matthew sigel, recovering CFA(@matthew_sigel):$GLXY +5% pre-market after Q3 EPS release Headline profit beat is unrealized gains on Bitcoin and other marks. Treasury & Corp made $419M vs a $42M loss in Q2. Helios Phase 1 first full leasing quarter: $79M revenue (Q2 $19M) and $69M adj. EBITDA. In line-ish with what we were looking for (87% margin). Data center segment still netted roughly zero net given $75M of interest on the new debt. Phase 2 deliveries start 2Q27. Helping the price: new $200M buyback authorized after the first one finished Oct 15. About offsets stock comp dilution. Share count barely moved. Open items for the 8:30am call: Helios II leasing interest, Phase 3 funding, McGregor.

matthew sigel, recovering CFA@matthew_sigel

2026.10.27 12:06

$GLXY +5% pre-market after Q3 EPS release Headline profit beat is unrealized gains on Bitcoin and other marks. Treasury & Corp made $419M vs a $42M loss in Q2. Helios Phase 1 first full leasing quarter: $79M revenue (Q2 $19M) and $69M adj. EBITDA. In line-ish with what we were looking for (87% margin). Data center segment still netted roughly zero net given $75M of interest on the new debt. Phase 2 deliveries start 2Q27. Helping the price: new $200M buyback authorized after the first one finished Oct 15. About offsets stock comp dilution. Share count barely moved. Open items for the 8:30am call: Helios II leasing interest, Phase 3 funding, McGregor.

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