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Dec 31, 2024

Hut 8 Q4 2024 Earnings Report

Hut 8 reported a strong Q4 2024 with significant net income growth and a fortified balance sheet.

Key Takeaways

Hut 8 reported Q4 2024 revenue of $31.7 million and net income of $152.0 million. The company continued optimizing costs, with a 30% YoY reduction in energy costs per MWh. Strategic Bitcoin reserves increased, and key investments in AI and infrastructure were made to position for future growth.

Revenue for Q4 2024 was $31.7 million, down from $38.9 million in Q4 2023.

Net income surged to $152.0 million, driven by a significant gain on digital assets.

Energy cost per MWh decreased to $31.63, a 30% reduction YoY.

Expanded Bitcoin reserves to 10,171 BTC, valued at $949.5 million.

Total Revenue
$31.7M
Previous year: $82.2M
-61.4%
EPS
$2.1
Previous year: -$0.00632
-33327.8%
Energy Cost per MWh
$31.6
Previous year: $45.5
-30.4%
Strategic Bitcoin Reserve
10.17K
Previous year: 9.2K
+10.6%
Gross Profit
$4.17M
Previous year: -$4.65M
-189.7%
Cash and Equivalents
$176M
Previous year: $10.4M
+1596.7%
Total Assets
$1.09B
Previous year: $190M
+472.1%

Hut 8

Hut 8

Hut 8 Revenue by Segment

Forward Guidance

Hut 8 is focused on infrastructure expansion, AI-driven initiatives, and energy cost optimization to drive future growth.

Positive Outlook

  • Plans to energize a 205 MW site in Texas in Q2 2025.
  • Advancing three large-scale AI data center projects with over 430 MW capacity.
  • Strengthened capital structure through strategic investments and stock repurchase programs.
  • Secured a colocation contract with BITMAIN expected to generate $125 million in annualized revenue.
  • Expanding into AI and high-performance computing markets for diversification.

Challenges Ahead

  • Declining revenue in Q4 YoY due to lower Compute and Digital Infrastructure revenue.
  • Reduced Bitcoin mining output compared to Q4 2023.
  • Exposure to volatility in Bitcoin prices impacting financial results.
  • Higher costs to mine a Bitcoin compared to the previous year.
  • Potential risks associated with scaling AI infrastructure and energy-intensive projects.

Revenue & Expenses

Visualization of income flow from segment revenue to net income