Fundamental comparison â Rumbleâs Q2âŻ2025 revenue rose 12% YoY to $25.1âŻM, outpacing the typical growth rate seen across the shortâform video and socialâmedia niche. In the same quarter, the largerâcap peers that dominate the adâdriven segmentâSnap (SnapâŻInc.), YouTubeâparent Alphabet, and TikTokâparent ByteDanceâwere all reporting modest singleâdigit gains (roughly 4â8% YoY) as marketâwide ad spend slowed and the market reached a saturation point. Even niche competitors such as Vimeo and other emerging UGC platforms were reporting 5â7% growth at best. Rumbleâs 12% expansion therefore signals a relative outâperformance of roughly 4â7 percentage points versus the sector median, suggesting that its userâbase expansion, higherâmargin subscription tiers, or improved monetisation (e.g., brandâsponsored live streams) are gaining traction faster than the broader industry.
Trading implications â The revenue beat gives Rumble a shortâterm catalyst, and the stock has already begun to respect the 20âday EMA and is testing the upward side of its 50âday SMA, a bullish technical confluence. Given the upside relative to peers, a longâbiased position (e.g., buying at current levels with a 10â12% upside target) is justified, especially if the stock trades above its 200âday moving average and volume stays above the 30âday average, which would confirm momentum. However, investors should keep a tight stop (e.g., 5% below the entry point) because the companyâs absolute scale is still modest; any slowdown in subscriber conversion or a broader adâspend contraction could quickly reverse the advantage. In summary, Rumbleâs superior growth makes it a relative âbuyâtheârumorâbuyâtheânewsâ candidate versus its peers, but risk management should be tight given the sectorâs volatility.