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Overview
Rumble provides a platform for content creators to host, store, and monetize video content with cloud storage and a video player, using a subscription-based model where audiences pay directly to creators. Creators upload content to Rumble’s secure infrastructure, distribute it via the built-in video player, and earn income from subscriber payments rather than relying on advertising. The company positions itself as a mitigation against cancel culture and corporate influence, aiming to preserve free expression and creator independence. Compared to competitors, Rumble emphasizes creator-owned content, direct audience monetization, and a platform designed for free speech rather than ad-supported distribution. Its goal is to keep the internet free and open by supporting authentic expression and giving creators control over their work and its value.
About Rumble
Industries
Consumer Software
Enterprise Software
Entertainment
Company Size
201-500
Company Stage
IPO
Headquarters
Toronto, Canada
Founded
2013
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Simplify's Take
What believers are saying
- Q2 2026 revenue reached $40.4 million, up 61% year over year.
- Management guided Q3 2026 revenue to $87 million-$93 million, signaling Quake AI traction.
- Rumble Shorts hit 2 million daily views in May 2026, widening audience scale.
What critics are saying
- Q2 2026 net loss hit $80.9 million; cash burn stays brutal.
- Quake AI depends on 85% GPU utilization and 2027 power buildout; demand reversal breaks the thesis.
- Tether financing, warrants, and $50 million annual ads create concentration risk and control pressure.
What makes Rumble unique
- Rumble combines creator video with Quake AI infrastructure after June 17, 2026 Northern Data closing.
- Rumble’s free-speech brand still attracts users fleeing YouTube-style moderation and advertiser pressure.
- Tether’s strategic investment and advertising pact give Rumble unusual capital and distribution support.
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Funding
Total Funding
$1.2B
Above
Industry Average
Funded Over
3 Rounds
Benefits
Hybrid Work Options
Stock Price
Growth & Insights and Company News
6 month growth
↑ 2%1 year growth
↑ 1%2 year growth
↑ 0%RUM Group reported second quarter revenues of $40.37 million, up 60.9% year-on-year, exceeding analyst expectations by 31.7%. The video-sharing platform, which positions itself as a free speech alternative to mainstream platforms, completed its acquisition of Northern Data on 17 June and renamed itself RUM Group. The company now operates two business units: its original Rumble video platform and Quake AI, a cloud and AI infrastructure business. CEO Chris Pavlovski said Quake AI's GPU estate is running at 85% utilisation and highlighted a new multi-year agreement with Together AI. RUM Group aims to leverage 250 megawatts of targeted 2027 power capacity, which management believes represents a $3 billion-plus annual run-rate opportunity.
RUM Group Inc. has signed a six-year commercial agreement worth approximately $13.7 billion with an unaffiliated US cloud customer for GPU and GPU services at its Maysville, Georgia facility currently under development. The contract is structured in three equal tranches. Under a separate binding warrant term sheet, RUM will issue a warrant allowing the customer to acquire up to 50.81 million Class A shares at $0.01 per share. The warrant vests in stages tied to purchase requirements, with initial shares vesting across the first three commercial tranches and additional shares potentially vesting through five expansion tranches if future agreements are executed. RUM Group shares rose 5.30% to $9.52 following the announcement.
Rumble reported second-quarter revenue of $40.37 million, beating analyst estimates of $30.66 million by 31.7%. The video platform attributed the surge to its acquisition of Northern Data and integration of Quake AI, its new cloud and AI infrastructure business. CEO Christopher Pavlovski stated the company now operates two distinct business units: the Rumble video platform and Quake AI. Increased GPU utilisation and an agreement with Together AI contributed to performance. However, the company missed EPS estimates, reporting -$0.28 versus expected -$0.10. Adjusted EBITDA was -$16.61 million. During the earnings call, analysts questioned AI compute pricing risks and future M&A strategy. CFO Michael Masci disclosed that $4.8 million in Q2 revenue came from Tether advertising commitments. Management expressed confidence that AI compute demand will outpace supply for one to two years.
Rumble's shares rose 8.4% after the video sharing platform reported second-quarter revenue of $40.37 million, beating analyst estimates by 31.7% and marking a 60.9% year-over-year increase. However, the results were mixed. The company reported a GAAP loss per share of $0.28, significantly wider than the expected $0.10 loss. Cash burn also increased substantially, with negative free cash flow of $91.62 million for the quarter, compared to negative $16.11 million in the same period last year. Despite these challenges, investors focused on the strong revenue growth. Rumble's shares are up 5.1% year-to-date but remain 31.4% below their 52-week high of $9.75.
Rumble reported Q2 CY2026 revenue of $40.37 million, beating analyst estimates of $30.66 million with 60.9% year-on-year growth. However, the company posted a GAAP loss of $0.28 per share, missing expectations of $0.10. The revenue surge was driven by Rumble's acquisition of Northern Data, now operating as Quake AI. CEO Christopher Pavlovski said the company now runs two distinct units: its video platform and the new cloud and AI infrastructure business. Over 85% of Quake AI's GPUs are running at capacity. Looking ahead, management expects Q3 revenue between $87 million and $93 million. The company is developing 250 megawatts of power capacity targeting deployment by 2027 and signed a multiyear deal with Together AI to deploy NVIDIA GPU capacity.
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About Rumble
Industries
Consumer Software
Enterprise Software
Entertainment
Company Size
201-500
Company Stage
IPO
Headquarters
Toronto, Canada
Founded
2013
Rumble is Hiring for 1 Jobs on Simplify!
Find jobs on Simplify and start your career today