Rumble’s first quarter results were well received by the market, as management pointed to significant progress in user retention and early wins in brand advertising. CEO Chris Pavlovski emphasized a notable improvement in user retention rates following major U.S. political events, underscoring the platform’s ability to maintain its core audience. The quarter also saw the successful onboarding of high-profile brand campaigns, including partnerships with Netflix, which management described as a key validation of Rumble’s advertising offering. Additionally, the company highlighted advancements in cloud and audience monetization initiatives, positioning Rumble for further growth.

Is now the time to buy RUM? Find out in our full research report (it’s free).

While we enjoy listening to the management's commentary, our favorite part of earnings calls are the analyst questions. Those are unscripted and can often highlight topics that management teams would rather avoid or topics where the answer is complicated. Here is what has caught our attention.

Our Top 5 Analyst Questions Rumble’s Q1 Earnings Call

• Scott Devitt (Wedbush) asked about the company’s Bitcoin treasury strategy and how Rumble balances Bitcoin and cash holdings. CEO Chris Pavlovski clarified that the board has approved up to $20 million in Bitcoin purchases and is evaluating further steps but has not made additional decisions yet.
• Scott Devitt (Wedbush) inquired about the Rumble Wallet’s differentiation versus existing crypto wallets. Pavlovski explained that creator demand and trust, as well as international user needs, are key factors, and the wallet will support tipping and payments in Bitcoin and stablecoins.
• Scott Devitt (Wedbush) questioned whether the crypto initiatives would shift Rumble’s operating focus. Pavlovski said the wallet and Bitcoin holdings are complementary, not a distraction, and could offer a competitive advantage for creator monetization.
• Francesco Marmo (Maxim Group) asked for more details on brand partnerships and the feedback from advertisers. Pavlovski reported very positive feedback from Netflix and noted ongoing campaigns with Chevron and Crypto.com, expressing optimism for future traction.
• Francesco Marmo (Maxim Group) requested additional information on M&A strategy. CFO Brandon Alexandroff stated that Rumble remains opportunistic and focused on acquisitions that complement its core offerings but did not elaborate on specific targets.

Catalysts in Upcoming Quarters

Looking ahead, the StockStory team will focus on (1) execution and adoption of the Rumble Wallet launch and its impact on international user growth, (2) sustained momentum in securing brand advertiser campaigns and feedback, and (3) progress in expanding cloud partnerships, particularly within government and enterprise verticals. Developments in M&A activity and product localization efforts will also be closely monitored as indicators of Rumble’s strategic execution.

Rumble currently trades at $9.30, up from $7.77 just before the earnings. Is the company at an inflection point that warrants a buy or sell? Find out in our full research report (it’s free).

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