•
Aug 31, 2023

Applied Digital Q1 2024 Earnings Report

Reported strong financial results with sequential revenue growth and reaffirmed fiscal year guidance.

Key Takeaways

Applied Digital reported a strong start to fiscal year 2024, with a 425% increase in total revenue to $36.3 million compared to the same quarter last year. The company's Ellendale, ND facility was fully energized, and they began recognizing revenue from their first Cloud Services contract. They reaffirmed their full-year fiscal 2024 revenue guidance of $385 million - $405 million and Adjusted EBITDA guidance of $195 million - $205 million.

Total revenue reached $36.3 million, a 425% increase year-over-year.

Net loss was $11.9 million, or $(0.12) per share.

Adjusted EBITDA was $10.0 million.

The Ellendale, ND hosting facility was fully energized.

Total Revenue
$36.3M
Previous year: $6.92M
+424.6%
EPS
-$0.1
Previous year: -$0.04
+150.0%
Adjusted EBITDA
$10M
Previous year: -$1.9M
-626.3%
Gross Profit
$11.9M
Previous year: $831K
+1335.0%
Cash and Equivalents
$5.94M
Previous year: $40.8M
-85.4%
Free Cash Flow
-$71.1M
Previous year: -$15.8M
+350.2%
Total Assets
$349M
Previous year: $146M
+139.3%

Applied Digital

Applied Digital

Applied Digital Revenue by Segment

Forward Guidance

For the full year fiscal 2024, Applied Digital reaffirms its previously announced guidance.

Positive Outlook

  • Total revenue is expected to be in the range of $385 million - $405 million.
  • Adjusted EBITDA is expected to be in the range of $195 million - $205 million.

Revenue & Expenses

Visualization of income flow from segment revenue to net income