Semler Scientific’s Bold Bitcoin Bet Pays Off: Q4 Earnings, Market Gains, and Treasury Strategy Success
Semler Scientific (Nasdaq: SMLR) just dropped blockbuster Q4 earnings, and Bitcoin played a massive role. The company marked up its Bitcoin holdings by $28.85 million, driving net income to $29.2 million ($3.64 per share) - a staggering increase from $4.2 million ($0.62 per share) a year ago.
This earnings surge comes as Semler adopts the new FASB fair value accounting rule, allowing companies to report digital assets at market value. While the rule becomes mandatory in Q1 2025, Semler jumped ahead, reaping the benefits early.
📈 Semler’s Bitcoin Treasury Strategy: A 152% Gain
Semler Scientific isn’t just holding Bitcoin—it’s making serious returns. As the second U.S. public company to integrate a Bitcoin treasury strategy, Semler has amassed 3,192 BTC (valued at over $300 million at current prices).
💰 Key stats:
Bitcoin purchase cost: $280.4M
Current Bitcoin value: $300M+
Return on Bitcoin investment: 152%
Ranking: Now the 10th-largest corporate Bitcoin holder
This move has paid off beyond Bitcoin’s appreciation - Semler’s market capitalization has surged by more than 200%, cementing the company as a leader in the corporate Bitcoin adoption wave.
💰 Convertible Notes Offering: A Signal of Investor Confidence
Institutional demand for Semler is sky-high. The company upsized its convertible notes offering from $75 million to $100 million, reflecting overwhelming investor interest.
🔹 75% conversion premium → Investors see long-term upside.
🔹 Oversubscription → More demand than supply.
🔹 Additional liquidity → Semler strengthens its balance sheet.
With a war chest of capital and Bitcoin holdings, Semler is positioned for continued growth and strategic expansion.
📊 Record Cash Flow & Business Growth
Semler isn’t just a Bitcoin play—it’s also running a highly profitable business. In 2024, the company generated $24 million in record cash flow from its core healthcare operations, proving that its fundamentals are rock-solid.
By blending strong cash flow generation with Bitcoin's asymmetric upside, Semler is pioneering a new model for financial resilience—one that other public companies may soon follow.
🔥 The Takeaway: Bitcoin + Business = Market Domination
Semler Scientific is proving that a well-executed Bitcoin treasury strategy can deliver serious results. With a 152% return on BTC, a booming healthcare business, and strong investor confidence, the company is positioned as a leader in both traditional finance and the Bitcoin revolution.
👀 The question now? Who’s next to follow in their footsteps?