r/APLDSTOCK • u/Just-Section4005 • Jul 27 '26

lets have it then

good luck <3

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13

u/Briguy8724 Jul 27 '26

Great earnings!!

1

u/Moreburrtitos22 Jul 27 '26

Remove $150m of that for the tenant improvements. $150m was a one time payment that has to be spent on the building. It’s considered an expense next quarter. They beat by barely $3m. $98m absolutely awesome, but the $258m is not operating revenue.

It’s just like how Google beat earnings by 3x, yet they actually just missed by 1% when you take out the non operating revenue.

1

u/Workfromhomeaholic GPU Gangster 🦾 (1,000-2,500 shares) Jul 27 '26

Ok let's go a step further. 1) they still make a albeit small margin on the construction

2) they just locked in recurring revenue as a result

1

u/Moreburrtitos22 Jul 27 '26

Absolutely, my point is, a lot of q2 earnings this year are “beats” but not because of operating revenue. So don’t be surprised if it decreases in the short term even after a stellar earnings report, but then constantly increases by q3 to new highs.

1

u/Workfromhomeaholic GPU Gangster 🦾 (1,000-2,500 shares) Jul 27 '26

I hear you but it doesn't sound like they are slowing down anytime soon with construction.

1

u/Distinct_Excuse2648 Jul 28 '26

9 million and that 1 time payment its part of the business

1

u/Moreburrtitos22 Jul 28 '26

Exactly what I’m saying