People · Matthew Sigel · Earnings
What Matthew Sigel has said about earnings
Matthew Sigel, head of digital assets research at VanEck. 2 statements from October 26, 2026 to October 27, 2026, each quoted word for word from the original and checked before publication. Newest first.
- October 27, 2026 · on X
“$GLXY +5% pre-market after Q3 EPS release Headline profit beat is unrealized gains on Bitcoin and other marks. Treasury & Corp made $419M vs a $42M loss in Q2. Helios Phase 1 first full leasing quarter: $79M revenue (Q2 $19M) and $69M adj. EBITDA. In line-ish with what we were looking for (87% margin). Data center segment still netted roughly zero net given $75M of interest on the new debt. Phase 2 deliveries start 2Q27. Helping the price: new $200M buyback authorized after the first one finished Oct 15. About o…”
Matthew Sigel Details Galaxy Digital's Q3 Earnings, Bitcoin Gains →
- October 26, 2026 · on X
“Replies noting the original assumes 100% uptake. Fair, but it also just annualized the savings instead of capitalizing them. MSFT's last voluntary retirement offer saw ~30% acceptance. This one is broader and MSFT expects a lower take rate; call it 10% for a conservative case = $2.4B/year in ongoing savings. Discounted as a perpetuity at 10% gives ~$24B of PV. Same 2:1 leverage still supports ~$72B of capex capacity, basically the original figure.”
Statements are reported from Matthew Sigel’s own public posts and appearances, quoted verbatim, checked against the original before publication, and linked to it. Inclusion is editorial and not an endorsement of any view, product, or asset. Full profile: Matthew Sigel. The beat: Earnings.