TeraWulf Misses Analyst Estimates in Q3, Revenue Up Year-Over-Year, Hashrate Capacity Doubles

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TeraWulf Misses Analyst Estimates in Q3, Revenue Up Year-Over-Year, Hashrate Capacity Doubles

TeraWulf Reports Third-Quarter Results, Misses Analyst Estimates

TeraWulf Inc. (WULF) released its third-quarter earnings report after the market closed on Tuesday, November 12, 2024. The report revealed a miss on analyst expectations for both earnings and revenue.

Earnings: TeraWulf reported a GAAP loss of six cents per share, falling short of the analyst consensus estimate of a three-cent loss.

Quarterly revenue reached $27.05 million, missing the analyst consensus estimate of $34.27 million. However, this represents a year-over-year increase from $18.95 million in the same period last year.

Self-mined Bitcoin: TeraWulf mined 555 Bitcoin across its Lake Mariner and Nautilus Cryptomine facilities, a 43.4% decrease compared to the same quarter last year.

The total value of self-mined Bitcoin was $33.9 million, compared to $27.6 million in the prior year's quarter.

The power cost per Bitcoin self-mined increased significantly year-over-year, reaching $30,448 per Bitcoin. This is due to a combination of factors, including a doubling in network difficulty and the Bitcoin reward halving in April 2024.

TeraWulf's total self-mining hashrate capacity reached 10.0 EH/s as of September 30, 2024, representing a 100% increase compared to the same period last year.

Paul Prager, Chairman and CEO of TeraWulf, commented on the results, stating that the third quarter and the beginning of the fourth quarter marked a significant turning point for the company. He highlighted the strong performance across strategic, financial, and operational objectives.

Prager also emphasized the sale of TeraWulf's interest in the Nautilus joint venture, which generated a substantial return and allowed the company to focus on scaling high-performance computing at Lake Mariner. Additionally, securing an expanded ground lease with exclusive rights to 750 MW of infrastructure capacity is seen as a major milestone in the company's growth strategy.

Following the earnings release, TeraWulf shares declined 3.51% in after-hours trading, reaching $8.23 at the time of publication.