Applied Digital Corporation (APLD)
Applied Digital Corporation (APLD) Q4 2025 Earnings Call Transcript
Applied Digital Corporation (NASDAQ:APLD ) Q4 2025 Earnings Conference Call July 30, 2025 5:00 PM ET Company Participants Mohammad Saidal L. Mohmand - Chief Financial Officer Wesley Cummins - Chairman, CEO, President, Secretary & Treasurer Conference Call Participants Darren Paul Aftahi - ROTH Capital Partners, LLC, Research Division George Frederick Sutton - Craig-Hallum Capital Group LLC, Research Division Michael John Grondahl - Northland Securities, Inc. Nicholas Giles - B.
Applied Digital Corporation (APLD) Reports Q4 Loss, Tops Revenue Estimates
Applied Digital Corporation (APLD) came out with a quarterly loss of $0.12 per share in line with the Zacks Consensus Estimate. This compares to a loss of $0.52 per share a year ago.
Live Earnings: Applied Digital (APLD) Reports After the Bell Tonight
Applied Digital reports earnings after the bell tonight. Here are the key figures Wall Street is expecting: Revenue: $37.12 million Adjusted EPS: -$.16 Capital Expenditures: $154 million To get updates, simply leave this page open in a browser and new updates will load as they're posted.
Applied Digital Stock Surges 94% in 3 Months: Is It Still a Buy?
Applied Digital Corporation's APLD shares have soared 94% over the past three months, reversing the downtrend seen through mid-April. The earlier weakness stemmed not from company-specific issues but broader industry headwinds, including lease cancellations by some hyperscalers during first-quarter 2025.
Applied Digital: Why I Like The Stock Heading Into Earnings
I remain bullish on Applied Digital going into 4Q25. The recent cool down should be viewed as a buying opportunity ahead of Q4 earnings. Applied Digital's purpose-built, AI-focused data centers and strategic power access give it a significant edge over legacy competitors retrofitting older facilities. The CoreWeave deal validates Applied Digital's positioning, but its financial impact won't be seen until FY25; future lease expansions are likely.
Applied Digital Bets on AI Infrastructure: Execution Is Key
APLD's $7B CoreWeave deal and pivot to AI infrastructure boost growth prospects, but execution risks remain high.
Is Applied Digital Stock a Smart Buy Before Q4 Earnings Report?
APLD's fourth-quarter fiscal 2025 results are likely to benefit from rising demand for AI services and cryptocurrency mining.
APLD Boosts Hyperscale Growth With 250MW AI Data Center Lease
Applied Digital inks a 250MW lease agreement with CoreWeave at Ellendale, cementing its role as a rising force in AI hyperscale infrastructure.
Will Applied Digital Corporation (APLD) Report Negative Earnings Next Week? What You Should Know
Applied Digital Corporation (APLD) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Applied Digital: A Q4 Surprise Could Be The Spark For A Multi-Year Breakout
I expect Applied Digital to beat analysts' revenue estimates when it reports Q4 earnings on July 30th. The lease agreement with CoreWeave de-risks Applied Digital's business due to its 15-year period, which could help it secure future funding at better terms. Applied Digital's technicals on the daily, weekly, and monthly timeframes point to a potential breakout of a multi-year ascending triangle pattern.
Applied Digital vs. CoreWeave: Which AI Cloud Stock Is a Better Buy?
APLD gains more than 150% in three months on AI data center momentum, while CRWV scales fast but may face valuation and margin pressures.
With Cloud Revenues Sliding, Can Hosting Sustain APLD's Growth?
As Applied Digital's Cloud revenues slip, its AI-driven hosting pivot hinges on leasing Ellendale and managing high CapEx demands.
