Every 8-K that RUM Group Inc. Warrant (RUMBW) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 8-K covers material events a company has to report between its quarterly reports, so if you follow RUMBW and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full RUMBW filings page.
RUM Group Inc. (symbol: RUM) is the issuer of record for a Form 8-K filing submitted to the SEC.
RUM Group Inc. (RUM) filed an amended report providing detailed financial information related to its June 17, 2026 acquisition of approximately 85% of NDAG AG, a provider of AI and high-performance computing infrastructure. The amendment adds Northern Data’s historical financials and unaudited pro forma consolidated statements for RUM.
On a provisional purchase-price allocation basis, the acquired business contributed fair values including $887.3 million of property and equipment, $172.5 million of intangible assets and $411.5 million of goodwill, with non‑controlling interests of $93.3 million. Pro forma revenue was $168.2 million for the six months ended June 30, 2026 and $194.3 million for 2025, but pro forma net losses were substantial at $541.4 million and $742.2 million, respectively, driven by high operating expenses, depreciation, amortization and financing‑related items. The company emphasizes these pro forma figures are illustrative and not predictive of future results.
RUM Group Inc. (RUM) reported a Board change. On August 21, 2026, director Paul Cappuccio resigned from the Board of Directors. He informed the company that he is leaving to focus on his responsibilities as Chief Legal Officer at Reddit, Inc., where he recently accepted an offer of employment commencing in September 2026. RUM Group states that his resignation is not due to any disagreement with the company regarding its operations, policies, or practices. Following his departure, the size of the Board has been reduced to five directors. RUM’s Class A common stock, par value $0.0001 per share, trades on the Nasdaq Global Market under the symbol RUM, and its redeemable warrants, exercisable at $11.50 per share, trade under the symbol RUMBW.
RUM Group Inc. (RUM) disclosed a major GPU services Commercial Agreement with a U.S.-based cloud customer tied to an equity incentive. The customer agreed to purchase GPU services at RUM’s under-development Maysville, GA site in three tranches with a total order value of approximately $13.7 billion, spread evenly, with the third tranche subject to the customer’s approval of the proposed delivery date.
In connection with this contract, RUM signed a binding Warrant Term Sheet to issue the customer a warrant to purchase up to 50,808,408 Class A shares at an exercise price of $0.01 per share, exercisable in cash only until the 10th anniversary. Half of the warrant shares vest in three 16.67% tranches as the three service tranches are purchased; the remaining 50% may vest in five 10% tranches if the parties enter into Expansion Agreements with substantial additional purchases. Unvested portions terminate upon agreement expiration, earlier termination, or material uncured payment breach by the customer.
RUM plans to enter a registration rights agreement requiring it to file a Form S-3 resale registration statement for the warrant shares within 30 days after the first exercise. RUM supplements its risk factors, stating that performing under the Commercial Agreement will require developing and constructing a data center and acquiring GPUs and related infrastructure, funded largely by additional debt and/or equity. The company states it does not currently have financing for these capital needs, the contract is not subject to any financing contingency, and additional debt could increase leverage while equity financing could cause significant dilution. It also highlights extensive construction, permitting, power-availability and regulatory risks that could delay or prevent project completion and expose RUM to contractual remedies and potentially significant damages.
RUM Group Inc. reported record second-quarter 2026 revenue of $40.4 million, up 61% year over year, driven by audience monetization and the acquisition of Northern Data, which added $10.1 million of cloud computing and colocation revenue. Excluding Northern Data, Rumble revenue grew 21% year over year.
On June 17, 2026 the company closed its acquisition of Northern Data and established two business units: the Rumble video platform and Quake AI, its cloud and AI-infrastructure business. Property and equipment rose to $913.8 million, intangible assets to $187.8 million, and goodwill to $415.2 million, largely reflecting the transaction, which included $1.52 billion of non-cash consideration and the addition of $358.8 million of convertible notes.
Despite strong top-line growth, RUM Group posted a net loss of $80.9 million for the quarter and negative Adjusted EBITDA of $16.6 million, as expenses more than doubled to $111.1 million, including $28.3 million of acquisition-related costs and higher amortization and operating expenses from the expanded infrastructure. Liquidity totaled $220.5 million, with $203.3 million in cash and cash equivalents and Bitcoin valued at $17.2 million. The company initiated formal guidance, projecting Q3 2026 revenue of $87–$93 million, and highlighted approximately 250 MW of unmonetized 2027 targeted capacity it views as a multi-billion dollar ARR opportunity.
