Q2 FY2026 EarningsQ2 FY26 results significantly beat revenue consensus at $35.9M vs. $9.4M expected, driven by the Bitcoin 2026 conference and derivative strategies. Despite a heavy GAAP net loss of $133.0M due to $105.2M in non-cash goodwill impairment and Bitcoin mark-to-market losses, the company achieved its first positive adjusted operating income of $7.3M. Management's aggressive debt reduction and the transition to a pure-play Bitcoin operator signal a strategic pivot, though high sensitivity to crypto asset volatility remains the primary risk.
Financial report interval: 2026.03.30 - 2026.06.30
Overview: Nakamoto(NAKA) the Revenue is 35.87 M (--%), Beat estimate;the EBIT is 7.29 M (--%), Beat estimate;the EPS is -6.65 (--%), Miss estimate.
Actual
YoY
Estimate
YoY
Vs estimate
YoY
RevenueExceed expectations
0.04B--
0.01B--
+0.03B--%
EBITExceed expectations
0.01B--
-0.01B--
+0.01B--%
EPSMiss expectations
-6.65--
-0.605--
-6.0450--%
Revenue
ActualEstimateUnit: USD
qf
EBIT
ActualEstimateUnit: USD
qf
Net income
ActualEstimateUnit: USD
qf
EPS
ActualEstimateUnit: USD
qf