Avax One (AVX) Q4 2025 Earnings Transcript
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 10 hours ago
0mins
Source: NASDAQ.COM
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About AVX
AVAX One Technology Ltd., formerly AgriFORCE Growing Systems Ltd., is a Canada-based company. The Company is focused on building a digital-asset treasury, fostering innovation, and investing in decentralized financial technologies that benefit from the Avalanche network. It offers investors regulated access to the Avalanche (AVAX) ecosystem. Avalanche is a high-speed, institutional-grade blockchain designed as a foundational digital settlement layer for the continued growth in finance-related industries.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Avax One (AVX) Q4 2025 Earnings Transcript
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AVAX One Technology Repurchases 500K Shares
- Buyback Program Execution: AVAX One Technology repurchased 500,000 common shares between May 18 and May 22, 2026, at an average price of $0.58 per share, totaling nearly $290,000, demonstrating the company's ongoing commitment to disciplined capital deployment.
- Increased Total Repurchases: Since launching the buyback program in November 2025, the company has repurchased approximately 4.07 million shares, indicating a strategic focus on enhancing long-term shareholder value.
- Flexible Buyback Strategy: The company noted that the buyback program remains flexible and can be modified, paused, or discontinued at any time, providing more options for future capital management.
- Market Reaction: Following the announcement, AVAX One's stock traded slightly lower at $0.57 in premarket hours, reflecting a cautious market sentiment regarding the buyback plan.
See More
Stock Futures Dip as Intuit Announces 17% Workforce Cut Amid Restructuring
- Applied Digital Contract Expansion: Applied Digital announced a 15-year lease agreement with an investment-grade hyperscaler, projecting $7.5 billion in base contracted revenue and up to $18.2 billion including options, thereby expanding its contracted lease revenue pipeline to approximately $31 billion, reflecting strong demand for AI infrastructure.
- AEVEX Contract Growth: AEVEX secured $15.6 million in U.S. Air Force contracts focused on unmanned aircraft capabilities and airborne system integration, while reporting Q1 GAAP EPS of $0.22 and revenue soaring over 300% year-over-year to $216.7 million, both exceeding analyst expectations, with FY2026 revenue guidance set at $600 million to $620 million.
- Intuit Layoff Announcement: Despite reporting better-than-expected Q3 results and raising its full-year outlook, Intuit's shares fell 13% as the company announced plans to cut 17% of its workforce to streamline operations, with related charges estimated between $300 million and $340 million, indicating challenges during restructuring.
- Nanobiotix Financing Plan: Nanobiotix launched an approximately €75 million ($87 million) global follow-on offering primarily to support the development of its Nanoprimer platform and other programs, as well as funding for JNJ-1900 (NBTXR3), leading to an 8% decline in its stock price.
See More
AgriFORCE Reports Q1 Earnings with Losses
- Earnings Loss: AgriFORCE Growing Systems reported a Q1 GAAP EPS of -$0.48, indicating significant financial pressure in the current market environment, which may affect investor confidence.
- Revenue Performance: The company generated $2.51 million in revenue for Q1, which, despite showing growth compared to the previous year, fell short of market expectations, reflecting ongoing challenges in revenue growth.
- Historical Financial Data: In Q4 2025, AgriFORCE reported a GAAP EPS of -$4.11 and revenue of $1.1 million, highlighting persistent difficulties in profitability that may necessitate a reevaluation of its business model.
- Market Reaction: Given the ongoing losses and disappointing revenue figures, AgriFORCE's stock price may face downward pressure, prompting investors to closely monitor the company's future financial improvement strategies.
See More
AVAX One Advances 10 MW Project in Alberta
- Infrastructure Partnership: AVAX One has engaged BlueFlare Energy Solutions as its infrastructure development partner for the 10 MW project in Alberta, with client deployment readiness expected by Q1 2027, marking a strategic shift in the company's approach to high-performance computing.
- Power Cost Advantage: By utilizing on-site natural gas generation, AVAX One's model eliminates grid dependency, offering fuel costs that are effectively zero, which positions clients competitively in the market with projected annual revenues of $7 to $12 million.
- Market Demand Response: In light of over 2,400 GW of pending grid interconnection requests in North America, AVAX One's behind-the-meter generation model allows for rapid deployment, addressing the urgent needs of AI and HPC sectors and significantly reducing project timelines.
- Financial Stability: As of March 31, 2026, AVAX One reported a cash balance of approximately $27 million, providing operational runway for over three years without dilutive capital raises, enhancing the company's competitive position in the rapidly evolving digital infrastructure market.
See More
AgriFORCE Reports Q1 Revenue of $2.4M
- Revenue Performance: AgriFORCE Growing Systems reported preliminary Q1 revenue of $2.4 million, indicating ongoing efforts and market adaptability in the agricultural technology sector despite a decline compared to the previous year.
- Cash Reserves: The company currently holds a cash balance of $27.2 million, providing financial flexibility for future investments and operations, which is crucial for supporting new project developments and market expansions.
- Annual Guidance: While the company has not provided specific revenue guidance for FY 2026, the Q1 performance may influence future financial expectations, prompting investors to closely monitor upcoming detailed forecasts.