RUM Group Inc. reported a major financing and structural update tied to its acquisition of Northern Data. An Irish subsidiary, Rumble Freedom First Holding Limited, entered a secured five-year term Credit Agreement with Tether for commitments of €317,533,400.90, bearing interest at a 3.00% margin plus EURIBOR, maturing five years after June 18, 2026. Tether has a one-time right on the first anniversary of the loan closing to convert the entire facility into Rumble Class A shares at the greater of the 10‑day VWAP or $7.88 per share, with any excess above a 9.9% voting power cap delivered through a pre‑funded warrant. As consideration for the remaining 50% of Tether’s receivable under the Existing ND Loan, Rumble also issued a Pre‑Funded Warrant for up to 46,719,910 Class A shares at an exercise price of $0.0001 per share in a private placement relying on Securities Act exemptions. In a related governance change, the company amended its certificate of incorporation to change its name from “Rumble Inc.” to “RUM Group Inc.” effective as of the close of business on June 18, 2026.
Rumble Inc. has closed its acquisition of Northern Data AG, acquiring approximately 85.2% of Northern Data’s outstanding shares through an exchange offer and separate purchases from key shareholders. Rumble issued 16,578,459 Class A shares in the exchange offer and 42,768,485 Class A shares to the TSA sellers, plus large pre-funded warrants to Tether.
The company also sold an additional pre-funded warrant to Tether for 4,599,365 shares at $7.88 per share for $36,242,538 in cash, all in private placements. Rumble amended its charter to increase authorized capital to 1.7 billion shares. With Northern Data, Rumble gains roughly 250 MW of current and planned power capacity, over 200 MW of which is currently unmonetized, and access to about 22,000 high-end NVIDIA GPUs. Northern Data has raised its 2026 revenue outlook to 170–190 million euros from 130–150 million euros, and Rumble highlights a $270 million multi-year GPU cloud contract with Together AI.
Rumble Inc. reported results from its 2026 Annual Meeting of Stockholders held on June 11, 2026. Stockholders elected six directors to one-year terms ending at the 2027 annual meeting or until their successors are elected and qualified.
Directors Chris Pavlovski, Katie Biber, Paul Cappuccio, Phil Evershed, Ryan Milnes and Jerry Naumoff each received more votes "for" than "withheld," with Pavlovski receiving 1,153,778,948 votes for and 724,893 withheld. Stockholders also ratified Baker Tilly US, LLP as the independent registered public accounting firm for the fiscal year ending December 31, 2026, with 1,284,679,467 votes for, 446,520 against and 530,929 abstentions.
Rumble Inc. disclosed that it entered into a multi-year, $270 million agreement with a third-party cloud customer, described as its largest customer commitment to date. The customer committed to buy dedicated GPU cloud capacity from Rumble powered by NVIDIA Blackwell B300 systems.
The agreement also allows for potentially higher total value and a longer term depending on market success, indicating room for further expansion of this customer relationship. Rumble plans to provide more details about the transaction in a separate press release.
Rumble Inc. reported first quarter 2026 results, with revenue rising 7% year-over-year to $25.5 million. Despite this record Q1 revenue, the company posted a net loss of $30.3 million, significantly deeper than the prior-year loss, as total expenses reached $64.6 million.
Adjusted EBITDA, a non‑GAAP measure that excludes items such as share-based compensation and fair value changes, improved modestly to a loss of $21.0 million from a $22.7 million loss a year earlier. Rumble ended March 31, 2026 with total liquidity of $233.4 million, including $219.0 million in cash and cash equivalents and Bitcoin valued at $14.4 million.
The company also highlighted progress on its exchange offer to acquire Northern Data. Approximately 81.3% of Northern Data’s outstanding shares have been secured, with a best and final exchange ratio of 2.0281 newly issued Rumble Class A shares for each Northern Data share. Rumble expects the exchange offer to close in mid‑June 2026, followed by a delisting of Northern Data shares, subject to remaining conditions.
Rumble Inc. reported its fourth quarter and full-year 2025 results, marking the first time in its history that annual revenue surpassed $100.6M. Full-year revenue increased to $100,622,320 from $95,488,190, while the company still posted a substantial net loss of $81,830,362, improved from a $338,362,779 loss in 2024.
In Q4 2025, revenue was $27,068,454, down 10% from the prior-year quarter, but cost of services fell sharply, helping narrow operating losses. Adjusted EBITDA for 2025 was a loss of $74,299,119, better than the $92,069,864 loss in 2024, showing progress on underlying profitability.
The platform reported 52 million MAUs in Q4, reflecting 11% sequential growth, and newly launched Rumble Shorts exceeded one million daily unique video views. Rumble ended 2025 with cash and cash equivalents of $237,919,453, up from $114,018,900, supported by large equity issuance and share repurchases. The company is on track to complete its transformative acquisition of AI infrastructure firm Northern Data in the second quarter of 2026, with Northern Data’s GPU utilization expected to approximate 85% by the end of Q1 2026.