GICS Sector : Technology
Rumble Inc.operates video sharing platforms.The company operates rumble.com, a platform that enables video creators to host, livestream, manage, distribute, and create OTT feeds, as well as monetize their content.
Rumble Inc. reported solid second-quarter 2025 results, with revenue reaching $25.1 million, representing a 12% year-over-year increase. The company achieved a notable 24% sequential surge in ARPU, reaching $0.42, driven by strong growth in subscription and licensing revenue. While adjusted EBITDA loss narrowed to $20.5 million compared to $28.7 million last year, the company continues to invest heavily in growth initiatives.
Publication Date: Aug -14
Despite losing prominent creator Dan Bongino and a less pronounced political climate compared to the previous year, Rumble demonstrated resilience by maintaining monthly active users (MAUs) at 51 million for the eighth consecutive quarter. This stability underscores the platform's broad appeal and growing user base.
The significant ARPU increase is a testament to Rumble's success in diversifying its revenue streams. Partnerships with companies like Cumulus Media and a leading AI player are fueling this growth and expanding Rumble's ecosystem. The launch of Rumble Wallet in Q3, leveraging MoonPay for crypto on/off ramps, is expected to further enhance monetization opportunities for creators and attract new users.
Rumble CEO Chris Pavlovski highlighted the continued emphasis on advertising as a key growth driver. The company anticipates rising CPMs in the coming quarters, driven by ongoing expansion of its RAC advertising platform through strategic partnerships with SSPs. Furthermore, Rumble's cloud business is gaining traction, attracting interest from governments and large corporations. This burgeoning sector holds significant promise for future growth.
Mary Macleod's Shortbread Named Toronto's Favourite Holiday Cookie in Toronto Star's "Rumble in the Crumble" Vote
Dec -05
The Fight Before Christmas: Netflix Star Chase DeMoor vs. Andrew Tate to be Streamed Exclusively on Rumble Premium
Dec -04
Handelsbanken Fonder AB Takes $171,000 Position in Rumble Inc. $RUM
Dec -01
Schlumberger: Oil Is Cheap Vs. Gold, Top Services Firm Ready To Rumble
Nov -27
Rumble (NASDAQ:RUM) Shares Gap Up on Insider Buying Activity
Nov -25
Rumble: AI Cloud Inflection
Nov -13
Rumble's $767M Acquisition Marks Bold Pivot Into AI Infrastructure
Nov -11
Rumble Q3 Earnings: Stabilising Losses, But Growth Is A Concern
Nov -11
Rumble Inc.'s advertising platform is poised for growth driven by increasing demand for targeted online advertising, expansion of online publishing networks, and rising adoption of digital marketing strategies among brands.
Growing demand for cloud security and IT environment visibility drives adoption of Rumble's Other Services and Cloud offerings, enabling organizations to gain control over their IT environments.
A video hosting and sharing platform that allows users to upload, manage, and distribute video content across multiple platforms
A video editing and production platform that provides a suite of tools for creating, editing, and publishing video content
A video monetization platform that enables content creators to earn revenue from their video content through ads, sponsorships, and merchandise sales
A video analytics platform that provides insights and metrics on video performance, engagement, and audience behavior
A video distribution platform that enables content creators to distribute their video content across multiple platforms and devices
Rumble Inc. faces moderate threat from substitutes, as customers have limited alternatives for its unique product offerings.
Rumble Inc. has a diverse customer base, reducing the bargaining power of individual customers.
Rumble Inc. relies on a few key suppliers for critical components, giving them significant bargaining power.
Rumble Inc. has a strong brand presence and established distribution networks, making it difficult for new entrants to compete.
Rumble Inc. operates in a highly competitive industry, with several established players competing for market share.
| Value | |
|---|---|
| Debt Weight | 1.03% |
| Debt Cost | 3.95% |
| Equity Weight | 98.97% |
| Equity Cost | 8.35% |
| WACC | 8.30% |
| Leverage | 1.04% |
Value: 2.6
Growth: 4.7
Quality: 4.8
Yield: 0.0
Momentum: 9.0
Volatility: 5.3
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Value: 5.9
Growth: 5.1
Quality: 4.3
Yield: 0.0
Momentum: 5.0
Volatility: 5.0
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Value: 5.0
Growth: 7.8
Quality: 4.5
Yield: 0.0
Momentum: 2.0
Volatility: 4.7
1-Year Total Return ->
Value: 5.4
Growth: 2.3
Quality: 3.6
Yield: 0.0
Momentum: 6.0
Volatility: 6.0
1-Year Total Return ->
Value: 2.9
Growth: 6.0
Quality: 2.8
Yield: 0.0
Momentum: 9.0
Volatility: 2.0
1-Year Total Return ->
Value: 6.2
Growth: 3.3
Quality: 2.3
Yield: 0.0
Momentum: 8.5
Volatility: 1.3
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