RUM Group Publishes Q3 2026 Earnings Call Transcript
Bitget2026/11/13 20:42- RUM Group held its third-quarter 2026 earnings call November 11, attended by CEO Christopher Pavlovski and CFO Michael Masci.
- Revenue reached $96.6 million; adjusted EBITDA turned positive for the first time as a public company at $4.4 million.
- Fourth-quarter revenue guidance was $88 million to $94 million, reflecting nonrecurring revenue and temporary impacts from GPU contract transitions.
- Most H100 contracts expire by March 2027; management expects higher renewal pricing and customer prepayments.
- Some of the planned 250-megawatt capacity will slip beyond 2027 as management explores a more financeable alternative for Maysville.
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