Google Falls 7%, Rumble Stock Surges 20% on Strong Q1, User Retention Surprise
The Rumble stock has made an impressive surge after strong Q1 revenue, while Google stock (Alphabet) tumbled 7% this week.
Quick overview
- Rumble Inc. shares surged 20% after reporting better-than-expected Q1 results, with a smaller loss per share and strong revenue growth.
- The platform achieved a 34% year-over-year revenue increase, reaching $23.71 million, despite slightly missing consensus estimates.
- Rumble's user retention improved significantly post-election, with 59 million average Monthly Active Users and an 87% retention rate.
- In contrast, Alphabet's stock plummeted 10% due to concerns over potential competition from Apple and intensified antitrust scrutiny.
The Rumble stock has made an impressive surge after strong Q1 revenue, while Google stock (Alphabet) tumbled 7% this week.
Earnings Beat Spurs Investor Optimism
Shares of Rumble Inc. (NASDAQ: RUM) jumped 20% after the company released better-than-expected first-quarter results. The video platform posted a smaller loss per share than analysts had forecast and showed strong year-over-year revenue growth.
Key Financial Highlights:
- Loss per share: ($0.01), beating the expected ($0.09) by $0.08.
- Revenue: $23.71 million, up 34% from $17.7 million a year ago, though slightly below the $25.09 million consensus estimate.
- Net loss: $2.7 million, a dramatic improvement from $43.3 million in Q1 2024.
- Adjusted EBITDA: Loss of $22.7 million, improving by $3.8 million year-over-year.
User Retention Gains Post-Election
The platform highlighted strong user engagement, with 59 million average Monthly Active Users (MAUs) during Q1. This included an 87% retention rate following the 2024 U.S. general election—significantly higher than the 60% retention following the 2022 midterms.
Balance Sheet Strengthened by Tether Investment
As of March 31, 2025, Rumble reported $318.7 million in total liquidity:
- $301.3 million in cash and cash equivalents
- 210.82 Bitcoin, valued at $17.4 million
This capital cushion is expected to support further platform development and strategic expansion.
Rumble Stock Chart Weekly – Buyers Face Hurdles Above
Strategic Partnerships and Platform Growth
- Rumble’s momentum also stems from new alliances and broader visibility:
- Secured a cloud services agreement with the Government of El Salvador
- Formed a partnership with the Tampa Bay Buccaneers
- The White House launched an official channel on the platform
- Popular content creator Tim Pool (NASDAQ: POOL) joined Rumble, boosting creator diversity and reach
Alphabet Stock Crashes 10% After Apple Threatens Search Shakeup
Alphabet shares plunged 10%, wiping out over $200 billion in market capitalization, after Apple’s head of services, Eddy Cue, revealed in court that Apple may replace Google Search with AI-driven alternatives like Perplexity in future Safari updates.
The statement emerged during Alphabet’s ongoing U.S. antitrust trial, triggering alarm over the potential end of a lucrative partnership reportedly worth $20 billion annually. Investors fear that such a shift could severely undermine Google’s core advertising revenue tied to search dominance.
Antitrust Heat Intensifies
At the same time, the Department of Justice (DOJ) is pressing its antitrust case more aggressively, aiming to force Alphabet to divest key ad tech units, including the Google AdX exchange. Regulators argue that Google’s advertising ecosystem constitutes a monopoly that stifles competition across both search and digital ads.
Conclusion
Rumble’s Q1 report reflected strong progress on both financial and user engagement fronts. The narrower loss, increased revenue, and post-election user retention were particularly encouraging for investors. Strategic deals and growing adoption from influential institutions suggest that Rumble is positioning itself for long-term expansion in the competitive video-sharing market.
Apple’s consideration of a search alternative—and the growing threat of regulatory break-up—has cast a shadow over Alphabet’s business model. The combination of potential revenue loss and regulatory intervention is now a major overhang on the stock, prompting a sharp selloff from investors.
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