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DeFi Development (DSDV) investor relations material
DeFi Development Investor update summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.January business highlights
Ended January with 2.2 million SOL on the balance sheet, SPS of 0.0743, and DFDVX trading volume over $30 million.
Expanded on-chain yield and treasury infrastructure through new integrations with HILO, Mooncake, Solstice, Yield Vault, and Jupiter Lend.
Strengthened governance by adding Hadley Stern to the board and announced a new revolving credit facility with DFDV UK.
Hosted a Reddit AMA covering topics like preferred stock plans, SPS growth, validator strategy, and yield outlook.
Market conditions and strategy
Noted extreme market volatility, with Bitcoin experiencing one of its largest single-day drops since the FTX collapse.
Emphasized resilience and long-term focus despite market downturns, with no intention to pause operations.
Highlighted the importance of building during bear markets, citing historical examples of successful projects launched in downturns.
Capital allocation and buybacks
Buybacks were conducted in January to grow SOL per share, especially when trading at a discount to NAV.
Preferred issuance remains a focus, but challenging market conditions have made it difficult to secure favorable terms.
ATM offerings are paused due to trading at a discount to NAV, but institutional investors have differing views based on alternative metrics.
- TimeTickerHeadlineOpen
- 6 FebCRI
Q1 2025 saw record revenue, a return to profit, and strategic spin-offs for future growth. - 6 FebCRI
H1 2025 saw a return to profit, record revenues, and strong cash from major space projects. - 6 FebSCW
Q2 2025 revenue up 120% y/y, driven by record Asian contract and backlog growth. - 6 FebSCW
Revenue up 89% y/y, record backlog, and new strategy for European optical payload leadership. - 6 FebSCW
Q2 2024 revenue up 115% y/y, backlog nearly doubled, driven by major space contracts. - 6 FebSCW
Space segment drives 29% revenue growth, strong backlog and contracts support 2025 outlook. - 6 FebSCW
73% revenue growth, record backlog, and major space contracts drive expansion and investment. - 6 FebPENG
All proposals passed, with no questions raised and results to be filed on Form 8-K. - 6 FebSCW
Q1 2025 revenue surged 97% year-over-year, with strong backlog and new contracts secured. - 6 FebCRI
Revenue up sharply, net loss reduced, and strong cash inflow from share issue and contracts.
Next DeFi Development earnings date
Next DeFi Development earnings date
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