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Ton Strategy Company (TONX)
NASDAQ:TONX
US Market
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TON Strategy Company (TONX) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date
May 26, 2026
TBA (Confirmed)
Period Ending
2026 (Q1)
Consensus EPS Forecast
Last Year’s EPS
-2.51
Same Quarter Last Year
Based on 0 Analysts Ratings

Earnings Call Summary

Q4 2025
Earnings Call Date:Mar 31, 2026|
% Change Since:
|
Earnings Call Sentiment|Negative
The call highlighted meaningful operational progress: establishment of staking, significant YoY revenue and gross profit growth, a large Toncoin treasury (~$356.8M fair value) and new transparency tools. However, those positives were outweighed by large noncash losses tied to Toncoin fair value movements ($114.2M), sharply higher costs and a wide net loss ($148.6M). While the company is early in executing its treasury strategy and has built operating infrastructure, the substantial mark-to-market volatility and elevated expense base produce material near-term financial headwinds.
Company Guidance
Management did not give numeric forward-looking targets but provided operational guidance focused on disciplined treasury management and transparency: they will continue staking a substantial portion of the Toncoin position while preserving liquidity and financial flexibility, be deliberate about using or retaining staking rewards, control expenses, and report treasury metrics regularly (quarterly/annual) and via a new dashboard at tonstrack.com. For context, they said the treasury is now active—at 12/31/2025 digital assets had a fair value of ~$356.8M, cash and restricted cash were ~$39.7M, 219.7M TON were staked and 2.19M TON were earned since implementation (staking began after an August capital raise and Q4 was the first full fiscal period with staking). They also reviewed 2025 results: total revenue $12.8M (vs $0.9M in 2024) including ~ $4M from staking, gross profit $7.6M (vs $0.7M), total costs and expenses $49.2M (vs $12.5M), loss from operations $36.4M (vs $11.6M), and net loss before income taxes $148.6M (vs $10.5M), which included a $114.2M net loss on crypto assets.
Material Revenue and Gross Profit Growth
Total revenue for 2025 was $12.8M versus $0.9M in 2024, an increase of approximately 1,322.2%. Gross profit rose to $7.6M from $0.7M in 2024, an increase of approximately 985.7%.
Staking Contribution and Active Treasury
Staking was implemented in August 2025 and contributed approximately $4M to 2025 revenue (~31% of total revenue). The company had 219.7 million Toncoin staked at year-end and reported 2.19 million Toncoin earned since implementation (approximately 1.0% of the staked position earned during the implementation period).
Substantial Digital Asset Holdings
Digital assets (Toncoin holdings) had a fair value of approximately $356.8M at December 31, 2025, with cash and restricted cash totaling about $39.7M, providing a sizeable asset base to support the strategy.
Operational and Reporting Infrastructure Established
The fourth quarter was the first full fiscal period with staking and the company completed operational builds for custody, staking, reporting and compliance. An analytics dashboard (tonstrack.com) was launched to increase transparency around the treasury.
Public Company Structure and Ongoing Governance
TON Strategy Company is positioned to hold and stake Toncoin inside a public company framework intended to provide transparency and access to the TON ecosystem; the board is conducting an active CEO search while maintaining continuity with the current CEO in place.

TON Strategy Company (TONX) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

TONX Earnings History

Report Date
Fiscal Quarter
Forecast / EPS
Last Year's EPS
EPS YoY Change
Press Release
Slides
Play Transcript
May 26, 2026
2026 (Q1)
- / -
-2.51
Mar 31, 2026
2025 (Q4)
- / -4.03
-2.51-60.60% (-1.52)
Nov 12, 2025
2025 (Q3)
-1.90 / 2.23
-3.82158.38% (+6.05)
Aug 06, 2025
2025 (Q2)
-2.04 / -1.79
-3.3546.66% (+1.56)
May 13, 2025
2025 (Q1)
-3.14 / -2.51
-2288.59% (+19.49)
Mar 25, 2025
2024 (Q4)
-2.52 / -3.62
-4291.38% (+38.38)
Nov 12, 2024
2024 (Q3)
-3.82 / -3.82
-13697.19% (+132.18)
May 14, 2024
2024 (Q1)
-0.02 / -0.11
-1.5993.08% (+1.48)
Mar 28, 2024
2023 (Q4)
-0.16 / -0.14
-5.7797.63% (+5.63)
Nov 13, 2023
2023 (Q3)
-0.60 / -0.68
-3.278.63% (+2.52)
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

TONX Earnings-Related Price Changes

Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Mar 31, 2026
$2.45$2.47+0.82%
Nov 12, 2025
$3.15$3.60+14.29%
Aug 06, 2025
$19.02$19.65+3.31%
May 13, 2025
$5.81$6.14+5.68%
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.

FAQ

When does Ton Strategy Company (TONX) report earnings?
Ton Strategy Company (TONX) is schdueled to report earning on May 26, 2026, TBA (Confirmed).
    What is Ton Strategy Company (TONX) earnings time?
    Ton Strategy Company (TONX) earnings time is at May 26, 2026, TBA (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?
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          What is TONX EPS forecast?
          Currently, no data Available