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Edge16 Oct 2026
Winner, Winner: The Chicken McNugget Story
How a 1940s breeding contest, a Cornell food scientist, and a hedge by Ray Dalio helped McDonald's turn the Chicken McNugget into a fast-food icon.
RUM Group
RUM Group (RUM) investor relations material
RUM Group Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 earnings summary11 Nov, 2026
Executive summary
Record Q3 revenue of $96.6M, up 290% YoY; Quake AI contributed $68.2M in its first full quarter following the Northern Data acquisition.
Adjusted EBITDA was positive for the first time at $4.4M; GAAP net loss was $89.9M.
Financial highlights
Q3 revenue rose $71.8M YoY to $96.6M; nine-month revenue was $162.4M, up 121% YoY.
Q3 operating loss was $84.6M and net loss was $89.9M, versus $28.1M and $16.3M, respectively, in Q3 2025; net loss attributable to RUM Group was $79.9M.
Q3 Adjusted EBITDA was $4.4M versus a loss of $15.1M YoY; nine-month Adjusted EBITDA was a loss of $33.2M versus a loss of $58.3M.
Cash and cash equivalents were $134.4M at September 30, 2026; nine-month operating cash use was $113.8M.
Q3 expenses totaled $181.2M, including $85.2M of depreciation and amortization.
Outlook and guidance
Q4 2026 revenue guidance is $88M–$94M; Q3 revenue included accelerated work under a customer barter agreement not expected to recur in Q4.
Some of the previously targeted 250 MW of capacity for 2027 may be delayed beyond that year due to market conditions.
Most H100 contracts are expected to roll off by end-Q1 2027; higher GPU rates are expected as contracts renew, with repricing beginning in H1 2027.
The six-year Maysville GPU services agreement has an aggregate order value of ~$13.7B and requires substantial financing for facilities, GPUs and related infrastructure.
Cost-reset savings are expected to emerge through 2027; substantial investment and further capital spending are expected to support growth.
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Latest events from RUM Group
- Secured $13.7B in GPU contracts and targets $3B+ 2028 revenue with rapid AI infrastructure growth.RUM
Investor presentation - AI compute expansion and infrastructure execution target $3B+ annual revenue by 2027.RUMCanaccord Genuity's 46th Annual Growth Conference
- Q2 2026 revenue surged 61% to $40.4M; Q3 guidance is $87–93M amid major AI infrastructure expansion.RUMQ2 2026
- Targeting $3B+ annual revenue by 2027 with scalable AI infrastructure and strong financial backing.RUMInvestor presentation
- Directors were elected and the auditor ratified, with no shareholder questions received.RUMAGM 2026
- Q1 2026 revenue up 7% to $25.5M; net loss widens, Northern Data deal on track.RUMQ1 2026
- Virtual annual meeting to vote on directors and auditor ratification, board recommends approval.RUMProxy filing
- Annual meeting to elect directors and ratify auditor, with CEO holding majority voting power.RUMProxy filing
- Strategic expansion into AI cloud and advertising, driven by Tether and Northern Data deals.RUMThe 38th Annual Roth Conference
Next RUM Group earnings date
Q4 20265 Mar, 2027
RUM Group
Next RUM Group earnings date
Q4 20265 Mar, 2027
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Frequently asked questions
Rumble Inc. operates as a technology company focused on video sharing platforms, serving users in the United States, Canada, and internationally. The company's main platform, rumble.com, offers a space where users can subscribe to channels, stay in touch with creators, and access video on-demand (VOD) and live content. Additionally, Rumble operates locals.com, a subscription platform that facilitates engagement through VOD, podcasts, live chat, polls, and community discussions among creators and subscribers. It also runs the Rumble Advertising Center (RAC), an online advertising management exchange. The company is headquartered in Longboat Key, Florida, and its shares are listed on the Nasdaq.