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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.
Applied Digital
Applied Digital (APLD) investor relations material
Applied Digital AGM 2026 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.AGM 2026 summary4 Nov, 2026
Opening remarks and agenda
Meeting called to order; quorum confirmed, with a majority of eligible shares represented. Voting was limited to proposals in the proxy statement.
September 8, 2026, set as the record date; meeting notice and proxy materials distributed September 25, 2026.
Board and executive committee updates
Six director nominees—Wes Cummins, Ella Benson, Chuck Hastings, Rachel Lee, Douglas Miller, and Richard Nottenburg—were elected until the next annual meeting.
Shareholder proposals
Four proposals covered director elections, ratification of CBIZ CPAs P.C. as independent auditor for FY2027, an advisory vote on named executive officer compensation, and adjournment if needed to secure votes. The board recommended approval of each.
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Latest events from Applied Digital
- Revenue rose 322% as leased load reached 1.41 GW and campus capacity expanded.APLD
Q1 2027 - Record revenue growth, AI campus expansion, and robust governance drive shareholder proposals.APLDProxy filing
- Virtual annual meeting to vote on directors, auditor, compensation, and adjournment approval.APLDProxy filing
- Q4 revenue up 407% and $36B in leases signed, with $4.2B cash at year-end.APLDQ4 2026
- $36B in contracted AI data center leases and $5B Macquarie funding fuel rapid expansion.APLDInvestor presentation
- Over $23B in long-term AI data center leases secured, with 1 GW under construction and $5B in new funding.APLDInvestor presentation
- Revenue up 250% to $126.6M, adjusted EBITDA tripled, and major new leases drive expansion.APLDQ2 2026
- Revenue rose 67% to $60.7M; $160M PIPE and HPC demand support expansion.APLDQ1 2025
- Revenue surged 199% year-over-year, but losses deepened amid expansion and power outages.APLDQ4 2024
Next Applied Digital earnings date
Q2 20276 Jan, 2027
Applied Digital
Next Applied Digital earnings date
Q2 20276 Jan, 2027
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Frequently asked questions
Applied Digital Corp. (APLD), formerly known as Applied Blockchain, Inc., is a technology company based in the United States that operates in the digital infrastructure sector. With a focus on developing and operating next-generation digital infrastructure, Applied Digital specializes in high-performance computing (HPC) and artificial intelligence (AI) solutions. The company is committed to delivering ultra-low-cost digital infrastructure designed specifically for HPC applications. In addition to its core offerings, Applied Digital provides artificial intelligence cloud services, high performance computing datacenter hosting, and crypto datacenter hosting services, catering to a wide range of computing needs. Applied Digital Corporation is headquartered in Dallas, Texas, and its shares are listed on the Nasdaq.