Скачать или смотреть CleanSpark Q4 2025 Earnings: Bitcoin Boom Meets AI Pivot | Market Rally Explained

CleanSpark's Q4 2025 earnings revealed a mixed quarter with a slight miss on revenue and EPS, but a blockbuster full-year performance. The company more than doubled its revenue to $766.3 million in 2025, swinging from a loss to a $364.5 million profit, driven by efficient Bitcoin mining operations and strategic treasury management. Despite the Q4 miss, CleanSpark maintained strong margins, showcasing operational leverage and cost advantages in a challenging Bitcoin mining landscape.

CEO Matt Schultz unveiled a bold pivot positioning CleanSpark as a comprehensive compute platform targeting both Bitcoin mining and AI/HPC workloads. With a $1.15 billion 0% convertible note raised and a $460 million share buyback, CleanSpark is investing heavily in AI-ready data centers across Texas and Georgia, preparing to deploy 19,000 immersion miners and partnering with Submer for advanced cooling solutions. This strategic shift taps into the booming AI infrastructure market, leveraging CleanSpark's low-cost power and land assets.

Market reaction was initially cautious due to the Q4 miss but quickly turned bullish as investors embraced the AI optionality and strong full-year results. The stock rallied 14% the day after the call, supported by heavy call option activity signaling speculative optimism. The key catalyst remains signing AI customers, with a 60-70% chance of landing hyperscalers soon. CleanSpark's story is now about executing on this AI transition while sustaining Bitcoin mining profitability, making it a unique dual-exposure play in crypto and AI sectors.

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