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Consensus Mining & Seigniorage Corporation (OTCQX:CMSG) Announces 2Q2026 Financial Results and Upcoming Shareholder Call

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Consensus Mining & Seigniorage Corporation (OTCQX:CMSG) reported an unaudited net loss of $2.7 million, or $(1.19) per share, for 2Q2026, compared with net income of $6.7 million, or $2.99 per share, in 2Q2025. Digital asset mining revenue declined to $0.5 million from $1.1 million, reflecting lower Bitcoin and scrypt (Litecoin/Dogecoin) rewards and pricing. Cost of revenues fell to $0.4 million and operating expenses to $0.5 million, but non‑operating results swung to a $3.1 million loss, mainly from unrealized depreciation on digital assets.

The company repurchased 67,636 shares for $2.1 million under its $5 million share repurchase program, leaving $2.9 million authorized capacity. Book value per share declined to $37.35. As of June 30, 2026, CMSG held digital assets valued at $21.3 million, including 354 BTC and 13,724 LTC. A shareholder call is scheduled for August 10, 2026 at 4:15 pm ET via online webinar and phone.

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Positive

  • $2.1 million spent repurchasing 67,636 shares, with $2.9 million remaining
  • Lower cost of revenues at $420,142 vs. $692,417 year-ago quarter
  • Operating expenses reduced to $509,909 from $808,305 in 2Q2025
  • Strong cash and cash equivalents of $58.5 million at June 30, 2026
  • Digital asset holdings valued at $21.3 million as of quarter-end
  • Interest income of $503,319 in 2Q2026 supporting non-operating results

Negative

  • Net result swung to $2.7 million loss from $6.7 million income
  • Digital asset mining revenue fell to $462,275 from $1,091,075 year-over-year
  • Non-operating income turned to $3.1 million loss vs. $8.8 million gain
  • Unrealized depreciation on digital assets of $3.6 million in 2Q2026
  • Book value per share decreased to $37.35 from $43.59 prior year
  • Digital assets, net declined to $21.3 million from $31.3 million at year-end 2025

AI-generated analysis. How Rhea-AI works. Not financial advice.

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NEW YORK CITY, NY / ACCESS Newswire / August 6, 2026 / Financial Results Summary (unaudited)

Consensus Mining & Seigniorage Corporation ("CMSG" or "the Company") (OTCQX:CMSG) announced a net loss for the quarter ended June 30, 2026 of $2.7 million, or $1.19 per share, as compared to net income of $6.7 million, or $2.99 per share, for the second quarter of 2025.

As previously disclosed, on May 7, 2026, the Company's Board of Directors approved a share repurchase program (the "Program") pursuant to which the Company is authorized to repurchase up to $5 million of the Company's common stock. The Program authorizes the repurchase of common stock from time to time on the open market or in privately negotiated transactions, including under 10b5-1 plans. During the three months ended June 30, 2026, the Company repurchased an aggregate of 67,636 shares of common stock under the Program, at a weighted average price of $30.69 per share, for total consideration of $2.1 million. As of June 30, 2026, the Company had $2.9 million of remaining capacity under the Program.

Book value per share outstanding decreased to $37.35 at June 30, 2026 as compared to $43.59 at June 30, 2025.

The Company generated $0.5 million in digital asset mining revenue for the quarter as compared to $1.1 million for the quarter ended June 30, 2025. The decrease was primarily due to the combined effect of less bitcoin mined in 2026 as compared to 2025 and at a lower average price. However, the Company's results from scrypt mining also declined as a result of lower mining reward volumes and a lower average price, primarily related to Dogecoin. The Company also recently initiated operating Zcash mining equipment, but the impact was not significant to the second quarter.

The Company has Bitcoin mining operations of 97 petahash and scrypt mining operations for Litecoin/Dogecoin of 4,872 gigahash as of June 30, 2026.

During the second quarter of 2026, the Company mined 3.2 Bitcoin (BTC) and 491 Litecoin (LTC), all of which were retained. In addition, as a result of the scrypt mining process, the Company mined approximately 1.8 million Dogecoin (DOGE), which were sold for approximately $0.2 million. A portion of the DOGE mining rewards was used to acquire 0.5 BTC, bringing the total amount of Bitcoin added for the quarter to 3.7 Bitcoin.

