Applied Digital Corporation (APLD) Q3 2026 Earnings Call April 8, 2026 5:00 PM EDT

Company Participants

Wesley Cummins – Chairman, CEO, Secretary & Treasurer
Mohammad Saidal Mohmand – Chief Financial Officer

Conference Call Participants

Matt Glover – Gateway Group, Inc.
Mike Grondahl – Northland Capital Markets, Research Division
Darren Aftahi – ROTH Capital Partners, LLC, Research Division
George Sutton – Craig-Hallum Capital Group LLC, Research Division
Nick Giles – B. Riley Securities, Inc., Research Division
Robert Brown – Lake Street Capital Markets, LLC, Research Division
John Todaro – Needham & Company, LLC, Research Division
Michael Donovan – Compass Point Research & Trading, LLC, Research Division
Paul Meeks

Presentation

Operator

Ladies and gentlemen, good afternoon, and welcome to Applied Digital’s Fiscal Third Quarter 2026 Conference Call. My name is Abby, and I will be your operator today. Before this call, Applied Digital issued its financial results for the fiscal third quarter ended February 28, 2026, in a press release, a copy of which has been furnished in a report on Form 8-K filed with the Securities and Exchange Commission, or SEC, and will be available in the Investor Relations section of the company’s website.

Joining us on today’s call are Applied Digital’s Chairman and CEO, Wes Cummins; and CFO, Saidal Mohmand. Following their remarks, we will open the call for questions. Before we begin, Matt Glover from Gateway Group will make a brief introductory statement. Mr. Glover, you may begin.

Matt Glover
Gateway Group, Inc.

Thank you, Abby. Hello, everyone, and welcome to Applied Digital’s Fiscal Third Quarter 2026 Conference Call. Before management begins formal remarks, we would like to remind everyone that some statements we are making today may be considered forward-looking statements under securities laws and involve a number of risks and uncertainties.

As a result, we caution you that there are a number of factors, many of

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