RUM Group publishes Q3 2026 earnings call transcript
RUM•RUM Group reported third-quarter revenue of $96.6 million and adjusted EBITDA of $4.4 million, positive for the first time as a public company. It forecast fourth-quarter revenue of $88 million to $94 million and said some planned capacity will be delayed beyond 2027.
1. Quarterly results and outlook
RUM Group held its third-quarter 2026 earnings call on November 11, attended by CEO Christopher Pavlovski and CFO Michael Masci. Revenue was $96.6 million, and adjusted EBITDA was $4.4 million, positive for the first time as a public company. Fourth-quarter revenue guidance was $88 million to $94 million, reflecting nonrecurring revenue and temporary impacts from GPU contract transitions.
2. Contracts and capacity plans
Most H100 contracts expire by March 2027; management expects higher renewal pricing and customer prepayments. Some planned 250-megawatt capacity will slip beyond 2027 as management explores a more financeable alternative for Maysville.
