Rumble’s second quarter results drew a significant positive response from the market, despite the company missing Wall Street’s revenue and profit expectations. Management attributed the quarter’s performance to new and deepened partnerships, a resilient user base, and expanded monetization strategies. CEO Chris Pavlovski highlighted the platform’s ability to maintain over 51 million monthly active users without its largest creator, and pointed to increased subscription and licensing activity as key drivers. Pavlovski noted, “Rumble didn’t miss a beat,” referencing the platform’s sustained engagement and the successful integration of new monetization channels, even as it lapped an election-year surge.

Is now the time to buy RUM? Find out in our full research report (it’s free).

While we enjoy listening to the management's commentary, our favorite part of earnings calls are the analyst questions. Those are unscripted and can often highlight topics that management teams would rather avoid or topics where the answer is complicated. Here is what has caught our attention.

Our Top 5 Analyst Questions From Rumble’s Q2 Earnings Call

• Jason Helfstein (Oppenheimer) asked about the future of advertising and RAC (Rumble Advertising Center) growth, inquiring if advertising will remain a priority post-Northern Data announcement. CEO Chris Pavlovski confirmed advertising remains central and expects more inventory and partnerships to drive growth.
• Jason Helfstein (Oppenheimer) also questioned creator acquisition strategy, asking how Rumble plans to attract new creators. Pavlovski explained that Rumble Studio and wallet promotion incentives are aimed at onboarding creators who are not yet on the platform.
• Jason Helfstein (Oppenheimer) sought clarity on the path to profitability, specifically regarding gross profit and EBITDA. CFO Brandon Alexandroff stated breakeven is less of a priority now, given the company’s shift toward investing in aggressive growth.
• Francesco Marmo (Maxim Group) inquired about MAU (monthly active user) trends and ARPU growth. Pavlovski described the MAU figure as a win, citing retention despite the loss of a major creator, and attributed ARPU gains to Rumble Premium and improved monetization.
• Francesco Marmo (Maxim Group) followed up on the Rumble Wallet marketing approach, asking how off-platform efforts would be integrated. Pavlovski noted that both Rumble creators and external audiences will be targeted to drive wallet and platform growth.

Catalysts in Upcoming Quarters

Our analyst team will closely monitor (1) the adoption and user engagement metrics following the Rumble Wallet launch, (2) the effectiveness of new partnership integrations, particularly in advertising and AI, and (3) the pace of international expansion as wallet-driven initiatives target audiences outside North America. Progress in cloud and AI-related contracts, especially government RFPs, will also be key to evaluating Rumble’s success in diversifying its business.

Rumble currently trades at $7.94, in line with $7.90 just before the earnings. At this price, is it a buy or sell? The answer lies in our full research report (it’s free).

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