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Applied Digital beats Q4 EPS estimates, reports 406% revenue growth

Applied Digital posted $258.7M in Q4 revenue, up 407% YoY, with a $36B contracted backlog driven by long-term hyperscaler AI infrastructure

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cryptobriefing.comStai leggendo4 h fa

Applied Digital beats Q4 EPS estimates, reports 406% revenue growth

Applied Digital reported Q4 revenue $258.7M (+407% YoY) from $36B take-or-pay hyperscaler contracts covering 1.4 GW. Long-term contract visibility reduces demand risk, but buildout execution—permitting, supply chain, hardware—poses margin and revenue recognition risk.

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benzinga.com5 h fa

Applied Digital Stock Climbs on Q4 Double Beat - Applied Digital (NASDAQ:APLD)

Applied Digital beat Q4 by 173% ($258.75M vs $94.84M) with 407% YoY growth and 1,410 MW AI capacity. The beat signals acute data center scarcity for AI and validates supply chain consolidation as a strategic infrastructure moat for stack decisions.

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Timeline cronologica

lunedì 27 luglio 2026·benzinga.com
Applied Digital Reports Tonight — Backlog Booms, Balance Sheet Bleeds - Applied Digital (NASDAQ:APLD)
Applied Digital shold report Q4 results with $36 billion in contracted lease revenue and $2.7 billion in debt.
lunedì 27 luglio 2026·benzinga.com
Applied Digital Stock Climbs on Q4 Double Beat - Applied Digital (NASDAQ:APLD)
Applied Digital Corp (NASDAQ:APLD) reports fourth-quarter results for fiscal 2026 after the market close on Monday.

Applied Digital beats Q4 EPS estimates, reports 406% revenue growth

Applied Digital Stock Climbs on Q4 Double Beat - Applied Digital (NASDAQ:APLD)

Timeline cronologica

Applied Digital Reports Tonight — Backlog Booms, Balance Sheet Bleeds - Applied Digital (NASDAQ:APLD)

Applied Digital Stock Climbs on Q4 Double Beat - Applied Digital (NASDAQ:APLD)

Applied Digital beats Q4 EPS estimates, reports 406% revenue growth