Earnings call briefThird-quarter 2026
WhiteFiber WYFI
WhiteFiber expects fourth-quarter cloud revenue roughly in line with Q3
Once its signed cloud portfolio is fully deployed, WhiteFiber targets about $365 million in annualized revenue by mid-2027, depending on equipment, data center readiness, customer acceptance and financing.
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On its third-quarter call, WhiteFiber said it expects fourth-quarter cloud revenue roughly in line with the third quarter's $18.1 million, as growth in ongoing services offsets the one-time termination fee recognized in the third quarter.
It expects significant sequential growth in the first and second quarters of 2027 as contracted deployments enter service. The timing of the run rate depends on equipment and data center readiness, customer acceptance and financing.
Quotes from the call
“Based on our current schedule, we expect fourth quarter cloud revenue to be roughly in line with the third quarter's $18.1 million. Growth in ongoing services should offset the one-time termination fee recognized in the third quarter.”
“Once our signed cloud services portfolio is fully deployed, we expect it to generate about $365 million in annualized revenue. We're targeting that run rate by mid-2027.”
Key facts from the call
- Fourth-quarter cloud revenue outlook
- Roughly in line with third-quarter cloud revenue of $18.1 million
- Expected annualized revenue once signed cloud portfolio is fully deployed
- About $365 million
- Cloud run-rate target
- By mid-2027, depending on equipment and data center readiness, customer acceptance and financing
- Managed services annualized recurring revenue outlook
- Exceed $50 million by the end of the first quarter of 2027, depending on signing additional agreements and bringing those deployments into service
Source: WhiteFiber's third-quarter 2026 earnings call, November 10, 2026.
Written by GetSignal with AI from the company's earnings call.
Not investment advice.
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