NASDAQ$RUM

Rumble Inc · Q3 2024 earnings

Q3 2024 earnings · · Investor relations

Briefing

Reported record revenues and MAU growth.

Rumble Inc. announced record revenues of $25.1 million for Q3 2024, a 39% increase year-over-year, and average MAUs of 67 million, up 26% quarter-over-quarter. The company also highlighted its fourth consecutive quarter of reduced cash usage.

  • Revenues increased by $7.1 million to $25.1 million, a 39% increase compared to the same period last year.
  • Audience Monetization revenues increased by $5.9 million due to higher advertising and subscription revenue.
  • Cost of services decreased by $3.3 million to $36.4 million.
  • Average MAUs were 67 million, marking the eleventh consecutive quarter above 40 million.

Headline financials

Total Revenue

$25.1M

Previous: $18M+39.3%
EPS

-$0.15

Previous: -$0.14-7.1%
Adjusted EBITDA Loss

-$23.5M

No prior period
Capital Expenditures

-$2.65M

Previous: -$11M+75.9%
Free Cash Flow

-$34.2M

Previous: -$40M+14.6%
Net Income

-$31.5M

Previous: -$29M-8.7%
Operating Income

-$32.8M

Previous: -$40.2M+18.4%
Gross Profit

-$11.4M

Previous: $17.8M-164.0%
Cash & Equivalents

$131M

Previous: $266M-50.8%
Total Assets

$217M

Previous: $331M-34.5%
R&D Expense

$4.65M

Previous: $5.11M-9.0%
Stock-Based Comp

$6.06M

Previous: $5.52M+9.8%

Revenue & EPS history

Rumble · Revenue · Quarterly

$25.1M

Q3 2024+39.3%vs Q3 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 revenue growth for the remainder of 2024 and expects to move materially towards Adjusted EBITDA breakeven in 2025.

Tailwinds

  • Continued revenue growth expected for the rest of 2024.
  • Focus on ramping up monetization.
  • Maintaining discipline around cost structure.
  • Expectation to move materially towards Adjusted EBITDA breakeven in 2025.
  • Company is optimistic about its opportunities.

Headwinds

  • Limited operating history makes it difficult to evaluate the business and prospects.
  • Recent and rapid growth may not be indicative of future performance.
  • May not continue to grow or maintain active user base, and may not be able to achieve or maintain profitability.
  • Risks relating to the ability to attract new advertisers, or the potential loss of existing advertisers.
  • Rumble Cloud, our recently launched cloud services business, may not achieve success.

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 Q3 2024

Historical avgQ3 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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