AP
APLD
Quarter ended Feb 28, 2026 · FY2026 Q3

Applied Digital (APLD) Revenue — Quarter Ended Feb 28, 2026

Revenue remained unchanged from the immediately preceding quarter, but was significantly higher than the same quarter one year earlier. The company's revenue growth has plateaued sequentially after a period of increases.

Key takeaway

Quarter ended Feb 28, 2026 · FY2026 Q3

Revenue remained unchanged from the immediately preceding quarter, but was significantly higher than the same quarter one year earlier. The company's revenue growth has plateaued sequentially after a period of increases.

Financial snapshot

Reported revenue, sequential change, year-over-year change, and trailing four-quarter revenue.

Quarter revenue

$126.6M

Revenue reported for this quarter.

Quarter-over-quarter

+0.0%

Change from the immediately preceding quarter.

Year-over-year

+139.3%

Change from the comparable year-ago quarter.

Trailing four quarters

$284.1M

Sum of the latest four reported quarters.

Quarterly revenue trend

The latest four reported quarters with year-over-year comparisons.

Period endedRevenueYear-over-year change
May 31, 2025-$33.3M-325.9%
Aug 31, 2025$64.2M+84.3%
Nov 30, 2025$126.6M+250.1%
Feb 28, 2026$126.6M+139.3%

Revenue performance

The reported revenue was flat compared to the prior quarter, which ends a streak of sequential growth. Year-over-year, revenue showed a substantial increase.

Quarterly comparison

Revenue was unchanged from the preceding quarter, while it was much higher than the same quarter a year ago. The flat sequential result contrasts with the strong year-over-year improvement.

What to watch

The flat sequential revenue represents a departure from the prior quarters' growth pattern and bears monitoring in future periods.

Applied Digital (APLD) Revenue — Quarter Ended Feb 28, 2026