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Rumble Inc. Earnings Call Highlights Growth and Strategy

Rumble Inc. Earnings Call Highlights Growth and Strategy

Rumble Inc ((RUM)) has held its Q2 earnings call. Read on for the main highlights of the call.

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Rumble Inc.’s recent earnings call showcased a generally positive sentiment, underscored by robust revenue growth, strategic partnerships, and strong user engagement. However, the optimism was somewhat tempered by ongoing financial losses and high service costs.

Revenue Growth

Rumble reported a significant revenue increase, reaching $25.1 million for Q2 2025. This marks a 12% year-over-year growth and a sequential rise from the previous quarter, highlighting the company’s upward trajectory in financial performance.

Increase in ARPU

The Average Revenue Per User (ARPU) saw a notable increase to $0.42, up 24% sequentially. This improvement indicates the effectiveness of Rumble’s monetization strategies, contributing positively to the company’s overall revenue.

Strong User Engagement

Rumble maintained a stable user base with 51 million Monthly Active Users (MAUs) for the eighth consecutive quarter. This achievement is particularly impressive given the absence of major content creators like Dan Bongino, showcasing the platform’s resilience and user loyalty.

Strategic Partnerships

The company announced new strategic partnerships, including an alliance with Cumulus Media and a broad agreement with a leading AI player. These partnerships are expected to enhance Rumble’s growth potential and market position.

Rumble Wallet Launch

Rumble revealed plans to launch the Rumble Wallet in Q3, which will enable cryptocurrency tipping for creators. This initiative is anticipated to drive further platform growth and user engagement.

Adjusted EBITDA Loss

Despite financial improvements, Rumble reported an adjusted EBITDA loss of $20.5 million. This represents an $8.2 million improvement from the previous year, indicating progress in managing financial challenges.

High Cost of Services

The cost of services was reported at $26.5 million, reflecting a 26% year-over-year improvement. This reduction is primarily attributed to the expiration of costly programming and content agreements.

Forward-Looking Guidance

Rumble’s forward-looking guidance highlights several strategic initiatives aimed at future growth. The company ended the quarter with $306.4 million in total liquidity, including substantial cash and Bitcoin holdings. Key strategic moves include the potential acquisition of AI company Northern Data and the launch of the Rumble Wallet in partnership with Tether. Additionally, partnerships with Cumulus Media and agreements with a leading AI company and MoonPay are expected to bolster Rumble’s market position.

In summary, Rumble Inc.’s earnings call reflected a positive outlook with strong revenue growth and strategic initiatives paving the way for future expansion. While financial losses and high service costs remain challenges, the company’s strategic partnerships and innovative offerings like the Rumble Wallet are poised to drive continued success.

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