NASDAQ$RUM

Rumble Inc · Q2 2023 earnings

Q2 2023 earnings · · Investor relations

Briefing

Rumble's Q2 2023 earnings were released, revealing a record quarterly revenue of $25.0 million, marking a 468% increase compared to Q2 2022.

Rumble Inc. reported a record quarterly revenue of $25.0 million for Q2 2023, a 468% increase compared to $4.4 million in Q2 2022. The increase was driven by growth in advertising, licensing, and other revenue.

  • Revenue reached a record $25.0 million, up 468% year-over-year.
  • Advertising revenue increased by $18.0 million due to advertising solutions for creators, publishers and advertisers.
  • Licensing and other revenue increased by $2.6 million, driven by subscription, licensing creator contracts, tipping, cloud platform and hosting fees.
  • The company had cash, cash equivalents, and marketable securities of $296.7 million as of June 30, 2023.

Headline financials

Total Revenue

$25M

Previous: $4.4M+467.7%
EPS (adj)

-$0.15

Previous: -$0.03-400.0%
Capital Expenditures

-$7.68M

No prior period
Free Cash Flow

-$37.1M

No prior period
Net Income

-$29.5M

Previous: -$4.69M-528.2%
Operating Income

-$34.9M

Previous: -$4.7M-641.8%
Gross Profit

$24.8M

Previous: $4.4M+463.7%
Cash & Equivalents

$296M

Previous: $215K+137371.3%
Total Assets

$360M

Previous: $301M+19.6%
Stock-Based Comp

$2.66M

Previous: -$2.35K+113322.8%

Revenue & EPS history

Rumble · Revenue · Quarterly

$25M

Q2 2023+467.7%vs Q2 2022
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 is focused on strategically onboarding new creators, improving its product across all devices, and automating creator sponsorships through RAC to accelerate revenue growth.

Tailwinds

  • Strategic onboarding of new creators.
  • Improvement of product across all devices.
  • Automation of creator sponsorships through RAC.
  • Diversifying audiences.
  • Increasing consumption.

Headwinds

  • Inability to effectively manage future growth and achieve operational efficiencies.
  • Recent and rapid growth not being indicative of future performance.
  • Inability to achieve revenue growth consistent with or better than current annual revenue run rate.
  • Failure to onboard sufficient new content creators and content and/or fully launch RAC.
  • Inability to grow or maintain active user base.

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 Q2 2023

Historical avgQ2 2023

-0.3%

Avg return

Earnings day

-2.7%

Avg return

5 days after

-1.9%

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%-13.8%
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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