NASDAQ$BTDR

Bitdeer Technologies Group · Q4 2025 earnings

Q4 2025 earnings · · Before market open · Investor relations

Briefing

Bitdeer reported sharply higher fourth quarter 2025 revenue and returned to profitability, driven by strong self-mining growth and positive Adjusted EBITDA.

Bitdeer generated 224835000 in revenue in Q4 2025, up significantly year over year, with net income of 70542000 and operating income of 109353000. Growth was primarily driven by a surge in self-mining revenue and expanded hash rate deployment, while Adjusted EBITDA turned positive at 31199000.

  • Total revenue increased to 224835000, led by self-mining revenue of 168600000.
  • Net income reached 70542000 compared to a net loss in the prior year period.
  • Adjusted EBITDA was positive at 31199000.
  • Total hash rate under management expanded to 71.0 EH/s with 293000 mining machines under management.

Headline financials

Total Revenue

$225M

No prior period
EPS (adj)

-$0.31

No prior period
Pipeline Capacity (MW)

1.3K

No prior period
Adjusted EBITDA

$31.2M

No prior period
Bitcoin Mined

1.7K

No prior period
Total Hash Rate (EH/s)

71

No prior period
Proprietary Hash Rate (EH/s)

58

No prior period
Self-mining Hash Rate (EH/s)

55.2

No prior period
Hosting Hash Rate (EH/s)

13

No prior period
Mining Machines Under Mgmt

293.0K

No prior period
Self-owned Mining Machines

211.0K

No prior period
Hosted Mining Machines

82.0K

No prior period
Electrical Capacity (MW)

1.7K

No prior period
Global Electrical Capacity (MW)

3.0K

No prior period
Total Power Usage (MWh)

2.4M

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

$46.00

No prior period
Miner Efficiency (J/TH)

17.9

No prior period
Net Income

$70.5M

No prior period
Operating Income

$109M

No prior period
Gross Profit

$10.6M

No prior period

Revenue & EPS history

Bitdeer · Revenue · Quarterly

$225M

Q4 2025
Beat estimate in 2 of 2 quarters(100%)
ActualEstimate

Forward guidance

The company emphasized its strategic transition toward AI infrastructure and colocation services but did not provide specific quantitative financial guidance for Q1 or full-year 2026.

Tailwinds

  • Accelerating transition toward AI infrastructure and colocation services.
  • 3.0 GW global power portfolio provides strategic advantage.
  • Strong expansion in proprietary hash rate and self-mining capacity.
  • Positive Adjusted EBITDA achieved in Q4 2025.
  • Significant growth in mining rigs and electrical capacity.

Headwinds

  • Gross margin declined to 4.7% from 7.4% year over year.
  • Operating expenses increased significantly year over year.
  • High electricity and depreciation costs impacted profitability.
  • Other operating expenses rose due to Bitcoin collateral fair value changes.
  • Net cash used in operating activities was 599537000.

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 Q4 2025

Historical avgQ4 2025

-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%

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