随着美国参议院就拨款问题实现突破性进展，美东时间周一，美股三大指数集体收涨，截至收盘，道琼斯指数涨0.81%，标普500指数涨1.54%，纳斯达克 综合指数涨2.27%。市场风险偏好回升，英伟达、Palantir等重量级人工智能概念股领涨。 大型科技股普涨，英伟达涨5.79%，市值一夜大涨2650亿美元（约合人民币1.89万亿元），AMD涨超4%，谷歌、特斯拉涨超3%，微软、亚马逊、奈飞涨 超1%。 | く 気 | 知名美股 ○ | | | --- | --- | --- | | 名称 | 最新 | 涨幅。 总量 | | 英伟达 | 199.050 | 5.79% 1.98亿股 | | NVDA | | | | 特斯拉 | 445.230 | 3.66% 7623万股 | | TSLA | | | | 微软 | 506.000 | 1.85% 2608万股 | | MSFT | | | | Meta Platforms In... 631.760 | | 1.62% 1916 万股 | | META | | | | 草景 | 269.430 | 0.45% 4127万股 | | AAPL | | | | 超威 ...

Core Insights - Bitdeer Technologies Group (BTDR) reported a revenue of $169.71 million for the quarter ended September 2025, marking a significant increase of 173.6% year-over-year [1] - The earnings per share (EPS) for the quarter was -$1.28, a decline from -$0.35 in the same quarter last year [1] - The reported revenue exceeded the Zacks Consensus Estimate of $161.14 million by 5.32%, while the EPS fell short of the consensus estimate of -$0.22 by 481.82% [1] Financial Performance Metrics - Bitdeer mined 1,109 bitcoins, surpassing the two-analyst average estimate of 1,043 [4] - Revenue breakdown includes: - Self-mining: $130.9 million, exceeding the average estimate of $102.03 million [4] - Membership hosting: $14 million, above the estimated $12.05 million [4] - SEALMINERs and Accessories: $11.4 million, significantly below the average estimate of $47.4 million [4] - General hosting: $8.4 million, slightly above the estimated $8.25 million [4] Stock Performance - Shares of Bitdeer Technologies Group have returned +23.7% over the past month, compared to a +0.3% change in the Zacks S&P 500 composite [3] - The stock currently holds a Zacks Rank 3 (Hold), suggesting it may perform in line with the broader market in the near term [3]

分组1 - Bitdeer Technologies Group (BTDR) reported a quarterly loss of $1.28 per share, significantly worse than the Zacks Consensus Estimate of a loss of $0.22, representing an earnings surprise of -481.82% [1] - The company posted revenues of $169.71 million for the quarter ended September 2025, exceeding the Zacks Consensus Estimate by 5.32%, and showing a substantial increase from $62.03 million in the same quarter last year [2] - Over the last four quarters, Bitdeer has surpassed consensus revenue estimates three times, indicating some positive momentum in revenue generation [2] 分组2 - The stock has underperformed the market, gaining about 1.5% since the beginning of the year compared to the S&P 500's gain of 14.4% [3] - The current consensus EPS estimate for the upcoming quarter is -$0.04 on revenues of $210.45 million, while for the current fiscal year, it is $0.89 on revenues of $597.33 million [7] - The Zacks Industry Rank places Technology Services in the top 34% of over 250 Zacks industries, suggesting a favorable outlook for companies within this sector [8]

Bitdeer Technologies (NasdaqCM:BTDR) Q3 2025 Earnings Call November 10, 2025 08:00 AM ET Company ParticipantsJeff LaBerge - VP of Capital Markets and StrategyYujia Zhai - Head of Investor RelationsHaris Basit - Chief Strategy OfficerChris Myers - Equity Research AssociateConference Call ParticipantsJohn Todaro - AnalystMike Grondahl - AnalystGreg Lewis - AnalystBrian Kinstlinger - AnalystNick Giles - AnalystDylan Heslin - AnalystBill Papanastasiou - AnalystMike Colonnese - AnalystOperatorThank you for stand ...

Bitdeer Technologies (NasdaqCM:BTDR) Q3 2025 Earnings Call November 10, 2025 08:00 AM ET Company ParticipantsJeff LaBerge - VP of Capital Markets and StrategyYujia Zhai - Head of Investor RelationsHaris Basit - Chief Strategy OfficerChris Myers - Equity Research AssociateConference Call ParticipantsJohn Todaro - AnalystMike Grondahl - AnalystGreg Lewis - AnalystBrian Kinstlinger - AnalystNick Giles - AnalystDylan Heslin - AnalystBill Papanastasiou - AnalystMike Colonnese - AnalystOperatorThank you for stand ...

