Q2 2025 Rumble Inc Earnings Call Transcript
Key Points
- Rumble Inc (RUM) reported a 12% year-over-year increase in revenue, reaching $25.1 million, driven by audience monetization and other initiatives.
- The company maintained strong user engagement with 51 million monthly active users (MAUs) for the eighth consecutive quarter.
- Rumble Inc (RUM) is expanding its partnerships, including a strategic agreement with Cumulus Media and a broad-ranging agreement with a leading AI player.
- The launch of Rumble Wallet in Q3 is expected to drive growth by enabling tipping with cryptocurrencies, supported by a partnership with Tether.
- Rumble Inc (RUM) is seeing increased interest in its cloud business, entering RFP processes with governments and large corporate entities, indicating potential for future growth.
- Despite revenue growth, Rumble Inc (RUM) reported an adjusted EBITDA loss of $20.5 million, though this was an improvement from the previous year.
- The company is still in the early stages of its M&A strategy, with the potential acquisition of Northern Data not yet finalized.
- Rumble Inc (RUM) faces challenges in advertising growth, with the need to connect with SSPs and monetize inventory outside its network.
- The departure of Dan Bongino, a major creator, posed a challenge, though the company maintained its MAU numbers.
- Rumble Inc (RUM) is not providing specific guidance on gross profit margins, indicating uncertainty in financial projections.
Good morning, ladies and gentlemen and welcome to Rumble Incorporated second-quarter 2025 earnings call. (Operator Instructions) Please note this event is being recorded.
I would now like to turn the conference over to Shannon Devine, Investor Relations for Rumble. Please go ahead.
Thank you, operator. I'm here today with Chris Pavlovski, Founder, Chairman and CEO of Rumble; and Brandon Alexandroff, CFO. A press release detailing our second quarter 2025 results was released yesterday and available on the Investor Relations section of our website.
Before we begin the formal presentation, I would like remind everyone that statements made on this call may include predictions, estimates or other information that might be considered forward-looking. All forward-looking statements are made only as of the date of this call and should be considered in conjunction with the company's cautionary statements and our earnings release and the factors included in our filings with the SEC. Future company updates
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