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Applied Digital Corporation (APLD)
NASDAQ:APLD
Earnings Data
Report Date
Aug 21, 2025TBA Not Confirmed
Period Ending
2025 (Q4)Consensus EPS Forecast
-0.1Last Year’s EPS
-0.52Same Quarter Last Year
Strong Buy
Based on 8 Analysts Ratings
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Earnings Call Summary
Earnings Call Date:Apr 14, 2025
|% Change Since: -26.44%
|Next Earnings Date:Aug 21, 2025
Earnings Call Sentiment|Neutral
The earnings call revealed robust revenue growth and significant financial support from major institutions, indicating positive business momentum. However, this was tempered by a net loss, challenges in the Cloud Services segment, increased interest expenses, and margin compression. While the construction progress and financial partnerships are promising, the financial losses and operational challenges present a balanced outlook.Company Guidance
During Applied Digital's fiscal third quarter 2025 conference call, the company provided several key metrics and updates regarding its operations and strategic direction. The Data Center Hosting Business is currently operating 286 megawatts of fully contracted capacity across two locations in North Dakota, with Bitcoin prices remaining strong, positively impacting customer sentiment. In the HPC Hosting segment, significant milestones included a transaction with Macquarie Asset Management, allowing for a potential $5 billion investment in next-generation data centers, and a $375 million financing arrangement with Sumitomo Mitsui Bank Corporation. The Ellendale campus is expected to begin generating revenue in Q4 2025, with construction on subsequent buildings underway. The Cloud Services Business contributed $17.8 million in revenue, although it faced a sequential decline due to a shift to an on-demand model. Cost of revenues increased to $49.1 million, and SG&A expenses decreased to $22.7 million. Adjusted EBITDA saw a substantial increase of 878% to $10 million. The company ended the quarter with $261.2 million in cash and $689.1 million in debt. Additionally, the board is reviewing strategic options for the Cloud Services Business to potentially lower the cost of capital and align with future strategic goals.Revenue Growth
Revenues for the fiscal third quarter of 2025 were $52.9 million, up 22% over the prior comparable period, driven by growth in the Cloud Services Business.
Significant Financial Partnerships
Secured a $5 billion potential investment from Macquarie Asset Management and a $375 million financing arrangement with Sumitomo Mitsui Bank Corporation.
Adjusted EBITDA Improvement
Adjusted EBITDA increased 878% to $10 million.
Construction Progress
Construction of the Ellendale campus remains on schedule, with the first building expected to be ready for service in Q4 2025.
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APLD Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
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APLD Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
| Apr 14, 2025 | $5.37 | $3.44 | -35.94% |
| Jan 14, 2025 | $8.54 | $8.37 | -1.99% |
| Oct 09, 2024 | $7.40 | $6.89 | -6.89% |
| Aug 28, 2024 | $4.41 | $3.82 | -13.38% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
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FAQ
When does Applied Digital Corporation (APLD) report earnings?
Applied Digital Corporation (APLD) is schdueled to report earning on Aug 21, 2025, TBA Not Confirmed.
What is Applied Digital Corporation (APLD) earnings time?
Applied Digital Corporation (APLD) earnings time is at Aug 21, 2025, TBA Not Confirmed.
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is APLD EPS forecast?
APLD EPS forecast for the fiscal quarter 2025 (Q4) is -0.1.
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