NASDAQ$RUM

Rumble Inc · Q1 2024 earnings

Q1 2024 earnings · · Investor relations

Briefing

Rumble's first quarter results for 2024 were reported, featuring the launch of Rumble Cloud and Rumble Studio Livestreaming.

Rumble Inc. reported a 1% increase in revenue to $17.7 million for Q1 2024 compared to $17.6 million in Q1 2023. The company is focusing on the execution of its four core products and anticipates a sequential increase in revenue in Q2 2024.

  • Rumble's portfolio now includes Rumble content video platform, Rumble Advertising Center (RAC), Rumble Studio platform, and Rumble Cloud.
  • The company is shifting focus to ARPU as a key metric for monetization progress.
  • Q2 2024 is expected to deliver a sequential increase in revenue.
  • A strategic partnership with Barstool Sports was announced.

Headline financials

Total Revenue

$17.7M

Previous: $17.6M+0.7%
EPS

-$0.21

Previous: -$0.14-50.0%
Capital Expenditures

-$427K

Previous: -$1.84M+76.8%
Free Cash Flow

-$43.7M

Previous: -$30.5M-43.3%
Net Income

-$43.3M

Previous: -$28.7M-51.0%
Operating Income

-$35M

Previous: -$23.6M-48.0%
Gross Profit

$17.4M

Previous: -$8.4M+307.3%
Cash & Equivalents

$183M

Previous: $325M-43.8%
Total Assets

$263M

Previous: $355M-25.8%
R&D Expense

$4.53M

No prior period
Stock-Based Comp

$4.76M

Previous: $2.31M+106.3%

Revenue & EPS history

Rumble · Revenue · Quarterly

$17.7M

Q1 2024+0.7%vs Q1 2023
Beat estimate in 7 of 14 quarters(50%)
ActualEstimate

Revenue by segment

Rumble · $25.5M total across 2 segments · Q1 2026

  • Audience Monetization
    $22.5M
  • Other Initiatives
    $2.93M

Forward guidance

Rumble anticipates a sequential increase in revenue starting in the second quarter of 2024 and continues to move materially towards breakeven in 2025.

Tailwinds

  • Revenue engines are coming online.
  • Guaranteed creator commitments are set to significantly decrease by the end of 2024 and into 2025.
  • Company expects revenue to increase on a sequential basis starting in the second quarter of 2024.
  • Moving materially towards breakeven in 2025.
  • Focus on execution to continue building foundation.

Headwinds

  • Volatility inherent in a small number of creators.
  • Manual processes associated with sponsorship revenues.
  • Hours of uploaded video per day have been depressed by YouTube’s decision to disable the ability of its users to utilize our tool that automatically imports videos.
  • Limited ability to collect data from certain aspects of our systems.
  • Transition from UA to GA4 has had a positive or negative effect, or the magnitude of such effect, if any, on our reported MAUs.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 18 quarterly earnings reports · overlaid with Q1 2024

Historical avgQ1 2024

-0.3%

Avg return

Earnings day

-2.7%

Avg return

5 days after

-1.2%

Avg return

30 days after

58%

11 / 19 earnings

Positive

+19.8%

Q1 2025

Best reaction

-14.4%

Q3 2024

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-1.7%-14.9%
Q4 2025-12.8%-0.5%-11.2%
Q3 2025+10.9%-4.2%+22.9%
Q2 2025+2.8%+0.3%-4.7%
Q1 2025+19.8%+33.0%+18.4%
Q4 2024+0.0%-9.6%+2.9%
Q3 2024-14.4%-22.2%+13.3%
Q2 2024+3.8%+7.7%-11.3%
Q1 2024+2.7%+5.7%-17.5%
Q4 2023-5.8%-15.9%-24.2%
Q3 2023-4.1%+7.9%+0.9%
Q2 2023+0.2%-14.6%-14.7%
Q1 2023+0.8%-2.1%+0.4%
Q4 2022+0.5%-0.3%-14.3%
Q3 2022-9.7%-22.8%-38.3%
Q2 2022-0.6%-1.1%+35.8%
Q1 2022+0.2%+1.4%-7.6%
Q4 2021+1.0%+1.3%-0.8%
Q3 2021+0.3%+0.1%+28.2%

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