NASDAQ$BTDR

Bitdeer Technologies Group · Q1 2024 earnings

Q1 2024 earnings · · Investor relations

Briefing

Bitdeer reported unaudited financial results for the first quarter of 2024, showing significant revenue growth and a return to net income.

Bitdeer Technologies Group achieved a total revenue of $119.5 million in Q1 2024, a 64.6% increase year-over-year, and reported a net income of $0.6 million, a significant improvement from a net loss in the prior year. This growth was primarily driven by increased self-mining hash rate and Bitcoin production, alongside higher average Bitcoin prices.

  • Total revenue increased by 64.6% year-over-year to US$119.5 million.
  • The company returned to net income of US$0.6 million, compared to a net loss of US$9.5 million in Q1 2023.
  • Adjusted EBITDA grew to US$26.0 million from US$18.5 million in the prior year.
  • Self-mining business mined 911 Bitcoins, a 65.0% increase compared to Q1 2023.

Headline financials

Total Revenue

$120M

No prior period
EPS (adj)

$0.01

No prior period
Adjusted EBITDA

$26M

No prior period
Bitcoin Mined

911

No prior period
Mining Machines Under Mgmt

226.0K

No prior period
Self-owned Mining Machines

86.0K

No prior period
Hosted Mining Machines

140.0K

No prior period
Total Power Usage (MWh)

1.4M

No prior period
Avg Cost of Electricity ($/MWh)

$43.00

No prior period
Net Income

$606K

No prior period
Operating Income

$501K

No prior period
Gross Profit

$34.1M

No prior period
R&D Expense

$21.2M

No prior period

Revenue & EPS history

Bitdeer · Revenue · Quarterly

$120M

Q1 2024
Beat estimate in 2 of 2 quarters(100%)
ActualEstimate

Forward guidance

Bitdeer anticipates continued growth and operational expansion, with trial production of SEALMINER A1 rigs starting in May 2024 and further development of next-generation mining rigs. The company is also expanding its AI cloud service and infrastructure, with new datacenters under construction and efforts to reduce energy costs.

Tailwinds

  • Strategic plan to expand hash rate by approximately 3.4 EH/s by year-end remains on course.
  • Trial production of SEALMINER A1 rigs expected to start in May 2024.
  • Designs for second-generation mining machines are advancing, with tape out potentially commencing in Q2 2024.
  • Construction of Jigmeling datacenter in Bhutan started in Q1 2024.
  • Expansion of mining facilities in Norway, United States, and Bhutan expected to be completed in 2025.

Headwinds

  • Incurred a US$14.1 million one-off incremental development expense related to the SEAL01 chip in Q1 2024.
  • Cash and cash equivalents decreased to US$118.5 million from US$144.7 million as of December 31, 2023, due to active construction and wafer prepayments.
  • No specific negative forward guidance was provided beyond the impact of current investments on cash flow.

Historical earnings impact

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

Avg. return before/after earnings

Based on 7 quarterly earnings reports · overlaid with Q1 2024

Historical avgQ1 2024

-2.1%

Avg return

Earnings day

-7.9%

Avg return

5 days after

-17.2%

Avg return

30 days after

25%

2 / 8 earnings

Positive

+11.6%

Q1 2026

Best reaction

-19.7%

Q3 2025

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+11.6%-3.0%+35.0%
Q4 2025-13.5%-20.9%-37.4%
Q3 2025-19.7%-52.2%-47.8%
Q2 2025+7.2%-0.3%+26.5%
Q4 2023-2.8%+17.1%-18.5%
Q2 2024+0.0%+12.5%-11.5%
Q1 2024+0.0%+0.4%-21.8%
Q3 2023+0.0%-17.0%-62.4%

Discussion

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