The Company's quarter-end cryptocurrency holdings were primarily 354 BTC and 13,724 LTC, which were valued at $17.3 million and $0.6 million respectively. The value of all cryptocurrency holdings was $21.3 million at June 30, 2026.

The cost of revenue, a figure that largely consists of hosting costs, was $0.4 million for the second quarter of 2026, which was lower than the $0.7 million for the comparable quarter in the prior year due to the lower volume of equipment being operated during 2026.

Operating expenses-which include recurring depreciation of mining equipment as well as general administrative expenses-decreased to $0.5 million in the second quarter of 2026 compared to $0.8 million for the second quarter of 2025. This decrease is primarily the result of lower depreciation expense for the quarter due to equipment that was removed or impaired in prior periods.

Non-operating income (expense) for the second quarter of 2026, including changes in the fair value of our cryptocurrency holdings-coupled with interest income-was a loss of $3.1 million, compared to income of $8.8 million in the second quarter of 2025. The decrease was primarily a result of the unrealized loss from the reduction in the fair value of our cryptocurrency holdings.

Upcoming Shareholder Call

The Company has also announced an upcoming shareholder call on August 10, 2026.
Monday, August 10, 2026 4:15 pm ET
Online Webinar: REGISTER HERE
Phone Access: +1 (562) 247-8422 Access Code: 539-203-208
Only online participants can submit questions during the webinar.

Consensus Mining & Seigniorage Corporation (OTCQX:CMSG) is a cryptocurrency mining company created with strategic partnerships in hosting, repair, and management. This enables CMSG to operate with minimal overhead and enhanced profitability, and with a conservative capital structure that allows for flexible and patient capital allocation. For more information, please visit www.consensusmining.com.

Investor Relations Contact: IR@consensusmining.com

Consensus Mining & Seigniorage Corporation
Balance Sheets

June 30,

December 31,

2026

2025

(unaudited)

Assets
Current assets
Cash and cash equivalents

$

58,525,603

$

60,533,066

Investments, at fair value

7,700

-

Federal tax receivable

487,660

344,777

Prepaid expenses

194,241

198,441

Other receivables

172,958

80,498

Loans receivable - related party

-

370,130

Total current assets

59,388,162

61,526,912

Non-current assets
Property and equipment, net

1,514,854

3,395,958

Digital assets, net

21,330,946

31,332,392

Total non-current assets

22,845,800

34,728,350

Total Assets

$

82,233,962

$

96,255,262

Liabilities and Stockholders' Equity
Current liabilities
Accrued taxes

$

57,061

$

18,577

Accrued accounting fees

84,862

83,647

Accrued hosting fees

-

9,809

Other accrued expenses

22,905

43,803

Total current liabilities

164,828

155,836

Non-current liabilities
Deferred tax liabilities, net

564,884

3,210,612

Total Liabilities

729,712

3,366,448

Commitments and contingencies (Note 4)
Stockholders' Equity
Common stock ($0.01 par value, 5,000,000 shares authorized;, 2,250,009 issued; 2,182,373 and 2,250,009 outstanding at June 30, 2026 and December 31, 2025, respectively)

22,500

22,500

Additional paid-in capital

86,286,813

86,286,813

Treasury stock, at cost, 67,636 and 0 shares at June 30, 2026 and December 31, 2025, respectively

(2,075,757

)

-

(Accumulated deficit) retained earnings

(2,729,306

)

6,579,501

Total Stockholders' Equity

81,504,250

92,888,814

Total Liabilities and Stockholders' Equity

$

82,233,962

$

96,255,262

Consensus Mining & Seigniorage Corporation
Statements of Operations

Three Months Ended June 30,

Six Months Ended June 30,

2026

2025

2026

2025

(unaudited)

Digital asset mining revenues

$

462,275

$

1,091,075

$

966,817

$

2,441,390

Cost of revenues - hosting fees

420,142

692,417

988,534

1,362,963

Operating expenses:
Depreciation expense

277,707

567,354

833,081

1,169,996

Losses on disposals, net

24,162

61,256

60,090

110,467

Impairment of property & equipment

-

-

1,069,328

-

General and administrative expenses

208,040

179,695

401,198

306,642

Total operating expenses

509,909

808,305

2,363,697

1,587,105

Operating loss

(467,776

)

