Revenue Surge Amidst Strategic ...

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Gross Revenue: Elevated to $2.6 million in Q3 2025 from roughly $711,000 in Q3 2024.
Curiosity and Origination Revenue: Reported roughly $1.6 million, greater than double the $711,000 recorded in the identical interval final yr.
Unrealized Good points on Funding Portfolio: Acknowledged $525,000 in comparison with an unrealized lack of $305,000 within the prior yr interval.
Non-Money Unrealized Loss: $60.7 million associated to mark-to-market accounting changes on SUI holdings.
Complete Working Bills: $64.7 million in Q3 2025 in comparison with roughly $420,000 in Q3 2024.
Web Loss: $44.3 million or $0.72 per share diluted in Q3 2025 in comparison with web revenue of roughly $464,000 or $0.07 per diluted share in Q3 2024.
Money and Equivalents: $42.7 million as of September 30, 2025, in comparison with $6 million as of December 31, 2024.
SUI Holdings: 105,681,292 SUI with a web worth of $344.5 million as of September 30, 2025.

Launch Date: November 13, 2025

For the entire transcript of the earnings name, please seek advice from the full earnings call transcript.

Sui Group Holdings Ltd (NASDAQ:SUIG) has established a strategic partnership with the SUI Basis, positioning itself as the primary publicly traded firm with an official relationship with the muse.
The corporate has efficiently scaled its holdings to over 100 million SUI tokens, demonstrating vital progress in its digital asset treasury technique.
Sui Group Holdings Ltd (NASDAQ:SUIG) reported a considerable improve in gross income and portfolio funding revenue, reaching $2.6 million within the third quarter of 2025, pushed by staking income.
The corporate has launched progressive partnerships, reminiscent of with Bluefin, to increase institutional participation and generate a 5% income share from Bluefin.
Sui Group Holdings Ltd (NASDAQ:SUIG) is actively concerned within the growth of native stablecoins on the SUI blockchain, that are anticipated to generate money flows and improve the corporate’s treasury.

Sui Group Holdings Ltd (NASDAQ:SUIG) reported a $60.7 million non-cash unrealized loss associated to mark-to-market accounting changes on its SUI holdings, impacting web revenue.
The corporate skilled a web lack of $44.3 million for the third quarter of 2025, primarily because of the aforementioned non-cash unrealized loss.
Working bills elevated considerably to $64.7 million within the third quarter of 2025, in comparison with $420,000 in the identical interval of 2024.
The corporate’s monetary outcomes replicate solely two months of exercise from its newly carried out SUI Treasury technique, indicating a interval of transition and potential volatility.
There may be uncertainty relating to the timing and influence of latest purposes and transaction volumes from the Agentic cost protocol, which might have an effect on future income streams.

Q: When evaluating deployment of capital to corporations like Bluefin or different protocols, what key metrics or standards do you prioritize? How do you weigh counterparty danger versus returns? And what is the period of the Bluefin settlement? A: The period of the Bluefin settlement is three years, with choices to increase for extra three-year phrases. We prioritize yield, safety, and community exercise, analyzing roughly $14.5 million each year of charges, representing a 15% return in SUI. We carried out due diligence with the SUI Basis, making certain a strong enterprise supported by the muse.

Q: Are you able to speak in regards to the utility growth progress on Google’s Agentic cost protocol and once you anticipate preliminary apps and transaction volumes? A: The Agentic framework stack is increasing quickly on SUI. A brand new firm, Beep, has launched an agentic pockets on SUI. The Google partnership entails a consortium of companions, and bulletins will likely be communicated by means of the SUI Basis. Keep tuned to official channels for updates on business companions demonstrating use circumstances.

Q: Are you able to contact in your native stablecoin launch and the way it will generate incremental income for traders? A: We plan to launch the stablecoin within the subsequent 2 to three weeks with roughly $100 million in liquidity. There are two stablecoins, USDE and USDI, with a income share settlement with Athena and the Basis. The income relies on ecosystem utilization, and we consider it will likely be a core driver of accumulating SUI.

Q: How do you see AI and blockchain coming collectively over time, and why is SUI differentiated from different blockchains? A: SUI’s object-oriented blockchain structure permits for limitless programmability, important for agentic commerce. In contrast to account-based fashions like Ethereum, SUI permits parallel settlements throughout the community. The SUI stack contains decentralized storage, key encryption, and id protocols, supporting high-performance blockchain purposes.

Q: Are you able to talk about the pipeline of partnerships and the place you anticipate future partnerships to return from? A: We concentrate on liquidity and infrastructure partnerships, reminiscent of Bluefin and Athena stablecoin. We’re exploring launching an ETF within the US, which can drive innovation and participation in charges. Now we have about 5 or 6 partnerships within the pipeline, with the ETF being a precedence.

For the entire transcript of the earnings name, please seek advice from the full earnings call transcript.

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