Bitdeer Technologies (NasdaqCM:BTDR) Q3 2025 Earnings Call November 10, 2025 08:00 AM ET Speaker1Thank you for standing by, and welcome to Bitdeer's Third Quarter 2025 Earnings Conference Call. At this time, all participants are in a listen-only mode. After the speaker presentation, there will be a question-and-answer session. To ask a question during the session, you will need to press Star 11 on your telephone. To remove yourself from the queue, you may press Star 11 again. I would now like to hand the ca ...

Financial Performance - Total revenue for Q3 2025 was $169.7 million[9, 11], a significant increase compared to $62.0 million in Q3 2024[9] - Adjusted EBITDA for Q3 2025 reached $43.0 million[9, 11], a substantial improvement from $(7.9) million in Q3 2024[9] - The company reported a net loss after tax of $266.7 million for Q3 2025[11] - Cash and cash equivalents stood at $196.3 million, with a crypto balance of $246.2 million[11] Operational Highlights - Self-mining operations saw a significant increase, with the number of BTC mined rising from 565 in Q2 2025 to 1,109 in Q3 2025[13], a roughly 96% increase - The company achieved a hash rate of 41.2 EH/s as of October 31, 2025[11], compared to 14.2 EH/s in October 2025[13], a roughly 190% increase - Sales of SEALMINERs contributed $11.4 million in revenue from 0.8 EH/S of mining rigs sold in Q3 2025[15] Strategic Initiatives and Infrastructure - The company is expanding its HPC/AI strategy across multiple initiatives[11, 22] - The Clarington, Ohio site with 570 MW electrical capacity is expected to be available by Q3 2026[11, 32] - The company has a global scale with a strong power pipeline, aiming to have 2.1 GW of power capacity online by Q4 2026[60]

- $169.7 million revenue, up 173.6% year-over-year- $43.0 million adjusted EBITDA, up from negative $7.9 million last year- Expanding and accelerating AI strategy across multiple initiatives- Achieved 41.2 EH/s of self-mining at the end of October, 2025- Commenced SEALMINER A3 mass production- Early SEAL04 samples have demonstrated 6-7 J/TH power efficiency at the chip level under low-voltage, ultra-power saving mode SINGAPORE, Nov. 10, 2025 (GLOBE NEWSWIRE) -- Bitdeer Technologies Group (NASDAQ: BTDR) (“Bi ...

Core Insights - Bitdeer Technologies Group reported an increase in self-mining hashrate to 41.2 EH/s, surpassing its target of 40 EH/s, driven by the deployment of SEALMINER mining rigs [1][4][6] - The company mined 511 Bitcoins in October 2025, reflecting a 13% increase from September 2025 [4][7] - Bitdeer achieved an annual recurring revenue (ARR) of US$8 million from its AI cloud services, supported by strong customer demand for NVIDIA B200 systems [5][6] Mining Operations - The total proprietary hash rate deployed reached 41.3 EH/s in October 2025, up from 35.0 EH/s in September 2025 [2][7] - The company has 254,000 mining rigs under management, with 166,000 self-owned and 88,000 hosted [7] - The total hash rate under management increased to 55.5 EH/s, compared to 49.2 EH/s in September 2025 [7] SEALMINER Development - The SEALMINER A3 and A2 models are in final assembly, with the A3 model achieving a hashrate of 0.3 EH/s and the A2 model at 2.6 EH/s [2] - The first SEAL04 chip demonstrated power efficiency of approximately 6-7 J/TH, with mass production targeted for Q1 2026 [5][6] Infrastructure Updates - The company has completed construction of several data centers, including a 175 MW site in Tydal, Norway, and a 50 MW site in Oromia, Ethiopia, with 40 MW already energized [10][15] - Ongoing projects include a 221 MW site in Massillon, Ohio, expected to be fully energized by Q1 2026 [13][15] - The total global electrical capacity across all sites is 2,992 MW, with additional pipeline capacity of 1,381 MW [12][14] AI Cloud Services - Bitdeer deployed 584 GPUs with an 87% utilization rate, indicating strong demand for its AI cloud services [5][6] - The company is expanding its GPU infrastructure and has placed orders for NVIDIA's next-generation systems, expected to be delivered in December 2025 [5][6]

Core Viewpoint - Bitdeer Technologies Group is set to announce its third quarter 2025 earnings results on November 10, 2025, with a conference call scheduled for 8:00 AM EST to discuss the unaudited financial and operational results for the quarter ending September 30, 2025 [1][2]. Company Overview - Bitdeer is a leading technology company specializing in Bitcoin mining and AI cloud solutions, providing comprehensive services including equipment procurement, logistics, data center design, and daily operations [5]. - The company is headquartered in Singapore and has deployed data centers in the United States, Norway, and Bhutan [5]. Conference Call Details - The earnings results will be released at approximately 7:00 AM EST on November 10, 2025, prior to the conference call [2]. - Participants can join the call by registering through a provided link, receiving necessary access details via email [3]. - A live and archived webcast of the conference call will be available on Bitdeer's Investor Relations website [4].