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APLD · Applied Digital Corp. · Earnings Call Transcripts & Audio

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$24.52 +0.15 (+0.62%)
Russell 1000 member Rebalance outlook locked
Market Cap
$7.40B
Shares
291.47M
Volume · Sep 30 15.5M Avg daily vol (3M) 17.41M

Applied Digital Corp. Earnings Call Transcripts

Quarterly earnings calls for Applied Digital Corp. (APLD), with available speaker-labelled transcripts, captured audio replays, call highlights, 8-K earnings releases and periodic filings. Investor days and conferences appear here too.

Pull transcripts and briefs through the earnings call transcript API or MCP →

Revenue & result across quarters

Revenue Net income YoY up YoY down artefacts
· $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
Annual General Meeting
Investor event
2026-11-04
Applied Digital Corp. (APLD) November 2026 Annual General Meeting
Scheduled
No reported result — non-financial event
Audio Transcript Slides
Earnings call
FY27 · Q1
2026-10-07
Applied Digital Corp. (APLD) Q1 2027 Earnings Call
Scheduled
Results not yet reported
Audio Transcript Slides 8-K10-Q
Earnings call
FY26 · Q4
2026-07-27
Applied Digital Corp. (APLD) Q4 2026 Earnings Call Transcript
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 Trailing quarterly revenue
Audio Transcript Slides 8-K10-K
Earnings call
FY26 · Q3
2026-04-08
Applied Digital Corp. (APLD) Q3 2026 Earnings Call Transcript
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 Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY26 · Q2
2026-01-07
Applied Digital Corp. (APLD) Q2 2026 Earnings Call Transcript
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 Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY26 · Q1
2025-10-09
Applied Digital Corp. (APLD) Q1 2026 Earnings Call Transcript
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 Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY25 · Q4
2025-07-30
Applied Digital Corp. (APLD) Q4 2025 Earnings Call Transcript
Confident tone Polaris Forge 1 / CoreWeave Leases Dakotas Site Advantages and Design Hyperscaler Pipeline and Customer Onboarding
Revenue
$104.64M*
▲ 139.4% YoY
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-K
Earnings call
FY25 · Q3
2025-04-14
Applied Digital Corp. (APLD) Q3 2025 Earnings Call Transcript
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 Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY25 · Q2
2025-01-14
Applied Digital Corp. (APLD) Q2 2025 Earnings Call Transcript
Confident tone Ellendale HPC Campus Macquarie Strategic Partnership Growth Pipeline and Capacity Expansion
Revenue
$36.16M
▼ 14.3% YoY
Diluted EPS
$-0.66
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY25 · Q1
2024-10-09
Applied Digital Corp. (APLD) Q1 2025 Earnings Call Transcript
Confident tone Data center hosting (crypto) Ellendale HPC campus and hyperscaler lease Growth pipeline and future campuses
Revenue
$34.85M
▼ 4.1% YoY
Diluted EPS
$-0.03
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY24 · Q4
2024-07-19
Applied Digital Corp. (APLD) Q4 2024 Earnings Call Transcript
Positive tone Ellendale HPC Data Center & Hyperscaler Lease Cloud Services / AI Business Pipeline of Additional Campuses
Revenue
$43.70M*
▲ 98.3% YoY
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-K
Earnings call
FY24 · Q3
2024-04-11
Applied Digital Corp. (APLD) Q3 2024 Earnings Call Transcript
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 Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY24 · Q2
2024-01-16
Applied Digital Corp. (APLD) Q2 2024 Earnings Call Transcript
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 Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY24 · Q1
2023-10-10
Applied Digital Corp. (APLD) Q1 2024 Earnings Call Transcript
Revenue
$36.32M
▲ 424.6% YoY
Diluted EPS
$-0.11
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY23 · Q4
2023-07-24
Applied Digital Corp. (APLD) Q4 2023 Earnings Call Transcript
Revenue
$22.04M*
▲ 192.9% YoY
Gross margin
27.6%
Rev · 7q Trailing quarterly revenue
Audio Transcript Slides 8-K10-K
Earnings call
FY23 · Q3
2023-04-06
Applied Digital Corp. (APLD) Q3 2023 Earnings Call Transcript
Revenue
$14.09M
▲ 1273.3% YoY
Diluted EPS
$-0.07
Gross margin
25.2%
Rev · 7q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY23 · Q2
2023-01-09
Applied Digital Corp. (APLD) Q2 2023 Earnings Call Transcript
Revenue
$12.34M
Diluted EPS
$-0.28
Gross margin
4.3%
Rev · 6q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY23 · Q1
2022-10-13
Applied Digital Corp. (APLD) Q1 2023 Earnings Call Transcript
Revenue
$6.92M
Diluted EPS
$-0.05
Gross margin
12.0%
Rev · 5q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY22 · Q4
2022-07-18
Applied Digital Corp. (APLD) Q4 2022 Earnings Call Transcript
Revenue
$7.52M*
Gross margin
1.2%
Rev · 4q Trailing quarterly revenue
Audio Transcript Slides 8-K10-K
Earnings call
FY22 · Q3
2022-05-13
Applied Digital Corp. (APLD) Q3 2022 Earnings Call Transcript
Revenue
$1.03M
Diluted EPS
$-0.12
Gross margin
-102.0%
Rev · 4q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Showing 1–20 of 20 earnings calls
Key facts CIK 1144879 CUSIP 038169207 13F (30d) 11 filings 11 filers Visit website Investor relations