APLD 营收因转向数据中心业务而超出预期；尽管调整后每股收益为负，但需求回暖支撑了乐观看法。
逐段跳播
我们来谈谈我一直在跟踪的 Applied Digital 的一些财报情况。我早前查看时它涨得很高。现在情况如何？你有哪些主要观察？
Let's talk about some of the earnings I've tracked for Applied Digital . It was high earlier when I checked it . Where do things stand now? What are your main observations?
是的，我们已经看到了一份非常出色的财报。从财报来看，这只股票的波动性有些大。市场原本预期调整后每股收益会出现大幅亏损，但他们在营收方面超出了预期。
Yes, we have already seen a great earnings announcement. This stock is somewhat volatile when you look at its earnings. The market was expecting a significant loss in terms of adjusted earnings per share, but they managed to exceed expectations in terms of revenue.
本季度营收实际达到 3.419 亿美元。而分析师此前预期约为 1.245 亿美元。所以，这同比增长了约 322%。
Revenue actually reached $341.9 million for the quarter. While analysts had expected around $124.5 million. So, that's an increase of about 322% year-on-year.
请注意，这家公司过去经营的是加密货币领域，如今正将业务转向数据中心或人工智能领域。所以，他们已经从这里的部分工作中开始盈利了。
Note that this company used to operate in the field of cryptocurrencies, and is now redirecting its activity towards data centers or the field of artificial intelligence. So, they have already started to make profits from some of their work here.
服务收入同比增长 225%，租户设施配套带来的收入约为 1.572 亿美元。该公司已开始看到需求回升，尤其是在其大部分数据中心所在的北部地区。
Service revenues saw a 225% year-on-year increase, and tenant facility outfitting generated revenues of approximately $157.2 million. The company has begun to see a recovery in demand, particularly in the northern regions where the majority of their data centers are located.
我们仍希望看到这家公司实现正的调整后每股收益。目前仍存在现金流失，但我们看到了一些整体营收，照这个速度，我们可以对这家公司更加乐观，它在过去一年里经历了大幅下跌。
We still want to see this company achieve positive adjusted earnings per share. There is still a cash drain, but we are seeing some overall revenue, and at this rate we can feel more optimistic about this company, which suffered a significant decline during the past year.
这个频道对 $APLD 的历次判断
Schwab Network 在这只股票上只有这一条判断。