- Financial Condition: In Q4 FY 2025, AgriFORCE reported a GAAP EPS of -$4.11 and revenue of $1.1 million, highlighting challenges in profitability that necessitate strategic measures to enhance financial performance.
See More
Avax One (AVX) Q4 2025 Earnings Transcript
See More
AVAX One Technology Repurchases 500K Shares
- Buyback Program Execution: AVAX One Technology repurchased 500,000 common shares between May 18 and May 22, 2026, at an average price of $0.58 per share, totaling nearly $290,000, demonstrating the company's ongoing commitment to disciplined capital deployment.
- Increased Total Repurchases: Since launching the buyback program in November 2025, the company has repurchased approximately 4.07 million shares, indicating a strategic focus on enhancing long-term shareholder value.
- Flexible Buyback Strategy: The company noted that the buyback program remains flexible and can be modified, paused, or discontinued at any time, providing more options for future capital management.
- Market Reaction: Following the announcement, AVAX One's stock traded slightly lower at $0.57 in premarket hours, reflecting a cautious market sentiment regarding the buyback plan.
See More
Stock Futures Dip as Intuit Announces 17% Workforce Cut Amid Restructuring
- Applied Digital Contract Expansion: Applied Digital announced a 15-year lease agreement with an investment-grade hyperscaler, projecting $7.5 billion in base contracted revenue and up to $18.2 billion including options, thereby expanding its contracted lease revenue pipeline to approximately $31 billion, reflecting strong demand for AI infrastructure.
- AEVEX Contract Growth: AEVEX secured $15.6 million in U.S. Air Force contracts focused on unmanned aircraft capabilities and airborne system integration, while reporting Q1 GAAP EPS of $0.22 and revenue soaring over 300% year-over-year to $216.7 million, both exceeding analyst expectations, with FY2026 revenue guidance set at $600 million to $620 million.
- Intuit Layoff Announcement: Despite reporting better-than-expected Q3 results and raising its full-year outlook, Intuit's shares fell 13% as the company announced plans to cut 17% of its workforce to streamline operations, with related charges estimated between $300 million and $340 million, indicating challenges during restructuring.
- Nanobiotix Financing Plan: Nanobiotix launched an approximately €75 million ($87 million) global follow-on offering primarily to support the development of its Nanoprimer platform and other programs, as well as funding for JNJ-1900 (NBTXR3), leading to an 8% decline in its stock price.
See More
AgriFORCE Reports Q1 Earnings with Losses
- Earnings Loss: AgriFORCE Growing Systems reported a Q1 GAAP EPS of -$0.48, indicating significant financial pressure in the current market environment, which may affect investor confidence.
- Revenue Performance: The company generated $2.51 million in revenue for Q1, which, despite showing growth compared to the previous year, fell short of market expectations, reflecting ongoing challenges in revenue growth.
- Historical Financial Data: In Q4 2025, AgriFORCE reported a GAAP EPS of -$4.11 and revenue of $1.1 million, highlighting persistent difficulties in profitability that may necessitate a reevaluation of its business model.
- Market Reaction: Given the ongoing losses and disappointing revenue figures, AgriFORCE's stock price may face downward pressure, prompting investors to closely monitor the company's future financial improvement strategies.
See More
AVAX One Advances 10 MW Project in Alberta
- Infrastructure Partnership: AVAX One has engaged BlueFlare Energy Solutions as its infrastructure development partner for the 10 MW project in Alberta, with client deployment readiness expected by Q1 2027, marking a strategic shift in the company's approach to high-performance computing.
- Power Cost Advantage: By utilizing on-site natural gas generation, AVAX One's model eliminates grid dependency, offering fuel costs that are effectively zero, which positions clients competitively in the market with projected annual revenues of $7 to $12 million.
- Market Demand Response: In light of over 2,400 GW of pending grid interconnection requests in North America, AVAX One's behind-the-meter generation model allows for rapid deployment, addressing the urgent needs of AI and HPC sectors and significantly reducing project timelines.
- Financial Stability: As of March 31, 2026, AVAX One reported a cash balance of approximately $27 million, providing operational runway for over three years without dilutive capital raises, enhancing the company's competitive position in the rapidly evolving digital infrastructure market.
See More
AgriFORCE Reports Q1 Revenue of $2.4M
- Revenue Performance: AgriFORCE Growing Systems reported preliminary Q1 revenue of $2.4 million, indicating ongoing efforts and market adaptability in the agricultural technology sector despite a decline compared to the previous year.
- Cash Reserves: The company currently holds a cash balance of $27.2 million, providing financial flexibility for future investments and operations, which is crucial for supporting new project developments and market expansions.
- Annual Guidance: While the company has not provided specific revenue guidance for FY 2026, the Q1 performance may influence future financial expectations, prompting investors to closely monitor upcoming detailed forecasts.
- Financial Condition: In Q4 FY 2025, AgriFORCE reported a GAAP EPS of -$4.11 and revenue of $1.1 million, highlighting challenges in profitability that necessitate strategic measures to enhance financial performance.
See More
