Скачать или смотреть WhiteFiber Q2 2025 Earnings: 48% Revenue Surge Sparks 25% Stock Rally

WhiteFiber (WYFI) stunned the market in Q2 2025 with a 48% year-over-year revenue increase to $18.7 million, surpassing expectations despite a notable EPS miss at -$0.24. The company's unique position as a pure-play AI infrastructure provider, combining GPU cloud services and data center capacity, fueled investor enthusiasm and propelled the stock to a 25% gain post-earnings. Key segments like cloud services and colocation delivered gross margins around 60%, highlighting strong unit economics amid expansion.

Management emphasized rapid capacity expansion and a capital-efficient retrofit strategy, notably the Montreal 3 projects swift data center conversion, which accelerates revenue recognition compared to traditional builds. This speed and cost advantage, alongside high-quality customer commitments supporting aggressive financing for new sites like the NC1 phase one 24MW build, underpin WhiteFibers competitive moat in the hyper-competitive AI infrastructure market.

Despite the revenue beat, profitability challenges remain due to elevated G&A costs linked to spin-off expenses and scaling. Analysts and investors watch closely for formalized HPC lease contracts and the companys ability to control operating expenses. WhiteFibers story is a compelling growth and execution narrative, balancing promising top-line momentum against near-term profitability and capital deployment risks, with strategic implications for parent Bit Digital (BTBT) and the broader AI compute sector.

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