part of earnings calls are the analyst questions. Those are unscripted and can often highlight topics that management teams would rather avoid or topics where the answer is complicated. Here is what has caught our attention. Jason Helfstein (Oppenheimer): asked how to interpret the previously released internal financial forecasts for Rumble and Northern Data. CFO Mike Masci clarified, “those forecasts are not guidance,” and that any official projections will be provided after evaluating the combined entity post-acquisition. Helfstein (Oppenheimer): questioned whether Tether’s ad revenue commitment depends on the Northern Data deal closing. CEO Chris Pavlovski explained that “the Tether ad commitment has already begun,” and its rollout is determined by product readiness, not the acquisition timeline. Helfstein (Oppenheimer): probed for details on Northern Data’s GPU infrastructure and future contract potential. Pavlovski confirmed Northern Data operates 22,000 GPUs across nine data centers, with further details to be provided after the deal closes. Thomas Forte (Maxim Group): asked about progress from the new President of Sales for Rumble Advertising and the impact of Rumble Shorts on ad sales. Pavlov...

Video sharing platform Rumble (NASDAQGM:RUM) will be reporting earnings this Thursday afternoon. Here’s what to look for. Rumble met analysts’ revenue expectations last quarter, reporting revenues of $27.07 million, down 10.5% year on year. It was a softer quarter for the company, with a significant miss of analysts’ EPS estimates and revenue in line with analysts’ estimates. Is Rumble a buy or sell going into earnings? Read our full analysis here, it’s free for active Edge members. This quarter, the market is expecting Rumble’s revenue to grow 9.6% year on year, slowing from the 33.7% increase it recorded in the same quarter last year. The majority of analysts covering the company have reconfirmed their estimates over the last 30 days, suggesting they anticipate the business to stay the course heading into earnings. Rumble has missed Wall Street’s revenue estimates multiple times over the last two years. Looking at Rumble’s peers in the digital media & content platforms segment, some have already reported their Q1 results, giving us a hint as to what we can expect. Stride delivered year-on-year revenue growth of 2.7%, meeting analysts’ expectations, and WEBTOON reported a revenue decline of 1.5%, in line with consensus estimates. Stride traded up 2.8% following the results while WEBTOON was down 8.7%. Read our full analysis of Stride’s results here and WEBTOON’s results here. There has been positive sentiment among investors in the digital media & content platforms segment, with share prices up 5.2% on average over the last month. Rumble is up 53.2% during the same time and is heading into earnings with an average analyst price target of $22 (compared to the current share price of $7.93). ALSO WORTH WATCHING: Nvidia’s Quiet Partner. Nvidia’s chips cost a hundred grand. The connectors that make them work cost even more. One company makes them all. Every AI server needs specialized infrastructure the chip companies don’t make. High-speed cables. Power connectors. Thermal sensors. This 90-year-old company built a monopoly on it. The AI boom just started. This stock is still flying under the radar. Claim The Stock Ticker Here for FREE.

This article first appeared on GuruFocus. Revenue: $25.5 million, a 7% increase from $23.7 million in Q1 2025. Cost of Services: $27 million, a 10% decline year-over-year. General and Administrative Expenses: Decreased by 37% to $10.4 million. Research and Development Expenses: Increased by 20% to $5.7 million. Sales and Marketing Expenses: Increased by 134% to $8.5 million. Adjusted EBITDA Loss: $21 million, improved from a loss of $22.7 million in Q1 2025. Net Loss: $30.3 million, compared to a net loss of $2.7 million in Q1 2025. Total Liquidity: $233.4 million, including $219 million in cash and cash equivalents. Bitcoin Holdings: 210.82 Bitcoin valued at $14.4 million as of March 31. Net Cash Used in Operating Activities: $16.6 million for the first quarter. Warning! GuruFocus has detected 5 Warning Signs with RUM. Is RUM fairly valued? Test your thesis with our free DCF calculator. Release Date: May 14, 2026 For the complete transcript of the earnings call, please refer to the full earnings call transcript. Rumble Inc (NASDAQ:RUM) is set to undergo a major transformation with the acquisition of Northern Data, which is expected to significantly boost cloud revenue. The company has secured approximately 81% of Northern Data's outstanding shares and received all required regulatory approvals for the acquisition. Rumble Cloud is gaining traction with high-value, mission-critical workloads, evidenced by partnerships with companies like Anchorage Digital. Rumble Shorts has driven growth in monthly active users, reaching 56 million, and set a new record of roughly 2 million unique video views in a single day. The launch of Rumble Wallet in partnership with Tether is expected to be fueled by a $100 million advertising commitment, potentially attracting new creators to the platform. Despite revenue growth, Rumble Inc (NASDAQ:RUM) reported a net loss of $30.3 million for the first quarter of 2026, compared to a net loss of $2.7 million in the first quarter of 2025. The company's adjusted EBITDA loss for the first quarter was $21 million, indicating ongoing financial challenges. Rumble Shorts, while contributing to user growth, is not yet monetized, negatively impacting average revenue per user (ARPU). Sales and marketing expenses increased significantly by 134% to $8.5 million, reflecting higher marketing and public relations spending. The company faces uncertai...

