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:
以下是應用數字公司（APLD）2025年第一季度業績電話會議記錄摘要：
Financial Performance:
財務業績：
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.
收入增長67％，達到6,070萬美元，這主要是由雲服務合同的貢獻推動的。
儘管報告調整後的淨虧損爲2160萬美元，合每股虧損0.15美元，但調整後的息稅折舊攤銷前利潤仍大幅增長至2,000萬美元。
折舊和攤銷費用增至3440萬美元，反映了與雲服務數據中心租賃相關的成本增加。
資產負債表強勁，現金及現金等價物爲8,660萬美元，債務爲1.436億美元。
Business Progress:
業務進展：
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.
NVIDIA和相關公司的戰略投資後，資產負債表顯著改善。
埃倫代爾高性能計算機園區的進展正在談判中，一座100兆瓦的建築物正在談判中，並計劃將容量擴大到400兆瓦。
目前，北達科他州的兩個地點的數據中心託管業務已完全簽約，這表明了有效的容量管理。
在修訂後的GPU租賃融資支持下，雲服務業務中更多集群的部署計劃定於2025財年下半年完成。
任命新的高管以優化戰略定位。
Opportunities:
機會：
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.
埃倫代爾高性能計算園區的擴建計劃以及探索將超過1.4千兆瓦的管道貨幣化提供了巨大的增長潛力。
戰略投資和主要投資者的認可，加上對GPU租賃融資的調整，提高了雲服務的市場知名度。
預計將與一家總部位於美國的超大規模企業進行租賃談判，這表明對高容量、專用HPC數據中心的需求強勁。
Risks:
風險：
Incurred $4.1 million in expenses for data center facilities that have not yet deployed GPU clusters, representing potential inefficiencies in asset utilization.
尚未部署 GPU 集群的數據中心設施支出爲 410 萬美元，這意味着資產利用率可能低下。
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。無法完全保證內容的準確性。欲了解更多詳情，請訪問投資者關係網站。本文僅供投資者參考，不構成任何投資建議。
