earnings
confidence high
sentiment positive
materiality 0.85
Applied Digital Q4 rev up 41%, signs $7B CoreWeave leases; post-Q adds $4B
Applied Digital Corp.
2025-FY EPS reported
-$1.16
revenue$144,193,000
- Q4 revenue $38M (+41% YoY); net loss $26.6M ($0.12/sh) vs $35.3M loss prior year.
- Signed 250MW AI data center leases with CoreWeave (~$7B over 15 years); post-Q option for 150MW ($4B more).
- Adjusted EBITDA $1.0M (vs -$0.2M); adjusted net loss $7.6M ($0.03/sh).
- Full year revenue $144.2M (+6%); net loss $161.0M ($0.80/sh) vs $74.0M prior year.
- Post-quarter raised $268.9M via stock and preferred sales; cash $120.9M, debt $688.2M.