Our analysts just identified a stock with the potential to be the next Nvidia. Tell us how you invest and we'll show you why it's our #1 pick. Tap here. Management is positioning the company for a major transformation into a Cloud and Agentic AI infrastructure provider, with Cloud expected to become the primary revenue generator post-merger. The acquisition of Northern Data is on track to close in June 2026, with Rumble securing 81% of outstanding shares and all necessary regulatory approvals. Performance in the video segment was driven by international expansion and Rumble Shorts, which reached a record 2 million unique daily views in May. The decline in ARPU is attributed to the rapid growth of Rumble Shorts, which is currently unmonetized and diluting the average revenue per user. Strategic partnerships with Tether and Anchorage Digital validate the Rumble Cloud's product-market fit for high-value, regulated institutional workloads and digital asset infrastructure. Management attributes the year-over-year net loss increase primarily to non-cash items, including changes in the fair value of warrant liabilities and derivatives, rather than operational deterioration. Monetization of Rumble Shorts is scheduled for the second half of 2026, which management expects will provide a meaningful lift to ARPU. The $100 million advertising commitment from Tether is expected to scale materially in the second half of the year, targeting a new cohort of creators. Rumble plans to launch internal 'boosting' capabilities in its Advertising Center this summer to allow creators to advertise directly within the platform ahead of the midterm elections. Management is evaluating several non-dilutive GPU financing offers to support the expansion of its GPU-as-a-Service business pipeline. The company anticipates meaningful advertising revenue growth from programmatic channels and political spending to materialize in late 2026 and into 2027. The company incurred $4.8 million in acquisition-related transaction costs during Q1 associated with the pending Northern Data deal. A $2.4 million higher charge was recorded due to the change in fair value of digital assets, specifically Bitcoin holdings. Sales and marketing expenses increased 134% to $8.5 million, reflecting deliberate investments in brand and sales operations ahead of the midterm election cycle. General and administrative exp...

Interested in Rumble Inc.? Here are five stocks we like better. Rumble said its Northern Data acquisition is on track to close in June, with about 81% of shares secured and all required regulatory approvals received. Management said the deal will accelerate Rumble’s push into cloud infrastructure and AI services. First-quarter revenue rose 7% year over year to $25.5 million, while adjusted EBITDA loss improved slightly to $21 million. However, the net loss widened to $30.3 million, largely بسبب non-cash items and acquisition-related costs tied to Northern Data. Rumble’s video platform reached 56 million monthly active users, helped by marketing, international expansion and Rumble Shorts, which hit a new daily view record. The company said Shorts is not yet monetized, but plans to start monetizing it in the second half of 2026. Rumble’s $767M Acquisition Marks Bold Pivot Into AI Infrastructure Rumble (NASDAQ:RUM) executives said the company is nearing a major expansion into cloud infrastructure and AI services as its pending acquisition of Northern Data moves toward an expected June closing. Founder, Chairman and CEO Chris Pavlovski said on the company’s first-quarter earnings call that Rumble has secured approximately 81% of Northern Data’s outstanding shares and has received all required regulatory approvals for the business combination. He said the transaction remains on track to close this quarter. → Micron Investors Face a High-Stakes Moment After the Latest Rally Rumble Stock Gets Ready to Rumble in its Second Quarter “Cloud will become a pillar alongside video,” Pavlovski said, adding that early indications suggest cloud “should be the largest generator of revenue” for the company following the deal. Pavlovski cited Northern Data’s recently reported first-quarter revenue of roughly EUR 43 million, which he said was driven by higher utilization of its GPU estate, rising from 62% in December 2025 to approximately 85% in March 2026. He also noted Northern Data reaffirmed its full-year 2026 revenue outlook of EUR 130 million to EUR 150 million. → How Bad Could Tesla’s Cybertruck Recall Be for Shares? Is Rumble Revving Up for Growth or Just Sputtering? Rumble executives positioned the Northern Data acquisition as central to the company’s shift toward cloud and AI infrastructure. Pavlovski said Rumble is in negotiations with multiple customers for GPU-as-a-s...

