NASDAQ$APLD

Applied Digital Corporation · Q3 2023 earnings

Q3 2023 earnings · · Investor relations

Briefing

Reported a 14% sequential revenue growth.

Applied Digital reported financial results for the fiscal third quarter of 2023 ended February 28, 2023. The company reported revenue of $14.1 million and an adjusted EBITDA of $0.9 million.

  • Generated sequential revenue growth of 14%.
  • Reported fiscal third quarter 2023 revenue of $14.1 million.
  • Reported fiscal third quarter 2023 adjusted EBITDA of $0.9 million.
  • Energized second co-hosting facility in Ellendale, North Dakota in early March.

Headline financials

Total Revenue

$14.1M

Previous: $1.03M+1273.3%
EPS (adj)

-$0.01

Previous: -$0.12+91.7%
Adjusted EBITDA

$900K

No prior period
Capital Expenditures

-$96.2M

Previous: -$31.5M-205.9%
Free Cash Flow

-$103M

Previous: -$37.9M-172.4%
Net Income

-$7.03M

Previous: -$6.45M-9.0%
Operating Income

-$6.96M

Previous: -$2.42M-187.8%
Gross Profit

$3.56M

Previous: -$1.05M+439.7%
Cash & Equivalents

$8.42M

Previous: $12M-29.6%
Total Assets

$208M

Previous: $63.5M+227.0%
Stock-Based Comp

$4.48M

No prior period

Revenue & EPS history

Applied Digital · Revenue · Quarterly

$14.1M

Q3 2023+1,273.3%vs Q3 2022
Beat estimate in 9 of 15 quarters(60%)
ActualEstimate

Forward guidance

The company remains excited about the future and its ability to deliver long-term, high-margin, sustainable cash flow. While they continue to see robust demand from cryptocurrency miners, they aim to diversify their customer base and exposure to the growing segments of the HPC market.

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 Q3 2023

Historical avgQ3 2023

+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

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