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10-QMEDIUM RiskDETERIORATING

Applied Digital Corp.

https://appliedblockchaininc.com/
Filed: Apr 8, 2026 CIK: 0001144879Other
View original filing on SEC.gov

AI Executive Summary

AI-powered analysis of 10-Q filing content

Applied Digital shows significant deterioration with operating losses of $111.6M over nine months despite revenue growth to $352.6M. The company recorded a substantial $59.6M loss on held-for-sale classification and accumulated deficit increased to $583.1M. While cash position improved dramatically to $1.73B, this appears driven by financing rather than operations.

Red Flags Detected (7)

Operating loss of $85.7M in Q3 2026 vs $18.9M loss in Q3 2025

Nine-month operating loss expanded to $111.6M from $28.1M prior year

Accumulated deficit increased by $102M to $583.1M

4 more red flags detected

Key Takeaways

Revenue growth of 98% year-over-year not translating to operational efficiency

Massive increase in cash to $1.73B suggests recent equity or debt financing

2 more takeaways

Filing Overview

Form TypeQuarterly Report (10-Q)
Filing DateApr 8, 2026
Risk LevelMEDIUM
TrendDETERIORATING
AI Confidence85%
Red Flags7

What This Means

Deteriorating Trend: Conditions are worsening compared to previous filings. This may create opportunities for service providers.

Quarterly Report: Interim filing with unaudited financial data for the quarter.

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