NASDAQ$APLD

Applied Digital Corporation · Q3 2025 earnings

Q3 2025 earnings · · After market close · Investor relations

Briefing

Applied Digital reported fiscal Q3 2025 revenue of $52.9M with a net loss of $35.6M and diluted loss per share of $0.16.

Total revenue was $52.9 million for the quarter ended February 28, 2025, as data-center hosting and HPC buildout scaled. Net loss was $35.6 million (diluted LPS $0.16) versus $62.8 million ($0.52) a year ago. Nine-month revenue reached $177.5 million with continued investment in power and infrastructure capacity.

  • Fiscal Q3 revenue $52.9M; net loss $35.6M.
  • Diluted LPS $0.16; loss narrowed YoY.
  • Cost of revenues $49.1M on hosting ramp.
  • Nine-month revenue $177.5M; net loss $178.5M.

Headline financials

Total Revenue

$52.9M

Previous: $43.3M+22.1%
EPS (adj)

-$0.16

Previous: -$0.52+69.2%
Adjusted EBITDA

$10M

Previous: -$1.29M+878.2%
Net Income

-$35.6M

Previous: -$62.8M+43.4%
Operating Income

-$18.9M

Previous: -$55.8M+66.1%

Revenue & EPS history

Applied Digital · Revenue · Quarterly

$52.9M

Q3 2025+22.1%vs Q3 2024
Beat estimate in 9 of 15 quarters(60%)
ActualEstimate

Forward guidance

Data-center operator investing in HPC capacity; profitability depends on contract utilization and power economics.

Tailwinds

  • Revenue growth as hosting and HPC customers ramp.
  • Losses narrowed YoY on operating leverage potential.

Headwinds

  • Heavy capex and power costs before contracts fill.
  • Customer concentration and buildout delays add risk.

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 2025

Historical avgQ3 2025

+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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