NASDAQ$DFDV

DeFi Development Corp · Q3 2025 earnings

Q3 2025 earnings · · After market close

Briefing

DFDV reported Q3 2025, revenue of $4.6M, net income of $56M.

For Q3 2025, DFDV reported revenue of $4.6M, net income of $56M. Management discussed operating trends, liquidity, and priorities as disclosed in the quarterly filing.

  • Revenue $4.6M.
  • Net income $56M.
  • DFDV updated strategic and capital priorities in the filing.

Headline financials

Total Revenue

$4.63M

Previous: $619K+647.6%
EPS

$1.83

Previous: -$0.04+4675.0%
Capital Expenditures

-$2K

Previous: -$13.2K+84.8%
Free Cash Flow

-$7.04M

Previous: -$2.25M-212.7%
Net Income

$56M

Previous: -$471K+11988.7%
Operating Income

$72.1M

Previous: -$454K+15974.9%
Gross Profit

$4.54M

Previous: $611K+642.5%

Revenue & EPS history

DeFi Development Corp · Revenue · Quarterly

$4.63M

Q3 2025+647.6%vs Q3 2024
Beat estimate in 1 of 1 quarters(100%)
ActualEstimate

Revenue by segment

DeFi Development Corp · $2.66M total across 2 segments · Q1 2026

  • Digital Asset Treasury
    $2.4M
  • Real Estate Platform
    $262K

Forward guidance

The filing discusses DFDV's outlook, capital deployment, and key risks without relying solely on numeric EPS guidance.

Tailwinds

  • DFDV cited execution on strategic priorities in the filing.
  • Balance sheet and liquidity support continued operations.

Headwinds

  • Macro, competitive, and cost pressures may affect margins.
  • Segment mix and one-time items can affect comparability.

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 2025

Historical avgQ3 2025

-0.2%

Avg return

Earnings day

+5.0%

Avg return

5 days after

+10.9%

Avg return

30 days after

56%

5 / 9 earnings

Positive

+5.0%

Q2 2025

Best reaction

-7.9%

Q1 2024

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-2.7%-8.5%-32.1%
Q3 2025-2.2%-14.1%-33.5%
Q2 2025+5.0%-16.5%-5.6%
Q1 2025+3.2%+38.9%+97.3%
Q3 2024+0.6%+21.3%+21.3%
Q2 2024-5.5%-10.3%-19.6%
Q1 2024-7.9%+0.0%-16.7%
Q3 2023+2.9%+28.4%+90.0%
Q2 2023+4.4%+5.6%-3.2%

Discussion

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