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Rumble Unveils Rumble Live: A Linear Live Streaming Lineup
Newsfilter· 2025-03-14 21:00
LONGBOAT KEY, FL, March 14, 2025 (GLOBE NEWSWIRE) -- Rumble (NASDAQ:RUM), the video-sharing platform and cloud services provider, today unveiled Rumble Live, a linear livestreaming lineup of dynamic creator content that will take viewers through the entire day without having to visit any other place for their news, commentary, and entertainment. Rumble is reimagining the video platform experience by offering a format in which shows use the Rumble Raiding technology to follow one another and carry audiences ...
Rumble Announces Timing of Fourth Quarter and Full Year 2024 Earnings Release and Conference Call as well as Investor Conference Participation
GlobeNewswire· 2025-03-14 20:38
Rumble's Founder and CEO Chris Pavlovski to Hold a Post-Earnings Call Live Stream with Matt Kohrs LONGBOAT KEY, FL, March 14, 2025 (GLOBE NEWSWIRE) -- Rumble Inc. (NASDAQ: RUM) (“Rumble” or the “Company”), the video-sharing platform and cloud services provider, today announced that it will release financial results for the fiscal quarter and full year ended December 31, 2024 before market open on Tuesday, March 25, 2025. The Company will host a conference call on the same day at 11:00 a.m. Eastern Time. Ac ...
Rumble: Q4 Unlikely To Show Meaningful Change
Seeking Alpha· 2025-03-14 17:16
Rumble ( RUM ) is an alternative video hosting site, founded with a mission to provide users a platform for free speech against a media environment that it perceives as being too dominated by censorship and cancel culture.My articles are written with a mind to owning a stock for years, not trying to predict price movements in a few months. I don't do target prices; I do valuations.I first entered investing in 2020 as an individual value investor, keen to understand the fundamentals of businesses and buy the ...
Rumble Announces Purchases of $17.1 Million in Bitcoin in Accordance with Previously Announced Bitcoin Treasury Strategy
GlobeNewswire· 2025-03-12 20:30
LONGBOAT KEY, Fla., March 12, 2025 (GLOBE NEWSWIRE) -- Rumble (NASDAQ:RUM), the video-sharing platform and cloud services provider, announced today that the company has added approximately 188 Bitcoin to its treasury at an average price of approximately $91,000 per coin, consistent with its previously announced Bitcoin treasury strategy to allocate up to $20 million to Bitcoin. This move further emphasizes Rumble’s conviction in Bitcoin as a valuable tool for strategic planning and reinforces the company’s ...
Rumble Inc-A:美国垄断科技集团的挑战者 泰达赋能开启增长新纪元-20250302
华源证券· 2025-03-02 22:04
