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**Strategic Focus on Sui Blockchain**: SUI Group is the first publicly traded company with an official Sui Foundation relationship, leveraging its object-oriented architecture for AI-driven transactions. 
- **Partnership Highlights**: 3-year Bluefin DEX agreement yielding 15% annual return in SUI; $100M stablecoin launch with Ethena. 
- **Financial Growth**: Q3 lending revenue up 125% YoY to $1.6M; SUI holdings at 105.7M ($344.5M value). 
- **Innovation Pipeline**: Collaborating with Google on agentic AI; exploring ETF to expand institutional access. 
- **Regulatory Support**: CLARITY Act progress could clarify digital asset classification, reducing regulatory risk. 


**【Management Opening Remarks】**
- SUI Group positions itself as the first publicly traded company with an official relationship with the Sui Foundation, focusing on building a digital asset treasury anchored in the Sui blockchain. 
- The Sui blockchain is highlighted for its object-oriented architecture, Move programming language, and scalability for AI-driven transactions. 
- Key partnerships include the Agent Payments Protocol (AP2) with Google, stablecoin initiatives with Ethena, and a 3-year validator agreement with Bluefin DEX. 
- Regulatory tailwinds include the GENIUS and CLARITY Acts, which clarify digital asset frameworks and distinguish securities from commodities.

**【Chief Investment Officer (Stephen Mackintosh)】**
- Launched a $50M stock buyback program, repurchasing 276,000 shares in Q3 to reduce shares outstanding. 
- Partnered with Bluefin to lend 2M SUI tokens, earning a 5% revenue share in SUI (~$14.5M annualized). 
- Launched suiUSDe and USDi stablecoins with Ethena, targeting $100M liquidity at launch. 
- Expanding into agentic AI through collaborations with Google and Beep, enabling autonomous AI transactions on Sui. 

**【CEO (Douglas Polinsky)】**
- Legacy lending business generated $1.6M in Q3 revenue (vs. $711K in Q3 2024), with $525K in unrealized gains. 
- Specialty finance operations remain cash-generative, supporting digital asset treasury growth. 

**【CFO (Joseph Geraci)】**
- Q3 2025 gross revenue: $2.6M (vs. $711K in Q3 2024), driven by staking income. 
- Net loss: $44.3M ($0.72/share) due to $60.7M unrealized loss on SUI holdings. 
- Cash balance: $42.7M (vs. $6M at year-end 2024). 
- SUI holdings: 105.7M tokens ($344.5M net value) as of Q3 end. 

**【Q&A Highlights】**
- **Bluefin Partnership**: 3-year agreement with 15% annual return in SUI; Bluefin is Sui Foundation-supported with $14.5M annual fee generation. 
- **Agentic AI Progress**: Beep's agentic wallet launched on Sui, enabling AI-driven yield; Google AP2 protocol demo showcased atomic multi-party transactions. 
- **Stablecoin Launch**: suiUSDe and USDi expected to launch in 2-3 weeks with $100M liquidity; revenue share TBD based on ecosystem adoption. 
- **Future Pipeline**: Exploring ETF launch to drive institutional participation in Sui ecosystem. 


SUI Group Holdings Limited (SUIG) Q3 2025 Earnings Call Transcript

Revenue

Sales and Services Revenue

Financing Services Revenue

Other Revenue

Cost of Revenue

Cost of Goods and Services

Cost of Financing Services

Other Cost

Gross Profit

Other Operating Income

Operating Expenses

Selling, General and Administrative Expenses

Selling and Marketing Expenses

General and Administrative Expenses

Research and Development Expenses

Loss on Bad Debts

Loss on Impairment of Other Assets

Loss on Disposal of Assets

Other Operating Expenses

Operating Income

Non-Operating Income (Loss)

Income (Loss) from Affiliates

Income (Loss) from Associates

Income (Loss) from Joint ventures

Gain (Loss) on Other Investment

Gain (Loss) on Change in Fair Value

Gain (Loss) on Foreign Currency Exchange

Other Non-Operating Income (Loss)

Net Interest Expense

Interest Expense

Interest Income

Pretax Income From Continuing Operations

Income Tax Expense

Current Income Tax

Deferred Income Tax

Income Tax Adjustments

Net Income from Continuing Operations

Income from Discontinued Operations

Other Items Before Net Income

Net Income

Net Income Attributable to Minority Interests

Net Income Attributable to Owners of the Company

Preferred Stock Dividends

Other Adjustments

Net Income Attributable to Common Stockholders

Other Comprehensive Income

Total Comprehensive Income

Total Comprehensive Income Attributable to Minority Interests

Total Comprehensive Income Attributable to Owners of the Company

Basic EPS

Basic EPS from Continuing Operations

Basic EPS from Discontinued Operations

Diluted EPS

Diluted EPS from Continuing Operations

Diluted EPS from Discontinued Operations

SUIG

SUIG fundamentals

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