CLSK CleanSpark (CLSK) Q3 FY26 earnings call
CleanSpark is strategically transitioning from Bitcoin mining to a diversified digital infrastructure platform, highlighted by a significant 20-year triple-net lease for its Sandersville campus, securing substantial contracted revenue. The company is leveraging its balance sheet and Bitcoin holdings to fund this expansion without equity dilution, despite a temporary delay in ERCOT approvals for its Texas projects. This pivot positions CleanSpark to monetize its power portfolio at an institutional scale, focusing on high-margin, predictable cash flows from AI data centers.
You’re reading a preview. Opening the full call uses 1 concall credit.
Sign in to use your monthly call allowance.
CLSK operating KPIs by quarter
| KPI | Mar 2026 Q2 FY26 | This call 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.
Inve summary of the company's earnings call; see how call summaries are prepared. Not investment advice.