WYFI Posts Loss Despite 64% Revenue Surge, YFI Drifts Lower

YFI gained 0.11% within the past 24 hours, trading at $2833 as of FEB 21 2026. However, the token has experienced a 1.63% decline over the past week, 0.84% over one month, and a notable 13.14% decrease over one year.

WhiteFiber Inc. (WYFI), a key player associated with YFI, has scheduled its next earnings release for February 25, 2026, covering the period ending December 2025. The company’s most recent quarterly performance, for the period ending September 2025, showed mixed results. While revenue surged 64% year-over-year to $20.2 million, the firm reported an unexpected loss of $0.47 per share, falling short of market forecasts. This outcome caused shares to drop 12.62% in aftermarket trading.

Cloud services contributed significantly to the revenue growth, with $18 million in earnings, a 48% increase year-over-year. Despite the loss, WhiteFiber maintained a strong gross margin of 63%. The company’s cash position has also improved substantially, rising from $11.7 million at the end of 2024 to $166.5 million, signaling financial resilience and capacity for future expansion.

Looking ahead, the company has outlined clear strategic goals. It is targeting 75% loan-to-value financing for upcoming projects, aiming to optimize capital efficiency. The NC1 project, a strategic priority, is expected to begin deployment in Q1 2026, with revenue generation anticipated by May 2026. Management projects positive earnings per share by the end of the fiscal year 2026.

CEO Sam Tabar highlighted challenges in the AI infrastructure ecosystem, particularly noting the bottleneck created by power availability. These constraints could impact the company’s ability to scale operations in the near term.

The mixed earnings report and long-term strategic moves highlight WhiteFiber’s balancing act between capital investment and profitability. While the recent loss has weighed on the stock, the company’s strong cash reserves and clear roadmap for growth may provide a foundation for recovery in the coming months.