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Side-by-side financial comparison of Allbirds, Inc. (BIRD) and Rumble Inc. (RUM). Click either name above to swap in a different company.
Allbirds, Inc. is the larger business by last-quarter revenue ($47.7M vs $27.1M, roughly 1.8× Rumble Inc.). Allbirds, Inc. runs the higher net margin — -41.1% vs -120.8%, a 79.7% gap on every dollar of revenue. On growth, Rumble Inc. posted the faster year-over-year revenue change (-10.5% vs -14.6%). Allbirds, Inc. produced more free cash flow last quarter ($-4.1M vs $-31.7M). Over the past eight quarters, Rumble Inc.'s revenue compounded faster (15.2% CAGR vs 10.1%).
Bird Global, Inc., is a micromobility company based in Miami, Florida. Founded in September 2017, Bird has distributed electric scooters designed for short-term rental to over 350 cities. In April 2024, it was acquired by Third Lane Mobility to avoid bankruptcy.
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".
BIRD vs RUM — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $47.7M | $27.1M |
| Net Profit | $-19.6M | $-32.7M |
| Gross Margin | 37.2% | 5.5% |
| Operating Margin | -43.5% | -131.1% |
| Net Margin | -41.1% | -120.8% |
| Revenue YoY | -14.6% | -10.5% |
| Net Profit YoY | 23.7% | 86.2% |
| EPS (diluted) | $-2.33 | $-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 | $47.7M | $27.1M | ||
| Q3 25 | $33.0M | $24.8M | ||
| Q2 25 | $39.7M | — | ||
| Q1 25 | $32.1M | $23.7M | ||
| Q4 24 | $55.9M | $30.2M | ||
| Q3 24 | $43.0M | $25.1M | ||
| Q2 24 | $51.6M | $22.5M | ||
| Q1 24 | $39.3M | $17.7M |
| Q4 25 | $-19.6M | $-32.7M | ||
| Q3 25 | $-20.3M | $-16.3M | ||
| Q2 25 | $-15.5M | — | ||
| Q1 25 | $-21.9M | $-2.7M | ||
| Q4 24 | $-25.7M | $-236.8M | ||
| Q3 24 | $-21.2M | $-31.5M | ||
| Q2 24 | $-19.1M | $-26.8M | ||
| Q1 24 | $-27.3M | $-43.3M |
| Q4 25 | 37.2% | 5.5% | ||
| Q3 25 | 43.2% | -1.8% | ||
| Q2 25 | 40.7% | — | ||
| Q1 25 | 44.8% | -26.7% | ||
| Q4 24 | 31.3% | -14.2% | ||
| Q3 24 | 44.4% | -45.4% | ||
| Q2 24 | 50.5% | -58.8% | ||
| Q1 24 | 46.9% | -79.5% |
| Q4 25 | -43.5% | -131.1% | ||
| Q3 25 | -60.3% | -113.6% | ||
| Q2 25 | -41.6% | — | ||
| Q1 25 | -71.1% | -153.5% | ||
| Q4 24 | -46.1% | -80.1% | ||
| Q3 24 | -50.7% | -131.0% | ||
| Q2 24 | -39.1% | -172.7% | ||
| Q1 24 | -75.8% | -197.4% |
| Q4 25 | -41.1% | -120.8% | ||
| Q3 25 | -61.6% | -65.7% | ||
| Q2 25 | -39.1% | — | ||
| Q1 25 | -68.1% | -11.2% | ||
| Q4 24 | -46.0% | -783.2% | ||
| Q3 24 | -49.3% | -125.9% | ||
| Q2 24 | -37.1% | -119.2% | ||
| Q1 24 | -69.5% | -244.1% |
| Q4 25 | $-2.33 | $-0.13 | ||
| Q3 25 | $-2.49 | $-0.06 | ||
| Q2 25 | $-1.92 | — | ||
| Q1 25 | $-2.73 | $-0.01 | ||
| Q4 24 | $-3.22 | $-1.17 | ||
| Q3 24 | $-2.68 | $-0.15 | ||
| Q2 24 | $-2.45 | $-0.13 | ||
