U3S21EXPH to be first ASIC miner mass-commercialized by BITMAIN with direct liquid-to-chip cooling within U form factor Hut 8 plans to deploy model in Q2 2025 through ~15 EH/s hosting deployment with potential transition to self-mining through purchase option  Miami, FL, Sept. 19, 2024 (GLOBE NEWSWIRE) -- Hut 8 Corp. (Nasdaq | TSX: HUT) (“Hut 8” or the “Company”), a leading, vertically integrated operator of large-scale energy infrastructure and one of North America’s largest Bitcoin miners, today announced ...

18.5 EH/s and 762 MW under management in mining Energized Building 1 at Cedarvale Miami, FL, Sept. 06, 2024 (GLOBE NEWSWIRE) -- Hut 8 Corp. (Nasdaq | TSX: HUT) (“Hut 8” or the “Company”), a leading, vertically integrated operator of large-scale energy infrastructure and one of North America’s largest Bitcoin miners, today released its operations update for August 2024. “During August, we maintained our focus on low-cost operations and unit economics,” said Asher Genoot, CEO of Hut 8. “Maximizing returns fro ...

New Packaging Innovation Ensures Movers Won't Be Eating Their Moving Day Pizza Order on the FloorPLANO, Texas, Aug. 27, 2024 /PRNewswire/ -- Today, Pizza Hut® delivers a slice of innovation and a tasty solution for moving woes with the launch of the Moving Box Table, a specialty pizza box that turns into a miniature table offering a practical solution for pizza lovers who need a quick and easy dining setup amidst the chaos of moving. Nearly 9 in 10 (87%*) Americans have ordered pizza during a move, and a re ...

文章核心观点 - Hut 8 Corp 公司在第二季度财报中业绩表现参差不齐 [1][2][3][4][5] - 公司持有比特币资产的市值下跌导致调整后EBITDA大幅下滑 [2][3] - 但剔除此影响后,公司实际调整后EBITDA超出市场预期 [3] - 分析师认为公司未来通过提升采矿效率和成本控制,前景仍然看好 [6][7][8] 公司业绩分析 - 第二季度收入33.5亿美元,低于市场预期48亿美元 [2] - 调整后EBITDA大幅低于市场预期,主要受比特币资产市值下跌影响 [2][3] - 剔除此影响后,公司实际调整后EBITDA达14.3亿美元,超出市场预期9亿美元 [3] 公司战略及展望 - 公司自今年初以来暂缓新矿机采购,而是专注于电力基础设施建设和内部重组 [6] - 分析师认为公司未来通过采用新一代矿机,可以大幅提升采矿效率和降低成本 [7] - 公司正在开发200MW的高性能计算中心,并已与潜在客户进行洽谈 [11][12][13] - 分析师预计公司第三季度收入和调整后EBITDA将分别达到44.6亿美元和20.6亿美元 [7][13]

Hut 8 TodayHUTHut 8$10.96 -0.43 (-3.78%) 52-Week Range$6.18▼$21.10Price Target$15.08Add to WatchlistHut 8 Corp. NASDAQ: HUT is a vertically integrated cryptocurrency mining company operating in North America. It is one of the largest operators of large-scale energy infrastructure and provides a comprehensive suite of services, including self-mining, hosting, managed services, and traditional data center operations.Hut 8’s earnings report for the second quarter of 2024 reveals the company's continued commitm ...

