RUM Group reported second-quarter revenue of $40.37 million, up 61% from a year earlier and above the $31.24 million Wall Street consensus estimate, helped by $10.1 million from the Northern Data acquisition. Excluding that contribution, revenue was $30.3 million, up 21% year over year and a record for the Rumble Video business. The company posted a net loss of 28 cents per share, wider than the expected 9-cent loss. Management's first formal guidance since the rebrand called for third-quarter revenue of $87 million to $93 million, above the current Street forecast of $65.2 million. CEO Chris Pavlovski said Quake AI's GPU estate was running at 85% utilization, the company signed a new multi-year agreement with Together AI, and its targeted 2027 power capacity of 250 megawatts represents what the company believes is a $3 billion-plus annual run-rate opportunity. Shares, which had risen ahead of the report, were down 0.8% at $6.16 in after-hours trading Monday.