Axe Compute Inc. (AGPU) Q4 2025 Earnings Call Prepared Remarks Transcript

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By news.saerio.com


Joshua Blacher
Chief Financial Officer

Good morning, everyone, and thank you for joining us today for Axe Compute’s Fiscal Year 2025 Investor Presentation. Our common stock trades on NASDAQ under ticker symbol AGPU. On today’s call, you’ll hear Chris Miglino, our Chief Executive Officer; Kyle Okamoto, our President; and me, Josh Blacher, our Chief Financial Officer. Before we begin, I’d like to direct everyone to Slide 2, which contains important legal disclosures. Please take a moment to review those. With that, let me hand the call over to Chris.

Christopher Miglino
Chief Executive Officer & Director

How are you? I’m excited to start as the new CEO of Axe just over 30 days ago. What we’ve accomplished in the last 30 days is quite remarkable. I’ll get to that in a little bit. In September of 2025, we launched our Strategic Compute Reserve, our GPU capacity platform. By December, we initiated a strategic expansion into AI infrastructure and rebranded as Axe Compute on NASDAQ. In February of this year, I stepped into the CEO role. And just this month, effective March 26, we added 2 exceptional industry leaders to our Board, Theodore Zhu and Thorsten Dirks. Theodore Zhu is a semiconductor pioneer with over 85 patents in the United States, the founder of Iotelligent Technology and former President, CEO of Celestial Semiconductor.

Thorsten Dirks is one of Europe’s most accomplished technology executives with nearly 2 decades of Board experience and former CEO roles at Telefonica Deutschland, Lufthansa, Eurowings, E-Plus Groups and Deutsche Glasfaser. Together, Zhu and Dirks bring more than 4 decades of combined experience spanning semiconductor innovation, large-scale telecommunication transformation, international M&A and enterprise digitization. I’d



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