earnings
confidence high
sentiment positive
materiality 0.75
Galaxy Digital Q2 net income $30.7M; CoreWeave commits to full 800 MW at Helios
Galaxy Digital Inc.
- Net income of $30.7M ($0.08 diluted EPS) vs $(295M) loss in Q1 2025; adjusted EBITDA $211M.
- Revenue and gains from operations $9.06B, down 30% QoQ on lower digital asset sales.
- Total equity $2.6B; cash and stablecoins $1.2B; net digital assets $1.27B.
- CoreWeave exercised final option for 133 MW, committing to full 800 MW at Helios; lease terms similar to prior 15-year agreement.
- Galaxy acquired 160 acres adjacent to Helios with 1 GW interconnect, boosting total potential campus capacity to 3.5 GW.
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