Hut 8 Corp. Q4 FY2021 Earnings Call
· Earnings call transcript and AI-powered summary
HUT 8 Mining Corp. Q4 & Full Year 2021 Earnings Summary
Overview: 2021 was a transformative year for HUT 8, marked by NASDAQ listing (first Canadian digital asset miner), surpassing 2 EH/s hash rate, holding over 5,000 BTC in reserve, and acquisition of TeraGo's data center business. The company emphasized its "hurdle strategy" of holding Bitcoin without sales and diversification into data centers/cloud for Web 3.0 infrastructure.
Annual Financial Performance (2021 vs 2020)
- Revenue: CAD 173.8 million (more than tripled from CAD 40.7 million in 2020), with sequential quarterly increases driven by higher hash rate and Bitcoin price.
- Mining Revenue: CAD 165.4 million from mining 2,786 BTC at average ~CAD 59,400 per BTC (vs 2,798 BTC at ~CAD 13,900 in 2020).
- Hosting Revenue: CAD 8.4 million (vs CAD 1.7 million in 2020), benefiting from a second customer onboarded in May 2021.
- Cost of Revenue: CAD 85 million (vs CAD 59.2 million in 2020), due to higher electricity/site costs from fleet expansion and increased depreciation from CAD 85M+ in new miners; partially offset by extending infrastructure asset life from 4 to 10 years in Q2 2021.
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