NASDAQ$BTDR

Bitdeer Technologies Group · Q2 2024 earnings

Q2 2024 earnings · · Investor relations

Briefing

Bitdeer reported unaudited financial results for the second quarter of 2024, showcasing strong financial performance and strategic progress.

Bitdeer reported a total revenue of $99.2 million and a gross profit of $24.4 million for Q2 2024. The company achieved an adjusted EBITDA of $24.9 million, marking a 33.2% year-over-year increase. Despite significant growth in global network hashrate and the April 2024 halving, Bitdeer demonstrated the strength of its differentiated strategy and commitment to technology and innovation.

  • Total revenue for Q2 2024 was $99.2 million, an increase from $93.8 million in Q2 2023.
  • Gross profit reached $24.4 million, significantly up from $16.2 million in Q2 2023.
  • Adjusted EBITDA increased by 33.2% year-over-year to $24.9 million.
  • Net loss improved to $17.7 million from $40.4 million in Q2 2023.

Headline financials

Total Revenue

$99.2M

No prior period
EPS (adj)

-$0.14

No prior period
Adjusted EBITDA

$23.5M

No prior period
Bitcoin Mined

628

No prior period
Mining Machines Under Mgmt

223.0K

No prior period
Self-owned Mining Machines

86.0K

No prior period
Hosted Mining Machines

137.0K

No prior period
Total Power Usage (MWh)

1.2M

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

$43.00

No prior period
Net Income

-$17.7M

No prior period
Operating Income

-$15.7M

No prior period
Gross Profit

$24.4M

No prior period
R&D Expense

$8.05M

No prior period

Revenue & EPS history

Bitdeer · Revenue · Quarterly

$99.2M

Q2 2024
Beat estimate in 2 of 2 quarters(100%)
ActualEstimate

Forward guidance

Bitdeer is focused on expanding Bitcoin self-mining capacity, executing its SEALMINER technology roadmap, and monetizing its 2.5 GW power portfolio for HPC/AI, gearing up for the upcoming bull market.

Tailwinds

  • Plans to install 3.4 EH/s of SEALMINER A1 chips into datacenters by year-end.
  • Second-generation SEAL02 chip initial tape-out wafer delivery from TSMC remains on track for late September, with mass production anticipated by year-end.
  • Third-generation SEAL03 chip R&D has started.
  • Deployment of NVIDIA DGX SuperPOD H100 system in Singapore achieved 100% utilization in July.
  • Announced a 30-year lease agreement for 570 MW of power capacity in Ohio, increasing total global capacity to 2.5 GW.

Headwinds

  • No specific negative forward guidance was provided in the report.
  • Potential challenges from global network hashrate growth.
  • Impact of future Bitcoin halving events on profitability.
  • Market volatility for cryptocurrencies.
  • Competition in the blockchain and high-performance computing sectors.

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 Q2 2024

Historical avgQ2 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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