RUM Group Inc.: Mixed — EPS -$0.19, Revenue $96.58M

RUMRUM Group Inc.•Q3 2026•Nov 11, 2026, 7:30 AM EST
6
Mixed ResultQ3 2026 · Pre-market

Did RUM Group Inc. (RUM) beat earnings today?

@trystockwhiz

It was a mixed report for Q3 2026 — RUM Group Inc. (RUM) beat on revenue but missed on EPS.

Earnings Per Share-58.33% surprise
-$0.19Actual
Expected: -$0.12
vs. year ago -216.7%
Total Revenue+8.92% surprise
$96.58MActual
Expected: $88.67M
vs. year ago +290.0%
Released Nov 11 · 7:30 AM ET

Earning Report

MetricQ3 2026Q3 2025YoY Change %
Revenue$96.58M$24.76M+290.0%
Revenue detail — reported lines
└─Quake AI$68.20M$0-
Net Loss($89.85M)($16.26M)-
GAAP Basic EPS-$0.19-$0.06-
GAAP Diluted EPS-$0.19-$0.06-

Financial Outlook / Guidance

Q4 2026 Outlook

Revenue
Guidance
$88M-$94M

Business Highlights

  • ➤Quake AI operated an estate of approximately 22,000 NVIDIA GPUs at approximately 85% utilization.
  • ➤Acquired an additional 8.26 million Northern Data shares, increasing ownership to approximately 98%.
  • ➤Commenced German squeeze-out proceedings to seek 100% ownership of Northern Data.
  • ➤Expects to reach 100% ownership of Northern Data in early 2027.
  • ➤Announced a long-term distribution and content partnership with WWE.
  • ➤RUM Group will become the new home of weekly premium program WWE Main Event.
  • ➤Began a video cost reset tied to a refocused strategy.
  • ➤A portion of previously disclosed 250MW unmonetized capacity targeted for 2027 may be delayed.
  • ➤Quake AI provides GPU cloud computing on reserved and on-demand bases.
  • ➤Quake AI also provides data center hosting and colocation services.

Management Commentary

Chris Pavlovski, CEO of RUM Group

“Q3 was a defining quarter for RUM Group. We delivered record revenue, nearly four times last year’s, and achieved positive Adjusted EBITDA for the first time in our history. Quake AI is now the engine of our business. We have real assets running real AI workloads for real customers and generating real cash. Our 22,000-GPU estate is nearly sold out at 85% utilization. As capital becomes more selective, we believe it will flow to experienced operators with disciplined balance sheets. That is exactly where RUM Group stands, and we intend to use that position to build lasting value for our shareholders.”