Sol Strategies (TSE:HODL)
:HODL
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Earnings Data
Report Date
Aug 31, 2026TBA (Confirmed)
Period Ending
2026 (Q3)Consensus EPS Forecast
-0.14Last Year’s EPS
-0.05Same Quarter Last Year
Based on 0 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call presented a mix of strong strategic progress — product launches (STKESOL), technology acquisitions (Zyga), a sizable revenue-generating acquisition (Houdini), and board/management strengthening — alongside material near-term financial headwinds, including a large revaluation loss (~$56.5M), total noncash charges (~$77M), a $22M crypto disposition loss (6 months), an operating loss (~$2.6M for the 6-month operating business), and very limited cash (~$350k). Management emphasized expected revenue upside from Houdini (USD 12–13M/year) and synergies, but the company remains exposed to crypto price volatility and IFRS accounting impacts that have depressed reported results. Overall, the call balances clear strategic momentum with significant short-term financial stress and execution/market risks.Company Guidance
Launch of STKESOL Liquid Staking Token
Launched STKESOL in January 2026; ~768,000 SOL deposited by end of March (~USD 61M / CAD 83M). STKESOL allocates across up to 75 validators using the company's Wiz Score; receives 5% of all stake and rewards accrued to the pool. At launch integrated with Kamino, Orca, Loopscale, Squads and Sanctum.
Strategic Acquisitions and Technology Adds
Acquired Darklake Labs assets (Zyga zero-knowledge proof engine) in April 2026 and added the development team. Zyga enables privacy-preserving execution and a dynamic slippage protection application, expanding product capabilities.
Definitive Agreement to Acquire Houdini Swap
Signed agreement to acquire Houdini Swap for USD 18M (including USD 4M in stock) with multiple payments and an earn-out (floor ~$2.5M/year). Houdini is a cross-chain, privacy-enabled swap aggregator across >100 blockchains and >30 exchanges; >50% of trailing 12-month transaction volume touched Solana. Company expects Houdini revenue of roughly USD 12–13M/year and believes the deal will add meaningful revenue and profits.
Strengthened Board and Leadership
Board additions: Les Borsai and Dennis Logan; Jon Matonis appointed Chairman. Michael Hubbard appointed permanent CEO (March 31) and Steve Ehrlich formalized as Chief Strategy Officer, improving governance and crypto industry expertise.
Validator and Staking Footprint
Estimate that just over 5% of Solana staking wallets delegate to a Sol Strategies managed validator. The company processes ~1% of network leader slots (block processing), positioning it for priority transaction inclusion and potential fee capture. Excluding conversion-related accounting impacts, revenue from the company's stake in third-party validators was approximately $3.3M for the 6-month period and ~$1.2M for the most recent 3 months.
Balance Sheet Assets and Liability Reduction
As of March 31, 2026 the company held approximately $60.6M in cryptocurrencies and $22M of intangible assets. Reduced liabilities by approximately $9M by paying off significant debt to a former chairman as part of capital-structure cleanup.
TSE:HODL 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
TSE:HODL Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 15, 2026 | C$2.93 | C$2.52 | -13.99% |
Feb 17, 2026 | C$1.66 | C$1.69 | +1.81% |
Feb 02, 2026 | C$2.28 | C$2.15 | -5.70% |
Dec 30, 2025 | C$2.30 | C$2.14 | -6.96% |
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 Sol Strategies (TSE:HODL) report earnings?
Sol Strategies (TSE:HODL) is schdueled to report earning on Aug 31, 2026, TBA (Confirmed).
What is Sol Strategies (TSE:HODL) earnings time?
Sol Strategies (TSE:HODL) earnings time is at Aug 31, 2026, TBA (Confirmed).
Where can I see when companies are reporting earnings?
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What companies are reporting earnings today?
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What is TSE:HODL EPS forecast?
TSE:HODL EPS forecast for the fiscal quarter 2026 (Q3) is -0.14.