Antalpha Platform Holding Company Earnings Call Transcripts
Fiscal Year 2026
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Q1 2026 saw 52% revenue growth, zero principal loss, and major loan repayments, notably from Cango. Strategic initiatives included launching a Web3 AI agent and deploying tokenized gold into yield protocols. Q2 revenue is expected to decline due to a reduced loan base.
Fiscal Year 2025
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Q4 revenue surged 110% year-over-year to $28M, with full-year revenue up 68% to $80M and adjusted EBITDA up 802% in Q4. Strong risk management, expansion into AI and tokenized gold, and a robust loan book position the business for continued growth in 2026.
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Q3 saw 62% year-over-year revenue growth, margin expansion, and strong loan growth, with new lending products and tokenized gold initiatives driving future opportunities. Q4 revenue is projected to nearly double year-over-year, with U.S. expansion and new segments poised for further growth.
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A $43M anchor investment in Aurelian establishes the first Nasdaq-listed tokenized gold treasury, with Antalpha holding significant equity and voting power. The partnership with Tether aims to expand the XAUT ecosystem, integrate tokenized gold into lending, and drive Aurelian's growth to a $1B+ treasury.
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Q2 2025 saw 49% year-over-year revenue growth and a doubling of Adjusted EBITDA margin to 22%, driven by strong lending demand and new product launches. The company is expanding globally, diversifying collateral with digital gold, and expects Q3 revenue growth of up to 69%.
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Q1 2025 saw 41% revenue growth and a surge in loan activity, with strong EBITDA margin expansion. New initiatives include digital gold collateral and plans for Ethereum and AI GPU-backed loans, while U.S. and Middle East expansion drive future growth.