RUM Q1 Earnings Call: User Retention, Creator Monetization, and Wallet Launch in Focus

Video sharing platform Rumble (NASDAQGM:RUM) reported Q1 CY2025 results beating Wall Street’s revenue expectations , with sales up 33.7% year on year to $23.71 million. Its GAAP loss of $0.01 per share was 90% above analysts’ consensus estimates.

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Rumble (RUM) Q1 CY2025 Highlights:

StockStory’s Take

Rumble’s first quarter results highlighted significant improvement in user retention and audience monetization, according to CEO Chris Pavlovski. He pointed to an 87% retention rate for monthly active users (MAUs) compared to the prior post-election cycle, attributing this to recent investments in Rumble’s video platform and product enhancements. Pavlovski noted, “Our user retention in Q1 greatly exceeded the previous post-midterm election cycle, something our team was laser-focused on accomplishing since Q1 2023.” The company also reported progress in diversifying its revenue streams, with increased subscription revenue and new advertising partnerships. Management emphasized the importance of these operational gains as foundational to Rumble’s ongoing growth strategy.

Looking forward, Rumble’s management is prioritizing the launch of the Rumble Wallet in partnership with Tether, targeting a Q3 rollout to support creator payments and international monetization. CEO Chris Pavlovski described the wallet as a “gateway to monetize international markets,” noting that localization efforts and ongoing discussions with crypto exchanges are underway. Management anticipates that the wallet will drive major user growth and expand revenue opportunities, particularly for creators preferring crypto payments. Additionally, CFO Brandon Alexandroff highlighted continued investments in Rumble Cloud and a focus on cost discipline, stating, “We continue to expect to move materially towards adjusted EBITDA breakeven in 2025.”

Key Insights from Management’s Remarks

Management attributed the quarter’s performance to better user retention, growth in advertising partnerships, and investments in product development, while one-time payroll costs impacted expenses.

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