Rumble Q1 revenue rises 7.4% but misses estimates, stock drops 28%

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2▲0 ▼3Impact / 5
Summary · why it matters

Rumble reported first-quarter revenues of $25.46 million, up 7.4% year on year but falling 2% short of analysts' expectations, in what the company described as a disappointing quarter that also saw a significant miss on earnings per share estimates. The video-sharing platform, which positions itself as a free-speech alternative to mainstream services, achieved the fastest revenue growth among the six digital media and content platforms stocks tracked, yet its share price has fallen 28% since the report to $5.88. The broader group posted a soft quarter overall, with aggregate revenues missing consensus estimates by 5.3% and next-quarter revenue guidance coming in 6% below expectations, contributing to an average share-price decline of 18.2% across the cohort. Among peers, Stride reported revenues of $629.9 million, up 2.7% year on year and in line with estimates, while Ziff Davis saw revenues of $267.6 million, down 1.9% and missing estimates by 6.9%. Getty Images posted revenues of $226.6 million, up 1.1% but lagging estimates by 5.9%, and WEBTOON reported revenues of $320.9 million, down 1.5% and meeting estimates.

Impact on assets 5

Cloud & Digital Infrastructure▼ · 1 stocks
Rumble Inc.
RUM
▼ NegativeCapitalrelevance

Revenue and EPS missed estimates, stock dropped 28%.

Artificial Intelligence▼ · 1 stocks
Consumer Discretionary▲ · 1 stocks
Stride Inc
LRN
± MixedCapitalrelevance

Revenue in line with estimates, but sector softness noted.

Communication Services▲ · 1 stocks
Cybersecurity & Digital Trust▼ · 1 stocks