Press Release: Solana Company Reports Second Quarter 2026 Financial Results

Dow Jones08-15

PHILADELPHIA, Aug. 14, 2026 (GLOBE NEWSWIRE) -- Solana Company $(HSDT)$ (the "Company" or "HSDT"), a publicly listed digital asset treasury, infrastructure, and services company providing institutional access to the Solana ecosystem, today announced its results for the quarter ended June 30, 2026.

During the second quarter, the Company generated $2.5 million in revenue and achieved strategic milestones, including building out its first institutional validator cluster in Tokyo, expanding its institutional infrastructure across Asia-Pacific, growing its digital asset treasury, staking, and advisory businesses, and completing the divestiture of its legacy medical device business.

Second Quarter Operational Highlights

   -- Built out the Company's first institutional validator cluster in Tokyo 
      under the Pacific Backbone initiative. 
 
   -- Announced a strategic partnership with the Jito Foundation in May which 
      is expected to expand institutional-grade Solana infrastructure across 
      Asia-Pacific, combining Jito's market layer technology with Pacific 
      Backbone. 
 
   -- Announced the signing of a Memorandum of Understanding with the 
      Administration of Alatau City, Kazakhstan, to collaborate on blockchain 
      infrastructure, enterprise adoption, education, research and policy 
      development. 
 
   -- Completed the divestiture of the legacy PoNS medical device business, 
      removing a cash-consuming operation from the Company's cost base. 
 
   -- Delivered 15 institutional education sessions and advisory workshops with 
      banks, asset managers and exchanges across Asia-Pacific. 
 
   -- Expanded the Board of Directors with seasoned executives that have both 
      traditional finance and digital asset experience through the appointment 
      of Michel Lee, co-founder and investment partner at Cybertech Partners 
      and co-founder of HashKey Group, and Sergio Mello, global head of 
      stablecoin solutions at Anchorage Digital. 

Joseph Chee, Chairman, President, and Chief Executive Officer of Solana Company, said:

"This quarter was defined by execution of our integrated flywheel strategy, expanding operations across advisory, validator infrastructure, staking and treasury. With our first validator cluster operational in Tokyo, and the legacy business fully divested, the recurring revenue streams that leverage our institutional-grade infrastructure are beginning to take root."

Cosmo Jiang, General Partner at Pantera Capital and board director at Solana Company, said:

"The digital asset treasury market has moved from its genesis phase into an execution and consolidation phase. Capital is concentrating around the vehicles that combine institutional-grade infrastructure, transparent reporting and disciplined capital management, and execution has surpassed scale as the key differentiator. Despite the volatility in digital asset markets during the quarter, our strategy did not change: active management of accretive capital allocation, generate staking yield above the network average, and build the operating businesses that produce revenue independent of the SOL price."

Second Quarter Financial Highlights

   -- Generated $2.5 million in revenue, driven primarily by staking revenue on 
      the Company's SOL holdings, bringing first half of 2026 revenue to $6.1 
      million. 
 
   -- Earned 31.2 thousand SOL in staking rewards, which were automatically 
      restaked to compound returns. 
 
   -- Completed a registered direct offering of common stock to global 
      institutional investors for the net proceeds of $7.9 million, led by 
      Mirae Asset with participation from HashKey Capital. 
 
   -- Repurchased approximately $2.3 million in shares during the quarter, 
      retiring 1.3 million shares, bringing year-to-date repurchases to 
      approximately $5.9 million. 

Second Quarter 2026 Financial Results

Revenue for the second quarter of 2026 was $2.5 million, consisting of $2.5 million in staking revenue and $14 thousand of other revenue. This represents significant growth from the $43 thousand in the prior-year period, which did not include contributions from staking revenue attributable to the Company's digital asset treasury strategy.

Cost of revenue for the second quarter of 2026 was $0.1 million, resulting in gross profit of $2.4 million, or a gross margin of approximately 97%, compared to a gross loss of $0.1 million in the prior-year period.

General and administrative expenses for the second quarter of 2026 were $11.1 million, compared with $3.3 million in the prior-year period, and $16.3 million for the first six months of 2026. The increase reflects the expansion of operations associated with the Company's digital asset treasury and infrastructure strategy, together with $6.8 million of severance associated with the PoNS divestiture.

Net operating expenses for the second quarter of 2026 were $35.1 million, compared with $3.3 million in the prior-year period. The resulting loss from operations was $32.7 million, compared with a loss of $3.3 million in the prior-year period, and was $132.3 million for the first six months of 2026.