报告公司投资评级 - 买入(首次)[5] 报告的核心观点 - 报告研究的具体公司是坚持自由理念的在线视频平台,广告收入受益MAU与ARPU双重潜力,全球稳定币巨头泰达强势入股,未来增长潜力可期,首次覆盖给予“买入”评级[7] 根据相关目录分别进行总结 市场表现 - 2025年2月26日收盘价9.18美元,一年内最高/最低17.4/4.92美元,总市值36亿美元,总股本3.90亿股,资产负债率23.5%[3] 投资逻辑要点 - 美国垄断科技集团的挑战者,坚持公平自由理念,特朗普团队多名官员任职或持股[9] - 广告收入受益MAU与ARPU双重潜力,云服务确保自主可控并打开第二成长曲线,受GARM抵制ARPU低,现广告限制放开[9] - 全球稳定币巨头泰达2024年12月战略投资7.75亿美元,有望打通加密货币平台支付功能[9] 公平、开放的视频平台,大型科技公司垄断的挑战者 - 以多元内容为使命,以加密货币为创新,为独立影片和小型内容创作者提供替代平台,受关注且关键业务指标增势[16] - 广告收入为基础,2024Q3广告收入占比87%,营收同比增长但未盈利[24][26] - 以MAU、ARPU等分析业务绩效,2024Q3 MAU约6700万,季度环比增长26.4%,每日上传视频小时数增长但不稳定[29] - 特朗普新政府多名官员曾任职或持股,部分官员股权价值反映对公司信心[32][36] 视频业务:从右翼小众向大众平台发展 重点发力游戏和加密 - 简化审查的UGC模式,引入边缘化内容创作者,聚焦多领域并拓展游戏和加密领域,邀请KOL丰富内容[38][41] - 推出多元独家节目,放松限制吸引受头部平台限制的创作者,大选日观众量表现出色[43][46] - 广告限制已放开,虽目前收入不及头部平台,但月活与Netflix相似,广告收入有望增加,计划引入中插广告等[48][53] 云业务:签单不断 吸引志同道合伙伴共建新生态 - 持续投资云基础设施,有战略意义,将采取合作策略降低成本[55] - 云业务远景广阔,全球云计算市场增长潜力强,支持云业务收入乐观预期[58] - 云业务对外获营收,签约客户带来流量和版权,打开拉美市场,获金融领域认可,引入合作伙伴节省成本[61][63] 泰达币投资增添更多发展可能性 - 全球最大市值稳定币Tether 2024年12月投资7.75亿美元,支持增长扩张和股票收购计划[68] - Rumble与Tether有共赢模式,开通加密支付可共享流量,未来或开展类ICO业务,多业务联动形成加密货币生态[74][87] 盈利预测与评级 - 预计2024 - 2027年总收入94.1/180.9/420.0/1188.4百万美元,同比增长16%/92%/132%/183%,货币化收入和其他收入有相应预测[89][92] - 选取可比公司,公司广告收入有潜力且泰达入股,后续增长可期,首次覆盖给予“买入”评级[93]
A Total Win for Rumble and Trump Media: Statement on U.S. Court's Order on Moraes's Directives
Newsfilter· 2025-02-26 07:36
LONGBOAT KEY, Fla., Feb. 25, 2025 (GLOBE NEWSWIRE) -- Rumble (NASDAQ:RUM), the video-sharing platform and cloud services provider, today celebrated a ruling from a U.S. federal court that censorship orders from Brazilian Supreme Court Justice Alexandre de Moraes have no legal force in the United States. Rumble released the following statement: "Today, the U.S. District Court for the Middle District of Florida confirmed what we have argued from the very beginning: Justice Alexandre de Moraes's censorship ord ...
A Total Win for Rumble and Trump Media: Statement on U.S. Court's Order on Moraes's Directives
GlobeNewswire News Room· 2025-02-26 07:36
LONGBOAT KEY, Fla., Feb. 25, 2025 (GLOBE NEWSWIRE) -- Rumble (NASDAQ:RUM), the video-sharing platform and cloud services provider, today celebrated a ruling from a U.S. federal court that censorship orders from Brazilian Supreme Court Justice Alexandre de Moraes have no legal force in the United States. Rumble released the following statement: “Today, the U.S. District Court for the Middle District of Florida confirmed what we have argued from the very beginning: Justice Alexandre de Moraes’s censorship ord ...
Trump Media, Rumble File Court Motion against Suspension of Rumble in Brazil
GlobeNewswire News Room· 2025-02-24 21:30
SARASOTA, Fla., Feb. 24, 2025 (GLOBE NEWSWIRE) -- Trump Media and Technology Group Corp. (Nasdaq: DJT) ("TMTG"), operator of the social media platform Truth Social, the streaming platform Truth+, and the FinTech brand Truth.Fi, has jointly filed an emergency motion with its partner Rumble (NASDAQ: RUM) in U.S. federal court to halt the suspension of Rumble in Brazil by a Brazilian judge. Last week, Brazilian Supreme Court Justice Alexandre de Moraes issued a set of gag orders against Rumble, demanding it ce ...
