Mawson Infrastructure Group, Inc. Q3 FY2022 Earnings Call
· Earnings call transcript and AI-powered summary
- Revenue Growth: Q3 revenue rose to $28.3M, a 43% increase from $19.8M in Q2 and a 160% increase year-over-year.
- EBITDA: Non-GAAP EBITDA grew to $8.8M, representing a 203% year-over-year increase.
- Gross Profit: Increased 87% from $5.4M in Q2 to $10.1M in Q3.
- Bitcoin Production: Self-mined 282 BTC in Q3, up 12% compared to the prior quarter.
- Hosting Revenue: Hosting colocation revenue rose 58% from Q2 ($3.6M) to Q3 ($5.7M).
- Energy Market Revenue: Increased dramatically to $6.3M from $0.5M in Q2 (1,160% increase).
- Cost Discipline: SG&A expenses reduced by 47%, from $9.4M in Q2 to $5.0M in Q3.
- Balance Sheet: Net assets stood at $92.8M. Post-Q3, $20.6M in cash has been received from the sale of the Georgia facility (not reflected in Q3 numbers).
- Debt Reduction: Trade and other payables reduced by $19.5M. Additional debt repayments occurred post-Q3 from asset sale proceeds.
- Energy Market Advantage: Participation in energy curtailment is margin-accretive and has sustainability benefits (24,000 tons of CO2 avoided YTD).
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