TON Strategy Company, through its subsidiaries, operates as an interactive video-based social commerce company. The company operates in three segments: TON, MARKET.live, ...
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Est. EPS $-1.25 · Revenue $2.10M · 1 analysts
Est. EPS $-1.28 · Revenue $1.90M · 1 analysts
Est. EPS $-5.27 · Revenue $8.00M · 1 analysts
EPS $-1.79 · Revenue $2.12M
EPS $-2.51 · Revenue $1.30M
| Metric | Latest | YoYYoY means Year-over-Year. It compares the latest annual value with the previous annual value to show long-term trend strength. | QoQQoQ means Quarter-over-Quarter. It compares the latest quarter with the immediately previous quarter to show short-term momentum changes. |
|---|---|---|---|
| RevenueThe total money that came through the front door from selling things, before paying a single bill. Think of it as the grand total of every credit card swipe from customers. (YoY compares this year to last year's performance, while QoQ compares the current three months to the previous three). | $12.8M | +1327.8% | +185.9% |
| Net IncomeThe absolute bottom line. If the company paid every single supplier, employee, banker, and tax collector, this is the actual money left in their pocket at the end of the day. | $-148.5M | -1337.5% | +184.1% |
| Gross MarginThe basic markup. If they sell a $100 pair of sneakers, this percentage tells you how much of that price tag is profit right after paying for the rubber and shoelaces, but before paying for things like store rent or TV commercials. | +69.5% | -7.3% | +26.0% |
| Operating MarginThe 'day job' efficiency score. Out of every dollar a customer spends, this shows how many cents the company keeps after making the product AND paying for all the everyday corporate overhead (like salaries, marketing, and keeping the lights on). | -260.7% | +80.0% | +104.3% |
| Net MarginThe final take-home percentage. When you strip away every conceivable cost, tax, and interest payment, this is the exact number of cents the company truly gets to keep from every dollar in sales. | -1161.9% | -0.7% | +129.4% |
| Free Cash FlowThe holy grail of corporate cash. It's the spendable, physical money left over after the business pays for its daily operations AND buys the big, expensive upgrades (like new factories or servers) it needs to survive. This is the 'free' money they can use to pay dividends or buy back stock. | $-20.9M | -129.0% | -50.5% |
| FCF MarginThe ultimate cash conversion rate. It shows how good the company is at turning regular sales directly into cold, hard, spendable cash. A high percentage means the business is an absolute cash-printing machine. | -163.2% | +84.0% | +47.4% |
| Debt / EquityThe financial risk gauge. It compares how much of the company's empire was built using borrowed money (loans) versus the owners' own money (shareholders). A high number means they are heavily leveraged and playing a riskier game; a low number means they are playing it safe. | 0.1% | -98.2% | -6.4% |
| Current RatioThe 12-month survival check. It simply compares the cash they have right now (plus things they can quickly turn into cash) against the immediate bills they absolutely must pay this year. A score above 1 means they have enough in the wallet to cover the upcoming bills without panicking. | 9.23x | +140.7% | -13.8% |
| Total AssetsThe absolute size of the company's empire. It bundles together absolutely everything of value they own—from the cash in the register and the inventory in the warehouse, to the software patents in the vault and the factories on the ground. | $411.2M | +1892.6% | +25.5% |
| Metric | Annual (A vs E) | Annual Surprise | Quarter (A vs E) | Quarter Surprise |
|---|---|---|---|---|
| EPS Surprise | -5.96 vs -8.03 | +25.8% | 1.31 vs -1.33 | +198.5% |
| Revenue Surprise | $12.8M vs $5.5M | +132.3% | $15.0M vs $2.1M | +615.2% |
| Date | Executive | Title | Security | Side | Shares | Price |
|---|---|---|---|---|---|---|
| Aug 27, 2026 | Sohn Evan | director | Common Stock | A | 80,000 | — |
| Aug 27, 2026 | Highfield Tucker Montana | director | Common Stock | A | 80,000 | — |
| Aug 27, 2026 | Suarez Oscar | director | Common Stock | A | 97,500 | — |
| Aug 27, 2026 | Cary Nicolas Claude | director | Common Stock | A | 80,000 | — |
| Aug 17, 2026 | Suarez Oscar | director: | — | — | 0 | — |
