Jun 2026 (Q2 FY26) — Aug 17, 2026
BitFuFu Inc. Q2 FY26 — Strategic Positioning and Operational Efficiency
Read the full callBitFuFu earnings: last reported Mon, 17 Aug 2026, for the quarter ended Jun 2026.
Price
1Y: $3.6 on 17 Oct 2025 → $1.19. High $3.65 (20 Oct 2025), low $0.9 (16 Oct 2026).
Overview
Call summaries
BitFuFu Inc. Q2 FY26 — Strategic Positioning and Operational Efficiency
Read the full callBitFuFu Q1 FY26 — Disciplined pivot to cloud mining through Bitcoin drawdown
Read the full callEvery analysed call
Financials
| Line item | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|
| Equity capital | — | 0 | 0 | 0 | 0 |
| Reserves | — | 7 | 18 | 78 | 47 |
| Total liabilities | — | 191 | 193 | 215 | 208 |
| Fixed assets | — | 106 | 82 | 56 | 21 |
| Total assets | — | 198 | 210 | 378 | 358 |
| Line item | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|
| Cash from operations | 16 | -7 | -196 | -220 | -113 |
| Cash from investing | -3 | 57 | 177 | 168 | 90 |
| Cash from financing | — | -2 | -9 | 65 | 6 |
| KPI | Mar 2026 Q1 FY26 | Jun 2026 Q2 FY26 | Change vs prior quarter |
|---|---|---|---|
| Net revenue retention rate Cloud mining | 85.7%Cloud mining revenue grew to $57.5 million, up 7.1% year-over-year and net dollar retention rate was 85.7%.Source: earnings call transcript | 24.1%Our cloud mining net dollar retention rate was 24.1% in second quarter.Source: earnings call transcript | -61.6 pt |
| Bitcoin holdings | 1,794Total Bitcoin holdings were 1,794 bitcoin, including 357 Bitcoin pledged as collateral for loans and payables.Source: earnings call transcript | 1,671Total Bitcoin holdings were 1,671 Bitcoin as of June 30, including 54 Bitcoin pledged as collateral for loans.Source: earnings call transcript | -6.9% |
| Bitcoin holdings pledged as collateral | 357Total Bitcoin holdings were 1,794 bitcoin, including 357 Bitcoin pledged as collateral for loans and payables.Source: earnings call transcript | 54Total Bitcoin holdings were 1,671 Bitcoin as of June 30, including 54 Bitcoin pledged as collateral for loans.Source: earnings call transcript | -84.9% |
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.
5 filings, all on Jul 1, 2026.
Nobody bought or sold FUFU on the open market in this window. The filings below are 5 option exercises.
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Jul 1, 2026 | Liu Huaiyu Director | Option exercise | 17,500 | $0 |
| Jul 1, 2026 | Lu Celine Senior Vice President | Option exercise | 120,000 | $0 |
| Jul 1, 2026 | Cui Joshua Kewei Director | Option exercise | 17,500 | $0 |
| Jul 1, 2026 | Zhao Calla Chief Financial Officer | Option exercise | 56,000 | $0 |
| Jul 1, 2026 | Zheng Yeeli Hua Director | Option exercise | 17,500 | $0 |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.
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