$GPUSJul 29, 2026, 10:00 AMAI processed
Hyperscale Data preliminary H1 revenue +57% YoY; reaffirms 2026 guide $180–$200M and previews 2027 >$300M
AI Summary
Hyperscale Data (GPUS) reported preliminary unaudited H1 2026 revenue of about $80M, roughly a 57% increase from $51M in H1 2025, reaffirmed full-year 2026 revenue guidance of $180–$200M and provided a preliminary 2027 revenue outlook exceeding $300M. Management said the H1 uplift was largely driven by the reconsolidation of Gresham Worldwide and stronger contributions from Ault Lending, and will discuss the assumptions and preliminary 2027 adjusted EBITDA guidance on an August 4 investor call (10‐Q expected ~Aug 14).
Positives
- Preliminary H1 2026 consolidated revenue ≈ $80M, ~57% YoY growth versus $51M in H1 2025
- Company reaffirmed 2026 revenue guidance of $180–$200M and issued a preliminary 2027 revenue outlook > $300M
- Management plans to provide preliminary 2027 adjusted EBITDA guidance and supporting metrics on an August 4 conference call
Negatives
- Results are preliminary and unaudited and could change when filed
- Majority of reported YoY growth attributed to reconsolidation of Gresham Worldwide and Ault Lending contributions (not solely organic data‑center AI demand)
- 2027 outlook depends on customer deployments, financing activities and market conditions