Rumble Inc. Q3 FY2023 Earnings Call
· Earnings call transcript and AI-powered summary
- Total Revenue: $18 million, up from $11 million in Q3 2022. The 64% YoY increase was driven by $2.3 million growth in advertising revenue and $4.7 million in licensing and other revenue.
- Cloud Initiatives: Rumble launched its Rumble Cloud beta in September 2023, ahead of schedule. The platform leverages excess infrastructure capacity built to support Rumble Video and targets businesses dissatisfied with traditional cloud providers.
- Video Platform Enhancements: Rumble Studio (formerly Callin) entered beta and integrates live stream production with monetization via the Rumble Advertising Center (RAC). This combination is intended to allow creators to access sponsorship opportunities in real-time during streams, while streaming on multiple platforms.
- Monetization Strategy: Rumble is transitioning from manual sponsorship sales and guaranteed payments to scalable monetization tools with RAC and Rumble Studio. These tools are anticipated to significantly reduce guaranteed creator payments by end of 2024 and improve profitability.
- Audience Metrics: Rumble has grown to 58 million monthly active users. According to ComScore, the platform’s largest political segment is independents/no party affiliation, followed by Democrats and Republicans, demonstrating content and audience diversification.
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