Rumble Inc.
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X counts updated 1h ago
What it does
Plain-English summary of the business — what they sell and how they make money.
Industry overviewAI analysisGenerated by AI from underlying data
Where Software - Application sits in its cycle right now — and what that implies for $RUM.
Software - Application
AI agent displacement is the structural bifurcator — NOW and SNOW represent the winners (agents expand contract value) while Adobe is the week's poster child for the losers (AI-native design tools threaten Creative Cloud's pricing power). MSTR/Bitcoin treasury vehicles dominate sentiment chatter, masking the underlying SaaS re-rating story.
Top industry ETF
$IGViShares Expanded Tech-Software Sector ETF
-16.3%YTD
-15.2%1Y
Fundamentals & catalyst
Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.
Key ratios
P/E
-17.6How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.ROIC
-27.2%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.Op margin
-69.3%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.FCF yield
-2.4%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).P/S
31.2Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.ROE
-38.4%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.Gross margin
14.7%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.D/E
0.0Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.Quarterly trend
QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$25.5M+7.4%-21.7%-119%$-0.12$-17.7M
Q4 FY25$27.1M-10.5%97.4%51.9%$-0.13$-31.7M
Q3 FY25$24.8M-1.2%-17.5%-114%$-0.06$-12.0M
Q2 FY25$25.1M+11.6%-5.8%-106%$-0.12$-16.8M
Forward consensus
FYRevenueRangeEPSRangeAnalysts
FY26$192.4M$192.4M – $192.4M-$0.28-$0.28 – -$0.281
FY27$317.0M$317.0M – $317.0M-$0.14-$0.14 – -$0.141
FY28$505.1M$505.1M – $505.1M$0.23$0.23 – $0.231
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