| Q1 24 | $-3.52 | $-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 | $26.7M | $237.9M |
| Total DebtLower is stronger | $17.4M | — |
| Stockholders' EquityBook value | $35.9M | $274.8M |
| Total Assets | $109.4M | $336.8M |
| Debt / EquityLower = less leverage | 0.48× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $26.7M | $237.9M | ||
| Q3 25 | $23.7M | $269.8M | ||
| Q2 25 | $33.1M | — | ||
| Q1 25 | $39.1M | $301.3M | ||
| Q4 24 | $66.7M | $114.0M | ||
| Q3 24 | $78.6M | $132.0M | ||
| Q2 24 | $87.2M | $154.2M | ||
| Q1 24 | $102.1M | $183.8M |
| Q4 25 | $17.4M | — | ||
| Q3 25 | $12.3M | — | ||
| Q2 25 | $5.0M | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $0 | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
| Q4 25 | $35.9M | $274.8M | ||
| Q3 25 | $51.9M | $302.2M | ||
| Q2 25 | $71.4M | — | ||
| Q1 25 | $82.8M | $339.6M | ||
| Q4 24 | $101.7M | $-63.1M | ||
| Q3 24 | $127.3M | $166.1M | ||
| Q2 24 | $144.0M | $192.7M | ||
| Q1 24 | $160.3M | $210.7M |
| Q4 25 | $109.4M | $336.8M | ||
| Q3 25 | $119.9M | $367.2M | ||
| Q2 25 | $136.8M | — | ||
| Q1 25 | $147.3M | $391.1M | ||
| Q4 24 | $188.9M | $195.3M | ||
| Q3 24 | $221.9M | $217.2M | ||
| Q2 24 | $239.5M | $243.2M | ||
| Q1 24 | $272.4M | $263.0M |
| Q4 25 | 0.48× | — | ||
| Q3 25 | 0.24× | — | ||
| Q2 25 | 0.07× | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 0.00× | — | ||
| 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 | $-3.3M | $-29.4M |
| Free Cash FlowOCF − Capex | $-4.1M | $-31.7M |
| FCF MarginFCF / Revenue | -8.7% | -117.2% |
| Capex IntensityCapex / Revenue | 1.8% | 8.5% |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | $-58.2M | $-70.8M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $-3.3M | $-29.4M | ||
| Q3 25 | $-15.2M | $-10.6M | ||
| Q2 25 | $-8.7M | — | ||
| Q1 25 | $-27.9M | $-14.5M | ||
| Q4 24 | $-10.8M | $-12.4M | ||
| Q3 24 | $-11.2M | $-19.1M | ||
| Q2 24 | $-15.6M | $-21.7M | ||
| Q1 24 | $-26.2M | $-33.9M |
| Q4 25 | $-4.1M | $-31.7M | ||
| Q3 25 | $-16.1M | $-12.0M | ||
| Q2 25 | $-9.4M | — | ||
| Q1 25 | $-28.5M | $-14.6M | ||
| Q4 24 | $-11.9M | $-12.4M | ||
| Q3 24 | $-11.9M | $-19.9M | ||
| Q2 24 | $-16.9M | $-23.1M | ||
| Q1 24 | $-27.3M | $-34.3M |
| Q4 25 | -8.7% | -117.2% | ||
| Q3 25 | -48.9% | -48.6% | ||
| Q2 25 | -23.7% | — | ||
| Q1 25 | -88.8% | -61.7% | ||
| Q4 24 | -21.2% | -40.9% | ||
| Q3 24 | -27.6% | -79.5% | ||
| Q2 24 | -32.8% | -102.8% | ||
| Q1 24 | -69.5% | -193.3% |
| Q4 25 | 1.8% | 8.5% | ||
| Q3 25 | 2.7% | 5.7% | ||
| Q2 25 | 1.8% | — | ||
| Q1 25 | 2.0% | 0.6% | ||
| Q4 24 | 1.8% | 0.1% | ||
| Q3 24 | 1.5% | 3.4% | ||
| Q2 24 | 2.5% | 6.1% | ||
| Q1 24 | 2.9% | 2.4% |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
BIRD
Segment breakdown not available.
RUM
| Audience Monetization | $23.8M | 88% |
| Other Initiatives | $3.3M | 12% |
