NASDAQ$KEEL

Keel Infrastructure Corp · Q3 2025 earnings

Q3 2025 earnings · · Before market open · Investor relations

Briefing

Bitfarms reported Q3 2025 results with higher revenue and gross mining profit, but remained unprofitable due to strategic transitions and asset impairments.

Bitfarms grew its revenue significantly in Q3 2025 and continued executing its pivot toward HPC/AI infrastructure. Despite a $46 million net loss, it improved its adjusted EBITDA and demonstrated strong liquidity with over $800 million available.

  • Revenue from continuing operations grew to $69.2 million, up 156% YoY.
  • Net loss from continuing operations widened to $46.3 million, impacted by asset impairments.
  • Adjusted EBITDA rose to $19.6 million, reflecting improved operational efficiency.
  • Company held $814 million in liquidity as of November 12, 2025.

Headline financials

Total Revenue

$69.2M

Previous: $44.9M+54.4%
EPS (adj)

-$0.08

Previous: -$0.08+0.0%
Gross Mining Profit

$21.1M

No prior period
Gross Mining Margin

35.0%

No prior period
Adjusted EBITDA

$19.6M

No prior period
Adjusted EBITDA Margin

28.0%

No prior period
BTC Earned

520

No prior period
Direct Cost per BTC

$48.2K

No prior period
Total Cash Cost per BTC

$82.4K

No prior period
Avg Revenue per BTC

$114K

No prior period
Operating EH/s

14.8

No prior period
Avg Watts/TH Efficiency

19

No prior period
Net Income

-$46.3M

Previous: -$36.6M-26.2%
Operating Income

-$29M

Previous: -$39.4M+26.5%

Revenue & EPS history

Bitfarms · Revenue · Quarterly

$69.2M

Q3 2025+54.4%vs Q3 2024
Beat estimate in 4 of 12 quarters(33%)
ActualEstimate

Forward guidance

Bitfarms continues its strategic transformation to an AI and HPC infrastructure company, with significant financial flexibility and a focus on building next-generation GPU-ready data centers.

Tailwinds

  • Announced $588M convertible note offering to fund AI infrastructure.
  • Secured $128M supply agreement for Washington HPC site.
  • Converted $300M credit facility into project-specific financing.
  • Completed acquisition of Sharon campus with 110 MW capacity target.
  • Strong $814M liquidity to fund infrastructure expansion.

Headwinds

  • Continued net losses with impairment charges and asset reclassifications.
  • Gross margin from mining declined YoY.
  • Discontinued operations led to an additional $35M net loss.
  • Higher cost per BTC due to infrastructure expenses.
  • Still early in AI pivot with uncertain monetization timelines.

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 Q3 2025

Historical avgQ3 2025

-3.6%

Avg return

Earnings day

-5.1%

Avg return

5 days after

+2.7%

Avg return

30 days after

25%

6 / 24 earnings

Positive

+13.4%

Q4 2021

Best reaction

-21.6%

Q3 2024

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+7.8%+10.3%+31.7%
Q4 2025-6.4%-4.0%+21.2%
Q3 2025-18.0%-13.2%-13.6%
Q1 2025-3.6%+2.8%-23.0%
Q3 2024-21.6%-19.7%-28.3%
Q1 2024+9.3%+1.2%+40.5%
Q4 2023+1.1%-11.4%-21.2%
Q3 2023-3.4%+3.4%+84.5%
Q2 2023+0.0%+3.3%-19.0%
Q1 2023+8.2%+15.3%+20.4%
Q4 2022+0.5%+0.9%+17.0%
Q3 2022-12.0%-23.7%-38.5%
Q2 2022+0.0%-25.0%-37.0%
Q1 2022-1.0%-10.3%-29.6%
Q4 2021+13.4%+1.9%-23.3%
Q3 2021-1.7%-4.7%-39.3%
Q2 2021-19.9%-13.0%-19.0%
Q1 2021-0.6%+4.1%+7.0%
Q4 2020-12.3%-9.8%+26.5%
Q3 2020-5.9%-10.6%+44.3%
Q2 2020-0.4%-0.4%+21.6%
Q1 2020-12.7%-12.7%+29.0%
Q4 2019-3.0%-3.0%+29.9%
Q3 2019-3.3%-3.3%-16.6%
Q2 2019
Q1 2019
Q4 2018
Q3 2018
Q2 2018
Q1 2018
Q4 2017
Q3 2017
Q2 2017
Q1 2017

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