Terawulf WKN: A3C9C7 ISIN: US88080T1043 Kürzel: ZT8 Forum: Aktien User: DeRitter

TERAWULF $WULF Q2’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $44.8M (Est. $46.4M) 🔴 🔹 EPS: -$1.94 (Est. -$0.23) 🔴 🔹 Net Loss: -$940.8M 🔹 Adjusted EBITDA: -$18.3M (Est. $2.7M) 🔴 Affirms Annual Capacity Guide: 🔹 Incremental Critical IT Capacity Contracting: 250MW-500MW annually Other Q2 Metrics: 🔹 HPC Lease Revenue: $31.9M; approximately 71% of total revenue 🔹 Revenue-Generating Critical IT Capacity: 102MW 🔹 Cash & Restricted Cash: approximately $3.0B Key Updates: 🔹 Anthropic Lease: approximately 401MW and ~$19B of contracted revenue 🔹 Abernathy JV Monetization: approximately $530M 🔹 Muskie Data Campus: up to 1GW of contracted electric service Comments: 🔸 “At Lake Mariner, we delivered additional contracted capacity and converted it into recurring lease revenue.” 🔸 “Our agreement to monetize Abernathy reflects the same discipline. We are prepared to realize value where appropriate and redeploy capital toward larger-scale opportunities where we have greater control over the infrastructure, customer relationship and long-term economics.”