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Ton Strategy Earnings Calls
| Release date | May 12, 2026 |
| EPS estimate | -$1.42 |
| EPS actual | -$0.0500 |
| EPS Surprise | 96.48% |
| Revenue estimate | 2M |
| Revenue actual | 5.253M |
| Revenue Surprise | 162.65% |
| Release date | Mar 24, 2026 |
| EPS estimate | -$1.77 |
| EPS actual | -$2.20 |
| EPS Surprise | -24.29% |
| Revenue estimate | 1.4M |
| Revenue actual | 5.742M |
| Revenue Surprise | 310.14% |
| Release date | Nov 12, 2025 |
| EPS estimate | -$1.90 |
| EPS actual | -$1.00 |
| EPS Surprise | 47.37% |
| Revenue estimate | 1.4M |
| Revenue actual | 3.609M |
| Revenue Surprise | 157.79% |
| Release date | Aug 06, 2025 |
| EPS estimate | -$2.04 |
| EPS actual | -$1.79 |
| EPS Surprise | 12.25% |
| Revenue estimate | 1.4M |
| Revenue actual | 2.123M |
| Revenue Surprise | 51.64% |
Last 4 Quarters for Ton Strategy
Below you can see how TONX performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Aug 06, 2025 |
| Price on release | $ |
| EPS estimate | -$2.04 |
| EPS actual | -$1.79 |
| EPS surprise | 12.25% |
| Date | Price |
|---|---|
| Aug 28, 2025 | $14.11 |
| Aug 29, 2025 | $14.50 |
| Sep 02, 2025 | $12.36 |
| Sep 03, 2025 | $11.97 |
| 4 days before | -100.00% |
| 4 days after | 0% |
| On release day | 0% |
| Change in period | -15.17% |
| Release date | Nov 12, 2025 |
| Price on release | $3.60 |
| EPS estimate | -$1.90 |
| EPS actual | -$1.00 |
| EPS surprise | 47.37% |
| Date | Price |
|---|---|
| Nov 06, 2025 | $3.16 |
| Nov 07, 2025 | $3.30 |
| Nov 10, 2025 | $3.22 |
| Nov 11, 2025 | $3.15 |
| Nov 12, 2025 | $3.60 |
| Nov 13, 2025 | $3.49 |
| Nov 14, 2025 | $3.31 |
| Nov 17, 2025 | $3.16 |
| Nov 18, 2025 | $3.08 |
| 4 days before | 13.92% |
| 4 days after | -14.44% |
| On release day | -3.06% |
| Change in period | -2.53% |
| Release date | Mar 24, 2026 |
| Price on release | $2.81 |
| EPS estimate | -$1.77 |
| EPS actual | -$2.20 |
| EPS surprise | -24.29% |
| Date | Price |
|---|---|
| Mar 18, 2026 | $2.95 |
| Mar 19, 2026 | $2.90 |
| Mar 20, 2026 | $2.95 |
| Mar 23, 2026 | $2.91 |
| Mar 24, 2026 | $2.81 |
| Mar 25, 2026 | $2.95 |
| Mar 26, 2026 | $2.69 |
| Mar 27, 2026 | $2.44 |
| Mar 30, 2026 | $2.45 |
| 4 days before | -4.75% |
| 4 days after | -12.81% |
| On release day | 4.98% |
| Change in period | -16.95% |
| Release date | May 12, 2026 |
| Price on release | $3.47 |
| EPS estimate | -$1.42 |
| EPS actual | -$0.0500 |
| EPS surprise | 96.48% |
| Date | Price |
|---|---|
| May 06, 2026 | $3.19 |
| May 07, 2026 | $3.25 |
| May 08, 2026 | $3.64 |
| May 11, 2026 | $3.33 |
| May 12, 2026 | $3.47 |
| May 13, 2026 | $3.75 |
| May 14, 2026 | $3.58 |
| May 15, 2026 | $3.67 |
| May 18, 2026 | $3.37 |
| 4 days before | 8.78% |
| 4 days after | -2.88% |
| On release day | 8.07% |
| Change in period | 5.64% |
Ton Strategy Earnings Call Transcript Summary of Q1 2026
TON Strategy Company is the largest U.S.-listed public treasury dedicated to Toncoin and one of the largest Toncoin validators. As of 03/31/2026 the company held ~222 million Toncoin (≈4.29% of supply) with ~221 million staked (≈26.18% of network stake through its infrastructure). Q1 marked the second full quarter of staking operations: the company generated 2.2 million Toncoin during the quarter and recognized $3.0 million of staking revenue. Q1 total revenue was $5.3 million, gross profit $4.0 million, operating loss $3.9 million, and net loss before taxes $91 million (driven by an $87.9 million unrealized fair-value decline in Toncoin during the quarter). The company ended the quarter with $35 million of cash and restricted cash and no debt. Subsequent to quarter end (by May 6, 2026) Toncoin appreciation lifted the estimated fair value of the company’s ~222 million Toncoin position to ~$433 million. New CEO Kevin Wilson (effective May 4) emphasizes a long-term, per-share treasury strategy: disciplined capital allocation, clearer market communication of the TON network thesis, exploring ways to support deeper liquidity and market access for Toncoin, and aligning expenses to the core treasury strategy. Management highlights technical upgrades to the TON blockchain (improved finality, throughput, lower fees) and Telegram’s distribution as differentiators for high-volume consumer and AI agent use cases.
