Why Oppenheimer’s Analyst Question on Rumble’s Ad Model Is a Clear Signal for Growth

During its Q2 earnings call, Rumble grabbed attention when analyst Jason Helfstein from Oppenheimer posed a pivotal question about the future of Rumble’s advertising model and RAC (Rumble Advertising Center)—a detail highlighted in a recent Yahoo Finance article .

This seemingly technical comment carries significant weight for every creator evaluating platform momentum.

RAC, introduced by Rumble as its programmatic advertising marketplace, is designed to connect advertisers with both Rumble’s own inventory and external partners (AInvest).

In parallel, coverage from AOL emphasized how central RAC has become to Rumble’s monetization strategy.

Furthermore, recent earnings data underline Rumble’s positive trajectory: the company reported $25.08 million in revenue, a year-over-year increase of roughly 12%, alongside 51 million monthly active users (MAUs) (Investing.com).

What the Data Tells Us

1. Analysts Are Watching — and That’s a Positive Sign

Oppenheimer’s attention to Rumble’s ad model and RAC reflects institutional interest in the company’s monetization strategy.

That kind of signal typically correlates with market confidence in the platform’s growth trajectory.

2. RAC Is a Core Monetization Engine

The emphasis on RAC during the Q2 call shows that Rumble is doubling down on programmatic advertising as a means to scale revenue.

Such infrastructure is central to attracting larger advertisers and improving platform-wide margins.

3. Growth Metrics Are Positive and Sustained

• Revenue growth: steady, up ~12% to $25 million.
• MAUs: stable at 51 million, demonstrating an engaged user base even after high-profile creator exits (AInvest).

Why This Matters for Platform Positioning

Putting it all together: institutional analysts are tracking Rumble, advertising infrastructure (RAC) is maturing, and user metrics are holding strong.

This convergence creates an ideal environment for creators to stand out.

Your followers and views are not just vanity metrics—they feed into the platform’s broader monetization story at the exact moment Rumble is under investor scrutiny.