Terawulf Inc. (WULF) Q2 2026 Earnings Call

Concluded Aug 5, 2026

Aug 5, 2026 0 turns

Period: FY2026 Q2
Runtime: —
Sources: 3 artifacts

Slides 27 8-K 10-Q

Executive readout · one minute

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Lake Mariner Execution 59 Kentucky Platform Expansion 49 Labor and Construction Cost Risk 34 Anthropic Lease 27 Abernathy Divestiture 19 Capital Recycling and Returns Discipline 13

Management tone

Confident

Net tone +75 · moderate hedging

Grounding quotes

“CB3 was fully delivered and generating lease revenue in early July, bringing total revenue-generating critical IT capacity at the campus to 102 megawatts”
“The economics are highly attractive for our shareholders and reflect the value of controlling large-scale, power-secured infrastructure in a market where capacity is increasingly scarce”
“we executed a long-term lease with Anthropic for approximately 401 megawatts of critical IT capacity at our justified data campus in Hawesville. The agreement expands our relationship with Anthropic and represents approximately $19 billion of contracted revenue over the initial 20-year lease term”
“We have not been deterred in any of our sites that are, you know, currently active or in the pipeline in any real material way”

Research coverage

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Revenue $44.77M -6% YoY

Diluted EPS -$1.94

Gross margin 19.9% -26.3 pp YoY

Net income -$939.92M

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Presentation 27 pages 8-K earnings release Filed Aug 5, 2026 10-Q report Filed Aug 5, 2026 Company webcastOpen the original investor-relations page

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