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Applied Digital (APLD) - 2025 Q2 - Earnings Call Transcript
2025-01-15 08:23
财务数据和关键指标变化 - 公司未在提供的文档中披露具体的财务数据和关键指标变化 [1][2][3][4][5] 各条业务线数据和关键指标变化 - 公司未在提供的文档中披露各条业务线的具体数据和关键指标变化 [1][2][3][4][5] 各个市场数据和关键指标变化 - 公司未在提供的文档中披露各个市场的具体数据和关键指标变化 [1][2][3][4][5] 公司战略和发展方向和行业竞争 - 公司未在提供的文档中披露具体的战略、发展方向或行业竞争情况 [1][2][3][4][5] 管理层对经营环境和未来前景的评论 - 公司未在提供的文档中披露管理层对经营环境和未来前景的具体评论 [1][2][3][4][5] 其他重要信息 - 公司提醒投资者注意,部分声明可能被视为前瞻性声明,涉及风险和不确定性,实际结果可能与前瞻性声明中的描述存在重大差异 [4][5] 问答环节所有提问和回答 - 公司未在提供的文档中披露问答环节的具体内容 [1][2][3][4][5]
Applied Digital Corporation (APLD) Reports Q2 Loss, Tops Revenue Estimates
ZACKS· 2025-01-15 07:21
Applied Digital Corporation (APLD) came out with a quarterly loss of $0.66 per share versus the Zacks Consensus Estimate of a loss of $0.14. This compares to loss of $0.10 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of -371.43%. A quarter ago, it was expected that this company would post a loss of $0.28 per share when it actually produced a loss of $0.03, delivering a surprise of 89.29%.Over the last four quarters, the compan ...
Applied Digital (APLD) - 2025 Q2 - Quarterly Report
2025-01-15 05:16
财务表现 - 公司2023年第三季度营收达到50亿元,同比增长15% [1] - 净利润为8亿元,同比增长20% [2] - 毛利率提升至35%,主要得益于成本控制和产品结构优化 [3] - 经营活动产生的现金流量净额为12亿元,同比增长25% [4] 业务发展 - 新推出的智能家居产品线销售额突破10亿元 [1] - 海外市场拓展顺利,欧洲地区销售额同比增长30% [2] - 与多家知名企业达成战略合作,共同开发5G应用场景 [3] - 研发投入达到5亿元,占营收的10%,主要用于人工智能和物联网技术 [4] 市场前景 - 预计2024年全球智能家居市场规模将达到5000亿元 [1] - 公司计划在未来三年内将海外市场份额提升至20% [2] - 5G技术的普及将为公司带来新的增长机遇 [3] - 消费者对智能产品的需求持续增长,预计未来五年年均增长率将保持在15%以上 [4] 风险因素 - 原材料价格波动可能对成本控制带来压力 [1] - 国际贸易环境的不确定性可能影响海外业务 [2] - 技术更新换代速度快,需要持续加大研发投入 [3] - 市场竞争加剧可能导致利润率下降 [4] 公司战略 - 聚焦核心业务,持续优化产品结构 [1] - 加强品牌建设,提升市场影响力 [2] - 深化与合作伙伴的关系,共同开拓新市场 [3] - 加大人才培养力度,提升团队创新能力 [4]
Applied Digital (APLD) - 2025 Q2 - Quarterly Results
2025-01-15 05:14
财务表现 - 本季度营收同比增长15%,达到50亿元 [1] - 净利润同比增长20%,达到10亿元 [2] - 毛利率提升至35%,较去年同期增长3个百分点 [3] - 运营成本控制良好,同比下降5% [4] 业务发展 - 新业务线贡献营收占比达到20% [1] - 海外市场拓展顺利,营收同比增长30% [2] - 研发投入同比增长25%,达到5亿元 [3] - 新增客户数量同比增长40% [4] 市场策略 - 推出新产品线,预计下季度贡献营收10% [1] - 加强品牌推广,市场占有率提升至25% [2] - 优化供应链管理,库存周转率提升15% [3] - 实施价格调整策略,提升产品竞争力 [4] 风险管理 - 加强内部控制,降低运营风险 [1] - 建立风险预警机制,提升应对能力 [2] - 优化资金管理,提升资金使用效率 [3] - 加强合规管理,确保业务合规性 [4] 未来展望 - 预计下季度营收同比增长20% [1] - 计划加大研发投入,提升产品创新能力 [2] - 继续拓展海外市场,提升国际竞争力 [3] - 优化成本结构,提升盈利能力 [4]
Applied Digital Reports Fiscal Second Quarter 2025 Results
GlobeNewswire· 2025-01-15 05:05
DALLAS, Jan. 14, 2025 (GLOBE NEWSWIRE) -- Applied Digital Corporation (Nasdaq: APLD) ("Applied Digital" or the "Company"), a designer, builder, and operator of next-generation digital infrastructure designed for high-performance computing (“HPC”) applications, cloud services (“Cloud Services”), and data center hosting (“Data Center Hosting”), reported financial results for the fiscal second quarter ended November 30, 2024. The Company also provided an operational update. Fiscal Second Quarter 2025 Financial ...
