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Dec 31, 2025
Rumble Q4 2025 Earnings Report
Rumble reported modest revenue growth sequentially in Q4 2025 while significantly reducing its net loss year over year as user engagement continued to increase.
Key Takeaways
Rumble generated $27.07M in Q4 revenue with MAUs reaching 52 million and ARPU at $0.46. The company reported a net loss of $32.69M while investing heavily in advertising, infrastructure, and platform growth.
Revenue reached $27.07M in Q4 2025.
Monthly active users increased to 52 million, up 11% sequentially.
Net loss narrowed significantly versus the prior year quarter.
ARPU improved slightly to $0.46 as monetization efforts continued.
Forward Guidance
Rumble is focusing on expanding monetization, advertising infrastructure, and AI cloud capabilities through strategic partnerships and acquisitions.
Positive Outlook
- A $100000000 advertising commitment from Tether beginning in Q1 2026.
- Planned acquisition of AI infrastructure company Northern Data.
- Expansion of Rumble Cloud with approximately 22400 NVIDIA GPUs.
- Rumble Shorts surpassed 1000000 daily unique video views shortly after launch.
- Partnership with Perplexity to enhance video discovery and subscriptions.
Challenges Ahead
- The company continues to report significant operating losses.
- Advertising monetization remains underdeveloped relative to the user base.
- High marketing and platform investment expenses continue to pressure margins.
- Execution risk related to the Northern Data acquisition.
Historical Earnings Impact
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Avg. Return Before/After Earnings
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