Applied Digital Corporation (APLD) Q1 2025 Earnings Call Transcript Summary
Applied Digital Corporation (APLD) Q1 2025 Earnings Call Transcript Summary
Depreciation and amortization expenses rose to $34.4 million, reflecting higher costs associated with data center leases for cloud services.The following is a summary of the Applied Digital Corporation (APLD) Q1 2025 Earnings Call Transcript:
以下是Applied Digital Corporation (APLD) 2025年第一季度業績會交易摘要：
Financial Performance:
金融業績：
Revenue growth of 67% reaching $60.7 million, primarily driven by contributions from cloud services contracts.
Adjusted EBITDA increased significantly to $20 million despite a reported adjusted net loss of $21.6 million, or $0.15 per share.
Depreciation and amortization expenses rose to $34.4 million, reflecting higher costs associated with data center leases for cloud services.
Balance sheet strength with $86.6 million in cash and cash equivalents, alongside $143.6 million in debt.
營業收入增長67％，達到6070萬美元，主要受雲服務合同貢獻驅動。
調整後的EBITDA顯著增加至2000萬美元，儘管報告的調整後淨虧損爲2160萬美元，每股虧損0.15美元。
折舊與攤銷費用上升至3440萬美元，反映出與雲服務的數據中心租賃相關的更高成本。
資產負債表實力：現金及現金等價物達到8660萬美元，負債14360萬美元。
Business Progress:
業務進展：
Significant improvement in balance sheet post strategic investments from NVIDIA and related companies.
Progress on Ellendale HPC campus with a 100-megawatt building under negotiation and plans to expand capacity to 400 megawatts.
Data center hosting business currently fully contracted at two locations in North Dakota, demonstrating effective capacity management.
Deployment plans for additional clusters in the cloud services business set for the second half of fiscal year 2025, supported by amended lease financing for GPUs.
New executive appointments to optimize strategic positioning.
經過英偉達和相關公司的戰略投資後，資產負債表有顯著改善。
與Ellendale HPC校園的進展，一座擬議中的100兆瓦建築正在洽談中，計劃將容量擴展至400兆瓦。
在北達科他州兩個位置完全簽約的數據中心託管業務，展示了有效的容量管理。
雲服務業務的額外集群部署計劃定於2025財年下半年，將得到修訂的gpu芯片-雲計算租賃融資的支持。
新的行政任命旨在優化戰略定位。
Opportunities:
機會：
Expansion plans for the Ellendale HPC campus and exploration of monetizing over 1.4 gigawatts of pipeline offers substantial growth potential.
Strategic investments and recognition from major investors, combined with adjustments in GPU lease financing, enhance the market visibility for cloud services.
Expected lease negotiations with a US-based hyperscaler indicating strong demand for high-capacity, purpose-built HPC data centers.
Ellendale HPC校園的擴建計劃和對超過1.4吉瓦的管道提供進行變現方案的探討，提供了相當大的增長潛力。
戰略投資以及來自主要投資者的認可，再加上gpu芯片-雲計算租賃融資的調整，增強了雲服務市場的可見性。
預期與一家總部位於美國的超大規模雲計算服務提供商進行租賃談判，表明高容量、專爲HPC數據中心定製的強勁需求。
Risks:
風險：
Incurred $4.1 million in expenses for data center facilities that have not yet deployed GPU clusters, representing potential inefficiencies in asset utilization.
支出了410萬美元用於尚未部署gpu芯片-雲計算集群的數據中心設施，可能表明資產利用效率存在潛在的低效問題。
Tips: For more comprehensive details, please refer to the IR website. The article is only for investors' reference without any guidance or recommendation suggestions.
提示：如需更全面的詳情，請參閱投資人關係網站。本文僅供投資者參考，不作任何指引或建議。
譯文內容由第三人軟體翻譯。
