Rumble Inc. · NASDAQ:RUM
Rumble — RUM Group — Q1 2026 Earnings Presentation
8 slides from Rumble's earnings presentation, May 14, 2026
Slide 1: Rumble Reports First Quarter 2026 Results
Rumble Reports First Quarter 2026 Results ~ Acquisition of Northern Data Remains on Track, All Necessary Regulatory Milestones Achieved ~ ~ Northern Data Reports Q1 2026 Revenue of EUR 42 Million; GPU Utilization Reached Approximately 85% in March 2026 ~ ~ Record Q1 Rumble Revenue up 7% Year-over-Ye
Slide 2: Variance
Variance For the three months ended March 31, 2026 2025 Variance (%) ($) Revenues $ 25,459,796 $ 23,706,790 $ 1,753,006 7% Expenses Cost of services (content, hosting and other) $ 26,997,183 $ 30,036,174 $ (3,038,991) (10%) General and administrative 10,396,560 16,633,723 (6,237,163) (37%) Research
Slide 3: About Rumble; Non-U.S. GAAP Financial Measures
revenue divided by MAUs for the relevant quarter (as reported by Google Analytics). ARPU does not include Other Initiatives revenue. About Rumble Rumble is a Freedom-First technology platform with a mission to protect a free and open internet. The platform spans cloud, AI, and digital media, includi
Slide 4: Forward-looking statements and risk factors
derive the majority of our revenue from advertising and the failure to attract new advertisers, the loss of existing advertisers, or the reduction of or failure by existing advertisers to maintain or increase their advertising budgets may adversely affect our business and operating results; we depen
Slide 5: Condensed Consolidated Interim Statements of Operations (Unaudited)
Rumble reserves the right to acquire further Northern Data shares in a manner other than in the context of the Offer on or off the stock exchange and/or enter into corresponding acquisition agreements during the offer period, in each case in accordance with applicable law. Any information about such
Slide 6: Condensed Consolidated Interim Balance Sheets (Unaudited)
Condensed Consolidated Interim Balance Sheets (Unaudited) March 31, December 31, 2026 2025 Assets Current assets Cash and cash equivalents $ 219,042,502 $ 237,919,453 Accounts receivable, net 12,533,368 11,859,231 Prepaid expenses and other 11,770,909 14,767,472 243,346,779 264,546,156 Other non-cur
Slide 7: Condensed Consolidated Interim Statements of Cash Flows (Unaudited)
Condensed Consolidated Interim Statements of Cash Flows (Unaudited) For the three months ended March 31, 2026 2025 Cash flows provided by (used in) Operating activities Net loss for the period $ (30,270,370) $ (2,650,193) Adjustments to reconcile net loss to net cash used in operating activities: Am
Slide 8: Pro forma revenue footnote
1 Pro forma revenue as presented in this press release represents the combined Rumble and Northern Data revenue for the first quarter of 2026, after converting EUR to USD. Northern Data revenue was prepared in accordance with IFRS and adjustments may be required to conform to U.S. GAAP. This does no