LM Funding America, Inc. Q3 FY2025 Earnings Call

· Earnings call transcript and AI-powered summary

  • Quarter Theme: Execution, infrastructure expansion, and capital discipline with a focus on improving Bitcoin per share and intrinsic value.
  • Key Financial Highlights (Q3 2025):
    • Revenue: $2.2 million — up 13% sequentially from Q2 2025, and up 74% YoY.
    • Mining Margin: Improved to 49%, attributed to efficient self-mining operations and energy curtailments.
    • Net Loss: $3.7 million driven by increased payroll/staffing costs.
    • Core EBITDA Loss: $1.4 million.
    • Curtailment & Energy Sales: $152,000, down from $223,000 in Q2 due to cooler weather.
    • Cash & Equivalents: $300,000 with 304 Bitcoin valued at $34.7M at quarter-end.
    • Equity: $50 million vs market cap of ~$17M, indicating significant undervaluation.
  • Operational Highlights:
    • Acquired and integrated a second mining site in Columbus, MS (11 MW), bringing capacity to 26 MW total across two sites.
    • Hashrate: Increased from 0.48 EH/s in June to 0.71 EH/s by October, with additional growth scheduled in December.

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Operator: Good day, thank you for standing by. Welcome to the LM Funding America, Inc. Third Quarter 2025 Earnings Conference Call. At this time, all participants are in a listen-only mode. After the speakers' 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. You will then hear an automated message advising your hand is raised. To withdraw your question, please press star 11 again. Please be advised that today's conference is being recorded. I would now like to hand the conference over to your speaker today, Cody Fletcher. Please go ahead, sir. Cody Fletcher: Thank you, operator, and thank you all for joining LM Funding America's third quarter 2025 earnings conference call. Joining us today are Chairman and CEO, Bruce Martin Rodgers, President of US Digital Mining Ryan H. Duran, and CFO, Richard D. Russell. For today's call, we have uploaded an accompanying supplemental investor presentation which can be found under the events section of LM Funding's investor relations website. Before we get started, please note that our remarks today may include forward-looking statements. These statements are subject to risks and uncertainties, and actual results may differ materially. We will also reference certain non-GAAP financial measures today. Please refer to our 10-Q filing and our website for a full reconciliation of these non-GAAP performance measures for the most comparable GAAP measu

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