财务数据和关键指标变化 - 收入同比增长72%至3,520万美元 [10] - 净亏损7,190万美元,上年同期亏损170万美元 [10] - 调整后EBITDA亏损5,750万美元,上年同期盈利1,480万美元 [10][11] - 数字资产亏损7,180万美元,主要是由于比特币价格下跌 [47] 各条业务线数据和关键指标变化 - 数字资产挖矿收入1,390万美元,上年同期1,590万美元,下降主要是由于比特币产量下降 [38] - 托管服务收入900万美元,上年同期470万美元,增长主要来自与Ionic Digital的协议 [39] - 高性能计算、托管和云收入340万美元,上年同期无收入,为并购Hut 8 Mining Corp后新增业务 [40] - 其他收入890万美元,上年同期无收入,包括设备销售、托管服务和天然气发电收入 [41] 各个市场数据和关键指标变化 - 数字资产挖矿毛利率由34%提升至46%,主要得益于从托管转向自有设施、实施能耗管理系统等成本优化措施 [12][13] - 托管服务毛利率下降,主要是由于人工成本和其他运营成本增加 [43] - 高性能计算、托管和云业务毛利率为26.5% [43] 公司战略和发展方向及行业竞争 - 公司定位为一家综合性的能源基础设施平台,包括电力资产、数字基础设施和算力三个层面 [16][17][18] - 公司正积极扩大电力资产规模,并利用自身的电力优势拓展数字基础设施和算力业务,包括比特币挖矿和AI计算 [19][20][21][22][25][27] - 公司正与Coatue合作,利用其资金和资源加快电力资产的扩张 [23] - 公司正计划升级比特币矿机设备,提升能源效率和降低采矿成本 [31] - 公司正在开发GPU计算即服务业务,利用自身的电力优势切入AI计算市场 [32] 管理层对经营环境和未来前景的评论 - 管理层认为公司已经建立了更加稳健的业务模式,能够在各种市场环境下创造价值 [8][9] - 管理层表示,公司将继续专注于提升运营效率和经济基本面,同时积极扩大电力资产规模,为未来的业务发展奠定基础 [15] - 管理层对公司在电力、数字基础设施和算力三个层面的长期发展前景充满信心 [16][17][18][30] 问答环节重要的提问和回答 问题1 **John Todaro 提问** 询问公司HPC业务的电网互联情况以及205MW德克萨斯泛地区项目的开发计划 [63] **Asher Genoot 回答** 公司所有电力资产,包括后台电网的项目,都已经完成电网互联审批 [64] 德克萨斯泛地区205MW项目已经获得电网接入批准,公司正在与客户就HPC和比特币挖矿等业务进行洽谈 [64] 问题2 **Unidentified Analyst 提问** 询问公司GPU计算即服务业务的合同结构和未来扩展计划 [66] **Asher Genoot 回答** 公司与客户签订了5年期固定收入加分成的合同,未来公司将考虑项目层面的融资方式来支持业务扩张 [67] 问题3 **Mike Colonnese 提问** 询问公司矿机升级计划的具体时间安排以及公司自有电力资产的总规模 [72][75] **Asher Genoot 回答** 公司正在与设备制造商和融资方进行洽谈,以确定最优的矿机升级时间和方案 [73] 公司目前拥有约1GW的自有电力资产,包括独资和合资项目 [73]

Revenue of $35.2 million and 9,102 self-mined Bitcoin on balance sheet as of quarter end Closed $150 million strategic investment from Coatue to partner in building AI infrastructure MIAMI, Aug. 13, 2024 (GLOBE NEWSWIRE) -- Hut 8 Corp. (Nasdaq | TSX: HUT) (“Hut 8” or the “Company”), a leading, vertically integrated operator of large-scale energy infrastructure and one of North America’s largest Bitcoin miners, today announced its financial results for the three and six months ended June 30, 2024. “Our resul ...

Hut 8 Corp (NASDAQ:HUT) will report fiscal first-quarter earnings before the open tomorrow, Aug 13. The crypto-adjacent data mining stock experienced a sharp slide amid the global market selloff, especially as Bitcoin (BTC) slipped below $50,000 for the first time since February. This pullback has HUT flashing a historically bullish signal, though earnings could provide some volatility. According to Schaeffer's Senior Quantitative Analyst Rocky White, the stock is within one standard deviation of its 80-day ...

Sean Glennan to join as CFO on August 21, 2024 Glennan most recently served as Managing Director in the Global Power, Utilities & Renewables group at Citigroup MIAMI, Aug. 06, 2024 (GLOBE NEWSWIRE) -- Hut 8 Corp. ((Nasdaq, TSX:HUT) ("Hut 8" or the "Company"), a leading, vertically integrated operator of large-scale energy infrastructure and one of North America's largest Bitcoin miners today announced that Sean Glennan will become the Company's new Chief Financial Officer (CFO), effective August 21, 2024. S ...

Sean Glennan to join as CFO on August 21, 2024 Glennan most recently served as Managing Director in the Global Power, Utilities & Renewables group at Citigroup MIAMI, Aug. 06, 2024 (GLOBE NEWSWIRE) -- Hut 8 Corp. (Nasdaq | TSX: HUT) (“Hut 8” or the “Company”), a leading, vertically integrated operator of large-scale energy infrastructure and one of North America’s largest Bitcoin miners today announced that Sean Glennan will become the Company’s new Chief Financial Officer (CFO), effective August 21, 2024. ...