Statement on Dan Bongino Being Named Deputy Director of the FBI
GlobeNewswire· 2025-02-24 12:18
文章核心观点 - 视频分享平台和云服务提供商Rumble就内容创作者Dan Bongino被任命为特朗普政府联邦调查局副局长一事发表声明,表达对其的祝福与肯定,同时指出其节目对平台发展的重要性及期待其回归 [1] 公司相关情况 公司简介 - Rumble是高增长视频平台和云服务提供商,致力于创建独立基础设施,使命是让互联网恢复自由开放 [3] 与Dan Bongino的关系 - Dan Bongino是内容创作先驱和言论自由斗士,2020年将内容移至Rumble,是CEO的导师和好友,还是公司重要股东 [1] - 《The Dan Bongino Show》对Rumble快速发展起到关键作用,带来的新观众有助于平台未来扩大用户群 [1] - Dan Bongino在Rumble上设定了流媒体卓越新标准,其直播观众规模和并发观众数量常领先于所有在线直播 [2] - 因第三方广告安排,Rumble从Bongino内容获得的收入对公司不重要 [2] 信息披露渠道 - 公司通过投资者关系网站、新闻稿、美国证券交易委员会文件、公开电话会议和网络直播向投资者公布重大财务和运营信息 [6] - 还将通过@rumblevideo等多个社交媒体账号披露公司及服务信息,投资者应关注这些渠道 [6][7] 联系方式 - 联系邮箱为press@rumble.com [8]
Rumble and TRUTH Social Sue Brazilian Judge Over Censorship Orders Targeting U.S. Users
GlobeNewswire News Room· 2025-02-19 21:15
文章核心观点 - Rumble和特朗普媒体技术集团(TMTG)起诉巴西最高法院大法官亚历山大·德·莫赖斯,称其下令暂停美国知名政治直言用户账户的行为违反美国宪法第一修正案的言论自由保护,该诉讼旨在确保美国公司受美国法律和宪法标准管辖,维护美国言论自由和主权 [1][2][8] 诉讼相关情况 - Rumble和TMTG在美国佛罗里达州中区联邦地方法院提起诉讼,寻求宣告莫赖斯的命令在美国不可执行 [1] - 莫赖斯的命令不仅违反美国公共政策,破坏美国言论自由基本原则,还侵犯美国主权,因其主张巴西法院可在未经美国政府同意的情况下对从事美国境内活动的美国公司行使管辖权 [2] - 莫赖斯针对的Rumble用户是政治异见者A,他是一名前牧师和独立记者,2021年因言论被指控犯罪后从巴西逃往美国,莫赖斯还曾试图将其引渡回巴西受审但未成功 [3] - 2024年3月美国政府拒绝巴西引渡政治异见者A的请求,认定指控为“观点犯罪”,违反基本言论自由保护,但莫赖斯试图绕过美国法律体系,用秘密审查命令施压美国公司在全球范围内封禁该用户 [4] - 莫赖斯要求曾与Rumble有关联的巴西律师协助送达审查指令,诉讼称这是对美国公司制造管辖权的不当尝试 [6] Rumble过往应对及相关表态 - 2023年12月莫赖斯要求Rumble移除平台上某创作者的内容,Rumble首席执行官克里斯·帕夫洛夫斯基选择禁用巴西境内对平台的所有访问以抗议 [4] - 本月早些时候莫赖斯撤销审查命令,Rumble恢复巴西用户访问,但几天后莫赖斯又因政治异见者A的内容不满,要求暂停其账户 [5] - 帕夫洛夫斯基曾公开谴责莫赖斯的审查策略,还在美国众议院外交事务委员会全球人权小组委员会作证,称巴西政府要求移除平台上未违反条款但不受欢迎的内容 [7] 案件影响及TMTG参与原因 - 此案对言论自由和外国法院管辖权限制有广泛影响,若外国法官将审查裁决扩展到美国公司,会引发国际法律越权和第一修正案保护适用的严重担忧 [8] - TMTG作为原告参与诉讼,因其依赖Rumble为TRUTH Social提供后端服务,域外要求可能消除合法美国言论并扰乱TRUTH Social在美国的核心功能 [9] Rumble公司情况 - Rumble是高增长视频平台和云服务提供商,2013年由克里斯·帕夫洛夫斯基创立,旨在打造独立基础设施,免受科技巨头的封杀或审查 [10] - 2024年第三季度Rumble月活跃用户达6700万,较上一季度的5300万增长26% [10] - 2024年选举之夜Rumble并发观众峰值近180万,选举后Rumble应用在苹果应用商店照片与视频类别中升至第3,超过YouTube [11]