(409,647

)

(2,385,414

)

(508,678

)

Non-operating income (expense):
Net change in unrealized depreciation on digital assets

(3,618,812

)

8,186,510

(10,640,106

)

4,399,851

Interest income

503,319

616,948

1,013,505

1,231,629

Realized loss on sale of digital assets

314

(1,837

)

(1,104

)

(9,773

)

Unrealized (loss) on investments, net

(3,357

)

-

(3,863

)

-

Total non-operating income

(3,118,536

)

8,801,621

(9,631,568

)

5,621,707

Loss before income taxes

(3,586,312

)

8,391,974

(12,016,982

)

5,113,029

(Benefit from) provision for income taxes

(923,560

)

1,660,030

(2,708,176

)

1,064,530

Net income (loss)

$

(2,662,752

)

$

6,731,944

$

(9,308,806

)

$

4,048,499

Basic and diluted net loss per share

$

(1.19

)

$

2.99

$

(4.15

)

$

1.80

Weighted average shares (basic and diluted)

2,239,024

2,250,009

$

2,244,486

$

2,250,009

About CMSG

Consensus Mining & Seigniorage Corporation (OTCQX:CMSG) is a cryptocurrency mining company created with strategic partnerships in hosting, repair, and management. This enables CMSG to operate with minimal overhead and enhanced profitability, and with a conservative capital structure that allows for flexible and patient capital allocation. For more information, please visit www.consensusmining.com.

Investor Relations Contact:

IR@consensusmining.com

SOURCE: Consensus Mining & Seigniorage Corporation



View the original press release on ACCESS Newswire

FAQ

How did Consensus Mining & Seigniorage (CMSG) perform financially in Q2 2026?

CMSG reported a net loss of $2.7 million, or $(1.19) per share, in Q2 2026. According to CMSG, this compares with net income of $6.7 million, or $2.99 per share, in Q2 2025, driven largely by lower mining revenue and digital asset revaluations.

What caused the Q2 2026 net loss at Consensus Mining & Seigniorage (OTCQX:CMSG)?

The Q2 2026 net loss was mainly driven by a $3.6 million unrealized depreciation on digital assets. According to CMSG, digital asset mining revenue declined year-over-year and non-operating income turned to a $3.1 million loss, partly offset by lower costs and interest income.

What are CMSG’s cryptocurrency holdings and mining output as of June 30, 2026?

As of June 30, 2026, CMSG held digital assets valued at $21.3 million, including 354 BTC and 13,724 LTC. According to CMSG, in Q2 2026 it mined 3.2 BTC, 491 LTC, and about 1.8 million DOGE, adding a total of 3.7 BTC during the quarter.

What are the details of Consensus Mining & Seigniorage’s 2026 share repurchase program (CMSG)?

CMSG’s Board authorized a $5 million share repurchase program on May 7, 2026. According to CMSG, during Q2 2026 it repurchased 67,636 shares at a weighted average price of $30.69 for $2.1 million, leaving $2.9 million in remaining authorization capacity.

How did revenues and costs change for CMSG’s mining operations in Q2 2026?

Digital asset mining revenue declined to $462,275 in Q2 2026 from $1,091,075 a year earlier. According to CMSG, cost of revenues fell to $420,142 and operating expenses to $509,909, reflecting lower operating volumes and reduced depreciation from previously removed or impaired equipment.

When is the Consensus Mining & Seigniorage (CMSG) shareholder call for Q2 2026 results?

The shareholder call is scheduled for Monday, August 10, 2026 at 4:15 pm ET. According to CMSG, investors can join via an online webinar (with registration required) or by phone at +1 (562) 247-8422 using access code 539-203-208.

What is CMSG’s financial position and book value per share as of June 30, 2026?

CMSG reported total assets of $82.2 million and stockholders’ equity of $81.5 million as of June 30, 2026. According to CMSG, book value per share was $37.35, down from $43.59 at June 30, 2025, partly reflecting the period’s net loss and repurchases.