secwatch.observer — SEC 8-K summary
======================================

Issuer:     Rumble Inc. (RUM)
CIK:        0001830081
Form:       8-K
Filed at:   2026-08-10T20:07:18+00:00
Accession:  0001213900-26-087234
Event type: earnings
Sentiment:  positive
Materiality: 0.85
Item codes: 2.02, 7.01, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

RUM Group posts record Q2 revenue of $40.4M, up 61% YoY; initiates Q3 2026 guidance
--------------------------------------------------------------------------------

- 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.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1830081/000121390026087234/0001213900-26-087234-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1830081/000121390026087234/ea0301150-8k_rum.htm
  HTML page:      https://secwatch.observer/filing/0001213900-26-087234

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer