Rumble (NASDAQ:RUM – Get Free Report) posted its earnings results on Thursday. The company reported ($0.12) earnings per share for the quarter, missing analysts’ consensus estimates of ($0.09) by ($0.03), FiscalAI reports. Rumble had a negative net margin of 81.32% and a negative return on equity of 39.76%. The firm had revenue of $25.46 million during the quarter, compared to the consensus estimate of $25.98 million. During the same period in the prior year, the company posted ($0.01) EPS. The firm’s revenue was up 7.6% compared to the same quarter last year.
Here are the key takeaways from Rumble’s conference call:
- Rumble said the Northern Data acquisition remains on track to close in June/this quarter, with about 81% of shares secured and all required regulatory approvals received. Management expects the deal to transform Rumble into a much larger cloud and AI infrastructure business.
- Management highlighted strong early momentum in cloud, including multiple GPU-as-a-service customer negotiations, non-dilutive GPU financing offers, and a new institutional win with Anchorage Digital. They also said cloud could become the company’s largest revenue driver over time.
- First-quarter revenue rose to $25.5 million, up 7% year over year, and adjusted EBITDA loss improved modestly to $21 million. However, net loss widened sharply to $30.3 million due largely to non-cash fair value changes and acquisition-related costs.
- User growth continued to accelerate, with MAUs reaching 56 million and Rumble Shorts setting new viewership records. Management said Shorts is driving MAU growth and expects to begin monetizing it in the second half of 2026, which should help ARPU.
- The company said Tether’s $100 million advertising commitment has already started to ramp gradually and should scale more meaningfully in the second half of the year. Rumble also expects election-related spending and new ad products, including internal boosting tools, to support monetization later in 2026.
Rumble Price Performance
Shares of RUM stock traded down $0.15 on Thursday, hitting $8.17. 4,785,721 shares of the stock traded hands, compared to its average volume of 3,847,427. The firm has a market cap of $3.56 billion, a price-to-earnings ratio of -25.53 and a beta of 1.02. Rumble has a 52 week low of $4.62 and a 52 week high of $10.99. The firm has a 50 day simple moving average of $5.97 and a two-hundred day simple moving average of $6.18.
Institutional Trading of Rumble
Wall Street Analysts Forecast Growth
Separately, Weiss Ratings raised Rumble from a “sell (e+)” rating to a “sell (d-)” rating in a report on Monday, April 27th. One equities research analyst has rated the stock with a Sell rating, According to data from MarketBeat, the company currently has an average rating of “Sell”.
Key Headlines Impacting Rumble
Here are the key news stories impacting Rumble this week:
- Positive Sentiment: Rumble said first-quarter revenue reached a record $25.5 million, up 7% from a year ago, and management highlighted strong sequential MAU growth driven by Rumble Shorts and international expansion. Rumble Reports First Quarter 2026 Results
- Positive Sentiment: The company said its acquisition of Northern Data remains on track, with all major regulatory milestones achieved and the exchange offer drawing enough tendered shares to bring total secured ownership to about 81.3% of Northern Data. Rumble Announces Initial Results of Exchange Offer for Northern Data
- Positive Sentiment: Recent market commentary said the stock had been rallying on the Northern Data tender offer and Rumble’s broader AI pivot, which could support longer-term growth expectations. Rumble stock extends rally: Northern Data tender offer nears final stage, pushing major AI pivot
- Neutral Sentiment: Rumble continues to position itself as a “free speech” platform, but the latest CEO/media commentary does not appear to be a direct stock-moving catalyst. Rumble CEO tells Tucker Carlson his company is ‘winning’ the free speech game amid social media censorship
- Negative Sentiment: Rumble reported EPS of $(0.12), wider than the $(0.09) loss expected by analysts, underscoring that the company remains unprofitable. Rumble Inc. (RUM) Reports Q1 Loss, Beats Revenue Estimates
- Negative Sentiment: Revenue of $25.46 million missed consensus estimates of $25.98 million, and another report noted the stock dropped after the company missed Q1 revenue expectations. Rumble (NASDAQ:RUM) misses Q1 CY2026 revenue estimates, stock drops
- Negative Sentiment: Profitability remains weak, with a negative net margin and negative return on equity, which can keep pressure on the shares despite growth in revenue. Rumble stock information
Rumble Company Profile
Rumble Inc operates a video-sharing platform designed to offer creators and audiences an alternative to traditional social media and streaming services. The company’s primary business activities include hosting, distributing and monetizing user–generated and professional video content. Through its platform, Rumble enables content creators to retain a higher share of advertising revenue and maintain greater control over their intellectual property, while offering viewers open access to a wide range of videos spanning news, sports, entertainment and educational programming.
In addition to its core video platform, Rumble provides cloud–based video hosting and delivery services via Rumble Cloud, a content–delivery network (CDN) designed to support high–volume streaming and storage.
See Also
- Five stocks we like better than Rumble
- YETI Rallies After Earnings Beat and Raised Outlook
- How the 3 Leading Quantum Firms Stack Up After Q1 Earnings
- Cisco’s Vertical Rally May Still Be in the Early Innings
- Amazon vs. Alibaba: One Is Clearly The Better Value Play right Now
Receive News & Ratings for Rumble Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Rumble and related companies with MarketBeat.com's FREE daily email newsletter.
