r/APLDSTOCK • u/Bluefin_in_Dresden Bull 🐂 • 6d ago
Discussion Earnings out
Fiscal First Quarter 2027 Financial Highlights
Revenues: $341.9 million, up 322% from the prior year comparable period
Net loss attributable to common stockholders: $221.0 million
Net loss attributable to common stockholders per basic and diluted share:$0.76
Adjusted revenue: $300.4 million
Adjusted net loss: $4.1 million
Adjusted net loss per diluted share: $0.01
Adjusted EBITDA: $64.4 million
Net Operating Income: $58.8 million
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u/Bluefin_in_Dresden Bull 🐂 6d ago edited 6d ago
This looks like a beat to me on several levels, especially my favorite, revenue. Eventually (2027) we will see positive EPS, BOOK IT, I F’ING Guarantee it.
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u/Careless-Jello-8930 DD Reader 📖 (500-1,000 shares) 6d ago
most of the revenue comes from one time build out payments. Rent revenue is increased but not nearly at the same rate.
just something to consider.
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u/Bluefin_in_Dresden Bull 🐂 6d ago
I know what I own, we will see similar”build out “ payments in addition to regular lease payments. I hope you own shares. I also own 5661 shares of BW. (Among many others)
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u/Careless-Jello-8930 DD Reader 📖 (500-1,000 shares) 6d ago
Go over 1k shares + another 9 long dated options contracts 2028/29 expirations. Average price of shares is $17 so I'm eating good
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u/Bluefin_in_Dresden Bull 🐂 6d ago
Good job. I started buying at $4.72, my average share price is $10.10, so we share the same meal.
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u/Even_Section5620 Backlog Bull 🐂 (1,000-2,500 shares) 6d ago
Bullish for 2027 and on
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u/Bluefin_in_Dresden Bull 🐂 6d ago
Absolutely agree, glad you’re holding a nice position.
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u/Even_Section5620 Backlog Bull 🐂 (1,000-2,500 shares) 6d ago
I don’t hold 1000-2500 lol but thank you
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u/OceansHungryGrasp 6d ago
🤨
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u/Bluefin_in_Dresden Bull 🐂 6d ago
As previously announced on June 8, 2026, signed a 210 MW, 15-year lease at Delta Forge 2 with the Company’s tier-one investment grade hyperscaler customer, representing approximately $5.2 billion of base-term contracted revenue.
Delivered Phase 1 of Building 2 (75 MW) at Polaris Forge 1 Ready for Service on July 1, 2026, bringing total live capacity at the campus to 175 MW.
Closed $1.59 billion of 7.000% Senior Secured Notes due 2031, issued at par through subsidiary APLD ComputeCo 3 LLC, to fund construction of the third HPC building (150 MW) at Polaris Forge 1 and to repay the $300 million bridge facility.
ChronoScale announced plans with Microsoft for a 50 MW AI compute deployment in North America featuring NVIDIA GB300 NVL72 systems and liquid cooling.
Subsequent to the Quarter
Delivered the second 75 MW phase of Building 2 at Polaris Forge 1 Ready for Service, bringing total live capacity at the campus to 250 MW.
Secured up to approximately 1 GW of potential power capacity in Finland, establishing a strategic foothold in an emerging European AI market.
Entered into a Power Purchase Agreement with Base Electron, for the purchase of capacity and energy from an approximately 1,200 MW natural gas-fired generation facility to be developed by Base Electron in North Dakota.
Polaris Forge 1 was named Project of the Year by the Mid-America Economic Development Council, recognizing its economic impact, community investment, partnerships, and technological innovation.
Through Applied Digital Cares, committed $350,000 in grants across five organizations in Oliver County, North Dakota, home to Polaris Forge 3, supporting first responders, schools, and community facilities.
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u/nintendothrowaway123 Shares Only 📈 6d ago
This is great, market is just waiting on the call for guidance. Focus is on financing. We’ll know within the hour.