APLD Earnings Prediction
The chart below shows how APLD performed 10 days before and after its earnings report, based on data from the past quarters. Typically, APLD sees a +1.86% change in stock price 10 days leading up to the earnings, and a +11.71% change 10 days following the report. On the earnings day itself, the stock moves by +3.70%. This data can give you a slight idea of what to expect for the next quarter's release.
APLD Key Earning Data
2024/Q4
Year Over Year
Quarter Over Quarter
Total Revenue
63.87M
51.34%
5.21%
Gross Margin
18.02%
-41.42%
-3154.24%
Operating Margin
-28.62%
49.22%
18.22%
Net Margin
-217.21%
770.58%
3003.00%
EPS
-0.66
-560.00%
2100.00%
No Data Available
APLD Earnings Analysis
Applied Digital Corp Corporation (APLD.O) Earnings Conference Call
Positive
Quarterly Revenue Increase: Revenues for the fiscal second quarter of 2025 were $63.9 million, up 51% over the prior comparable period.
Cloud Services Expansion: This increase was primarily driven by the continued growth of our cloud services business due to the deployment of additional GPU clusters.
Segment Revenue Breakdown: In total, our Data Center Hosting segment generated $36.2 million in revenue, while our Cloud Services segment contributed $27.7 million.
EBITDA Surge: The EBITDA increased 93% to $21.4 million as well.
Cash and Debt Overview: As of the end of the second quarter, we ended with $314.6 million of cash, cash equivalents and restricted cash, along with $479.6 million in debt.
Negative
Cost of Revenues Increase: Cost of revenues increased $22.6 million to $52.4 million from the prior comparable period, primarily driven by the growth in the business as more facilities were energized and additional services were provided to customers.
SG&A Expense Increase: SG&A expense increased $9.5 million to $29.8 million, also driven by growth in the business as more facilities were energized and additional services were provided.
Depreciation Expense Increase: This quarter, our depreciation and amortization expense increased to $26.4 million compared to $13.4 million in the same period of 2024.
Interest Expense Increase: Interest expense increased $4.9 million to $7.5 million primarily driven by an increase in finance leases and interest bearing loans between periods.
Net Loss Reported: Net loss attributable to our common stockholders was $138.7 million or $0.66 on a basic and diluted share.
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APLD Earning Call Sentiment
Applied Digital Corporation (APLD) Q2 2025 Earnings Call Transcript
1.0x
00:00
00:00
APLD.O
5.71%Positive
The earnings call summary indicates strong revenue growth, a significant increase in adjusted EBITDA, and a positive financial position with substantial cash reserves. The company's strategic investments, particularly in the Ellendale HPC campus, and the Macquarie investment highlight future growth potential. However, the Q&A section reveals some uncertainties regarding lease signings and due diligence processes. Despite these concerns, the overall sentiment is positive due to strong financial performance and strategic partnerships, suggesting a likely positive stock price movement in the next two weeks.
