NASDAQ$APLD

Applied Digital Corporation · Q1 2024 earnings

Q1 2024 earnings · · Investor relations

Briefing

Reported strong financial results with sequential revenue growth and reaffirmed fiscal year guidance.

Applied Digital reported a strong start to fiscal year 2024, with a 425% increase in total revenue to $36.3 million compared to the same quarter last year. The company's Ellendale, ND facility was fully energized, and they began recognizing revenue from their first Cloud Services contract. They reaffirmed their full-year fiscal 2024 revenue guidance of $385 million - $405 million and Adjusted EBITDA guidance of $195 million - $205 million.

  • Total revenue reached $36.3 million, a 425% increase year-over-year.
  • Net loss was $11.9 million, or $(0.12) per share.
  • Adjusted EBITDA was $10.0 million.
  • The Ellendale, ND hosting facility was fully energized.

Headline financials

Total Revenue

$36.3M

Previous: $6.92M+424.6%
EPS (adj)

-$0.10

Previous: -$0.04-150.0%
Adjusted EBITDA

$10M

Previous: -$1.9M+626.3%
Capital Expenditures

-$75.7M

Previous: -$31.7M-138.9%
Free Cash Flow

-$87.1M

Previous: -$36.2M-140.6%
Net Income

-$11.5M

Previous: -$4.53M-152.9%
Operating Income

-$5.13M

Previous: -$4.18M-22.7%
Gross Profit

$11.9M

Previous: $831K+1335.0%
Cash & Equivalents

$5.94M

Previous: $33.3M-82.2%
Total Assets

$349M

Previous: $146M+139.3%
Stock-Based Comp

$5.64M

Previous: $579K+874.3%

Revenue & EPS history

Applied Digital · Revenue · Quarterly

$36.3M

Q1 2024+424.6%vs Q1 2023
Beat estimate in 9 of 15 quarters(60%)
ActualEstimate

Forward guidance

For the full year fiscal 2024, Applied Digital reaffirms its previously announced guidance.

Tailwinds

  • Total revenue is expected to be in the range of $385 million - $405 million.
  • Adjusted EBITDA is expected to be in the range of $195 million - $205 million.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 17 quarterly earnings reports · overlaid with Q1 2024

Historical avgQ1 2024

+5.3%

Avg return

Earnings day

+11.0%

Avg return

5 days after

+21.6%

Avg return

30 days after

75%

15 / 20 earnings

Positive

+32.6%

Q4 2023

Best reaction

-35.9%

Q3 2025

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q3 2026+14.1%+13.2%+48.4%
Q2 2026+7.8%+13.0%+9.4%
Q1 2026+16.0%+28.9%+5.8%
Q3 2025-35.9%-26.4%+4.1%
Q2 2025+7.7%+14.6%+1.9%
Q1 2025-12.2%-3.8%-3.7%
Q4 2024-19.2%-22.8%+73.2%
Q3 2024-9.4%-18.1%+10.7%
Q2 2024-31.5%-35.1%-34.0%
Q1 2024+4.8%-0.8%-5.4%
Q4 2023+32.6%+21.8%-12.2%
Q3 2023+22.8%+40.9%+57.7%
Q2 2023+16.7%+15.1%+83.3%
Q1 2022+14.9%+21.4%+39.3%
Q1 2023+8.7%+20.6%+31.2%
Q2 2022+1.0%+8.7%-15.5%
Q4 2022+4.0%+5.1%-19.7%
Q3 2021+21.1%+41.1%+52.2%
Q4 2021+21.1%+41.1%+52.2%
Q3 2022+21.1%+41.1%+52.2%
Q2 2021
Q1 2021

Discussion

Share your read of this quarter. Sign-in carries your eToro identity.

Join the conversation

Sign in with eToro to post your read of this quarter and vote on others'.

Sign in with eToro