earnings
confidence high
sentiment negative
materiality 0.75
Sui Group Q2 net loss $18.9M on $16.6M non-cash digital asset loss; revenue up 27%
SUI Group Holdings Ltd.
- Net loss of $18.9M ($0.23 diluted EPS) vs net income of $677K ($0.11) in Q2 2025.
- Total revenue and other income $1.2M, up 27% YoY from $948K, driven by SUI staking and lending.
- SUI treasury 109.1M tokens (including 6M loaned) as of Aug 3, 2026; SUI per share 1.35 ($0.93 at $0.69/SUI).
- Expanded Bluefin lending: additional 4M SUI loaned, total 6M SUI, revenue share increased to 11% from 5%.
- Completed $3M SAFE investment in Nof1 and $3M strategic investment in Recursive Superintelligence.