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Mar 31

Canaan Q1 2025 Earnings Report

Canaan reported strong revenue growth in Q1 2025 despite a continued net loss.

Key Takeaways

Canaan exceeded revenue guidance in Q1 2025, driven by robust mining and product sales. However, the company still recorded a net loss due to high operating expenses and non-cash financial impacts.

Total revenue reached $82.8 million, surpassing guidance of $75 million.

Mining revenue hit a record $24.3 million as 259 bitcoins were mined.

Gross profit turned positive for the first time in two years at $646,000.

Net loss narrowed quarter-over-quarter but remained substantial at $86.4 million.

Total Revenue
$82.8M
Previous year: $35.1M
+135.9%
EPS
-$0.27
Previous year: -$0.16
+68.8%
Total computing power
5.5M
Previous year: 3.38M
+62.5%
Bitcoins mined
259
Revenue per Bitcoin
$93.5K
Gross Profit
$646K
Previous year: -$37.3M
-101.7%
Cash and Equivalents
$96.8M
Previous year: $54.7M
+76.8%
Total Assets
$566M
Previous year: $534M
+5.9%

Canaan

Canaan

Canaan Revenue by Segment

Forward Guidance

Canaan expects Q2 2025 revenue of approximately $100 million but has withdrawn full-year guidance due to regulatory uncertainties.

Positive Outlook

  • Q2 2025 revenue expected to reach $100 million.
  • Strong demand for A15 mining products.
  • Mining capacity expansion to over 8 EH/s by April.
  • Robust average selling price trends.
  • Increased installed mining capacity in North America.

Challenges Ahead

  • U.S. tariff changes are disrupting operations.
  • Full-year 2025 guidance has been withdrawn.
  • Significant net loss and negative adjusted EBITDA.
  • High volatility in cryptocurrency valuations.
  • Ongoing regulatory and macroeconomic uncertainties.

Revenue & Expenses

Visualization of income flow from segment revenue to net income