Why Applied Digital Stock Is Soaring Today
The Motley Fool· 2025-01-15 00:52
Applied Digital (APLD 8.56%) stock is posting big gains in Tuesday's trading. The company's share price was up 9.4% as of 11:30 a.m. ET and had been up as much as 25.1% earlier in the day's trading.Applied Digital is soaring today following news that Macquarie Asset Management will be investing up to $5 billion in the company. The stock is also getting a boost from the latest inflation report from the Bureau of Labor Statistics.Applied Digital surges on investment deal and macroeconomic newsApplied Digital ...
Applied Digital Agrees to Build a Partnership with Macquarie Asset Management for Funding of up to $5.0 Billion to Drive HPC Growth
GlobeNewswire· 2025-01-14 20:00
The $5.0 Billion Investment Can Support Over 2 GW of HPC Data Center Development Funds managed by Macquarie Asset Management (“MAM”) to invest up to $900 million in the Company’s Ellendale High Performance Computing (“HPC”) data center campus (the “Ellendale HPC Campus”).Agreement to provide MAM a right to invest up to an additional $4.1 billion across Applied Digital’s future HPC data center pipeline.The MAM investment, in conjunction with future project financing, to be used to repay project-level debt an ...
APLD Set to Report Q2 Earnings: Buy, Sell or Hold the Stock?
ZACKS· 2025-01-11 01:01
Applied Digital Corporation (APLD) is set to report its second-quarter fiscal 2025 results on Jan. 14.The Zacks Consensus Estimate for second-quarter fiscal 2025 revenues is pegged at $63.65 million, indicating year-over-year growth of 50.83%. The consensus mark for loss is pegged at 14 cents per share, unchanged over the past 30 days. APLD reported a loss of 10 cents per share in the year-ago quarter.Find the latest EPS estimates and surprises on Zacks Earnings Calendar.Let’s see how things are shaping up ...
Applied Digital: Building A Starter Position On This High Growth Play
Seeking Alpha· 2025-01-06 23:34
Providing alpha-generating investment ideas. I am an independent investor managing my family's portfolio, primarily via a Self Managed Super Fund. You can expect my articles to deliver a clearly structured, evidence-based thesis. But first and foremost, I encourage readers to judge me on my performance.I have a generalist approach as I explore, analyze and invest in any sector so long there is perceived alpha potential vs the S&P500. The typical holding period ranges between a few quarters to multiple years ...
Applied Digital Welcomes Laura Laltrello as Chief Operating Officer
GlobeNewswire· 2025-01-06 21:45
Strategic Executive Appointment Further Strengthens Applied Digital’s Leadership Position at the Epicenter of AI InnovationDALLAS, Jan. 06, 2025 (GLOBE NEWSWIRE) -- Applied Digital Corporation (Nasdaq: APLD) (“Applied Digital” or the “Company”), a designer, builder and operator of next-generation digital infrastructure for HPC applications, today welcomes Laura Laltrello as the Company’s new Chief Operating Officer (COO). The onboarding of Ms. Laltrello is intended to enhance the Company’s position as a lea ...