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Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions.
| Analyst | Firm | Questions · challengingPercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| John Todaro | Needham | 11 questions · 27% challenging |
| Reginald Smith | JPMorgan | 11 questions · 18% challenging |
| Paul Golding | Macquarie | 11 questions · 0% challenging |
| Nick Giles | B. Riley Securities | 10 questions · 0% challenging |
| Mike Grondahl | Northland Capital Markets | 8 questions · 0% challenging |
| Brett Knoblauch | Cantor Fitzgerald | 8 questions · 13% challenging |
| Greg Lewis | BTIG | 7 questions · 0% challenging |
| Darren Aftahi | Lucid Capital Markets | 6 questions · 0% challenging |
| Joe Flynn | Compass Point Research and Trading | 4 questions · 0% challenging |
| Martin Toner | ATB Capital Markets | 4 questions · 25% challenging |
| Firm | Analysts | Questions · challengingPercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| B. Riley Securities | 2 analysts | 12 questions · 0% challenging |
| Macquarie | 1 analyst | 11 questions · 0% challenging |
| Needham | 1 analyst | 11 questions · 27% challenging |
| JPMorgan | 1 analyst | 11 questions · 18% challenging |
| Northland Capital Markets | 2 analysts | 9 questions · 0% challenging |
| BTIG | 2 analysts | 9 questions · 0% challenging |
| Cantor Fitzgerald | 1 analyst | 8 questions · 13% challenging |
| KBW | 2 analysts | 7 questions · 0% challenging |
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Calendar quarter Q1 2026Earnings call Apr 30, 2026
FY2026 Q1 in brief
Riot Platforms reported Q1 2026 revenue of $167 million (+3.61% YOY) and a net loss of $500 million ($1.44/share) driven by $326.7 million in Bitcoin MTM losses, while launching its data center segment with $33.2 million in revenue including $900,000 in…
Newest quarter FY2026 Q2 is part of Pro · see what Pro adds →
GAAP revenue YoY +3.61% → base 6. The base score is anchored to the GAAP revenue YoY band before transcript, EPS, and guidance adjustments.
Sources. Tellvest earnings-call sentiment score for Riot Platforms, Inc. (RIOT), FY2026 Q1: 6/10. Scores: Riot Platforms, Inc.’s public earnings-call transcripts and SEC-reported results — the base band is anchored to reported GAAP revenue growth; transcript, EPS and guidance adjustments are applied separately (documented exceptions apply to a few issuers). Price: RIOT daily closing prices for the trailing year; dots mark earnings calls, colored by that quarter’s score; the newest quarter’s score is part of Tellvest Pro. How to read a company earnings-call score.
Riot Platforms reported Q1 2026 revenue of $167 million (+3.61% YOY) and a net loss of $500 million ($1.44/share) driven by $326.7 million in Bitcoin MTM losses, while launching its data center segment with $33.2 million in revenue including $900,000 in operating lease income at 91% margin from the initial AMD delivery. AMD exercised its 25 MW expansion option, doubling total contracted capacity to 50 MW with $636 million in TCV and $51 million average annual NOI, while management consolidated the Corsicana building design to a single 168 MW standard (up from 112 MW across two buildings) at the same CAPEX, raising total campus capacity to 756 MW. The company funded all growth without equity issuance, reduced mining costs 26% to $44,629/BTC, and grew hash rate to 42.5 EH/s while evaluating over 100 power pipeline opportunities across four growth avenues.
Cloud & AI | Capital Allocation | Capex Investment | Competitive Dynamics | Regulation Policy | Margin | Trade Tariffs | Cost Pressure | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 12 | 4 | 3 | 1 | 1 | 1 | ||
| 2025Q1 | 11 | 4 | 4 | 3 | 2 | 2 | 1 | |
| 2025Q2 | 10 | 3 | 2 | 2 | 1 | 1 | ||
| 2025Q3 | 12 | 2 | 4 | 2 | ||||
| 2025Q4 | 6 | 2 | 1 | 2 | 1 | |||
| 2026Q1 | 7 | 2 | 2 | 2 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Cloud & AI | 12 | 11 | 10 | 12 | 6 | 7 |
| Capital Allocation | 4 | 4 | 3 | 2 | 2 | 2 |
| Capex Investment | 3 | 4 | 2 | 4 | 1 | 2 |
| Competitive Dynamics | 3 | 2 | 2 | 2 | ||
| Regulation Policy | 1 | 2 | 1 | 1 | ||
| Margin | 1 | 2 | ||||
| Trade Tariffs | 2 | 1 | ||||
| Cost Pressure | 1 | 1 |
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| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Op margin | Net margin |
|---|---|---|---|---|---|---|
| FY2024 Q4 | $143M | +80.9% | $0.43 | +26.5% | 132.0% | 95.7% |
| FY2025 Q1 | $161M | +103.5% | $-0.90 | -211.1% | -51.8% | -183.6% |
| FY2025 Q2 | $153M | +118.5% | $0.58 | +281.3% | -63.5% | 143.4% |
| FY2025 Q3 | $180M | +112.6% | $0.26 | +148.1% | -45.5% | 58.0% |
| FY2025 Q4 | $153M | +7.2% | $-1.86 | -532.6% | -89.8% | -452.0% |
| FY2026 Q1Selected | $167M | +3.6% | $-1.44 | -60.0% | -85.1% | -299.3% |
| FY2026 Q2 | $174M | +13.9% | $-0.68 | -217.2% | -137.4% | -136.1% |
Management’s own words, often on a non-GAAP, constant-currency, or adjusted basis — so these can differ from the GAAP figures above (e.g. constant-currency revenue growth excludes currency swings).
What RIOT and other companies said about each other on FY2026 Q1 earnings calls — extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“First, AMD officially exercised a 25-megawatt expansion option, bringing their total contracted footprint at our Rockdale facility to 50 megawatts and validating our ability to execute at institutional scale.”
AMD doubled its contracted data center capacity at Riot's Rockdale facility to 50MW and holds options up to 200MW, signaling strong AMD AI/HPC infrastructure demand and its use of Riot as a build-to-suit landlord.
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
RIOT Riot Platforms, Inc. | 6 | +3.6% | |
| BMNR Bitmine Immersion Technologies, Inc. | 6 | +627.6% | |
| CLSK CleanSpark, Inc. | 2 | -24.9% | |
| CRCL Circle Internet Group | 7 | +20.0% | |
| FIGR Figure Technology Solutions, Inc. Class A Common Stock | 9 | +201.4% | |
| GS The Goldman Sachs Group, Inc. | 7 | +13.9% | |
| HOOD Robinhood Markets, Inc. | 8 | +15.1% | |
| MARA Marathon Digital Holdings, Inc. | 2 | -18.4% | |
| MS Morgan Stanley | 9 | +18.8% | |
| RJF Raymond James Financial | 7 | +12.4% | |
| SCHW Charles Schwab Corporation | 9 | +9.8% |