Ionic Digital Inc. reported second-quarter 2026 revenue of $48.6 million, a 30.6% increase from $37.2 million in the same period of 2025, as digital infrastructure leasing revenue surged to $43.8 million, accounting for 90% of total revenue. Adjusted gross margin expanded to 93%, up from 40% in Q2 2025, with the digital infrastructure segment achieving a 99% gross margin under its triple-net lease structure with Nscale.
Adjusted EBITDA for the quarter reached $37.6 million, while the company reported a GAAP net loss of $35.3 million, primarily due to a $28.2 million non-cash loss on Bitcoin fair value and a $27.2 million income tax provision. General and administrative expenses totaled $19.5 million, including $9.0 million in stock-based compensation and $2.9 million in transaction costs related to its direct listing and private placement.
Ionic Digital διατηρούσε μη χρεωμένη ισολογισμό με περισσότερα από 400 εκατομμύρια δολάρια σε κεφάλαια, διατηρώντας 2.882 Bitcoin αξίας περίπου 169 εκατομμυρίων δολαρίων, και συνολική ρευστότητα περίπου 600 εκατομμυρίων δολαρίων. Οι κατ 'αποτέλεσμα προσαρμοσμένες έξοδα G&A της εταιρείας κατά τις τελευταίες δώδεκα μήνες, με εξαίρεση τις αποδοχές με βάση τις μετοχές και τις μιανά τιμές, ανήλθαν σε 7,6 εκατομμύρια δολάρια.
Revenue guidance for full-year 2026 was set between $190 million and $195 million, with adjusted EBITDA projected at $137.5 million to $142.5 million. Capital expenditures for 2026 were guided at $45 million to $60 million, excluding new site acquisitions.Cash revenue is expected to reach approximately $29 million for the full year, with Q4 2026 projected at roughly $23 million.
Firma’s Bitcoin treasury is regarded as a likvidna atyaas, in čemž menedžment ukazuje na načrte za rasprostranjevanje ju tekom kratkega doba za razvoj i nakup lokacija. CEO Andy Stewart je naglasio rastuću potražnost za AI inferencu in agentno računalništvo, istovs enositvejo potrebo po infrastrukturi z nižjim odzivnim časom, ki je temelje prav na bližini, namesto na daljnoviskarskega trenerskega kampusa.
Ionic Digital's акции أُغلقت الجلسة العادية على 67.30 دولار، بزيادة 2.75% من سعر السحب السابق البالغ 65.50 دولار، قبل أن تنخفض بنسبة 2.58% إلى 65.56 دولار في التداول بعد الإغلاق. السهم قد تغير في نطاق 52 أسبوعاً من 50.00 دولار إلى 71.90 دولار.
