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北京时间·🕒 发布 04:14:57时区推断·⟳ 抓取 04:20:29·⚡ 决策 07-28 04:22:08 +1m39s·91.5 天前
Applied Digital四季度业绩显著超预期并披露HPC收入增长
本条Seeking Alpha转述的Applied Digital四季度EPS和收入超预期，与近72小时已处理的同一财报催化重复。
📄 原文Seeking Alpha↗ 原文
Applied Digital Systems pops as Q4 results top Wall Street's forecast
Applied Digital Systems (APLD) shares rose more than 6% in extended trading on Monday after the neocloud computing comp…
不做 Applied Digital（APLD.US）
同一Applied Digital四季度业绩超预期催化已在07-28 04:09处理并已推卡，本条Seeking Alpha报道只是重复转述，不再建新仓。
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研究档案
🔎 新鲜度:最早出现 2026-07-27 · 扩散 medium · price-in 风险 medium ↗
关键理由
- 本条Seeking Alpha转述的Applied Digital四季度EPS和收入超预期，与近72小时已处理的同一财报催化重复。
主要风险
- 重复推送会造成同一财报催化重复下单；本次不再生成新交易。
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原文全文
展开原文 · 1,609 字
Applied Digital Systems (APLD) shares rose more than 6% in extended trading on Monday after the neocloud computing company reported fiscal fourth-quarter results that topped Wall Street's forecast.
For the period ending May 31, Applied Digital said it earned an adjusted $0.04 per share as revenue soared 407% year-over-year to $258.7M. Revenue from high-performance computing during the quarter was $203M, with $26.2M in operating income.
Analysts had expected the company to lose an adjusted $0.09 per share on $96.9M in revenue.
“Nearly three years ago, we made a deliberate decision to build a company that scales, not just a company that builds data centers,” said Wes Cummins, Chairman and Chief Executive Officer of Applied Digital. “We call it our franchise model — a core team of design, construction, and operations professionals replicated across every campus, in each market. Combined with our proven supply chain and design approvals from every major hyperscaler, we believe this repeatable, differentiated platform is why we have emerged as one of the clear leaders in AI infrastructure.”
“We believe delivering on time is a genuine differentiator in this industry,” Cummins continued. “We brought Polaris Forge 1’s first 100 MW online on schedule and have now scaled total live capacity at the campus to 175 MW. We’re not just securing power — we’re turning it into operational AI capacity.”
The company also completed its spin-off of its cloud services business, known as ChronoScale (CHRN), during the quarter.
Applied Digital will host a conference call at 5 p.m. EST to discuss the results.
For the period ending May 31, Applied Digital said it earned an adjusted $0.04 per share as revenue soared 407% year-over-year to $258.7M. Revenue from high-performance computing during the quarter was $203M, with $26.2M in operating income.
Analysts had expected the company to lose an adjusted $0.09 per share on $96.9M in revenue.
“Nearly three years ago, we made a deliberate decision to build a company that scales, not just a company that builds data centers,” said Wes Cummins, Chairman and Chief Executive Officer of Applied Digital. “We call it our franchise model — a core team of design, construction, and operations professionals replicated across every campus, in each market. Combined with our proven supply chain and design approvals from every major hyperscaler, we believe this repeatable, differentiated platform is why we have emerged as one of the clear leaders in AI infrastructure.”
“We believe delivering on time is a genuine differentiator in this industry,” Cummins continued. “We brought Polaris Forge 1’s first 100 MW online on schedule and have now scaled total live capacity at the campus to 175 MW. We’re not just securing power — we’re turning it into operational AI capacity.”
The company also completed its spin-off of its cloud services business, known as ChronoScale (CHRN), during the quarter.
Applied Digital will host a conference call at 5 p.m. EST to discuss the results.
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