Rumble Q3 sales beat estimates on higher advertising revenue

RUM•2026-11-11

Rumble reported Q3 revenue of $96.6 million, up 290% year over year and above the $89.1 million consensus estimate. It posted its first profitable quarter on an adjusted EBITDA basis and expects Q4 revenue of $88 million to $94 million.

1. Revenue and AI demand

Rumble’s Q3 revenue rose 290% year over year to $96.6 million, beating the $89.1 million analyst estimate. The company posted its first profitable quarter on an adjusted EBITDA basis. Higher advertising revenue in its Rumble segment offset declines in other services.

2. Quake AI and outlook

Quake AI generated $68.2 million in its first full quarter, accounting for more than 70% of total revenue. High demand for AI compute services drove 85% utilization of 22,000 NVIDIA GPUs. Rumble expects Q4 2026 revenue of $88 million to $94 million and said some targeted 2027 capacity may be delayed beyond 2027 due to market conditions.