APL

Applied Digital

Stock

ISIN: US0381692070

Ticker: APLD

US0381692070

APLD

Price

Discussion about APLD

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Aktien Stammtisch

@Aktien_Stammtisch

2Wk·

Applied Digital Q2 Earnings Highlights:

$APLD (-1.84%)

🔹 Adj EPS: -$0.06 (Est. -$0.05) 😑

🔹 Revenue: $63.9M (Est. $63.4M) 🟢; UP +51% YoY

🔹 Adj Net Loss: $12.6M

🔹 Adj EBITDA: $21.4M (Est. $20.9M) 🟢; UP +93% YoY

Operational Updates:

🔹 Cloud Services Revenue: $27.7M; UP +523% YoY

🔹 Data Center Hosting Revenue: $36.2M

Key Developments:

🔸 Secured a $5B perpetual preferred equity financing facility with Macquarie Asset Management for its HPC business.

🔸 Energized the main substation transformer at the Ellendale, ND HPC data center.

🔸 Won the DCD Community Impact Award for the Ellendale Community Development Initiative.

CEO Wes Cummins Commentary:

🔸 "We are well-positioned to meet the growing demand for power and data centers, fueled by the rapid expansion of hyperscale data centers and AI workloads. Our strategic investments and partnerships validate our approach and enhance shareholder value."

Shareholder Returns and Investments:

🔹 Completed a $450M offering of 2.75% Convertible Senior Notes, with net proceeds allocated to share repurchases and general corporate purposes.

🔹 Raised $150M in senior secured debt financing through APLD ELN-02 Holdings LLC.

Aktien Stammtisch

@Aktien_Stammtisch

2Wk·

Macquarie is set to invest up to 5B in AI data centers by Applied Digita

Macquarie is set to invest up to $5B in AI data centers by Applied Digital $APLD (-1.84%)
starting with $900M for a North Dakota campus.

The deal includes a 15% stake in Applied’s high-performance computing business and a right of first refusal for an additional $4.1B over 30 months.

Applied Digital, originally focused on crypto mining, has pivoted to AI, riding the sector’s surge with its stock up over 40% in the past year. This funding will repay debt and help finance power-hungry data centers supporting AI's rapid growth.

Aktien Stammtisch

@Aktien_Stammtisch

5Mon·

Earnings times today (+6h for CEST) ⏰

Real-time results & analysis: https://t.me/Aktien_Stammtisch

6 Comments

Epi@Epi

5Mon

I don't like the fact that so much attention is being focused on earnings right now.
Good times to invest have actually always been when nobody was interested in earnings...

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View all 4 further answers

Hennington Research

@HennRes

9Mon·

The market overview for 🇺🇸 & 🇪🇺:

US MARKET🇺🇸

Monday

PACS Group ($PACS) and UL Solutions ($ULS) have potential IPOs.
Neel KashkariPresident of the Minneapolis Fed, delivers remarks.

Tuesday

Release of the NFIB Small Business Optimism Index (March).
Quarterly reports from WD-40 ($WDFC (+0.89%) ) and Tilray Brands ($TLRY (-4.85%) ).

Wednesday

Publication of the consumer price index (March).
Publication of the wholesale stocks (March).
Publication of the minutes of the March meeting of the Federal Open Market Committee (FOMC).
Publication of the monthly federal budget of the USA (March).
Speeches by Austan GoolsbeePresident of the Chicago Fed.
Quarterly reports from Delta Air Lines ($DAL (-1.37%) ) and Applied Digital ($APLD (-1.84%) ).

Thursday

Publication of the initial applications for unemployment benefits (April 5).
Publication of the producer price index (March).
Speeches by John C. Williams, President of the New York Fed, and Raphael BosticPresident of the Atlanta Fed.
Quarterly reports from Constellation Brands ($STZ (-1.41%) ), Fastenal ($FAST (-2.01%) ) and CarMax ($KMX (-1.91%) ).

Friday

Publication of the preliminary Michigan Consumer Sentiment Index (April).
Speeches by Raphael Bostic, President of the Atlanta Fed, and Mary C. DalyPresident of the San Francisco Fed.
Quarterly reports from JPMorgan Chase ($JPM (-0.08%) ), Wells Fargo ($WFC (+0.4%) ), BlackRock ($BLK ), Citigroup ($C (-0.51%) ), State Street ($STT (-0.28%) ) and Progressive ($PGR (-0.82%) ).

EUROPEAN MARKET🇪🇺

Monday

Publication of Industrial Production Index🇪🇺

Tuesday

ZEW Economic Sentiment🇩🇪 will be published
Quarterly reports from Ericsson ($ERIC A (-3.55%) )🇸🇪, Beiersdorf AG ($BEI (-1.7%) )🇩🇪, Sika ($SIKA (-0.38%) )🇨🇭, Rio Tinto PLC ($RIO (+0.51%) )🇬🇧

Wednesday

Release of CPI data🇪🇺
Quarterly reports from Hays ($HAS (-0.54%) )🇬🇧, Petershill Partners ($PHLL (+2.45%) )🇬🇧, Just Eat Takeaway ($TKWY (-1.08%) )🇬🇧, Entain ($ENT (+0.8%) )🇬🇧, La Francaise ($FDJ (+0.55%) )🇫🇷, Legal & General ($LGEN (+0.56%) ), Tryg ($TRYG (-0.97%) )🇩🇰, BHP Group Ltd ($BHP (-1.08%) )🇬🇧, ASML Holding ($ASML (+0.42%) )🇳🇱Volvo B ($VOLV B (-1.74%) )🇸🇪, Severstal ($CHMF )🇷🇺

thursday

Publication of Construction Output🇪🇺
Quarterly reports from Danone ($BN (-1.59%) )🇫🇷, Nokia Oyj ($NOKIA (-1.91%) )🇫🇮, Tele2 AB ($TEL2 B (+0%) )🇸🇪

1 Comment

Hennington Research@HennRes

9Mon

In the picture: the Belvedere Palace in Vienna

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