earnings
confidence high
sentiment neutral
materiality 0.75
Solana Q4 net income $325.6M ($4.25 EPS) on $5.2M revenue; $293.7M in SOL holdings
Solana Co
- Q4 2025 revenue $5.2M (vs $0.2M prior year), driven by $5.1M staking rewards.
- Q4 net income $325.6M ($4.25 EPS) vs net loss $3.9M prior year; includes $526.3M derivative gain.
- FY 2025 net loss $40.9M ($1.85 loss per share) vs $11.7M loss prior year.
- Cash $7.3M, digital assets (SOL) $293.7M at Dec 31, 2025; combined $301M.
- Raised $29.9M via ATM in 2025 to buy SOL; repurchased $3.4M stock in 2026 funded by SOL sales.