Rumble jumps 12% on Perplexity AI deal, traders eye $9 breakout
Rumble teams with Perplexity to upgrade AI search, lifting shares to $8.56. Ops/Sales: optimize metadata, package bundles with Comet, and watch a speculative push toward $9.
Rumble x Perplexity: What Ops and Sales Teams Should Know Right Now
Oct. 5, 2025 - 12:48 PM ET
Snapshot
- Rumble announced a partnership with Perplexity to upgrade AI-based search and content discovery on its video platform.
- Shares jumped over 12% this week, with a move from $7.29 to a high of $8.56 and strong volume on the news.
- Integration includes Perplexity's AI tools plus promos for Comet and a new subscription bundle to boost discoverability and engagement.
- Analyst sentiment: positive, but fundamentals remain weak and the stock screens as speculative.
Why this matters for Operations and Sales
- Improved discovery can push more qualified traffic to creators and channels, lifting watch time, retention, and ad inventory quality.
- Bundled subscriptions and Comet promotions create fresh packaging and pricing angles for offers, partnerships, and upsells.
- Faster content findability reduces friction in user journeys, which can lower CAC and improve conversion rates across campaigns.
- Expect near-term volatility: useful for time-sensitive campaigns, sponsorships, and PR alignment around AI features.
Market Position and Fundamentals
Rumble's financial profile is strained. EBIT margin sits at -290.7% and gross margin at -53.1%. Revenue is about $95.5 million, while valuation looks stretched with a price-to-sales of 35.75 and price-to-book of 11.84.
Liquidity is strong (current ratio 7.7; quick ratio 7.6), which helps fund initiatives, but cash from operations is negative. In short: balance sheet liquidity is fine, profitability is not.
Technical Levels and Trading Context
- Trend: upward on the week; a notable spike to $8.48 on Oct. 2 with heavier volume.
- Trigger zone: potential momentum entry above $8.58, targeting $9; risk control with stops under $8.15.
- Watch volume: sustained activity would support any breakout attempt.
This is stock news, not investment advice.
Catalysts and Outlook
The Perplexity deal lifted sentiment and price. If AI-driven search and the subscription bundle gain traction, Rumble can improve user engagement and monetization mechanics. The $9 area remains a key ceiling. A clean break could invite follow-through, but the company's losses keep the setup speculative.
Weekly Update: Sep 29 - Oct 03, 2025
As of Sunday, Oct. 5, RUM is up 14.53%. Price climbed from $7.29 to $8.56 intraday this week, fueled by the partnership headlines. The tape remains sensitive to product updates and integration milestones.
Action Items for Ops Teams
- Map your content taxonomy to Rumble's search improvements; standardize titles, metadata, and thumbnails for AI-friendly discovery.
- Run controlled tests on upload cadence and playlist structures to see what the new algorithms surface fastest.
- Instrument analytics for watch-time, CTR, and session depth to validate lift from discovery changes.
- Prepare SLAs with creators and partners for potential traffic spikes as features roll out.
Action Items for Sales Teams
- Productize bundles that tie Rumble placements with Comet promos and any new subscription perks.
- Pitch high-intent categories first (news, sports, finance, gaming) where discovery gains can convert quickly.
- Refresh pricing sheets and insertion orders to include AI-discovery inventory and sponsorship slots.
- Align case studies around improved findability, lower CAC, and retention lift to shorten deal cycles.
Risks to Track
- Execution risk: AI integration may take time to materially move user metrics.
- Monetization risk: discovery lift must translate to RPM/ARPU, not just views.
- Valuation risk: high P/S and P/B leave little room for missteps.
- Platform risk: policy, moderation, or regulatory changes can affect advertiser demand.
Helpful Links
Upskill Your Team on Practical AI
If you're building sales and ops playbooks that lean on AI-based discovery and content workflows, explore role-focused programs at Complete AI Training.
This is stock news, not investment advice.
