$EOS (-0,92%)

🔹 Revenue: $30.5M (Est. $39.6M) 🔴; 2x Q2, 35x YoY

🔹 GAAP EPS: -$4.91 (Est. -$0.24) 🔴 (driven by large non-cash fair value adjustments tied to stock price & note retirement)

🔹 Adj EBITDA Loss: ($52.7M) (slightly worse vs. Q2)

🔹 Gross Margin: Improved +92 bps vs. Q2 on better manufacturing efficiency

🔹 Cash: $126.8M (includes restricted)

FY25 Outlook

🔹 Full-Year Revenue: $150M–$160M (Reaffirmed)

Strategic & Commercial Wins

🔹 228 MWh order from Frontier Power (UK) for grid reliability deployments

🔹 750 MWh master supply agreement with MN8 Energy (US operator)

🔹 Strategic collaboration with Talen Energy to develop multi-GWh storage supporting AI data center grid demand

🔹 Commercial pipeline: $22.6B (+21% QoQ; +59% YoY)

🔹 Order backlog: $644M

Manufacturing & Capacity

🔹 Automation installed and scaling at Turtle Creek facility

🔹 Targeting 2 GWh/year production rate by end of 2025, 3x increase in Q4 run-rate

🔹 Announced Marshall Township facility expansion + new Pittsburgh software hub for DawnOS™ platform development

CEO Commentary

🔸 “AI infrastructure growth is accelerating grid demand. Eos provides the long-duration storage needed for reliability and energy independence.” – CEO Joe Mastrangelo

The 9 point increase in sentiment was short lived and lead to a 7 point drop overnight after a 9% crash in $BTC (-0,1%) . This left bitcoin struggling at the 20.3k mark but hasn't fallen below the 20k barrier. This of course is mirroring the S&P 500 which also took a dive yesterday too after the higher-than-expected CPI inflation data.

The Terra chains seem to ignore current data and work in the exact opposite way to the rest of the market. $LUNC (-0,97%) is up 5.5%, USTC is up 4.5% and LUNA is up 1.3%. Very few alts in the top 100 remain unscathed in the dip.$AVAX (-0,23%) and $EOS (-0,92%) both dropped by over 10% and $SOL (+0,17%) by 12%. There will be to be a bit of regrouping before the 21st rate increase but it won't be easy and plain sailing.

Staying strong now is going to pay off one day in my opinion.

Cheers Crypto Boyz and Girlz!

The week is starting in a positive note in sentiment. There was a three point increase in sentiment in the last 24 hours. $BTC (-0,1%) remains under $20k and is trading at the same it was 24 hours ago. 

$RAVEN (-0,06%) took the top spot overnight in the top 100 alts.$RAVEN (-0,06%) had dropped out of the top 100 temporarily prior to this. Both SAND and LINK managed a 5% increase as well. Most coins are in the green, $EOS (-0,92%) performed the worst with a 3% drop in price.

Lets see how this is going to change as European and US Traders are waking up.

Cheers

There was a three point drop in sentiment but despite that, $BTC (-0,1%) was able to push a 2.1% increase overnight to trade at $21.4k. There's still the possibility of us seeing 20k or less on the king of crypto, there's a long road ahead. It wasn't that long ago we saw 17k and this is currently now the anticipated second bottom territory. 

Both $NEXO (-0,94%) and $CHZ (-0,57%) managed to rack-up 11% overnight on a fairly green market. $EOS (-0,92%) was the only top 100 coin not to be in the green, but it also wasn't very red either, losing less than 1%.

Lets go crypto enthusiasts!

We keep on falling in sentiment, but slowly. $BTC (-0,1%) has weekend-levelled out for a short while at 21.2k which puts more people at a current loss thus slowing the decrease slightly. This also slows the recovery a little more too as even slight movements now put some pockets in near-term profits. Conversely the alt-market, although largely red did have a few stand-outs in the top 100. $EOS (-0,92%) lead the charge with an 8% rally, $CHZ (-0,57%) and $QNT (-4,62%) both topped over 6% and $XMR (+1,49%) and $DCR (-1,71%) both added 4%. 

(none of them are in my portfolio, grml)

The other end saw $CEL (-0,02%) drop by around 10% overnight and is now trading at $2.50. $APE (-0,8%) fell below the $5 mark and is holding at $4.98 currently, 26% down on the last 7 days.

Are we going to see a nice recovery next week?