Nonoperating income, net, for the second quarter of 2026 was $2.4 million, including a $3.1 million gain on the sale of the PoNS business, a change in the fair value of the Company's derivative liability of $0.3 million, and other expense of $0.3 million relating primarily to a foreign exchange loss on fluctuations in the Canadian to U.S. dollar exchange rate.

Reported net loss for the second quarter of 2026 was $30.3 million, or a loss of $0.38 per basic and diluted common share, compared with a net loss of $9.8 million, or a loss of $79.73 per basic and diluted common share, in the prior-year period.

Cash and Liquidity

At June 30, 2026, total assets were $176.1 million, including cash and cash equivalents of $3.6 million, current digital assets of $21.0 million, and $147.3 million of long-term digital assets and digital asset exposure across staked positions, restricted assets, receivables and fund investments. Common shares outstanding totaled 60.4 million, with 57.4 million outstanding as of June 30, 2026, net of treasury stock.

About Solana Company

Solana Company (Nasdaq: HSDT) is a publicly listed digital asset treasury and infrastructure company purpose-built to maximize SOL per share. The company combines active treasury management, institutional-grade staking and validator operations with bespoke advisory services for financial institutions navigating blockchain adoption. Solana Company executes a self-reinforcing flywheel designed to compound value with every turn. The company's mission is to put more SOL behind every share, bridging public capital markets with the most commercially viable blockchain for institutions and financial applications. Visit https://www.solanacompany.co/ for more information.

Forward Looking Statements

This press release contains statements that constitute "forward-looking statements" within the meaning of the U.S. federal securities laws. In some cases, you can identify forward-looking statements by terminology such as "may", "will", "should", "expect", "plan", "intend", "anticipate", "believe", "estimate", "predict", "potential" or "continue", the negative of such terms or other comparable terminology. There can be no assurance that such statements will prove to be accurate and actual results and future events could differ materially from those expressed or implied by such statements. Forward-looking statements may include, among others, statements in relation to the expected benefits and implementation of the Company's digital asset treasury strategy, the build-out of the Company's validator infrastructure and advisory businesses, the expected timing and amount of validator rewards, the conversion of the Company's advisory and third-party staking pipelines, the expected benefits of the divestiture of the Company's legacy PoNS business, the expected benefits of the Company's strategic partnerships and collaborations, and the Company's future growth and operational progress.

These forward-looking statements are based on current expectations, estimates, assumptions, and projections, and involve known and unknown risks, uncertainties, and other factors, many of which are beyond the Company's control, that may cause actual results, performance, or achievements to differ materially from those expressed or implied by such statements. Important factors that may affect actual results include, among others, capital requirements to achieve the Company's business objectives; expected benefits and implementation of the Company's digital asset treasury strategy, validator infrastructure and advisory business, strategic partnerships and collaborations, expected staking, yield and broader opportunities across the Solana ecosystem; the Company's expected token treasury growth; the impact on the Company of global macroeconomic conditions including risks related to logistics challenges, labor shortages, disruptions in the banking system and financial markets; high levels of inflation and high interest rates on the Company's ability to operate its business and access capital markets; the success of the Company's business plan; the Company's operating costs and use of cash; the Company's ability to achieve significant revenues; and other risks and uncertainties described under "Risk Factors" in the Company's Annual Report on Form 10-K for the year ended December 31, 2025, and in other subsequent filings with the SEC, including its upcoming Quarterly Report on Form 10-Q for the quarter ended June 30, 2026. These filings are available at www.sec.gov. The Company undertakes no obligation to update or revise any forward-looking statements, whether as a result of new information, future events, or otherwise, except as required by law.

Media Contact

M Group Strategic Communications (on behalf of Solana Company)

solanaco@mgroupsc.com

 
 
Solana Company 
 Unaudited Condensed Consolidated Balance Sheets 
 (in thousands, except share and per share data) 
 
