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Applied Digital (APLD) investor relations material
Applied Digital Proxy filing summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Annual meeting scheduled for November 4, 2026, with virtual attendance available for shareholders.
Shareholders are encouraged to review proxy materials and vote by November 3, 2026.
Voting matters and shareholder proposals
Election of six directors: Wes Cummins, Ella Benson, Chuck Hastings, Rachel Lee, Douglas Miller, and Richard Nottenburg.
Ratification of CBIZ CPAS PC as independent auditor for fiscal year ending May 31, 2027.
Advisory vote on executive compensation for named executive officers.
Approval to adjourn the meeting if more time is needed for proxy solicitation or voting.
Other business may be addressed as appropriate during the meeting.
Board of directors and corporate governance
Board recommends voting in favor of all proposals and director nominees.
- Record revenue growth, AI campus expansion, and robust governance drive shareholder proposals.APLD
Proxy filing - Q4 revenue up 407% and $36B in leases signed, with $4.2B cash at year-end.APLD
Q4 2026 - $36B in contracted AI data center leases and $5B Macquarie funding fuel rapid expansion.APLD
Investor presentation - Over $23B in long-term AI data center leases secured, with 1 GW under construction and $5B in new funding.APLD
Investor presentation - Revenue up 139% to $126.6M, adjusted EBITDA $44.1M, but net loss from Cloud Services write-down.APLD
Q3 2026 - Cloud will merge into Ekso, forming ChronoScale with APLD Investors gaining control and key rights.APLD
Proxy Filing - Revenue up 250% to $126.6M, adjusted EBITDA tripled, and major new leases drive expansion.APLD
Q2 2026 - Revenue up 67% to $60.7M; $160M financing and asset sale fuel HPC and cloud expansion.APLD
Q1 2025 - Revenue surged 199% year-over-year, but losses deepened amid expansion and power outages.APLD
Q4 2024
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