WhiteFiber Investor Deck Reveals $94.5M LTM Revenue and $550M+ Cloud Contract Wins
WYFI sits 75% above its 52-week low of $10.51 on light trading volume (0.3× avg).
Summary
WhiteFiber filed an investor presentation showing $94.5M in LTM revenue, $550M+ in recent cloud contract wins, and a detailed share count bridge from its convertible notes refinancing.
Key Events · Earnings and Guidance · WYFI
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LTM Revenue Reaches $94.5M
Combined revenue for LTM Q2 2026 was $94.5M, up 99% from FY2024. Data center revenue grew 10.7x to $15.0M, while cloud services revenue rose 72% to $79.5M.
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Cloud Contract Wins Exceed $550M
Since May 2026, WhiteFiber secured over $550M in cloud TCV, including a $160M Paris region deployment, $165M Prime Intellect contract, $108M Hyperbolic/Modal Labs agreement, and $88M AI inference platform deal.
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Convertible Notes Share Count Bridge
Post-exchange basic shares are ~45.15M (38.85M reported Aug 10 plus 6.30M exchange shares). Illustrative pro forma reaches ~49.6M if both converts physically settle, with a $33.84 conversion price on ~91% of principal.
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Data Center Pipeline at ~1.5 GW
The presentation discloses a ~1.5 GW data center pipeline, including the $60M NC-2/NC-3 acquisition with 60 MW initial capacity and ~200 MW potential over time.
Analysis · WYFI · Crypto Assets
WhiteFiber's September 2026 investor presentation, filed as an 8-K exhibit, provides the most comprehensive operational update since the Q2 10-Q. The deck confirms LTM Q2 2026 combined revenue of $94.5M (up 99% from FY2024) and details over $550M in new cloud services contract wins since May 2026, including a $160M Paris deployment and a $165M Prime Intellect agreement. It also quantifies the convertible notes refinancing impact on share count, showing a path from 38.85M reported shares to a potential ~49.6M pro forma if both converts physically settle. For a company with a $743M market cap, these disclosures materially update the growth trajectory and capital structure picture.
How filings like this one have moved
In the 30 days to Sep 14, 2026, 29.9% of the 1591 measured filings Wiseek scored 7 moved their stock by 5% or more by the next session's close. The median move was -0.24%. These are measured outcomes after filings of this importance, not a forecast for this one.
Measured one observation per ticker per day, after exclusions. Current figures: Filing Impact Tracker · open dataset
At the time of this filing, WYFI was trading at $18.35 on NASDAQ in the Crypto Assets sector, with a market capitalization of approximately $743.6M. The 52-week trading range was $10.51 to $46.87. This filing was assessed with positive market sentiment and an importance score of 7 out of 10.