Applied Digital to classify Cloud Services as discontinued operations

Published 30/05/2025, 22:54
Applied Digital to classify Cloud Services as discontinued operations

Applied Digital Corp. (NASDAQ:APLD), a provider of data processing and cloud services with a market capitalization of $1.58 billion, has announced that it will report its Cloud Services Business as discontinued operations starting with the fourth quarter of the fiscal year ended May 31, 2025. This decision follows the Board of Directors’ approval of the sale of the Cloud Services Business, which was disclosed in a Form 8-K filed with the Securities and Exchange Commission today. According to InvestingPro analysis, the company has been experiencing rapid cash burn and high stock price volatility.

The company had previously signaled its intention to sell this segment in its Form 10-Q for the quarter ended February 28, 2025, and officially classified the business as "held for sale" on April 10, 2025. The move is considered a strategic shift in Applied Digital’s operations and financial results, coming at a time when the company has shown strong revenue growth of 53.7% over the last twelve months.

To provide investors with a clearer understanding of the impact of this potential sale, Applied Digital has included unaudited pro forma condensed consolidated financial statements for the nine-month period ended February 28, 2025, and the fiscal years ended May 31, 2024, and 2023. These pro forma statements assume the sale had occurred at the beginning of fiscal year 2023 for the statements of operations and on February 28, 2025, for the balance sheet. The adjustments in these statements are preliminary and could change significantly once the sale is finalized. Current financial metrics from InvestingPro show the company operating with a debt-to-equity ratio of 2.19 and a current ratio of 0.7, indicating potential liquidity challenges.

The company has cautioned that the actual results may differ from the pro forma information presented, which is intended for informational purposes only and does not project future or historical financial performance. The potential sale of the Cloud Services Business is subject to final adjustments, and the company will report any material differences between the preliminary estimates and the final accounting.

This announcement is based on the latest SEC filing by Applied Digital Corp. and reflects the company’s current strategic direction and compliance with accounting standards.

In other recent news, Applied Digital Corp, previously known as Applied Blockchain Inc, reported its Q3 FY2025 earnings, revealing a net loss of $0.08 per share, which was better than analysts’ expectations of a $0.11 loss. Despite this, the company missed revenue forecasts, reporting $52.9 million against an expected $64.96 million. The data center hosting segment contributed $35.2 million to the revenue, while the cloud services segment added $17.8 million. Analysts from Craig-Hallum responded to the earnings report by adjusting the company’s price target to $10 from $12, maintaining a Buy rating. Cantor Fitzgerald also revised its price target for the company to $7 from $14, while maintaining an Overweight rating. JMP Securities maintained a Market Outperform rating with a $12 price target, highlighting the company’s strategic shift towards high-performance computing. The company is exploring strategic options for its cloud services business and has secured significant financing to support its operations.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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