NASDAQ$APLD

Applied Digital Corporation · Q4 2024 earnings

Q4 2024 earnings · · Investor relations

Briefing

Reported financial results for the fiscal fourth quarter and full year ended May 31, 2024.

Applied Digital reported Q4 2024 revenue of $43.7 million and a net loss of $64.8 million. The company resolved transformer issues at its Ellendale Data Center Hosting facility, restoring it to full power capacity by the end of June. They also secured over $150 million in funding and are in advanced discussions for project-level financing with an investment-grade tenant.

  • Q4 revenue reached $43.7 million.
  • Net loss for Q4 was $64.8 million.
  • Adjusted EBITDA for Q4 was $4.8 million.
  • Ellendale Data Center Hosting facility restored to full capacity by the end of June.

Headline financials

Total Revenue

$43.7M

Previous: $22M+98.3%
EPS (adj)

-$0.36

Previous: -$0.01-3500.0%
Adjusted EBITDA

-$200K

Previous: $2.9M-106.9%
Adjusted Net Income

-$17.6M

No prior period
Capital Expenditures

-$105M

No prior period
Net Income

-$64.8M

Previous: -$6.5M-896.9%
Operating Income

-$27.6M

Previous: -$6.24M-342.1%
Gross Profit

-$2.59M

Previous: $6.09M-142.5%
Stock-Based Comp

$3.73M

Previous: $5.19M-28.2%

Revenue & EPS history

Applied Digital · Revenue · Quarterly

$43.7M

Q4 2024+98.3%vs Q4 2023
Beat estimate in 9 of 15 quarters(60%)
ActualEstimate

Forward guidance

Applied Digital anticipates sequential improvements in top-line revenue as they enter the first quarter of fiscal year 2025.

Tailwinds

  • Successfully resolved all transformer issues at Ellendale Data Center Hosting facility, restoring it to full power capacity.
  • Made significant progress on key growth initiatives, particularly in expanding Cloud Services business.
  • Executing an LOI with a U.S.-based hyperscaler for 400 MW capacity.
  • State-of-the-art, 369,000-square-foot facility is designed for HPC applications such as Artificial Intelligence.
  • Actively marketing three additional campuses totaling 1.4 GW.

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 Q4 2024

Historical avgQ4 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

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