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Side-by-side financial comparison of ACACIA RESEARCH CORP (ACTG) and Rumble Inc. (RUM). Click either name above to swap in a different company.
ACACIA RESEARCH CORP is the larger business by last-quarter revenue ($50.1M vs $27.1M, roughly 1.9× Rumble Inc.). ACACIA RESEARCH CORP runs the higher net margin — 6.8% vs -120.8%, a 127.6% gap on every dollar of revenue. On growth, ACACIA RESEARCH CORP posted the faster year-over-year revenue change (2.6% vs -10.5%). Over the past eight quarters, ACACIA RESEARCH CORP's revenue compounded faster (43.6% CAGR vs 15.2%).
Acacia Research Corporation is a publicly traded American company based in New York City. It acquires and operates businesses in industries including the technology, energy, and industrial/manufacturing sectors. Acacia has a strategic relationship with Starboard Value, LP, the company's controlling shareholder. The company has been characterized as a patent troll.
Rumble is a Canadian-American online video platform, web hosting, and cloud services business headquartered in Toronto, Canada, with its U.S. headquarters in Longboat Key, Florida. It was founded in 2013 by Chris Pavlovski, a Canadian technology entrepreneur. Rumble's cloud services business hosts Truth Social, and the video platform is popular among American conservative and far-right users. Rumble has been described as "alt-tech".
ACTG vs RUM — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $50.1M | $27.1M |
| Net Profit | $3.4M | $-32.7M |
| Gross Margin | 12.8% | 5.5% |
| Operating Margin | -26.1% | -131.1% |
| Net Margin | 6.8% | -120.8% |
| Revenue YoY | 2.6% | -10.5% |
| Net Profit YoY | 125.5% | 86.2% |
| EPS (diluted) | $0.03 | $-0.13 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q4 25 | $50.1M | $27.1M | ||
| Q3 25 | $59.4M | $24.8M | ||
| Q2 25 | $51.2M | — | ||
| Q1 25 | $124.4M | $23.7M | ||
| Q4 24 | $48.8M | $30.2M | ||
| Q3 24 | $23.3M | $25.1M | ||
| Q2 24 | $25.8M | $22.5M | ||
| Q1 24 | $24.3M | $17.7M |
| Q4 25 | $3.4M | $-32.7M | ||
| Q3 25 | $-2.7M | $-16.3M | ||
| Q2 25 | $-3.3M | — | ||
| Q1 25 | $24.3M | $-2.7M | ||
| Q4 24 | $-13.4M | $-236.8M | ||
| Q3 24 | $-14.0M | $-31.5M | ||
| Q2 24 | $-8.4M | $-26.8M | ||
| Q1 24 | $-186.0K | $-43.3M |
| Q4 25 | 12.8% | 5.5% | ||
| Q3 25 | 21.2% | -1.8% | ||
| Q2 25 | 12.8% | — | ||
| Q1 25 | 47.4% | -26.7% | ||
| Q4 24 | 17.6% | -14.2% | ||
| Q3 24 | 10.1% | -45.4% | ||
| Q2 24 | 26.2% | -58.8% | ||
| Q1 24 | 49.2% | -79.5% |
| Q4 25 | -26.1% | -131.1% | ||
| Q3 25 | -10.8% | -113.6% | ||
| Q2 25 | -24.2% | — | ||
| Q1 25 | 30.8% | -153.5% | ||
| Q4 24 | -32.4% | -80.1% | ||
| Q3 24 | -44.1% | -131.0% | ||
| Q2 24 | -18.4% | -172.7% | ||
| Q1 24 | -8.6% | -197.4% |
| Q4 25 | 6.8% | -120.8% | ||
| Q3 25 | -4.6% | -65.7% | ||
| Q2 25 | -6.4% | — | ||
| Q1 25 | 19.5% | -11.2% | ||
| Q4 24 | -27.5% | -783.2% | ||
| Q3 24 | -60.0% | -125.9% | ||
| Q2 24 | -32.7% | -119.2% | ||
| Q1 24 | -0.8% | -244.1% |
| Q4 25 | $0.03 | $-0.13 | ||
| Q3 25 | $-0.03 | $-0.06 | ||
