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

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

分析師表示,Rumble “仍在尋找第二季度的收入改善”
Benzinga ·  05/16 01:08

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

Rumble Inc(納斯達克股票代碼:RUM)公佈第一季度業績後,該公司股價週三下跌。

The results came amid an exciting earnings season.

業績是在一個激動人心的業績季中公佈的。

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

根據奧本海默的說法,雖然盈利能力有所改善,但參與度卻連續下降,因爲上一季度受益於體育和政治內容。

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

Rumble分析師:傑森·赫爾夫斯坦重申了對Rumble的表現評級。

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在一份報告中說,該公司在美國的月平均用戶同比增長6%,達到3500萬,而上一季度下降了26%,而美國的月度ARPU(每位用戶的平均收入)同比增長了23%。

Check out other analyst stock ratings.

查看其他分析師股票評級。

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.

分析師表示,儘管GAAP毛利虧損爲1,400萬美元,比奧本海默的估計高出700萬美元,但息稅折舊攤銷前利潤的虧損爲2,800萬美元,比奧本海默的估計高出500萬美元。

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.

他補充說,Rumble的收入在第一季度連續下降了13%,但管理層重申了他們先前對第二季度連續增長的收入指導,以及他們先前的預期,“最低擔保額將在25年之前大幅放緩,推動毛利的改善。”

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

朗姆酒價格走勢:在週三發佈時,Rumble的股價下跌了2.24%,至6.99美元。

Photo: Shutterstock

照片:Shutterstock

譯文內容由第三人軟體翻譯。


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