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Rumble Is 'Still Looking For Q2 Revenue Improvement,' Says Analyst

Rumble Is 'Still Looking For Q2 Revenue Improvement,' Says Analyst

分析师表示,Rumble “仍在寻找第二季度的收入改善”
Benzinga ·  05/15 13:08

Rumble Inc (NASDAQ:RUM) shares were down in trading on Wednesday after the company reported its first-quarter results.

Rumble Inc(纳斯达克股票代码:RUM)公布第一季度业绩后,该公司股价周三下跌。

The results came amid an exciting earnings season.

业绩是在一个激动人心的财报季中公布的。

While monetization improved, engagement declined sequentially, as the previous quarter benefited from sports and political content, according to Oppenheimer.

根据奥本海默的说法,虽然盈利能力有所改善,但参与度却连续下降,因为上一季度受益于体育和政治内容。

The Rumble Analyst: Jason Helfstein reiterated a Perform rating on Rumble.

Rumble分析师:杰森·赫尔夫斯坦重申了对Rumble的表现评级。

The Rumble Thesis: The company's U.S. monthly average users rose by 6% year-on-year to 35 million, versus a 26% decline in the previous quarter, while U.S. monthly ARPU (average revenue per user) grew by 23% quarter-on-quarter, Helfstein said in a note.

Rumble Thesis:Helfstein在一份报告中说,该公司在美国的月平均用户同比增长6%,达到3500万,而上一季度下降了26%,而美国的月度ARPU(每位用户的平均收入)同比增长了23%。

Check out other analyst stock ratings.

查看其他分析师股票评级。

While GAAP gross profit loss of $14 million, was $7 million better than Oppenheimer's estimate, EBITDA loss of $28 million was $5 million better, the analyst stated.

分析师表示,尽管GAAP毛利亏损为1,400万美元,比奥本海默的估计高出700万美元,但息税折旧摊销前利润的亏损为2,800万美元,比奥本海默的估计高出500万美元。

Rumble's revenue declined by 13% sequentially in the first quarter, but management reiterated their prior revenue guidance of sequential growth in the second quarter as well as their prior expectation "that minimum guarantees will moderate significantly through '25, driving gross profit improvements," he added.

他补充说,Rumble的收入在第一季度连续下降了13%,但管理层重申了他们先前对第二季度连续增长的收入指导,以及他们先前的预期,“最低担保额将在25年之前大幅放缓,推动毛利的改善。”

RUM Price Action: Shares of Rumble had declined by 2.24% to $6.99 at the time of publication on Wednesday.

朗姆酒价格走势:在周三发布时,Rumble的股价下跌了2.24%,至6.99美元。

Photo: Shutterstock

照片:Shutterstock

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