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Sep 30, 2024

Rumble Q3 2024 Earnings Report

Reported record revenues and MAU growth.

Key Takeaways

Rumble Inc. announced record revenues of $25.1 million for Q3 2024, a 39% increase year-over-year, and average MAUs of 67 million, up 26% quarter-over-quarter. The company also highlighted its fourth consecutive quarter of reduced cash usage.

Revenues increased by $7.1 million to $25.1 million, a 39% increase compared to the same period last year.

Audience Monetization revenues increased by $5.9 million due to higher advertising and subscription revenue.

Cost of services decreased by $3.3 million to $36.4 million.

Average MAUs were 67 million, marking the eleventh consecutive quarter above 40 million.

Total Revenue
$25.1M
Previous year: $18M
+39.3%
EPS
-$0.15
Previous year: -$0.14
+7.1%
Monthly Active Users
67M
Previous year: 58M
+15.5%
Gross Profit
-$14.5M
Previous year: -$23.1M
-37.3%
Cash and Equivalents
$132M
Previous year: $267M
-50.6%
Free Cash Flow
-$19.9M
Previous year: -$28.1M
-29.2%
Total Assets
$217M
Previous year: $331M
-34.5%

Rumble

Rumble

Forward Guidance

Rumble anticipates continued revenue growth for the remainder of 2024 and expects to move materially towards Adjusted EBITDA breakeven in 2025.

Positive Outlook

  • Continued revenue growth expected for the rest of 2024.
  • Focus on ramping up monetization.
  • Maintaining discipline around cost structure.
  • Expectation to move materially towards Adjusted EBITDA breakeven in 2025.
  • Company is optimistic about its opportunities.

Challenges Ahead

  • Limited operating history makes it difficult to evaluate the business and prospects.
  • Recent and rapid growth may not be indicative of future performance.
  • May not continue to grow or maintain active user base, and may not be able to achieve or maintain profitability.
  • Risks relating to the ability to attract new advertisers, or the potential loss of existing advertisers.
  • Rumble Cloud, our recently launched cloud services business, may not achieve success.