RUM posts record revenue and first positive adjusted EBITDA
RUM's third-quarter revenue rose 290% to $96.6M and adjusted EBITDA turned positive for the first time. Some 2027 capacity may face delays.
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what happened
According to TradingView, RUM's third-quarter revenue reached $96.6M, up 290% year on year. Quake AI was the main contributor, bringing in $68.2M.
Adjusted EBITDA turned positive for the first time, at $4.4M. Fourth-quarter revenue guidance is $88M to $94M. In addition, some capacity planned for 2027 may be delayed.
why it matters
For investors, the key questions are whether growth can hold given reliance on Quake AI and the risk of delays to new capacity. Fourth-quarter guidance sits below the third-quarter record, which is worth weighing when judging the business's momentum.
market impact
RUM shares: strong quarter offset by risk of capacity delays, a mixed picture
tags
instruments
sources
- RUM: Record revenue and first positive Adjusted EBITDA, with some 2027 capacity at risk of delay — TradingView, 11 November 2026 at 19:38 UTC
prepared by the newsmetry newsroom with ai assistance from the sources listed below. not investment advice.
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