Could AI Partnerships Like Perplexity Reshape Rumble (RUM)'s Global Reach and Monetization Potential?

• Rumble recently announced a partnership with Perplexity, an AI-powered answer engine, to integrate advanced AI search tools on Rumble.com, introduce a subscription bundle with Perplexity Pro, and promote Perplexity's new Comet browser across the Rumble ecosystem.
• This collaboration targets the persistent challenge of content discovery in digital video, aiming to boost creator reach and viewer engagement by leveraging AI-driven intelligence.
• We’ll explore how the addition of Perplexity’s AI discovery capabilities could reshape Rumble’s global reach and monetization prospects.

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Rumble Investment Narrative Recap

To be a shareholder in Rumble, you need to believe that its aggressive push for AI-powered content discovery and creator monetization will translate into sustained user growth and differentiated monetization, allowing it to outpace mainstream video platforms. While the Perplexity partnership strengthens Rumble’s technology narrative, it does not materially change the immediate catalyst: the launch and user adoption of Rumble Wallet, which remains crucial to unlocking new revenue streams, nor does it reduce the core risks of high cash burn and operating losses in the near term.

The recent Cumulus Media collaboration stands out for its relevance, as it aims to broaden content distribution and boost ad opportunities through new formats. This supports Rumble’s efforts to diversify revenue, yet the fundamental short-term catalyst continues to be international growth enabled by crypto monetization tools rather than additional content partnerships or platform features.

But even as the company deepens AI investments, investors should be mindful of the ongoing risk posed by elevated infrastructure and content moderation costs if margins do not improve at scale...

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

Rumble's narrative projects $194.3 million revenue and $21.4 million earnings by 2028. This requires 23.1% yearly revenue growth and an earnings increase of $322.6 million from current earnings of -$301.2 million.

Uncover how Rumble's forecasts yield a $14.50 fair value, a 94% upside to its current price.

Exploring Other Perspectives

Rumble’s fair value estimates from the Simply Wall St Community span from US$1.76 to US$14.50 across three member views. Yet with rising infrastructure spending and limited near-term profitability, you can see how market participants reach sharply different conclusions about future performance.

Explore 3 other fair value estimates on Rumble - why the stock might be worth less than half 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.

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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.

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