← @matthew_sigel

$WYFI

看多2026-05-14
喊单前后价格走势
2026-05-14
各周期结果成熟中 · 约 0 个交易日后揭晓
1d
-1.7%
5d
+23.9%
21d
原帖
matthew sigel, recovering CFA · 2026-05-14

$WYFI +6% looks solid: revenue beat, reports new customer, taps RBC credit line for first time good purposes (buying the land under which CBRS data center sits) >Revenue beat +31% y/y (cloud services +13%, Colo +190% to $5M) >Profitable (albeit adjusted EBIDTA) >Reports a "performance obligations" line in press release for first time: $921M for colocation services, "reflecting long-term contracted revenue visibility" from NC-1" >Subsequent to quarter end, closed on purchase of data center servicing $CBRS. Will reduce lease payments by CAD $3M/year. RBC bank line $28M covers purchase. >Announces new 2-year lease with Hyberbolic, $17M over 2-years. Uses GPUs already owned, should be high margin business. Worth about 5% to existing rev base. >Still on track to deliver MW to Nscale in Q2 but

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