Operator: Good morning, and welcome to TON Strategy Company's Second Quarter 2026 Earnings Conference Call. Joining us today are Chief Executive Officer, Kevin Wilson; and Chief Financial Officer and Chief Operating Officer, Sarah Olsen. Earlier today, the company filed its quarterly report on Form 10-Q for the quarter ended June 30, 2026, and issued a press release with its financial results. Both are available in the Investor section of the company's website. An accompanying presentation was posted to the Investor section of the company's website before today's call and will be referenced during management's prepared remarks. The press release, quarterly report, presentation, and webcast replay of today's call will be available on the company's website. Following management's prepared remarks, the company will address selected questions submitted in advance by shareholders. Before we begin, I would like to remind everyone that today's call includes forward-looking statements within the meaning of the federal securities laws. These statements are based on management's current expectations and are subject to risks and uncertainties that could cause actual results to differ materially from those described in forward-looking statements. Please refer to the company's filings with the Securities and Exchange Commission, including its annual report on Form 10-K for the year ended December 31, 2025, and its quarterly report on Form 10-Q for the quarter ended June 30, 2026, for discussion of these risks and uncertainties. The company undertakes no obligation to update any forward-looking statements except as required by law. Today's remarks may also refer to non-GAAP financial measures and supplemental measures that are not defined under GAAP. Any required reconciliations and explanations of these measures are included in the earnings release. With that, I'd like to turn the call over to TON Strategy Company's CEO, Kevin Wilson. Please go ahead. Kevin Wilson: Thank you, operator, and good morning, everyone. For today's call, I'll begin with an overview of our Q2 operating progress and recent developments across TON. Sarah will then review our financial results and staking performance. I will come back on to discuss our capital allocation framework, our priorities for the second half, and the longer-term opportunity we see developing around TON and Telegram. The second quarter demonstrated the productivity of our Gram treasury at current scale, while we also made important progress in simplifying the rest of the business around that treasury and the TON ecosystem. We ended June with approximately 230.5 million Gram, including approximately 229.9 million Gram deployed in staking. During the quarter, we earned approximately 9.4 million Gram compared to approximately 2.2 million in the first quarter and recognized $15 million of staking revenue. The increase in rewards primarily reflected TON's April network upgrade, which increased the frequency of …
| Name | Title | Compensation | Gender | Year Born | Status |
|---|---|---|---|---|---|
Sarah Olsen | CFO, COO Treasurer | USD 1,561,363 | Female | 1987 | Active |
Bill John Rivard | Chief Accounting Officer | USD 532,641 | Male | 1970 | Active |
Kevin Wilson | CEO, President & Director | — | Male | 1976 | Active |
Manuel Stotz | Executive Chairman | — | Male | 1984 | Active |
Denise Butler | Interim President of the Global Digital Media Division | — | Female | — | Active |
Mary L. Marbach | General Counsel & Corporate Secretary | — | Female | 1966 | Active |
Accounting and financial services executive brings more than four decades of audit, tax, banking, and public-company governance experience Accounting and financial services executive brings more than four decades of audit, tax, banking, and public-company governance experience
TON Strategy Company (TONX) Q2 2026 Earnings Call Transcript
Generated $15.0 million of Gram staking revenue Held approximately 230.5 million Gram at June 30, including approximately 229.9 million Gram deployed in staking Executed primary actions expected to remove approximately $4.0 million of inherited annual cash operating costs LAS VEGAS, Aug. 11, 2026 (GLOBE NEWSWIRE) -- TON Strategy Company (“TON Strategy” or the “Company”) (Nasdaq: TONX), a digital asset treasury company dedicated to supporting the TON ecosystem, today reported financial results for the second quarter ended June 30, 2026, and provided an update on recent operational and strategic developments. Second Quarter and Recent Operational Highlights Held approximately 230.5 million units of Gram at June 30, 2026, including approximately 229.9 million units staked.
LAS VEGAS, July 28, 2026 (GLOBE NEWSWIRE) -- TON Strategy Company (Nasdaq: TONX), a digital asset treasury company dedicated to supporting the TON ecosystem, will hold a conference call on Tuesday, August 11, 2026 at 9:00 a.m. Eastern time to discuss its financial results for the second quarter ended June 30, 2026. Financial results will be issued in a press release prior to the call.
Recent data and developer infrastructure updates strengthen TON's foundation for continued growth and greater scale Recent data and developer infrastructure updates strengthen TON's foundation for continued growth and greater scale
