CleanSpark, Inc. Q2 FY2021 Earnings Call
· Earnings call transcript and AI-powered summary
- First Profitable Quarter: CleanSpark reported a net income of $7.4 million for Q2 FY2021, a significant turnaround from a $5.8 million loss in Q2 FY2020.
- Revenue Growth: Consolidated revenue reached $10.4 million for the six months ended March 31, 2021, surpassing total revenue of full fiscal year 2020. Q2 revenue alone totaled $8.2 million, with:
- Bitcoin Mining: $6.7 million (82% of quarterly revenue)
- Energy Segment: $1.1 million (down from $3.4 million YoY due to delayed commercial projects)
- Digital Agency (p2klabs): $426,000
- Profit Margins and Costs:
- Cost of revenue decreased from $2.9 million to $1.5 million YoY for Q2
- Bitcoin mining operates with over 85% margins and costs <$6,000 per Bitcoin
- Energy business targets ~30% margins
- Bitcoin Mining Expansion:
- Current capacity: 330 PH/s; Expected to reach 400 PH/s within a month
- Targeting >1.2 EH/s by September 2021; >3.2 EH/s by September 2022
- Potential annual revenue (at $57,000 BTC): $145–$185 million (1.2 EH/s); $370–$415 million (3.2 EH/s)
- 95% carbon neutral operations—aiming to be fully carbon neutral
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