APLD · Applied Digital Corp.
$31.20
+0.58 (+1.89%)
At close · Aug 14
Market Cap
$9.06B
Shares
291.47M
Applied Digital Corp. Earnings Call Transcripts
Every quarterly earnings call for Applied Digital Corp. (APLD) — the full transcript with speaker labels, the audio replay, AI call highlights and a management-tone score, plus the matching 8-K earnings release and the quarter's 10-Q or 10-K. Investor days and conferences appear here too.
Revenue & result across quarters
Revenue Net income YoY up YoY down artefacts
·
$6.92M
−$4.53M
'23 Q1
22-10-13
·
$12.34M
−$26.62M
'23 Q2
23-01-09
▲1273.3%
$14.09M
−$7.03M
'23 Q3
23-04-06
▲192.9%
$22.04M
−$6.47M
'23 Q4
23-07-24
▲424.6%
$36.32M
−$11.46M
'24 Q1
23-10-10
▲242%
$42.20M
−$10.53M
'24 Q2
24-01-16
▲207.7%
$43.35M
−$62.84M
'24 Q3
24-04-11
▲98.3%
$43.70M
−$64.45M
'24 Q4
24-07-19
▼4.1%
$34.85M
−$4.25M
'25 Q1
24-10-09
▼14.3%
$36.16M
−$138.73M
'25 Q2
25-01-14
▲22.1%
$52.92M
−$35.55M
'25 Q3
25-04-14
▲139.4%
$104.64M
−$52.54M
'25 Q4
25-07-30
▲84.3%
$64.22M
−$16.93M
'26 Q1
25-10-09
▲250.1%
$126.59M
−$14.45M
'26 Q2
26-01-07
▲139.3%
$126.64M
−$70.56M
'26 Q3
26-04-08
LATEST
▲180.8%
$293.87M
−$82.41M
'26 Q4
26-07-27
Earnings call
FY26 · Q4
2026-07-27
Q4 2026 Earnings Call
Confident tone
Power strategy and Base Electron
AI factory campus construction and execution
Financing and cost of capital
Revenue
$293.87M*
▲ 180.8% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY26 · Q3
2026-04-08
Applied Digital Corp. Q3 FY2026 Earnings Call
Confident tone
Power generation (Base Electron) structure
Financing and cost of capital
Development pipeline expansion
Revenue
$126.64M
▲ 139.3% YoY Diluted EPS
$-0.36
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY26 · Q2
2026-01-07
Applied Digital Corp. Q2 FY2026 Earnings Call
Confident tone
Cooling and chip architecture flexibility
Dakotas site strategy and power
Pipeline and expansion risk
Revenue
$126.59M
▲ 250.1% YoY Diluted EPS
$-0.07
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY26 · Q1
2025-10-09
Applied Digital Corp. Q1 FY2026 Earnings Call
Confident tone
CoreWeave Lease Expansion at Polaris Forge One
Polaris Forge Two Development
AI Infrastructure Demand and Industry Position
Revenue
$64.22M
▲ 84.3% YoY Diluted EPS
$-0.07
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q4
2025-07-30
Applied Digital Corp. Q4 FY2025 Earnings Call
Revenue
$104.64M*
▲ 139.4% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY25 · Q3
2025-04-14
Applied Digital Corp. Q3 FY2025 Earnings Call
Confident tone
Data Center Hosting and Ellendale Build
Cloud Services Strategic Review / Sale
Macquarie and SMBC Financing
Revenue
$52.92M
▲ 22.1% YoY Diluted EPS
$-0.16
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q2
2025-01-14
Applied Digital Corp. Q2 FY2025 Earnings Call
Revenue
$36.16M
▼ 14.3% YoY Diluted EPS
$-0.66
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q1
2024-10-09
Applied Digital Corp. Q1 FY2025 Earnings Call
Revenue
$34.85M
▼ 4.1% YoY Diluted EPS
$-0.03
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q4
2024-07-19
Applied Digital Corp. Q4 FY2024 Earnings Call
Positive tone
Ellendale HPC Data Center & Hyperscaler Lease
Cloud Services / AI Business
Pipeline of Additional Campuses
Revenue
$43.70M*
▲ 98.3% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY24 · Q3
2024-04-11
Applied Digital Corp. Q3 FY2024 Earnings Call
Positive tone
Ellendale power outage and transformer failures
Hyperscaler LOI for 400 MW
Cloud services / GPU deployments
Revenue
$43.35M
▲ 207.7% YoY Diluted EPS
$-0.52
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q2
2024-01-16
Applied Digital Corp. Q2 FY2024 Earnings Call
Confident tone
Cloud services / AI GPU business
Data center hosting operations
Power capacity and supply
Revenue
$42.20M
▲ 242% YoY Diluted EPS
$-0.10
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q1
2023-10-10
Applied Digital Corp. Q1 FY2024 Earnings Call
Revenue
$36.32M
▲ 424.6% YoY Diluted EPS
$-0.11
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q4
2023-07-24
Applied Digital Corp. Q4 FY2023 Earnings Call
Revenue
$22.04M*
▲ 192.9% YoY Gross margin
27.6%
Rev · 7q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY23 · Q3
2023-04-06
Applied Digital Corp. Q3 FY2023 Earnings Call
Revenue
$14.09M
▲ 1273.3% YoY Diluted EPS
$-0.07
Gross margin
25.2%
Rev · 7q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q2
2023-01-09
Applied Digital Corp. Q2 FY2023 Earnings Call
Revenue
$12.34M
Diluted EPS
$-0.28
Gross margin
4.3%
Rev · 6q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q1
2022-10-13
Applied Digital Corp. Q1 FY2023 Earnings Call
Revenue
$6.92M
Diluted EPS
$-0.05
Gross margin
12.0%
Rev · 5q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q4
2022-07-18
Applied Digital Corp. Q4 FY2022 Earnings Call
Revenue
$7.52M*
Gross margin
1.2%
Rev · 4q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY22 · Q3
2022-05-13
Applied Digital Corp. Q3 FY2022 Earnings Call
Revenue
$1.03M
Diluted EPS
$-0.12
Gross margin
-102.0%
Rev · 4q
Audio
Transcript
Slides
8-K10-Q
Showing 1–18 of 18 earnings calls
Key facts
CIK
1144879
CUSIP
038169207
13F (30d)
529 filings
516 filers
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