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Sep 30, 2025
Rumble Q3 2025 Earnings Report
Rumble reported a smaller net loss and improved monetization despite lower user numbers.
Key Takeaways
Rumble saw a decline in revenue and MAUs in Q3 2025, but made significant progress in reducing net losses. ARPU increased as monetization per user improved, and the company maintained strong liquidity.
Revenue fell slightly YoY to $24.8M due to lower ad revenue, despite gains in subscriptions and other fees.
MAUs declined to 47M from 51M last quarter, affected by seasonality and reduced political content.
ARPU increased 7% QoQ to $0.45, driven by better monetization of a smaller user base.
Net loss narrowed to $16.3M from $31.5M a year earlier, showing improved cost control.
Forward Guidance
Rumble expects continued focus on monetization growth and strategic partnerships to enhance content distribution and discoverability, while facing headwinds in audience engagement.
Positive Outlook
- Strong cash position with $269.8M in liquidity.
- Strategic partnership with Cumulus Media to broaden distribution.
- Subscription bundling with Perplexity AI to boost platform engagement.
- Improved cost efficiency, especially in content and hosting.
- Year-over-year net loss reduction signaling margin progress.
Challenges Ahead
- Declining MAUs impacted by seasonality and content trends.
- Ad revenue dropped $4.9M YoY despite higher ARPU.
- Ongoing losses in adjusted EBITDA and net income.
- Limited visibility on full effects of GA4 MAU tracking changes.
Historical Earnings Impact
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Avg. Return Before/After Earnings
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