NASDAQ$RUM

Rumble Inc · Q4 2022 earnings

Q4 2022 earnings · · Investor relations

Briefing

Rumble reported record fourth quarter and full year results, with Q4 revenue increasing 579% to $20.0 million compared to Q4 2021.

Rumble Inc. announced financial results for Q4 and full year ended December 31, 2022, with Q4 revenue reaching $20.0 million, a 579% increase compared to Q4 2021. The company achieved record key performance indicators and completed the beta launch of pre-roll video ads on the Advertising Center.

  • Q4 revenue increased 579% to $20.0 million compared to Q4 2021.
  • Average global monthly active users increased to 80 million, up 142% compared to Q4 2021.
  • Completed significant milestone with beta launch of pre-roll video ads on Advertising Center.
  • The increase in advertising revenue was driven by an increase in consumption, as well the introduction of new advertising solutions for creators, publishers, and advertisers.

Headline financials

Total Revenue

$20M

Previous: $2.94M+578.9%
EPS (adj)

$0.00

Previous: $0.32-100.0%
Capital Expenditures

$2.71M

No prior period
Free Cash Flow

-$18M

No prior period
Net Income

-$21.9M

Previous: -$17.4M-25.7%
Operating Income

-$19.3M

Previous: -$1.78M-979.2%
Gross Profit

$20M

Previous: $2.94M+578.9%
Cash & Equivalents

$338M

Previous: $46.8M+622.1%
Total Assets

$367M

Previous: $55.8M+557.7%
Stock-Based Comp

$1.71M

Previous: $117K+1360.4%

Revenue & EPS history

Rumble · Revenue · Quarterly

$20M

Q4 2022+578.9%vs Q4 2021
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 will focus in 2023 on developing and integrating its market-leading video products within Rumble, Locals, and RAC, while expanding the Rumble infrastructure as they prepare for their entry into the cloud market.

Tailwinds

  • Developing and integrating market-leading video products within Rumble, Locals, and RAC.
  • Expanding the Rumble infrastructure.
  • Preparing for entry into the cloud market.
  • Growth positions them to experiment with monetization ahead of internal expectations.
  • Addition of mega-influencers to Rumble Exclusives lineup, such as Steven Crowder and Dave Rubin

Headwinds

  • Still in foundational years.
  • Growth to date is encouraging, they remain in those early innings of the bigger game.
  • Cannot be certain that all or substantially all activity that results from paid advertisement is genuine.
  • Spam activity, including inauthentic and fraudulent user activity, if undetected, may contribute, from time to time, to some amount of overstatement of our performance indicators
  • May be unable to reach definitive agreements with any or all of Power Slap, SLS or NRX, or if definitive agreements are entered into, the possibility that we may be unable to monetize such relationships as currently anticipated

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 Q4 2022

Historical avgQ4 2022

-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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