NASDAQ$CAN

Canaan Inc · Q2 2025 earnings

Q2 2025 earnings · · Before market open · Investor relations

Briefing

Canaan reported record mining revenue and total revenue growth in Q2 2025 but continued to post a net loss.

Canaan achieved its highest quarterly mining revenue and strong sales growth in Q2 2025, driven by increased computing power and market expansion. However, the company remained unprofitable, recording an $11.1 million net loss.

  • Total revenue rose to $100.2 million, up from $71.9 million YoY
  • Mining revenue reached a record $28.1 million with 284 bitcoins mined
  • Gross profit turned positive at $9.3 million compared to a $19.1 million loss in Q2 2024
  • Net loss narrowed to $11.1 million from $41.9 million a year ago

Headline financials

Total Revenue

$100M

Previous: $71.9M+39.5%
EPS (adj)

-$0.03

Previous: -$0.15+80.0%
Computing power sold (EH/s)

6.4M

No prior period
Bitcoins mined

284

No prior period
Avg revenue per BTC

$98.9K

No prior period
Net Income

-$11.1M

Previous: -$41.9M+73.5%
Operating Income

-$27.1M

Previous: -$45.8M+40.9%
Gross Profit

$9.31M

Previous: -$19.1M+148.6%

Revenue & EPS history

Canaan · Revenue · Quarterly

$100M

Q2 2025+39.5%vs Q2 2024
Beat estimate in 10 of 14 quarters(71%)
ActualEstimate

Revenue by segment

Canaan · $62.7M total across 3 segments · Q1 2026

  • Products Revenue
    $42.9M
  • Mining Revenue
    $19.1M
  • Other Revenues
    $700K

Forward guidance

Canaan expects Q3 2025 revenue between $125M and $145M, reflecting market volatility and ongoing customer demand.

Tailwinds

  • Revenue forecast raised to $125M–$145M
  • Continued hashrate expansion and mining capacity
  • Mass deployment of A15 series improves sales
  • Strategic focus on core crypto business expected to streamline operations
  • Bitcoin treasury reached milestone of 1,511 BTC by July-end

Headwinds

  • Company remains unprofitable despite revenue growth
  • Tariff headwinds continue to challenge hardware sales
  • Operating expenses remain elevated
  • Significant mining depreciation costs
  • Volatile crypto asset valuations impact financial performance

Historical earnings impact

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

Avg. return before/after earnings

Based on 19 quarterly earnings reports · overlaid with Q2 2025

Historical avgQ2 2025

-2.3%

Avg return

Earnings day

-6.5%

Avg return

5 days after

-8.3%

Avg return

30 days after

36%

10 / 28 earnings

Positive

+24.2%

Q3 2025

Best reaction

-22.1%

Q1 2023

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-13.3%
Q4 2025-6.9%-19.1%-15.5%
Q3 2025+24.2%+6.7%-8.8%
Q2 2025-4.6%-22.2%-48.3%
Q1 2025-7.5%-22.7%-23.5%
Q4 2024-13.0%-18.7%-22.9%
Q3 2024+14.5%+30.8%+45.9%
Q2 2024+3.3%+19.6%+28.6%
Q1 2024+4.3%-6.8%-12.8%
Q4 2023-6.1%-17.3%-22.8%
Q3 2023-5.3%-5.9%+66.3%
Q2 2023+1.0%+0.0%-12.6%
Q1 2023-22.1%-20.9%-20.9%
Q4 2022+0.0%-7.2%-0.8%
Q3 2022+16.7%+2.6%-7.8%
Q2 2022-5.9%-10.7%-18.2%
Q1 2022-1.3%-5.1%+0.6%
Q4 2021-7.6%-7.8%+4.8%
Q3 2021+3.3%-4.1%-46.6%
Q2 2021-15.5%-20.6%-29.1%
Q1 2021+19.2%+30.6%-9.3%
Q4 2020-21.7%-27.1%-47.2%
Q3 2020-18.3%-35.5%-23.8%
Q2 2020+5.6%-2.5%-5.1%
Q1 2020-15.8%-24.8%-52.4%
Q4 2018-3.5%-9.3%-4.6%
Q4 2017-3.5%-9.3%-4.6%
Q4 2019+14.5%+30.7%+67.3%
Q3 2019
Q2 2019
Q1 2019

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