WhiteFiber reported Q4 2025 total revenue of $23.6M, up 61% year-over-year from $14.6M, with cloud services revenue up 48%. Adjusted EBITDA increased to $5.8M, but WhiteFiber's net loss was $1.5M.
Bullish
WhiteFiber achieved 61% revenue growth to $23.6M and improved gross margin to 61% in Q4 2025. The company secured a $865M contracted revenue deal and expanded its AI infrastructure platform.
Bearish
WhiteFiber's net loss increased to $1.5M, with total operating expenses rising to $28.7M. Demand for AI infrastructure continues to exceed available supply, posing capacity challenges for WhiteFiber.