earnings
confidence high
sentiment positive
materiality 0.85
RUM Group posts record Q2 revenue of $40.4M, up 61% YoY; initiates Q3 2026 guidance
Rumble Inc.
- Record Q2 2026 revenue of $40.4M, up 61% YoY and 58% QoQ; Rumble Video segment $30.3M, up 21% YoY.
- Closed Northern Data acquisition June 17, 2026 at ~85.2% stake; Northern Data contributed $10.1M of Q2 revenue.
- Quake AI unit holds ~22,000 NVIDIA H100/H200 GPUs at ~85% utilization; signed multi-year Together AI deal for NVIDIA HGX B300 capacity.
- Initiates Q3 2026 revenue guidance of $87M-$93M; 250MW unmonetized 2027 capacity represents $3B+ annual run-rate opportunity.
- Total liquidity of $220.5M at June 30, 2026: $203.3M cash plus 293.14 Bitcoin valued at $17.2M.