Over the last 7 days, the United States market has risen by 1.5%, contributing to a remarkable 26% climb over the past year, with earnings forecasted to grow by 17% annually. In this flourishing environment, growth companies with high insider ownership can be particularly appealing as they often indicate strong confidence from those closest to the business and potential for substantial earnings expansion. Click here to see the full list of 185 stocks from our Fast Growing US Companies With High Insider Ownership screener. Let's explore several standout options from the results in the screener. Simply Wall St Growth Rating: ★★★★★☆ Overview: Immix Biopharma, Inc. is a clinical-stage biopharmaceutical company focused on developing chimeric antigen receptor cell therapy for light chain amyloidosis and immune-mediated diseases, with a market cap of $525.88 million. Operations: Revenue Segments (in millions of $): null Insider Ownership: 12.8% Earnings Growth Forecast: 63.4% p.a. Immix Biopharma is a growth-focused company with high insider ownership, currently navigating financial challenges with a reported net loss of US$10.09 million for Q1 2026. Despite this, its revenue is forecasted to grow significantly faster than the US market at 56.6% annually, driven by promising developments like NXC-201 for AL Amyloidosis. The company anticipates profitability within three years, although it has experienced substantial shareholder dilution and share price volatility recently. Get an in-depth perspective on Immix Biopharma's performance by reading our analyst estimates report here. Our valuation report here indicates Immix Biopharma may be overvalued. Simply Wall St Growth Rating: ★★★★★☆ Overview: Rumble Inc. operates a video sharing and cloud services platform across the United States, Canada, and internationally, with a market cap of approximately $2.77 billion. Operations: The company's revenue is generated from its Internet Software & Services segment, amounting to $100.62 million. Insider Ownership: 35.9% Earnings Growth Forecast: 56.8% p.a. Rumble Inc. exhibits high insider ownership and is positioned for substantial growth, with revenue forecasted to expand at 42.5% annually, outpacing the US market. Recent initiatives like the OpenClaw Starter package on Rumble Cloud highlight its innovative approach in AI infrastructure. Despite a history of volatility and fin...

LONGBOAT KEY, Fla., May 04, 2026 (GLOBE NEWSWIRE) -- Rumble Inc. (NASDAQ: RUM) (“Rumble” or the “Company”), the Freedom-First technology platform, today announced that it will release financial results for the fiscal quarter ended March 31, 2026 after market close on Thursday, May 14, 2026. The Company will host a conference call on the same day at 5:00 p.m. Eastern Time. Access to the live webcast and replay of the conference call, along with related earnings release materials, will be available here and on Rumble's Investor Relations website at investors.rumble.com. About Rumble Rumble is a Freedom-First technology platform with a mission to protect a free and open internet. The platform spans cloud, AI, and digital media, including its namesake video service, and is built on a foundation of customer independence and free speech. For investor inquiries, please contact: Shannon Devine MZ Group, MZ North America 203-741-8811 [email protected] Source: Rumble Inc.

