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. delivered a solid Q4 2025 performance with revenues rising to $27.1 million, a 9% sequential lift, and a full‑year revenue of $100.6 million, up 5% YoY. Net loss narrowed sharply to $32.7 million from $236.8 million last year, while adjusted EBITDA loss improved by $17.8 million. The company’s valuation sits at a P/S ratio of 21.54 and an EV/EBITDA of -30.88, reflecting aggressive growth expectations.
Publication Date: Apr -12
Quarterly sales grew 9% to $27.1 million, driven by a 52 million MAU base that expanded 11% YoY. The narrowing net loss—from $236.8 million in Q4 2024 to $32.7 million—signals tightening cost structures. Despite still being below breakeven, the company’s adjusted EBITDA loss of $74.3 million is 17.8 million less than the prior year, underscoring disciplined capital deployment.
Average global MAUs climbed to 52 million, an 11% increase from Q3, reinforcing the platform’s stickiness. Advertising revenue is poised to accelerate as the new ad‑sales team, led by Greg, ramps up in January, with expectations to materialize in late 2026/27. The company’s inventory depth and tech stack position it to convert audience growth into higher ARPU.
Rumble launched Rumble Wallet with Tether, enabling Bitcoin, USD‑Tether, and Tether Gold tipping, and introduced Rumble Shorts, a short‑form video feature. Strategic brand deals with Netflix, Paramount, Amazon Prime, and Fox Nation expand content distribution, while the upcoming Northern Data acquisition will broaden cloud capabilities, feeding into the AI and GPU demand.
Total liquidity stands at $256.4 million, comprising $237.9 million in cash and $18.5 million in Bitcoin holdings. CEO Chris Pavlovski remarked, “We are poised for aggressive growth…hit the gas again and start investing more.” The firm plans to revisit prior commitments, increase content spend, and leverage the $150 million Tether data‑center commitment as a customer‑like revenue driver.
Demand for GPUs is surging, and Rumble intends to secure GPU contracts before the Northern Data deal closes in Q2 2026. The company will invest capital to acquire GPUs, ensuring favorable returns and positioning itself as a key cloud services partner for high‑performance workloads.
Rumble sees long‑term upside in the sports segment, targeting NFL teams that are beginning to adopt cloud‑based video and data analytics. This nascent market offers significant upside, with the company’s cloud expertise expected to capture a growing share of sports analytics and content delivery.
RUMBLE INC (RUM) Surges 11.4%: Is This an Indication of Further Gains?
12:16
Rumble Announces Receipt of all Regulatory Approvals for Business Combination with Northern Data
May -05
Rumble Announces Receipt of all Regulatory Approvals for Business Combination with Northern Data
May -05
Rumble Announces Timing of First Quarter 2026 Earnings Release and Conference Call
May -04
Rumble Announces Timing of First Quarter 2026 Earnings Release and Conference Call
May -04
Apex Critical Metals Announces Extension of Marketing Agreement with Rumble Strip Media Inc.
May -01
Rumble Cloud Deploys First OpenClaw Integration with MoonPay on Neutral Infrastructure
Apr -20
Rumble Cloud Deploys First OpenClaw Integration with MoonPay on Neutral Infrastructure
Apr -20
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: 3.3
Growth: 4.6
Quality: 4.4
Yield: 0.0
Momentum: 9.5
Volatility: 6.0
1-Year Total Return ->
Value: 4.2
Growth: 6.0
Quality: 4.4
Yield: 0.0
Momentum: 9.5
Volatility: 2.0
1-Year Total Return ->
Value: 4.7
Growth: 7.8
Quality: 4.1
Yield: 0.0
Momentum: 1.5
Volatility: 4.7
1-Year Total Return ->
Value: 5.7
Growth: 5.1
Quality: 4.5
Yield: 0.0
Momentum: 2.5
Volatility: 5.0
1-Year Total Return ->
Value: 3.6
Growth: 2.2
Quality: 5.4
Yield: 0.0
Momentum: 2.0
Volatility: 5.3
1-Year Total Return ->
Value: 6.2
Growth: 3.3
Quality: 2.3
Yield: 0.0
Momentum: 2.5
Volatility: 1.7
1-Year Total Return ->