NASDAQ$RUM

Rumble Inc · Q2 2024 earnings

Q2 2024 earnings · · Investor relations

Briefing

Revenue grew sequentially by 27% to $22.5 million and ARPU increased by 19% over the first quarter.

Rumble Inc. reported a 27% sequential increase in revenue, reaching $22.5 million for the second quarter of 2024. The company introduced Average Revenue Per User (ARPU) as a new KPI, which increased by 19% compared to the first quarter of 2024.

  • Revenue increased sequentially by 27% to $22.5 million.
  • Average Revenue Per User (ARPU) increased by 19% over the first quarter, reaching $0.37.
  • Cost of services decreased to $35.7 million compared to $40.8 million in the second quarter of 2023.
  • The company expects revenues to continue to increase sequentially throughout 2024.

Headline financials

Total Revenue

$22.5M

Previous: $25M-10.0%
EPS

-$0.13

Previous: -$0.15+13.3%
Adjusted EBITDA Loss

-$28.7M

No prior period
Capital Expenditures

-$1.79M

Previous: -$7.68M+76.7%
Free Cash Flow

-$28.6M

Previous: -$37.1M+23.1%
Net Income

-$26.8M

Previous: -$29.5M+9.1%
Operating Income

-$38.8M

Previous: -$34.9M-11.3%
Gross Profit

-$13.2M

Previous: $24.8M-153.3%
Cash & Equivalents

$153M

Previous: $296M-48.2%
Total Assets

$243M

Previous: $360M-32.4%
R&D Expense

$5.32M

No prior period
Stock-Based Comp

$3.84M

Previous: $2.66M+44.3%

Revenue & EPS history

Rumble · Revenue · Quarterly

$22.5M

Q2 2024-10%vs Q2 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 continued sequential revenue growth throughout 2024, driven by sponsorship agreements and political advertising. The company expects to move materially towards Adjusted EBITDA breakeven in 2025.

Tailwinds

  • Sponsorship agreements with advertisers are expected to perform as expected.
  • Political advertising is expected to ramp up as the election cycle intensifies.
  • Revenues are expected to continue to increase sequentially throughout 2024.
  • The company aims to ramp up monetization efforts.
  • The company intends to maintain discipline around its cost structure.

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 2024

Historical avgQ2 2024

-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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