Rumble Inc. Q2 FY2026 Earnings Call

· Earnings call transcript and AI-powered summary

RUM Group Q2 2026 Earnings Summary

Key Highlights

  • Completed acquisition of Northern Data on June 17, 2026 (85.2% of shares), renamed parent company to RUM Group, Inc. Now operates two business units: Rumble (video platform) and Quake AI (cloud/AI infrastructure combining Rumble Cloud with ~22,000 NVIDIA H100/H200 GPUs).
  • Transformation into end-to-end AI infrastructure company complete; Quake AI positioned as primary financial engine.
  • GPU utilization at Quake AI exceeds 85% (sharp increase from prior levels due to focus on customer support and IaaS execution).
  • Signed multiyear agreement with Together AI for NVIDIA HGX B300 GPU capacity deployment.
  • 250 MW of power capacity targeted for 2027 monetization (sites in Atlanta 180 MW, Pittsburgh, Sweden 50 MW, Norway 20 MW), representing $3B+ annual run-rate opportunity.

Financial Performance (Q2 2026 vs. Q2 2025)

  • Revenue: $40.4 million, +61% or +$15.3 million from $25.1 million.
  • Cost of services: $30.6 million (up from $26.5 million), driven by higher programming/content costs and incremental data center expenses from Northern Data.
  • General & administrative expenses: $16.3 million (up from $11.7 million), primarily due to $5 million from Northern Data plus higher payroll (partially offset by lower professional fees).
  • Research & development expenses: $6.8 million (up from $4.8 million).

Continue Reading

Unlock the full AI-powered summary with key highlights, financial performance, and analyst Q&A.

Upgrade to Professional
Operator: Good afternoon, ladies and gentlemen, and welcome to RUM Group Second Quarter 2026 Earnings Conference Call. [Operator Instructions] This call is being recorded on Monday, August 10, 2026. I would now like to turn the conference over to Shannon Devine, Investor Relations for RUM Group. Please go ahead. Shannon Devine: Thank you, operator. I'm here today with Chris Pavlovski, Founder, Chairman and CEO of RUM Group; and Mike Masci, CFO. A press release detailing our second quarter 2026 results was released today and available on our Investor Relations website. Before we begin the formal presentation, I'd like to remind everyone that statements made on this call may include predictions, estimates or other information that may be considered forward-looking. All forward-looking statements are made only as of the date of this call and should be considered in conjunction with the company's cautionary statements in our earnings release and the factors included in our filings with the SEC. Future company updates will be available via press release and the company's identified social media channels. I will now turn the call over to RUM Group's Founder, Chairman and CEO, Chris Pavlovski. Christopher Pavlovski: Good afternoon, everyone, and thank you for joining us. Last quarter, I told you this would be the last call before Rumble meaningfully entered the cloud and agentic AI era. Today, I'm glad to say that transformation is complete. On June 17, we closed our acquisition of

Continue Reading

Unlock the full earnings call transcript with speaker labels and formatted dialogue.

Upgrade to Professional