Applied Digital Corporation (APLD) Q1 2025 Earnings Call Transcript Summary
Applied Digital Corporation (APLD) Q1 2025 Earnings Call Transcript Summary
Depreciation and amortization expenses rose to $34.4 million, reflecting higher costs associated with data center leases for cloud services.The following is a summary of the Applied Digital Corporation (APLD) Q1 2025 Earnings Call Transcript:
以下是Applied Digital Corporation (APLD) 2025年第一季度业绩会交易摘要：
Financial Performance:
金融业绩：
Revenue growth of 67% reaching $60.7 million, primarily driven by contributions from cloud services contracts.
Adjusted EBITDA increased significantly to $20 million despite a reported adjusted net loss of $21.6 million, or $0.15 per share.
Depreciation and amortization expenses rose to $34.4 million, reflecting higher costs associated with data center leases for cloud services.
Balance sheet strength with $86.6 million in cash and cash equivalents, alongside $143.6 million in debt.
营业收入增长67％，达到6070万美元，主要受云服务合同贡献驱动。
调整后的EBITDA显著增加至2000万美元，尽管报告的调整后净亏损为2160万美元，每股亏损0.15美元。
折旧与摊销费用上升至3440万美元，反映出与云服务的数据中心租赁相关的更高成本。
资产负债表实力：现金及现金等价物达到8660万美元，负债14360万美元。
Business Progress:
业务进展：
Significant improvement in balance sheet post strategic investments from NVIDIA and related companies.
Progress on Ellendale HPC campus with a 100-megawatt building under negotiation and plans to expand capacity to 400 megawatts.
Data center hosting business currently fully contracted at two locations in North Dakota, demonstrating effective capacity management.
Deployment plans for additional clusters in the cloud services business set for the second half of fiscal year 2025, supported by amended lease financing for GPUs.
New executive appointments to optimize strategic positioning.
经过英伟达和相关公司的战略投资后，资产负债表有显著改善。
与Ellendale HPC校园的进展，一座拟议中的100兆瓦建筑正在洽谈中，计划将容量扩展至400兆瓦。
在北达科他州两个位置完全签约的数据中心托管业务，展示了有效的容量管理。
云服务业务的额外集群部署计划定于2025财年下半年，将得到修订的gpu芯片-云计算租赁融资的支持。
新的行政任命旨在优化战略定位。
Opportunities:
机会：
Expansion plans for the Ellendale HPC campus and exploration of monetizing over 1.4 gigawatts of pipeline offers substantial growth potential.
Strategic investments and recognition from major investors, combined with adjustments in GPU lease financing, enhance the market visibility for cloud services.
Expected lease negotiations with a US-based hyperscaler indicating strong demand for high-capacity, purpose-built HPC data centers.
Ellendale HPC校园的扩建计划和对超过1.4吉瓦的管道提供进行变现方案的探讨，提供了相当大的增长潜力。
战略投资以及来自主要投资者的认可，再加上gpu芯片-云计算租赁融资的调整，增强了云服务市场的可见性。
预期与一家总部位于美国的超大规模云计算服务提供商进行租赁谈判，表明高容量、专为HPC数据中心定制的强劲需求。
Risks:
风险：
Incurred $4.1 million in expenses for data center facilities that have not yet deployed GPU clusters, representing potential inefficiencies in asset utilization.
支出了410万美元用于尚未部署gpu芯片-云计算集群的数据中心设施，可能表明资产利用效率存在潜在的低效问题。
Tips: This article is generated by AI. The accuracy of the content can not be fully guaranteed. For more comprehensive details, please refer to the IR website. The article is only for investors' reference without any guidance or recommendation suggestions.
提示：本文由AI生成。文章内容的准确性无法完全保证。有关更全面的详细信息，请参阅IR网站。本文只是为投资者提供参考，没有任何指导或推荐建议。
