CLSK CleanSpark (CLSK) Q2 FY26 earnings call
CleanSpark is strategically evolving into a digital infrastructure and data center development company, leveraging its energy-native heritage and mining operations to capitalize on the AI compute demand. The company is focused on securing long-duration leases with high-quality tenants for its 1.8 gigawatts of contracted capacity, while maintaining strong liquidity and a disciplined capital allocation approach. Mining continues to fund this transition, providing operational flexibility and strategic advantage in power procurement.
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CLSK operating KPIs by quarter
| KPI | This call Mar 2026 Q2 FY26 | Jun 2026 Q3 FY26 | Change vs prior quarter |
|---|---|---|---|
| Contracted capacity | 1.8 GWWe have cultivated a range of key relationships across the country that propelled our growth to 1.8 gigawatts of currently contracted capacity and we'll continue driving fundamental value as we add high-quality assets and projects to our portfolio.Source: earnings call transcript | 1.8 GWAcross the broader portfolio, we hold 1.8 gigawatts of contracted capacity today with a high degree of confidence in growing beyond 2.1 gigawatts in the near term through the ERCOT review process, and we are evaluating multiple gigawatts of projects as we look to scale and diversify our digital infrastructure across the USSource: earnings call transcript | 0% |
| Bitcoin holdings | 13.561KSo we had $260 million in cash and 13,561 Bitcoin were $925 million.Source: earnings call transcript | <14KIt's also important to note that we had total liquidity of $917 million as of June 30, including approximately $200 million of cash and almost 14,000 bitcoin.Source: earnings call transcript | — |
| Capacity Jackson, Tennessee | 60 MWAdditionally, we acquired 60 megawatts of capacity in Jackson, Tennessee.Source: earnings call transcript | 60 MWWe have 60 megawatts in Jackson, Tennessee.Source: earnings call transcript | 0% |
Operating figures the company stated on at least two of the calls shown, checked against each call's transcript. Click a figure to read the sentence. A dash means it was not stated that quarter.
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