Rumble Q2 revenue rises 61% to record high, surpassing estimates
RUM•Q2 revenue and outlook
Rumble Group said fiscal second-quarter revenue rose 61% year over year to a record high, beating estimates.
The company initiated third-quarter 2026 revenue guidance of $87 million to $93 million.
| Metric | Beat/Miss | Actual | Consensus Estimate |
|---|---|---|---|
| Q2 Revenue | Beat | $40.40 mln | $31.24 mln (2 Analysts) |
Acquisition and revenue drivers
The company said the closed Northern Data acquisition contributed $10.1 million in cloud computing and colocation services revenue.
It said a $5.9 million increase in advertising revenue drove Audience Monetization growth.
Rumble also said its Quake AI GPU estate operated at 85% utilization for the quarter.
Capacity target and analyst view
Rumble Group said it targets 250 MW of unmonetized capacity for 2027, which it described as a $3 billion-plus ARR opportunity.
The current average analyst rating on the shares is hold, with a breakdown of 1 strong buy or buy, , and no or recommendations.