| Q2 25 | $-0.03 | — | ||
| Q1 25 | $0.25 | $-0.01 | ||
| Q4 24 | $-0.14 | $-1.17 | ||
| Q3 24 | $-0.14 | $-0.15 | ||
| Q2 24 | $-0.08 | $-0.13 | ||
| Q1 24 | $0.00 | $-0.21 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $306.7M | $237.9M |
| Total DebtLower is stronger | $91.9M | — |
| Stockholders' EquityBook value | $543.5M | $274.8M |
| Total Assets | $771.0M | $336.8M |
| Debt / EquityLower = less leverage | 0.17× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $306.7M | $237.9M | ||
| Q3 25 | $301.8M | $269.8M | ||
| Q2 25 | $316.7M | — | ||
| Q1 25 | $272.0M | $301.3M | ||
| Q4 24 | $273.9M | $114.0M | ||
| Q3 24 | $410.9M | $132.0M | ||
| Q2 24 | $441.9M | $154.2M | ||
| Q1 24 | $498.4M | $183.8M |
| Q4 25 | $91.9M | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
| Q4 25 | $543.5M | $274.8M | ||
| Q3 25 | $537.6M | $302.2M | ||
| Q2 25 | $538.6M | — | ||
| Q1 25 | $540.2M | $339.6M | ||
| Q4 24 | $514.8M | $-63.1M | ||
| Q3 24 | $540.2M | $166.1M | ||
| Q2 24 | $560.7M | $192.7M | ||
| Q1 24 | $568.3M | $210.7M |
| Q4 25 | $771.0M | $336.8M | ||
| Q3 25 | $768.9M | $367.2M | ||
| Q2 25 | $775.5M | — | ||
| Q1 25 | $801.6M | $391.1M | ||
| Q4 24 | $756.4M | $195.3M | ||
| Q3 24 | $707.6M | $217.2M | ||
| Q2 24 | $753.6M | $243.2M | ||
| Q1 24 | $631.7M | $263.0M |
| Q4 25 | 0.17× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $75.2M | $-29.4M |
| Free Cash FlowOCF − Capex | — | $-31.7M |
| FCF MarginFCF / Revenue | — | -117.2% |
| Capex IntensityCapex / Revenue | — | 8.5% |
| Cash ConversionOCF / Net Profit | 22.01× | — |
| TTM Free Cash FlowTrailing 4 quarters | — | $-70.8M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $75.2M | $-29.4M | ||
| Q3 25 | $9.5M | $-10.6M | ||
| Q2 25 | $50.1M | — | ||
| Q1 25 | $2.4M | $-14.5M | ||
| Q4 24 | $50.1M | $-12.4M | ||
| Q3 24 | $-593.0K | $-19.1M | ||
| Q2 24 | $16.1M | $-21.7M | ||
| Q1 24 | $54.8M | $-33.9M |
| Q4 25 | — | $-31.7M | ||
| Q3 25 | — | $-12.0M | ||
| Q2 25 | — | — | ||
| Q1 25 | $335.0K | $-14.6M | ||
| Q4 24 | $-98.5M | $-12.4M | ||
| Q3 24 | $-2.8M | $-19.9M | ||
| Q2 24 | $-126.7M | $-23.1M | ||
| Q1 24 | $54.6M | $-34.3M |
| Q4 25 | — | -117.2% | ||
| Q3 25 | — | -48.6% | ||
| Q2 25 | — | — | ||
| Q1 25 | 0.3% | -61.7% | ||
| Q4 24 | -201.8% | -40.9% | ||
| Q3 24 | -12.1% | -79.5% | ||
| Q2 24 | -490.5% | -102.8% | ||
| Q1 24 | 224.4% | -193.3% |
| Q4 25 | — | 8.5% | ||
| Q3 25 | — | 5.7% | ||
| Q2 25 | — | — | ||
| Q1 25 | 1.7% | 0.6% | ||
| Q4 24 | 304.4% | 0.1% | ||
| Q3 24 | 9.6% | 3.4% | ||
| Q2 24 | 553.0% | 6.1% | ||
| Q1 24 | 1.1% | 2.4% |
| Q4 25 | 22.01× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | 0.10× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
ACTG
| Energy Operations | $16.0M | 32% |
| Transportation Safety | $10.4M | 21% |
| Office Storage And Display Solutions | $8.4M | 17% |
| Printers Consumables And Parts | $6.5M | 13% |
| Natural Gas Reserves | $5.1M | 10% |
| Natural Gas Liquids Reserves | $3.3M | 7% |
RUM
| Audience Monetization | $23.8M | 88% |
| Other Initiatives | $3.3M | 12% |
