Can Rumble’s (RUM) AI-Powered Bundle Redefine Its Competitive Edge in Digital Media?

• Rumble has launched a subscription bundle offering both Rumble Premium and Perplexity Pro at a discounted rate of US$19.99 per month, following a new partnership with Perplexity to bring advanced AI-powered search functionality to Rumble.com.
• This collaboration signals Rumble’s push to broaden its appeal, combining video content with AI enhancements to improve user experience and value.
• We'll now explore how this pairing of content and AI discovery tools could shape Rumble's investment narrative and future growth opportunities.

This technology could replace computers: discover 26 stocks that are working to make quantum computing a reality.

Rumble Investment Narrative Recap

To be a Rumble shareholder, you need confidence that the company's focus on digital media innovation, especially through strategic partnerships and differentiated content, will drive user engagement, diversify revenue, and eventually create a path to profitability. The new Rumble Premium and Perplexity Pro subscription bundle may help strengthen short-term user monetization, but does not immediately offset the most pressing risk: continued operating losses and a lack of clear near-term breakeven, particularly if revenue and margins don't improve as expected.

The October 2 partnership announcement with Perplexity, which resulted in this subscription bundle, is most relevant; it brings AI-powered discovery tools to Rumble.com, advancing efforts to increase premium subscriber growth and engagement, key near-term catalysts for fresh revenue streams and improved ARPU.

In contrast, investors should be aware that even as Rumble expands its user offerings, its heavy investment pace and operating losses mean...

Read the full narrative on Rumble (it's free!)

Rumble's outlook anticipates $194.3 million in revenue and $21.4 million in earnings by 2028. This scenario assumes annual revenue growth of 23.1% and a $322.6 million increase in earnings from the current -$301.2 million.

Uncover how Rumble's forecasts yield a $14.50 fair value, a 98% upside to its current price.

Exploring Other Perspectives

All two Simply Wall St Community estimates peg fair value for Rumble at US$14.50 per share, showing strong consensus. However, with ongoing operating losses and high capital requirements, your outlook can differ significantly based on your expectations for profitability and scale.

Explore 2 other fair value estimates on Rumble - why the stock might be worth as much as 98% more than the current price!

Build Your Own Rumble Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your Rumble research is our analysis highlighting 1 key reward and 2 important warning signs that could impact your investment decision.
• Our free Rumble research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Rumble's overall financial health at a glance.

Ready For A Different Approach?

Every day counts. These free picks are already gaining attention. See them before the crowd does:

• Trump's oil boom is here - pipelines are primed to profit. Discover the 22 US stocks riding the wave.
• The end of cancer? These 28 emerging AI stocks are developing tech that will allow early identification of life changing diseases like cancer and Alzheimer's.
• These 10 companies survived and thrived after COVID and have the right ingredients to survive Trump's tariffs. Discover why before your portfolio feels the trade war pinch.

This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com