The Company Behind the World’s Third-Largest Cryptocurrency Just Invested $775 Million in This Little Company Taking on YouTube and AWS

Technology company stocks rumble (NASDAQ:ROM) It has reached 52-week highs as of this writing, having jumped nearly 300% in value since its January lows. Much of its jump is due to a massive $775 million investment from the investment arm of Tether Limited, the company behind the stable cryptocurrency. pregnancy (Crypto: USDT).

Tether is the third largest cryptocurrency in the world Market value. As of this writing, the market cap is roughly $140 billion, which is just lagging Bitcoin and Ethereum. But Tether is not like these two other cryptocurrencies; It is a stable coin.

Stable coin He intends to have a 1-to-1 price relationship with something else. For example, the value of a USD stablecoin should always be $1. It is intended for people who want to explore the world of cryptocurrencies without the volatility. Simply put, they deposit $1 and Tether issues a new stablecoin worth $1.

According to Tether, it had about $125 billion in reserves as of September 30 (its market capitalization was $119 billion at the time). Most of these reserves are held in US Treasury bonds. You should hold these reserves in case people want to exchange their stablecoins for dollars. But Tether is able to make money for itself with these huge reserves in the meantime.

Tether CEO Paolo Ardoino recently said the company is on track to earn $10 one billion in net profit in 2024, which is a staggering amount for any company, let alone a cryptocurrency company. The company not only collects these profits, but also invests its money from time to time, which is what it does with Rumble.

Rumble turned heads when it went public in 2022 because this small company had big ambitions. The company intends to create a censorship-free Internet infrastructure and hopes to compete with it alphabetYouTube’s video streaming platform; AmazonAWS cloud computing service; Social media platforms; And more.

The problem is that Rumble can’t simply wish all of this into existence – it requires money. When ambitions are that high, it costs a a lot Money for construction. Unsurprisingly, the company posted a net loss of $116 million in 2023 and has already lost another $102 million in the first three quarters of 2024.

But give Rumble some credit. The chart below shows the number of outstanding shares in the orange line. Ignore the short spike shortly after going public (the calculation of these may be temporarily distorted when they go public). The chart shows that management, so far, has not raised money by diluting shareholders through stock offerings. She also did not incur debts.

RUM Total Long-Term Debt (Quarterly) Data by YCharts

Conversely, Rumble has been financing its growth with available funds. I think this is the right step. After all, the company got its money from its shareholders in the first place. These shareholders expect it to achieve its long-term vision by actually using these funds.

However, Rumble is still burning money at a rapid pace and investors were concerned about liquidity. Hence the stock rose significantly when Tether announced its massive investment due to easing liquidity concerns.

There are reasons to be optimistic with Rumble. In Q3 2024, the company had 67 million monthly active users, which is nothing to worry about. That’s certainly less than its user base of 71 million in Q3 2022. But it’s a large, engaged user base nonetheless.

The challenge was to increase revenue by getting advertisers to buy into Rumble’s capabilities. As CEO Chris Pavlovsky lamented on the third-quarter earnings call, “How much longer can brand advertisers ignore more than half the country?”

Rumble has a premium subscription service that makes up for the lack of interest from advertisers. But advertising revenue is still important to the company, and Pavlovsky’s question is an acknowledgment that this represents an ongoing headwind for the company. Unfortunately, it is impossible to know how long it will be before demand for advertising increases.

The good news for Rumble shareholders is that despite its length, it now has a longer runway than it did before thanks to an infusion of money from Tether. Although there are still a lot of moving pieces here and more details about the deal worth knowing, the main takeaway is that the Rumble has a longer run than it had before. When it comes to investing, more time is always a good thing.

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John Mackey, former CEO of Whole Foods Market, an Amazon subsidiary, is a member of The Motley Fool’s board of directors. Susan Frey, an executive at Alphabet, is a member of The Motley Fool’s board of directors. John Quast He has positions in Ethereum. The Motley Fool has positions in and recommends Alphabet, Amazon, Bitcoin, and Ethereum. The Motley Fool has Disclosure policy.

The company behind the world’s third-largest cryptocurrency just invested $775 million in this small company that competes with YouTube and AWS. Originally published by The Motley Fool

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