RUMHIGH SIGNALFINANCIAL10-K

Rumble's balance sheet underwent a dramatic transformation with current assets nearly doubling while liabilities fell substantially, though the company continues reporting significant losses.

The company's financial position strengthened markedly, with current liabilities dropping by nearly 80% and current assets growing substantially, suggesting either successful fundraising or debt restructuring. However, the reported decline in monthly active users from 68 million to 52 million represents a concerning reversal in user growth trajectory for a platform dependent on audience scale.

Comparing 2026-03-05 vs 2025-03-25View on EDGAR →
FINANCIAL ANALYSIS

Rumble's balance sheet improved dramatically, with current assets nearly doubling to $264.5M while current liabilities fell by 79% to $45.3M, indicating a major strengthening of liquidity. Net losses narrowed substantially from $338.4M to $81.8M, though the company remains deeply unprofitable. Operating cash flow improved modestly but remains negative at $70.4M, while capital expenditures increased to $4.1M, suggesting continued investment in platform infrastructure.

FINANCIAL STATEMENT CHANGES
Current Assets
Balance Sheet
+94.3%
$136.1M$264.5M

Current assets grew 94.3% — improving short-term liquidity or inventory/receivables build.

Current Liabilities
Balance Sheet
-79.1%
$216.7M$45.3M

Current liabilities reduced — improved short-term financial position and working capital health.

Total Liabilities
Balance Sheet
-76%
$258.4M$62.0M

Liabilities reduced 76% — deleveraging improves balance sheet strength and financial flexibility.

Net Income
P&L
+75.8%
-$338.4M-$81.8M

Net income grew 75.8% — bottom-line growth signals improving overall business health.

Total Assets
Balance Sheet
+72.5%
$195.3M$336.8M

Asset base grew 72.5% — expansion through organic growth, acquisitions, or capital deployment.

Capital Expenditure
Cash Flow
+52.1%
$2.7M$4.1M

Capital expenditure jumped 52.1% — major investment cycle underway; assess returns on deployment.

Accounts Receivable
Balance Sheet
+21.3%
$9.8M$11.9M

Receivables grew 21.3% — monitor days sales outstanding for collection efficiency.

Operating Cash Flow
Cash Flow
+19.1%
-$87.0M-$70.4M

Operating cash flow grew 19.1% — strong conversion of earnings to cash, healthy business fundamentals.

LANGUAGE CHANGES
NEW — 2026-03-05
PRIOR — 2025-03-25
ADDED
As of March 1 , 2026 , the registrant had issued and outstanding (i) 215,749,009 s hares of Class A common stock, par value $0.0001 per share, ( ii) 123,690,477 shar es of Class C common stock, par value $0.0001 per share, and (i ii) 95,791,120 s hares of Class D common stock, par value $0.0001 per share.
The Company was founded based on the premise of providing small creators with the tools and distribution that they needed to succeed.
Fast forward to 2020, when a new, and much more nuanced form of preferencing was evolving online, including sophisticated algorithms used by the incumbents for amplification and censorship.
These top creators, such as Dan Bongino, Russell Brand, Kim Iversen, Dave Rubin, Kimberly Guilfoyle, Matt Kohrs, Barstool Sports, and Dana White, just to name a few.
As a result, Rumble s user base has grown to 52 million MAUs (GA4) as of Q4 2025.
+7 more — sign up free →
REMOVED
As of March 20, 2025 , the registrant had issued and outstanding (i) 214,817,093 s hares of Class A common stock, par value $0.0001 per share, ( ii) 123,690,477 shar es of Class C common stock, par value $0.0001 per share, and (i ii) 95,791,120 s hares of Class D common stock, par value $0.0001 per share.
At that time, Rumble was founded based on the premise of providing small creators with the tools and distribution that they needed to succeed.
Fast forward to 2020, when a new, and much more nuanced world of preferencing was evolving online, which included sophisticated algorithms used by the incumbents for amplification and censorship.
These have included top creators, such as Dan Bongino, Russell Brand, Kim Iversen, Dave Rubin, Kimberly Guilfoyle, Glenn Greenwald, Matt Kohrs, and Dana White, just to name a few.
As a result, our user base has more than tripled in four years, growing from 21 million MAUs (UA) in Q4 2020 to 68 million MAUs (GA4) in Q4 2024.
+7 more — sign up free →
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