Key events, in time order
Over 13k Sep 18 $9 calls traded; call/put ratio ~6.5:1; short interest 37%
Q2 rev $40.4M +61% beat; Q3 guide $87-93M; EPS loss $0.28 miss
Largest customer commitment to date, powered by NVIDIA Blackwell B300 systems
EPS and revenue miss estimates, stock drops sharply, highlighting pivot pressure
Rumble 2026年第一季度营收为$25.5 million，同比增长约7%，上年同期为$23.7 million。
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Rumble is highlighted for strong weekly momentum alongside other sectors like biotech and financials, indicating a broad market trend rather than a specific catalyst for RUM.
Main discussion
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Facts and opinions separated · All items sourced · Not investment advice
Rumble is a video-sharing platform and cloud services provider, like a YouTube alternative with built-in crypto tipping and advertising tools.
Revenue comes from advertising, subscriptions, and cloud services, but the company is unprofitable with negative gross margins, meaning it loses money on every dollar earned.
Rumble's appeal to free-speech creators and users creates a niche following, but YouTube, Twitch, and AWS offer similar services with larger scale, making the moat weak.
Sell (sector percentile 15) — value D-, growth A-, profitability D-, momentum A-. Updated daily, sector-relative, identical for every user.
