NASDAQ$BTDR

Bitdeer Technologies Group · Q3 2023 earnings

Q3 2023 earnings · · Investor relations

Briefing

Bitdeer reported unaudited financial results for the third quarter of 2023, showing significant improvements in revenue and profitability compared to the previous year.

Bitdeer delivered a robust performance in Q3 2023, with total revenue increasing by 14% year-over-year to $87.3 million and adjusted EBITDA surging by 222% to $28.0 million. The company also significantly reduced its net loss from $22.1 million in Q3 2022 to $1.8 million in Q3 2023, driven by increased self-mining hash rate and Bitcoin production.

  • Total revenue increased by 14% year-over-year to $87.3 million.
  • Net loss significantly reduced to $1.8 million from $22.1 million in Q3 2022.
  • Adjusted EBITDA surged by 222% to $28.0 million.
  • Self-mining business mined 1,085 Bitcoins, a 121% year-over-year increase.

Headline financials

Total Revenue

$87.3M

No prior period
EPS (adj)

-$0.02

No prior period
Adjusted EBITDA

$28M

No prior period
Bitcoin Mined

1.1K

No prior period
Mining Machines Under Mgmt

221.0K

No prior period
Self-owned Mining Machines

92.0K

No prior period
Hosted Mining Machines

129.0K

No prior period
Total Power Usage (MWh)

1.2M

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

$32.00

No prior period
Net Income

-$1.8M

No prior period
Operating Income

-$4.48M

No prior period
Gross Profit

$21.1M

No prior period
Cash & Equivalents

$135M

No prior period
Total Assets

$622M

No prior period

Revenue & EPS history

Bitdeer · Revenue · Quarterly

$87.3M

Q3 2023
Beat estimate in 2 of 2 quarters(100%)
ActualEstimate

Forward guidance

Bitdeer anticipates continued growth and expansion, particularly in its AI Cloud services and mining infrastructure, while maintaining a focus on maximizing profitability and shareholder value.

Tailwinds

  • Expects to launch Bitdeer AI Cloud in Q1 2024, powered by NVIDIA DGX SuperPod with DGX H100 systems in Asia.
  • Bhutan-based Gedu datacenter entered full operations, adding 100MW electrical capacity and 3.3EH/s proprietary hash rate.
  • Making progress towards the construction of a 175MW immersion cooling datacenter at Tydal, Norway, anticipated for completion in 2025.
  • Board approved an additional $2,000,000 share repurchase program in October, demonstrating confidence in long-term stability.
  • Will continue to evaluate hash rate allocation across business lines to maximize profitability.

Headwinds

  • No specific negative forward guidance was provided in the report.
  • No specific negative forward guidance was provided in the report.
  • No specific negative forward guidance was provided in the report.
  • No specific negative forward guidance was provided in the report.
  • No specific negative forward guidance was provided in the report.

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 Q3 2023

Historical avgQ3 2023

-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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