财务数据和关键指标变化 - 第二季度收入为4200万美元,较上一季度下降16%,但同比增长17%,主要是由于4月份比特币减半导致区块奖励减少 [65] - 第二季度采矿收入为4000万美元,上一季度为4900万美元 [65] - 第二季度毛采矿利润为2100万美元,占采矿收入的51%,上一季度为3100万美元,占64% [65] - 第二季度营业亏损为2400万美元,与上一季度基本持平,主要是由于加速折旧费用增加 [68-69] - 第二季度净亏损为2700万美元,每股亏损0.07美元,上一季度为600万美元亏损,每股亏损0.02美元 [70-71] 各条业务线数据和关键指标变化 - 第二季度公司平均电价为每千瓦时4.3美分,较上季度的4.1美分有所上升,主要是由于阿根廷电价上涨和加拿大电价上涨 [72-73] - 第二季度每吨哈希算力的电力成本从3.6美分下降到3.0美分,下降17% [73-74] - 第二季度每比特币直接采矿成本为30,600美元,总现金成本为47,300美元,收入为65,800美元,现金利润为18,500美元 [73-74] 各个市场数据和关键指标变化 - 公司正在大幅增加在美国的业务占比,目前在美国的装机容量只有20MW,未来将大幅提升 [136] - 公司正在关注PJM电力市场,认为该市场具有诸多优势,包括电力削减计划、需求响应计划以及电力交易机会 [136-137] 公司战略和发展方向及行业竞争 - 公司正在重组内部团队,以更好地支持加速增长 [23-25] - 公司将继续多元化发展,除比特币挖矿外,还将拓展高性能计算(HPC)和人工智能(AI)等业务 [28-29][43-49] - 公司将大幅增加在美国的业务占比,未来将在PJM电力市场寻求更多机会 [136-137] - 公司将继续追求创新的采购模式,如与矿机制造商达成有利的期权协议 [31-32] 管理层对经营环境和未来前景的评论 - 管理层认为公司在建设和运营电力基础设施方面具有行业领先优势 [17][64] - 管理层对公司未来增长前景充满信心,认为公司代表了投资者获得比特币上行机会的最佳选择 [22][82-84] - 管理层认为当前比特币价格和算力价格下跌是暂时的,未来有望大幅反弹 [88-92] 其他重要信息 - 公司已终止战略替代方案审查,决定独立推进公司发展计划 [150-151] - 公司在2024年底前将实现21 EH/s算力和21 w/TH能效目标,2025年及以后还有更大的增长空间 [62][82] - 公司目前拥有1,016个比特币,并持有333个合成HODL比特币 [79] 问答环节重要的提问和回答 问题1 **Mike Colonnese 提问** 询问公司对当前比特币算力价格走势的看法,以及是否会加快推进非挖矿业务 [88-92][94-98] **Ben Gagnon 回答** 公司认为当前算力价格下跌是暂时的,未来有望大幅反弹。公司将继续专注于比特币挖矿,但也在评估HPC/AI等业务机会,计划在2025年底或2026年初进行整合,以获得更多收入来源 [88-98] 问题2 **Martin Toner 提问** 询问公司在宾夕法尼亚州沙龙项目是否有足够的建设能力和材料供应,以按时完成HPC/AI部署 [129-133] **Ben Gagnon 回答** 公司目前还没有为HPC/AI部署采购必要的设备,会在确定最终计划后再进行采购。公司有足够的时间和供应商关系来确保在12-16个月内完成HPC/AI基础设施的建设 [129-133] 问题3 **Joe Flynn 提问** 询问公司结束战略替代方案审查的原因 [150-151] **Ben Gagnon 回答** 经过审慎评估,公司董事会一致认为,独立推进公司发展计划是目前最佳的增值机会,将为股东创造最大价值。公司仍然对任何可能带来价值的机会保持开放态度 [150-151]

Bitfarms Ltd. (BITF) came out with a quarterly loss of $0.07 per share versus the Zacks Consensus Estimate of a loss of $0.11. This compares to loss of $0.07 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of 36.36%. A quarter ago, it was expected that this company would post a loss of $0.03 per share when it actually produced a loss of $0.02, delivering a surprise of 33.33%. Over the last four quarters, the company has surpasse ...

