Q3 2025 Rumble Inc Earnings Call Transcript

Nov 12, 2025 / 10:00 PM GMT

Transcript 10-Q8-K

Key Points

Positve

Rumble Inc (RUM) announced three transformational milestones, including an exchange offer for Northern Data, positioning it as an AI infrastructure leader.
Tether's $150 million GPU purchase agreement provides Rumble Inc (RUM) with an immediate anchor customer, enhancing revenue scale.
Tether's $100 million advertising commitment is set to fuel Rumble Inc (RUM)'s video platform business, reshaping creator monetization.
Rumble Inc (RUM) has built a highly engaged community with 47 million monthly active users and a robust advertising ecosystem.
The acquisition of Northern Data adds significant assets, including over 22,000 GPUs and 9 data centers, enabling Rumble Inc (RUM) to scale in the enterprise space.

Negative

The financial impact of the new deals is initially expected to be dilutive, with no specific guidance provided on future accretion.
There was a sequential decline in monthly active users, attributed to seasonal factors and post-election year softness.
Rumble Inc (RUM) faces challenges in attracting brand advertisers, although there is a slow increase in interest.
The company is not providing specific financial guidance, creating uncertainty about the immediate financial impact of recent deals.
The integration of new assets and expansion into AI infrastructure may present operational challenges and require significant resources.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

RUM.OQ - Rumble Inc
Q3 2025 Rumble Inc Earnings Call
Nov 12, 2025 / 10:00PM GMT

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Presentation
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Unidentified_1 [1]
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Good morning ladies and gentlemen, and welcome to the Rumble update call. All participants are in a listen-only mode. A question-and-answer session will follow the formal presentation. If anyone should require operator assistance during the conference, please press the star key, then 0 on your telephone keypad. Please note this event is being recorded. I will now turn the conference over to Shannon Devine Investor relations for Rumble. Please go ahead.

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Unidentified_2 [2]
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Thank you, operator. I'm here today with Chris Palboski, founder, Chairman and CEO of Rumble, and Paolo

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