BM

Bitmine Immersion Technologies, Inc. stock research

Nov 30, 2025

FY2026 Q1

Bitmine Immersion Technologies (BMNR) Gross Margin — Quarter Ended Nov 30, 2025

Revenue and gross profit both increased compared to the prior quarter and the same quarter last year, resulting in a significantly higher gross margin. Cost of revenue declined from the previous quarter, contributing to the improvement.

Gross margin takeaway

Quarter ended Nov 30, 2025 · FY2026 Q1

Revenue and gross profit both increased compared to the prior quarter and the same quarter last year, resulting in a significantly higher gross margin. Cost of revenue declined from the previous quarter, contributing to the improvement.

  • The most notable driver is the combination of higher revenue and lower cost of revenue compared to the prior quarter, which reversed a negative gross margin to a positive one.
  • Compared to the immediately preceding quarter, gross margin improved from negative to positive, while year-over-year it also increased substantially. Revenue rose and cost of revenue fell sequentially.

Gross margin snapshot

The selected quarter's reported revenue, gross profit, direct costs, and margin comparisons.

Gross margin

55.3%

Gross profit

$1.3M

Revenue

$2.3M

Cost of revenue

$1.0M

Quarter-over-quarter change

+60.4 pts

Year-over-year change

+45.3 pts

Quarterly gross margin trend

A four-quarter view of the revenue and direct-cost bridge behind gross margin.

PeriodRevenueGross profitCost of revenueGross margin
Feb 28, 2025$1.5M$304716$1.4M20.1%
May 31, 2025$2.1M$490872$1.7M23.9%
Aug 31, 2025$1.3M-$67000$1.4M-5.1%
Nov 30, 2025$2.3M$1.3M$1.0M55.3%

Quarterly comparisons

Compare the selected margin with the preceding quarter and the same fiscal quarter one year earlier.

Previous-quarter change

Aug 31, 2025

+60.4 pts

Year-over-year change

Nov 30, 2024

+45.3 pts

What the margin says

Filing-constrained interpretation of margin direction, comparisons, and what to monitor next.

The most notable driver is the combination of higher revenue and lower cost of revenue compared to the prior quarter, which reversed a negative gross margin to a positive one.

Compared to the immediately preceding quarter, gross margin improved from negative to positive, while year-over-year it also increased substantially. Revenue rose and cost of revenue fell sequentially.

Monitor whether the lower cost of revenue level can be sustained in future quarters.