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

What happened

RUM Group reported $96.58M in revenue for the third quarter of 2026, up 290% from a year earlier. Quake AI contributed $68.2M after its first full quarter following the Northern Data acquisition. Net loss widened to $79.92M, while adjusted EBITDA improved to $4.4M.

Confirmed

Global impact / market context

Quake AI supplied most of the reported revenue, so the quarter’s growth depended heavily on the acquired business rather than the smaller increase in Rumble’s revenue. Higher depreciation and amortization—non-cash accounting costs that spread asset costs over time—also widened the reported loss and may shape investor views of acquisition economics.

Analyst inference

The results show a contrast between rapid revenue growth and a larger net loss, alongside improved adjusted EBITDA, a measure of operating performance that excludes selected costs. The six-year Maysville cloud contract’s approximately $13.7B aggregate order value signals substantial contracted demand, but does not establish when revenue or cash will arrive.

Analyst inference

What to watch

1. Check subsequent reports for Quake AI revenue and costs, to see whether its first full quarter’s contribution continues and how much it adds to operating performance. Analyst inference
2. Track Rumble’s advertising and other services revenue separately; advertising rose $5.6M while other services fell $2.0M this quarter, offsetting part of the gain. Confirmed
3. Look for details on the Maysville contract’s revenue schedule, delivery requirements, and related capital spending, which would clarify how its stated order value translates into cash and profit. Analyst inference

Evidence

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