RUM

Q2 FY2026 EarningsRUM Q2 FY26 significantly beat consensus revenue expectations, posting $40.4M vs. $30.7M expected, driven by the transformational acquisition of Northern Data and 21% YoY organic growth in the Rumble Video segment. While GAAP EPS of -$0.28 missed the -$0.10 estimate due to $28.3M in one-time acquisition costs, the company issued strong Q3 revenue guidance of $87M–$93M, far exceeding market trajectory and reflecting the full-quarter impact of its new AI infrastructure business, Quake AI.