Let’s dig into the relative performance of Rumble (NASDAQ:RUM) and its peers as we unravel the now-completed Q4 digital media & content platforms earnings season. AI-driven content creation, personalized media experiences, and digital advertising are evolving, which could benefit companies investing in these themes. For example, companies with a portfolio of licensed visual content or platforms facilitating direct monetization models could see increased demand for years. On the other hand, headwinds include growing regulatory scrutiny on AI-generated content, with many publishers balking at anything that gets no human oversight. Additional areas to navigate include the phasing out of third-party cookies, which could make traditional ways of tracking the online behavior of consumers (a secret sauce in digital marketing) much less effective. The 6 digital media & content platforms stocks we track reported a softer Q4. As a group, revenues beat analysts’ consensus estimates by 1.6% while next quarter’s revenue guidance was in line. Luckily, digital media & content platforms stocks have performed well with share prices up 28.4% on average since the latest earnings results. Founded in 2013 as a champion for content creator rights and free expression, Rumble (NASDAQ:RUM) is a video sharing platform that positions itself as a free speech alternative to mainstream platforms, offering creators more favorable revenue-sharing opportunities. Rumble reported revenues of $27.07 million, down 10.5% year on year. This print was in line with analysts’ expectations, but overall, it was a softer quarter for the company with a significant miss of analysts’ EPS estimates and revenue in line with analysts’ estimates. Rumble's Chairman and CEO, Chris Pavlovski, commented, "Rumble has reached an inflection point. The investments we made throughout 2025, in platform stability, creator monetization, short-form video, and our sales infrastructure, are beginning to bear fruit. Rumble Shorts alone surpassed one million daily unique video views just weeks after launch, and Rumble Wallet gives creators a first-of-its-kind way to earn through Bitcoin, USA ₮, USD ₮, and Tether Gold. Our advertising business is anchored by a $100 million Tether commitment, and our pending acquisition of Northern Data will open an entirely new frontier in Cloud and GPU infrastructure. We are competing, winnin...

Rumble’s fourth quarter saw revenue and user growth driven by new product launches and renewed engagement, but the market responded negatively due to a wider-than-expected loss. Management attributed the year-over-year sales decline to lower advertising, tipping, and hosting fees, partially offset by gains in subscriptions and licensing. CEO Chris Pavlovski emphasized the platform’s progress in “building and expanding the Rumble product,” including the introduction of features such as Rumble Shorts and the Rumble Wallet. The addition of high-profile creators and growth in international users also contributed to increased monthly active users and average revenue per user. Is now the time to buy RUM? Find out in our full research report (it’s free). Revenue: $27.07 million vs analyst estimates of $27.09 million (10.5% year-on-year decline, in line) EPS (GAAP): -$0.13 vs analyst expectations of -$0.10 (36.8% miss) Adjusted EBITDA: -$16.03 million (-59.2% margin, 19.8% year-on-year decline) Operating Margin: -89.4%, down from -80.1% in the same quarter last year Market Capitalization: $1.89 billion While we enjoy listening to the management's commentary, our favorite part of earnings calls are the analyst questions. Those are unscripted and can often highlight topics that management teams would rather avoid or topics where the answer is complicated. Here is what has caught our attention. Thomas Forte (Maxim Group) asked how President of Sales Greg Sherrill will change Rumble’s advertising strategy. CEO Chris Pavlovski explained the company is now taking a proactive approach, targeting large agencies and new brand dollars. Thomas Forte (Maxim Group) questioned how Rumble Shorts could impact advertising revenue. Pavlovski clarified that advertising will be withheld from Shorts until later in the year to prioritize user growth before monetization. Jason Helfstein (Oppenheimer) asked about international user growth’s impact on ARPU. Pavlovski said international ARPU is low, but the company is experimenting with language/localization to see which markets can be monetized. Rohit Kulkarni (ROTH Capital Markets) pressed for details on the timeline and returns for the Northern Data acquisition. Pavlovski said closing is on track for Q2, and the company will secure customer contracts before scaling hardware investment. Jason Helfstein (Oppenheimer) inquired how Rumble wil...

