Cango Inc Q3 2025 Earnings: Bitcoin Mining Boom & Bold AI Pivot Explained

Описание: Cango Inc's Q3 2025 earnings reveal a dramatic transformation from a Chinese auto platform to a global Bitcoin mining powerhouse. The company reported a massive earnings per share beat with $0.19 versus an expected loss of $0.20, driven by 98% of revenue from Bitcoin mining. With 1,930.8 BTC mined and a 60.6% sequential revenue jump, Cango shows operational scale with 50 EH/s deployed hashrate and over 90% efficiency.

Despite this growth, the company faces challenges including nearly $100,000 all-in cost per Bitcoin mined, high balance-sheet leverage, and a steep post-earnings share price drop. Management highlights a strategic pivot beyond mining towards building a global AI compute grid powered by green energy, with multi-phase plans ranging from GPU leasing to regional AI data centers and long-term infrastructure akin to a utility.

Market reaction remains skeptical as investors weigh the high mining costs and execution risks against the ambitious AI roadmap. Cangos direct NYSE listing and clean energy projects in Oman, Indonesia, and Georgia showcase commitment to this vision. The coming quarters will be critical to prove AI monetization and sustain profitability amidst Bitcoin price volatility and macro uncertainty.

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