TON Strategy Q1 2026 net loss $91.0M; Toncoin holdings valued at $272M at March 31

TON Strategy Co

2026-Q1 EPS reported -$1.56 vs consensus -$1.45 ▼ miss (-7.7%)

Revenue $5.3M ($3.0M staking); operating loss $(3.9)M; net loss $(91.0)M includes $(87.9)M unrealized loss on Toncoin.
Held 221.9M Toncoin units ($272M fair value) at March 31; staked 221.2M units.
Earned 2.2M $TON staking revenue ($3.0M) in Q1.
Appointed Kevin Wilson CEO effective May 4, 2026.
Post-quarter: network upgrades lifted staking yield to 1.39% in April; estimated Toncoin fair value $433.3M as of May 6.

item 2.02 item 9.01

Key facts

Extracted from this filing and checked against the source text.

Earnings Releases SEC 8-K Item 2.02 confidence 0.95

TON Strategy Co reported the first quarter ended March 31, 2026 results: revenue Total revenue was $5.3 million, net income Net loss before income taxes was $(91.0) million.

Period: the first quarter ended March 31, 2026
Revenue: Total revenue was $5.3 million
Net income: Net loss before income taxes was $(91.0) million
Result: reported results

Exact text from the filing

for the first quarter of 2026 reflect the operation of its TON treasury strategy, including staking activities, alongside its legacy operating businesses. Total revenue was $5.3 million and included approximately $3.0 million from staking activities. Gross profit was $4.0 million. Total costs and expenses were $7.8 million, reflecting costs associated with

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Source: SEC EDGAR

accession 0001493152-26-022417

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