AlphAIAlphAI — Financial news for AI agents
tradingview.com$RUM

RUM Group 3Q 2026: Revenue $96.58M, EPS ($0.19) — 10-Q Summary

RUM Group reported 3Q 2026 revenue of $96.58M, up 290% YoY, driven by Quake AI's $68.2M contribution and Rumble's $3.6M increase. Net loss widened to $79.92M due to higher amortization and depreciation. Adjusted EBITDA improved to $4.4M. The company secured a $13.7B cloud contract.

Original reporting
tradingview.com
Published Nov 12, 2026, 1:41 PM UTC
Analysis
AlphAI AI DeskAI-generated
Added to AlphAI Nov 12, 2026, 1:45 PM UTC. Informational, not investment advice.
How this was made
AlphAI summarizes source reporting and applies a structured AI analysis for relevance, timing, sentiment and ticker impact. Always verify material claims with the original publisher.
About AlphAI AI DeskScoring methodologyReport an issue
RUM Group 3Q 2026: Revenue $96.58M, EPS ($0.19) — 10-Q Summary — source image
Source · tradingview.com
Decision brief

The 30-second read

$RUMBearishMed
01

Why it matters

The earnings release provides fresh data on a fast‑growing AI‑focused firm, but the widening loss may deter short‑term buyers.

02

Market read

Primary earnings disclosure for a micro‑cap AI firm; relevant for traders monitoring high‑growth, loss‑making stocks.

03

What to watch

One‑time acquisition integration costs may be temporary.

Relevance 7/10Novelty 7/10Timing: after-hours release

Background

RUM Group filed its 10‑Q for Q3 2026, highlighting the recent Northern Data acquisition and new cloud contract.

Company-level read

Ticker impact

$RUMBearishMedium confidence
Context

10-Q shows revenue up 290% YoY but net loss widens to $79.9M, EPS -$0.19.

Expected impact

likely downward pressure as market prices in widened loss

Evidence & confidence

Revenue growth is strong, yet loss deepens and EPS worsens, suggesting short-term sell pressure.

Market effects

Sector

AI and cloud services sector may see mixed sentiment due to loss despite revenue surge.

Regional

Limited to US micro‑cap investors.

Global

Low

Counterpoint

What could challenge this read

Revenue momentum could support a bounce if cost controls improve.

Key entities

  • Company
    RUM Group Inc.

    Public AI and cloud services provider.

  • Acquired Company
    Northern Data

    Recent acquisition contributing to revenue and integration costs.

Read at source← All news

StoryRUM Group posts Q3 2026 loss of $79.9 M despite 290% revenue jump

Also covered by

2 outlets

Related articles

$RUMHigh

RUM Group Inc. Reports Record Third Quarter 2026 Results

RUM Group Inc. (RUM) filed an SEC Form 8-K — Results of Operations and Financial Condition. Exhibit 99.1 RUM Group Inc. Reports Record Third Quarter 2026 Results ~ Third Quarter Revenue of $96.6 Million, Up 290% YoY ~ ~ First Profitable Quarter in the Company’s History on an Adjusted EBITDA Basis ~ ~ 22,000 GPUs at Utilization of Approximately 85% ~ LONGBOAT KEY, Fla.,

SEC EDGAR 8-K
$RUMMed

RUM Group Inc (RUM) Q3 2026 Earnings Call Highlights: Record

RUM Group Inc (RUM) reported a Q3 2026 net loss of $91.7M, with adjusted EBITDA losses in Rumble Video and corporate costs. Q4 revenue guidance is $88-94M, down sequentially due to non-recurring items. Financing challenges may delay 250 MW capacity beyond 2027. Rumble Video saw revenue declines, but achieved gross margin positivity. H100 contracts roll off by Q1 2027, with repricing expected. Management prioritizes 250 MW capacity and evaluates M&A opportunities.

finance.yahoo.com
$RUMMed

RUM Group (RUM) Q3 2026 Earnings Call Transcript

RUM Group (RUM) reported Q3 2026 revenue of $96.6M, up 290% YoY, with AI infrastructure (Quake AI) driving growth. The company turned profitable with adjusted EBITDA of $4.4M. Quake AI operates 22,000 GPUs at 85% utilization, while Rumble Video sees cost reductions and partnerships. Management expects continued demand for AI compute and higher pricing. The company holds $142.3M in liquidity and a favorable debt note from Tether.

finance.yahoo.com
$RUMMed

What Rumble (RUM) Said on Its Q3 Earnings Call

Rumble (RUM) reported Q3 earnings, with CEO Chris Pavlovski noting 85% GPU utilization and plans to seek higher prices and prepayments. The company expects H100 GPU contracts to roll off by Q1 2027. Financing for data center projects is becoming more difficult. Rumble forecasted Q4 revenue of $88M-$94M, with Rumble Video segment revenue up 15% YoY. The company has $142.3M in total liquidity.

finance.yahoo.com
$RUMHigh

What to watch as RUM Group earnings loom: AI infrastructure test

RUM Group Inc. (formerly Rumble) reports Q3 earnings with analysts expecting a loss of 10.5 cents per share on revenue of $88.87 million, up 259% YoY. The company's transformation into an AI data center operator, including a $13.7 billion contract with Anthropic, will be in focus. Analysts maintain a Buy rating with a $23.50 price target. Investors will watch for updates on the Maysville data center construction and legacy video platform performance.

investing.com