Core Insights - HUT 8 Corp. reported Q4 2025 earnings of 36 cents per share, significantly exceeding the Zacks Consensus Estimate of a 12-cent loss [1] - Total revenues surged 179.2% year over year to $88.5 million, although this figure fell short of the Zacks Consensus Estimate by 9.24% [1] Revenue Breakdown - Compute segment, which constitutes 93% of total revenues, saw a remarkable increase of 325.9% year over year to $81.9 million, despite missing estimates by 6.93% [5] - Power revenues, accounting for 6% of total revenues, decreased by 50% year over year to $5 million, missing estimates by 20.65% [3] - Digital Infrastructure revenues, making up 2% of total revenues, fell 34.9% year over year to $1.6 million, missing estimates by 66.37% [4] Strategic Focus - The company is shifting its focus from traditional crypto mining to prioritize AI and compute infrastructure under a power-first strategy [2] - HUT signed a definitive agreement to sell its 310 MW natural gas portfolio in Ontario to TransAlta and plans to develop four new U.S. sites totaling over 1,500 MW [3] Financial Performance - General and administrative expenses rose 142.7% year over year to $45.7 million [7] - HUT reported an operating loss of $434.9 million for Q4 2025, a stark contrast to an operating income of $281.9 million in the same quarter last year [7] - The net loss for the quarter was $301.8 million, reversing from a net income of $152 million a year ago, primarily due to $401.9 million in unrealized losses on digital assets [7][10] Balance Sheet Overview - As of December 31, 2025, HUT had cash reserves of $44.9 million, up from $33.5 million as of September 30, 2025 [9] - The company held approximately $1.4 billion in cash and Bitcoin reserves, with $899.3 million attributable to HUT 8 and $472.6 million to American Bitcoin [9]

Vertiv Industrializes AI Deployment with Digitally Orchestrated Infrastructure, Collaborates with Hut 8 to Scale [Accessibility Statement] Skip NavigationVertivâ"¢ OneCore factory-integrated, digitally validated infrastructure reduces on-site deployment complexity and accelerates schedule certainty amid tightening construction constraintsCOLUMBUS, Ohio, Feb. 26, 2026 /PRNewswire/ -- Vertiv (NYSE: VRT), a global leader in critical digital infrastructure, today announced a major evolution in high-density data ...

I last covered Hut 8 ( HUT ) in November, and downgraded my rating on the company to a hold, citing their lack of operating profitability as they try to restructure the company into anI’m Jason Ditz and I have 20 years of experience in foreign policy research. My work has appeared in Forbes, Toronto Star, Minneapolis Star-Tribune, Providence Journal, Washington Times and the Detroit Free Press, as well as American Conservative Magazine and the Quincy Institute for Responsible Statecraft. I have been writing ...

Hut 8 Corp (NASDAQ:HUT) reported a GAAP EPS of -$2.58 for Q4 2025, significantly below the estimated EPS of -$0.12. The company's revenue for Q4 2025 was $88.5 million, missing the Zacks Consensus Estimate by -9.24%. HUT's full-year 2025 revenue reached $235.1 million, with a significant contribution from its ASIC compute, AI cloud, and traditional cloud services.  Hut 8 Corp (NASDAQ:HUT) operates in the cryptocurrency mining and blockchain infrastructure sector, focusing on high-performance computing, incl ...

Shifted from cyclical Bitcoin mining CapEx to contracted infrastructure cash flow via the ABC carve-out and River Bend development. Adopted a 'power-first' development strategy, viewing electrons as strategic assets rather than commodities to control the foundational layer of AI infrastructure. Rebuilt the company around capital efficiency and durable cash flow, focusing on compounding assets like power control and scalable campuses. Prioritized institutional credibility, increasing institutional ow ...

in Google. Let's ask the CEO. Asher Gnude is back with us for an exclusive interview.It's the perfect time. Asher, welcome back. Before we get into sort of your company specific details on March 4th, a bunch of companies, we're going to show them here on the wall, are going to the White House to sign what they call a rateayer protection pledge, basically an agreement to not raise residential electricity rates.Uh want to know, are you going to that meeting. And if so or if not, does this announcement, this p ...

The company’s first AI data center transaction, centered on its River Bend development, was described as a validation of that model. Genoot characterized River Bend as a “true greenfield development,” built from the ground up with a “power-first thinking” framework, and described it as “the first domino” in building an AI infrastructure platform.Management pointed to the carve-out of its legacy Bitcoin mining business into American Bitcoin (referred to on the call as “ABC”) as a central milestone. Genoot sa ...

Hut 8 (HUT) reported $88.49 million in revenue for the quarter ended December 2025, representing no change year over year. EPS of $0.36 for the same period compares to $0 a year ago.The reported revenue represents a surprise of -9.24% over the Zacks Consensus Estimate of $97.5 million. With the consensus EPS estimate being -$0.12, the EPS surprise was +413.04%.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next mov ...

Hut 8 stock is trading near recent highs. What’s next for HUT stock?Fourth Quarter Earnings MissThe company reported a fourth-quarter loss of $2.63 per share, far below Wall Street's consensus for a 43 cent loss, on revenue of $88.5 million versus expectations of $103.1 million. Despite the earnings miss and a net loss of $301.8 million, results showed strong top-line expansion from $31.7 million a year earlier.AI Power Strategy Underpins OutlookFull-year 2025 revenue climbed to $235.1 million, driven large ...

Hut 8 (NasdaqGS:HUT) Q4 2025 Earnings call February 25, 2026 08:30 AM ET Company ParticipantsAsher Genoot - CEOSean Glennan - CFOSue Ennis - Head of Investor Relations and Government AffairsSue EnnisGood morning, welcome to Hut 8's full year 2025 financial results conference call. Joining us today are our CEO, Asher Genoot, and our CFO, Sean Glennan. Following the presentation, we will open the line for questions. This event is being recorded, and a transcript will be made available on our website. In addit ...