                                     June 30, 2026     December 31, 2025 
                                    ---------------  --------------------- 
                                      (unaudited) 
              ASSETS 
Current assets 
  Cash and cash equivalents          $       3,647    $           7,282 
  Digital assets                            21,000               21,000 
  Digital assets collateral 
  receivable                                 2,312                   -- 
  Prepaid expenses and other 
   current assets                            1,787                2,873 
                                        ----------       -------------- 
    Total current assets                    28,746               31,155 
Digital assets                             112,329              196,724 
Digital assets, restricted                  18,474               39,219 
Digital assets receivable                   13,991               31,139 
Digital assets fund investment               2,513                5,617 
Other long-term assets                           1                   75 
                                        ----------       -------------- 
    Total assets                     $     176,054    $         303,929 
                                        ==========       ============== 
    LIABILITIES, MEZZANINE AND 
       STOCKHOLDERS' EQUITY 
Current liabilities 
  Accounts payable                   $       1,291                1,890 
  Accrued and other current 
   liabilities                                 868                1,126 
                                        ----------       -------------- 
    Total current liabilities                2,159                3,016 
Derivative liability                         4,207                   -- 
                                        ----------       -------------- 
    Total liabilities                        6,366                3,016 
Mezzanine equity 
  Class A common stock subject to 
  possible redemption, $0.001 par 
  value; 3,076,922 and 0 shares 
  issued and outstanding, with an 
  aggregate redemption value of 
  $8.1 million and $0 as of June 
  30, 2026 and December 31, 2025, 
  respectively                               4,043                   -- 
Stockholders' equity 
  Class A common stock, $0.001 par 
   value; 800,000,000 shares 
   authorized; 60,354,067 shares 
   issued and 57,416,984 
   outstanding as of June 30, 2026 
   and 43,744,207 shares issued 
   and outstanding December 31, 
   2025 (excluding 3,076,922 and 0 
   shares subject to possible 
   redemption as of June 30, 2026 
   and December 31, 2025, 
   respectively)                                60                   44 
  Additional paid-in capital               513,857              513,719 
  Treasury stock, at cost                   (5,855)                  -- 
  Accumulated deficit                     (342,644)            (212,589) 
  Accumulated other comprehensive 
   loss                                        227                 (261) 
                                        ----------       -------------- 
    Total stockholders' equity             165,645              300,913 
                                        ----------       -------------- 
    Total liabilities, mezzanine 
     and stockholders' equity        $     176,054    $         303,929 
                                        ==========       ============== 
 
 
 
Solana Company 
 Unaudited Condensed Consolidated Statements of Operations 
 and Comprehensive Loss 
 (in thousands, except share and per share data) 
 
                      Three Months Ended         Six Months Ended 
                            June 30,                  June 30, 
                    -----------------------  ------------------------- 
                        2026        2025         2026        2025 
                                   ------- 
Revenue 
  Staking revenue   $     2,512   $     --   $     5,929   $     -- 
  Other revenue              14         43           218         92 
                     ----------    -------    ----------    ------- 
    Total revenue         2,526         43         6,147         92 
  Cost of revenue            77         96           257        217 
                     ----------    -------    ----------    ------- 
      Gross profit 
       (loss)             2,449        (53)        5,890       (125) 
                     ----------    -------    ----------    ------- 
Operating (income) 
expenses 
  General and 
   administrative 
   expenses              11,116      3,269        16,305      7,208 
  Unrealized 
   (gain) loss on 
   digital assets 
   and digital 
   assets 
   receivable            (2,363)        --        86,835         -- 
  Realized loss on 
   digital assets        25,389         --        32,376         -- 
  Unrealized loss 
   on digital 
   assets fund 
   investment               298         --         1,983         -- 
  Loss on digital 
   asset 
   derivatives              682         --           682         -- 
                     ----------    -------    ----------    ------- 
    Net operating 
     expenses            35,122      3,269       138,181      7,208 
                     ----------    -------    ----------    ------- 
Loss from 
 operations             (32,673)    (3,322)     (132,291)    (7,333) 
Nonoperating 
income (expense) 
  Change in fair 
   value of 
   derivative 
   liability               (322)    (6,028)         (322)    (5,919) 
  Gain on sale of 
   business               3,065         --          3065         -- 
  Other (expense) 
   income                  (259)       (43)         (440)        21 
  Financing costs           (67)      (440)          (67)      (440) 
                     ----------    -------    ----------    ------- 
    Nonoperating 
     income 
     (expense), 
     net                  2,417     (6,511)        2,236     (6,338) 
                     ----------    -------    ----------    ------- 
Loss before 
 provision for 
 income taxes           (30,256)    (9,833)     (130,055)   (13,671) 
Provision for 
income taxes                 --         --            --         -- 
                     ----------    -------    ----------    ------- 
Net loss                (30,256)    (9,833)     (130,055)   (13,671) 
                     ==========    =======    ==========    ======= 
Other 
comprehensive 
loss 
  Foreign currency 
   translation 
   adjustments              271       (577)          488       (628) 
                     ----------    -------    ----------    ------- 
    Comprehensive 
     loss           $   (29,985)  $(10,410)  $  (129,567)  $(14,299) 
                     ==========    =======    ==========    ======= 
Loss per share 
  Basic and 
   diluted          $     (0.38)  $ (79.73)  $     (1.66)  $(201.55) 
                     ==========    =======    ==========    ======= 
Weighted average 
number of common 
shares 
outstanding 
  Basic and 
   diluted           79,756,908    123,335    78,254,877     67,828 
                     ==========    =======    ==========    ======= 
 

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