Q2 2026 SharonAI Holdings Inc Earnings Call Transcript

Aug 6, 2026 / 08:30 PM GMT

Release Date Price: $52.15 (-8.54%)

Transcript 10-Q/A10-Q

Key Points

Positve

Secured AI factory capacity increased to 212 megawatts, up from 132 megawatts, with 120 megawatts under multi-year take-or-pay agreements.
Executed a six-year strategic compute collaboration with NVIDIA worth $4.9 billion in total contract value, providing supply certainty and a guaranteed minimum revenue stream.
Raised approximately $2.2 billion in capital since December 2025, including a $1.6 billion oversubscribed financing round, ensuring strong funding for near-term buildout.
Contracted revenue book grew to roughly $8.8 billion year-to-date, with demand consistently outpacing supply and pricing reaching record levels over $4 per GPU hour.
Expanded partnership with Vast Data to 600 petabytes of storage, supporting growth up to 100,000 GPUs and enhancing backend infrastructure capabilities.

Negative

Revenue recognition is still in early stages, with material revenue not expected until Q4 2026, indicating a lag between contract signings and actual earnings.
Dependence on third-party suppliers for hardware delivery and data center readiness poses execution risks that could delay deployment timelines.
The NVIDIA partnership's pricing is a floor, not a ceiling, and incremental revenue above the minimum is shared with NVIDIA, potentially limiting upside.
The company has not provided guidance for capacity beyond 2027, creating uncertainty about future growth sustainability.
The CFO transition (Tim Broadford stepping down) could introduce temporary leadership instability during a critical growth phase.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

SHAZ.OQ - SharonAI Holdings Inc
Q2 2026 SharonAI Holdings Inc Earnings Call
Aug 06, 2026 / 08:30PM GMT

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Presentation
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Unidentified_1 [1]
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Good day everyone, and welcome to the Sharon AI Second Quarter 2026 Conference Call.

At this time, all participants are in a listen-only mode.

A question-and-answer session will follow the formal presentation. If anyone should require operator assistance during the conference, please press star zero on your telephone keypad. Please note this conference is being recorded. It is now my pleasure to hand the floor over to your host, Ross Barrows, Head of Capital Strategy and Investor Relations. Sir, the floor is yours.

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Unidentified_2 [2]
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