Rumble Inc. Q1 FY2026 Earnings Call

· Earnings call transcript and AI-powered summary

Date: May 14, 2026 | Participants: Chris Pavlovski (CEO), Mike Masci (CFO), Brandon Alexandroff (Strategic Adviser)

Strategic Highlights & Transformation

  • Northern Data acquisition on track to close in June 2026; Rumble has secured ~81% of shares and all regulatory approvals. Cloud + AI infrastructure will become a major revenue pillar alongside video.
  • Combined company pro forma Q1 revenue would have been ~$75 million.
  • Focus shifting to GPU-as-a-Service and CPU-as-a-Service; new one-click OpenClaw deployment launched for AI agents. Strategic partnership with Tether for crypto infrastructure and Agentic payments.
  • Key win: Anchorage Digital selected Rumble Cloud as infrastructure partner.

Video Platform Performance

  • Monthly Active Users (MAUs): 56 million – sequential growth driven by international expansion and Rumble Shorts.
  • Rumble Shorts set new records (2 million unique video views in a single day in May); currently unmonetized, negatively impacting ARPU. Monetization planned for H2 2026.
  • Rumble Wallet launched with Tether; $100 million Tether ad commitment has begun scaling slowly in Q2, with material ramp expected in H2 2026.

Financial Performance (Q1 2026 vs Q1 2025)

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Operator: Good afternoon, ladies and gentlemen, and welcome to the Rumble Inc. First Quarter 2026 Earnings Call. [Operator Instructions] This call is being recorded today, May 14, 2026. I would now like to turn the conference over to Shannon Devine, Investor Relations for Rumble. Please go ahead. Shannon Devine: Thank you, operator. I'm here today with Chris Pavlovski, Founder, Chairman and CEO of Rumble; Mike Masci, CFO; and Brandon Alexandroff, former CFO and current Strategic Adviser to the CEO. A press release detailing our first quarter 2026 results was released today and available on our Investor Relations website. Before we begin the formal presentation, I would 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 Rumble's Founder, Chairman and CEO, Chris Pavlovski. Christopher Pavlovski: Good afternoon, everyone, and thank you for joining us. This is a special moment in Rumble's history. This should be the last call before Rumble meaningfully enters into the Cloud and Agentic AI era. As the transacti

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