Q4 2025 Rumble Inc Earnings Call Transcript
Key Points
- Rumble Inc (RUM) successfully launched Rumble Wallet with Tether, allowing tipping in Bitcoin, USD Tether, and Tether Gold, which reduces friction and fees for creators.
- The introduction of Rumble Shorts has been a success, achieving over 1 million unique video views in a single day shortly after launch.
- Rumble Inc (RUM) has secured several high-profile brand partnerships, including Netflix, Amazon Prime, and Fox Nation, indicating a positive shift in brand sales post-2024 election.
- The acquisition of Northern Data is on track to close in Q2 2026, which is expected to be transformative for Rumble Inc (RUM)'s revenue profile.
- Rumble Inc (RUM) reported a 5% increase in full-year 2025 revenues, reaching the $100 million milestone for the first time.
- Rumble Inc (RUM) experienced a year-over-year decrease in Q4 2025 revenues, primarily due to a reduction in advertising, tipping, and platform hosting fees.
- The adjusted EBITDA loss for Q4 2025 was $16 million, an increase from the $13.4 million loss in Q4 2024.
- International growth has been strong, but monetization in these markets remains low compared to the US.
- The company is still in the early stages of ramping up its sales operations, with significant ad sales growth expected only in late 2026 and primarily in 2027.
- Rumble Inc (RUM) is keeping advertising off Rumble Shorts in the short term to focus on growth, delaying potential monetization opportunities.
Good afternoon, ladies and gentlemen, and welcome to the Rumble Incorporated's Q4 2025 earnings call conference call. (Operator Instructions) This call is being recorded on March 5, 2026.
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 fourth-quarter and full-year 2025 results was released today and available on our Investor Relations website.
Before we begin the formal presentation, I would like to 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 in our earnings release and the factors included in our filings with the SEC. Future
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