)
)
Edge16 Oct 2026
Winner, Winner: The Chicken McNugget Story
How a 1940s breeding contest, a Cornell food scientist, and a hedge by Ray Dalio helped McDonald's turn the Chicken McNugget into a fast-food icon.
Alpha Compute
Alpha Compute (ALP) investor relations material
Alpha Compute Q4 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2026 earnings summary16 Jul, 2026
Executive summary
Transitioned from biotech and digital asset treasury to vertically integrated AI infrastructure, focusing on confidential GPU-as-a-Service for enterprise, government, and consumer clients.
Secured $71 million in initial financing, completed rebrand, and acquired GAMEE, adding 120 million users to the ecosystem.
Signed first enterprise contract: a two-year, $32.2 million agreement for ALPHA-01 cluster, with $16.1 million annual contracted revenue and $7.5 million upfront payment received.
ALPHA-01 cluster is live; ALPHA-02 (576 NVIDIA B300 GPUs) under construction in Sweden, targeted for Q3 2026 deployment.
Qualified pipeline exceeds $200 million in annual revenue, with additional clusters (ALPHA-03, ALPHA-04) in progress.
Financial highlights
Fiscal year ended March 31, 2026: net loss of $38.6 million, up from $6.8 million prior year, driven by transition costs and one-time charges.
Cash and cash equivalents at fiscal year-end: $700,000; current liabilities: $13 million.
Subsequent events (as of July 13, 2026): cash increased to $10.3 million, reflecting contract payments, GAMEE acquisition, and share sales.
None of the $16.1 million contracted revenue or GAMEE revenue reflected in FY26 results; current annualized revenue run-rate estimated at $21–$23 million.
Outlook and guidance
Expecting significant revenue growth in current fiscal year as contracted revenue and GAMEE acquisition are recognized.
ALPHA-02 cluster to go live in Q3 2026; additional enterprise contracts and clusters expected to drive further growth.
Management aims to strengthen balance sheet and pursue full vertical integration, including real estate and energy assets.
Plans to increase reporting frequency, potentially moving to quarterly or monthly updates.
Partial view of Summaries dataset, powered by Quartr API
AI can get things wrong. Verify important information.Research faster. Power your platform.
Latest events from Alpha Compute
- Shifted to TON-focused digital assets, raising $36.2M but facing liquidity and going concern risks.ALP
Q2 2026 - Shelf registration targets $420.7M for TON token treasury and biotech R&D, with high risk factors.ALPRegistration Filing
- Up to $40M in securities offered to support R&D, operations, and strategic options amid financial pressures.ALPRegistration Filing
- Seeking $40M shelf offering to fund R&D and operations amid financial and Nasdaq compliance pressures.ALPRegistration Filing
- Major capital shift to TON token, 7.47M shares registered for resale, high dilution risk.ALPRegistration Filing
- Up to 189,719 shares are offered for resale as the company pivots to a TON token-focused strategy.ALPRegistration Filing
- Flexible securities offerings with digital asset options and strong governance protections.ALPRegistration Filing
- Net loss dropped sharply year-over-year as non-cash charges and operating expenses declined.ALPQ4 2025
- Net loss narrowed and costs fell as Portage Biotech explores strategic options amid trial pauses.ALPQ2 2025
Next Alpha Compute earnings date
Q2 20276 Jan, 2027
Alpha Compute
Next Alpha Compute earnings date
Q2 20276 Jan, 2027
AI chat
Ask anything. Verify everything.
Ask across every event and document from public companies. Each answer links back to the exact line in the transcript, slide or filing it came from.Learn moreFind what matters
AI across all first-party IR material. Live calls, transcripts, slides, filings.)
Trust every finding
50m+ first-party documents. Every output traceable to its source.Find what matters
AI across all first-party IR material. Live calls, transcripts, slides, filings.Trust every finding
50m+ first-party documents. Every output traceable to its source.Automations
Zero in on what matters
Define the prompt once. It runs the moment a company publishes or on a schedule you set. Outputs map to the exact signals you choose.Learn more)
Event-triggered research
Runs when a company publishes new material. Trigger on the first published document for the earliest possible run, or wait for a specific one.)
Scheduled research
Runs on a recurring cadence you set. Daily, weekly, monthly, or quarterly, for aggregate reads across a period rather than a single event.Event-triggered research
Runs when a company publishes new material. Trigger on the first published document for the earliest possible run, or wait for a specific one.Scheduled research
Runs on a recurring cadence you set. Daily, weekly, monthly, or quarterly, for aggregate reads across a period rather than a single event.Live audio & transcripts
Be first
Join any earnings call live in one click, with no manual registration. Follow the transcript as it happens and jump straight to the moments that matter.Learn more)
Live earnings calls
Join any call in one click. The audio keeps playing while you work elsewhere in Quartr.)
Live transcripts
Speaker-by-speaker, in real time. Searchable across every live and historical call.Live earnings calls
Join any call in one click. The audio keeps playing while you work elsewhere in Quartr.Live transcripts
Speaker-by-speaker, in real time. Searchable across every live and historical call.Quartr MCP connects your AI environment to 17K+ public companies
Pull live transcripts, filings, and slides into Claude or Codex via MCP. Combine Quartr's global IR data with any other dataset. Run agentic research and monitoring.
Included with Quartr Pro at no extra cost.Learn more
Quartr's AI stands out because it only pulls clean, first-party data from public companies. In investing, that's everything.
Jamie Ross
Investment Manager, GAM Investments
GAM
GAM
Research that used to take hours now takes seconds with Quartr Pro. Tracking shifts in tone or extracting tables, it's as simple as typing a query.
Tom O'Hara
Investment Director
Ciena
Ciena
Before Quartr we spent hours manually compiling insights through the peer earnings cycle. Now, these tasks are done faster, with greater precision.
Gregg Lampf
VP of Investor Relations
Protean
Protean
Being able to ask specific questions across years of transcripts and reports and instantly get verified answers is a game-changer.
Pontus Dackmo
CEO & Investment Manager
)
)
Frequently asked questions
Portage Biotech Inc. is a clinical-stage biopharmaceutical company focused on the development of innovative immuno-oncology treatments. The company is focused on advancing first-in-class therapies that target checkpoint resistance pathways, with the goal of achieving durable treatment responses and improving the quality of life for patients with cancer. Portage Biotech's approach aims to address the limitations of current cancer therapies by offering potentially more effective treatment options. The company's research and development efforts are concentrated on novel multi-targeted therapies that can be used both as monotherapies and in combination with other treatments to combat cancer more effectively. The company is headquartered in Westport, Connecticut, and its shares are listed on the Nasdaq.