Applied Science Products, Inc. Q4 2025 Earnings Recap

APLD Q4 2025 August 1, 2025

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Applied Digital delivered a strong performance in Q4 2025, highlighted by transformative long-term leases with CoreWeave that secure $7 billion in revenue and position the company as a leader in AI and high-performance computing infrastructure.

Earnings Per Share Beat

$-0.12 vs $-0.12 est.

+0.0% surprise

Revenue Beat

38013000 vs 35900000 est.

+5.9% surprise

Market Reaction

1-Day +11.42%

5-Day +13.42%

30-Day +14.86%

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Key Takeaways

Secured a 15-year lease agreement with CoreWeave for 250 megawatts at Polaris Forge 1, projecting $7 billion in revenue.
Additional 150 megawatt expansion option exercised, showcasing the site’s scalability for AI workloads.
Reduced projected build times for data center projects from 24 months to 12-14 months through process refinement and supplier consolidation.
Achieved significant sustainability advancements with an innovative cooling system, targeting a PUE of 1.18 and near-zero water usage.
Engaging with multiple investment-grade hyperscalers for future large-scale projects, enhancing competitive positioning in the market.

This summary was generated by AI from the official earnings call transcript and is provided for informational purposes only. It does not constitute financial advice. For the complete transcript and financial data, visit APLD on AllInvestView.

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