Rumble Inc. (NASDAQ:RUM) is one of the best new penny stocks to buy. On March 5, Rumble reported its Q4 and full-year 2025 results, highlighting a transition toward aggressive growth in 2026. The CEO noted the completion of key video product initiatives, including platform resiliency improvements and the launch of the Rumble Wallet with Tether, which enables tipping in Bitcoin and USD Tether. The introduction of Rumble Shorts has seen significant early success, reaching 1 million unique daily views shortly after launch. Additionally, user engagement is rising, with Q4 MAUs increasing 11% sequentially to 52 million, driven largely by international expansion. The company is professionalizing its sales and advertising operations under the leadership of Greg Sherrill. After facing previous headwinds, Rumble secured partnerships with major brands such as Netflix, Amazon Prime, and Paramount. A significant $100 million, two-year advertising deal with Tether is expected to ramp up in mid-2026, serving as an anchor to attract further high-profile influencers and podcasters. Management expects these structural changes and the upcoming midterm election cycle to drive material revenue returns in the latter half of 2026 and into 2027. Rumble Inc. (NASDAQ:RUM) also achieved a milestone of $100.6 million in revenue for the full year 2025, which is a 5% increase over 2024. In the cloud sector, Rumble expects to close its acquisition of Northern Data in Q2 2026, targeting the high demand for GPU-as-a-Service. Rumble Inc. (NASDAQ:RUM) operates video-sharing platforms and cloud services in the US, Canada, and internationally. The company operates rumble.com and locals.com, and also offers Rumble Cloud. While we acknowledge the potential of RUM as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you’re looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 40 Most Popular Stocks Among Hedge Funds Heading Into 2026 and Goldman Sachs Value Stocks: 10 Stocks to Buy. Disclosure: None. Follow Insider Monkey on Google News.

This article first appeared on GuruFocus. Full Year Revenue: $100.6 million, a 5% increase from $95.5 million in 2024. Q4 Revenue: $27.1 million, a 9% sequential increase from Q3 2025, but a year-over-year decrease of $3.2 million. ARPU: $0.46 for Q4, up 2% sequentially from Q3 2025. Average Global MAUs: 52 million for Q4, an 11% sequential increase from Q3. Cost of Services: Decreased 26% year-over-year to $25.6 million in Q4. Adjusted EBITDA Loss: $16 million for Q4, compared to a loss of $13.4 million in Q4 2024. Net Loss: $32.7 million for Q4, compared to a net loss of $236.8 million in Q4 2024. Total Liquidity: $256.4 million, including $237.9 million in cash and cash equivalents and $18.5 million in Bitcoin holdings. Net Cash Used in Operating Activities: $70.4 million for the full year, an improvement from $87 million in 2024. Warning! GuruFocus has detected 5 Warning Signs with RUM. Is RUM fairly valued? Test your thesis with our free DCF calculator. Release Date: March 05, 2026 For the complete transcript of the earnings call, please refer to the full earnings call transcript. Rumble Inc (NASDAQ:RUM) successfully launched Rumble Wallet with Tether, allowing tipping in Bitcoin, USD Tether, and Tether Gold, which reduces friction and fees for creators. The introduction of Rumble Shorts has been a success, achieving over 1 million unique video views in a single day shortly after launch. Rumble Inc (NASDAQ:RUM) has secured several high-profile brand partnerships, including Netflix, Amazon Prime, and Fox Nation, indicating a positive shift in brand sales post-2024 election. The acquisition of Northern Data is on track to close in Q2 2026, which is expected to be transformative for Rumble Inc (NASDAQ:RUM)'s revenue profile. Rumble Inc (NASDAQ:RUM) reported a 5% increase in full-year 2025 revenues, reaching the $100 million milestone for the first time. Rumble Inc (NASDAQ:RUM) experienced a year-over-year decrease in Q4 2025 revenues, primarily due to a reduction in advertising, tipping, and platform hosting fees. The adjusted EBITDA loss for Q4 2025 was $16 million, an increase from the $13.4 million loss in Q4 2024. International growth has been strong, but monetization in these markets remains low compared to the US. The company is still in the early stages of ramping up its sales operations, with significant ad sales growth expected only in late 2026 a...