Bitfarms (BITF) is scheduled to release its second-quarter 2024 results on Aug 8, before market open. BITF's earnings surprise history has not been impressive. Earnings lagged the Zacks Consensus Estimate in three of the trailing four quarters and surpassed once, delivering a negative earnings surprise of 47.5%, on average. Q2 Expectations The Zacks Consensus Estimate for the company's revenues is pegged at $44.6 million, indicating a 25.7% increase from the year-ago quarter's actual. Growth in the top line ...

TORONTO, Ontario and BROSSARD, Québec, Aug. 01, 2024 (GLOBE NEWSWIRE) -- Bitfarms Ltd. (NASDAQ/TSX: BITF), a global vertically integrated Bitcoin mining data center company, will report its second quarter 2024 financial results on Thursday, August 8th, before the market opens. Management will host a conference call on the same day at 8:00 am EST. All Q2 2024 materials will be available before the call and can be accessed on the 'Financial Results' section of the Bitfarms investor site. Participants may join ...

TORONTO, Ontario and BROSSARD, Québec, Aug. 01, 2024 (GLOBE NEWSWIRE) -- Bitfarms Ltd. (NASDAQ/TSX: BITF), a global vertically integrated Bitcoin mining data center company, will report its second quarter 2024 financial results on Thursday, August 8th, before the market opens. Management will host a conference call on the same day at 8:00 am EST. All Q2 2024 materials will be available before the call and can be accessed on the 'Financial Results' section of the Bitfarms investor site. Participants may join ...

- Earned 253 BTC in July 2024 & Increased HODL to 1,016 BTC - - Increased Operational Hashrate to 11.1 EH/s - This news release constitutes a "designated news release" for the purposes of the Company's prospectus supplement dated March 8, 2024, to its short form base shelf prospectus dated November 10, 2023. TORONTO, Ontario and BROSSARD, Québec, Aug. 01, 2024 (GLOBE NEWSWIRE) -- Bitfarms Ltd. (NASDAQ/TSX: BITF), a global vertically integrated Bitcoin mining data center company, provides its monthly product ...

In the latest market close, Bitfarms Ltd. (BITF) reached $2.52, with a -1.18% movement compared to the previous day. The stock fell short of the S&P 500, which registered a loss of 0.5% for the day. On the other hand, the Dow registered a gain of 0.5%, and the technology-centric Nasdaq decreased by 1.28%.Shares of the company have depreciated by 4.85% over the course of the past month, underperforming the Business Services sector's loss of 0.49% and the S&P 500's gain of 0.1%.Analysts and investors alike wi ...

Lately, the stock market has been soaring thanks mostly to growth stocks trading at sky-high valuations. While rate cuts could potentially boost markets, caution is still warranted for most investors. Indeed, many smaller-cap stocks, and those trading under $15 per share could see big upside, but carry outsized risk.This is the tradeoff that most long-term investors continue to face. Loading up on companies that could benefit from rate cuts also coincides with the reality that an incoming recession could be ...

- Announces Adoption of New Shareholder Rights Plan -- Reiterates Commitment to Maximize Value for All Shareholders - This news release constitutes a "designated news release" for the purposes of the Company's prospectus supplement dated March 8, 2024, to its short form base shelf prospectus dated November 10, 2023. TORONTO, Ontario and BROSSARD, Québec, July 24, 2024 (GLOBE NEWSWIRE) -- Bitfarms Ltd. (TSX:BITF) ("Bitfarms" or the "Company"), a global vertically integrated Bitcoin data center company, today ...

- Announces Adoption of New Shareholder Rights Plan -- Reiterates Commitment to Maximize Value for All Shareholders - This news release constitutes a “designated news release” for the purposes of the Company’s prospectus supplement dated March 8, 2024, to its short form base shelf prospectus dated November 10, 2023. TORONTO, Ontario and BROSSARD, Québec, July 24, 2024 (GLOBE NEWSWIRE) -- Bitfarms Ltd. (Nasdaq/TSX: BITF) (“Bitfarms” or the “Company”), a global vertically integrated Bitcoin data center compan ...