BitGo Holdings, Inc. Class A (BTGO)

NYSE:BTGO

BTGO

BitGo Holdings, Inc. Class A

RESEARCH TOOLSreports

BitGo Holdings, Inc. Class A (BTGO) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date

Apr 01, 2027

After Close (Confirmed)

Period Ending

2026 (Q4)

Consensus EPS Forecast

―

Last Year’s EPS

-1.03

Same Quarter Last Year

Analyst Consensus

Strong Buy

Based on 11 Analysts Ratings

Earnings Call Summary

Q1 2026

Earnings Call Date:May 13, 2026|

% Change Since:

Earnings Call Sentiment|Positive

The call presents a mix of meaningful strategic and operational progress (derivatives adoption, normalized asset growth, client expansion, stablecoin momentum, improved take rates and margins) alongside near‑term financial pressure (large sequential revenue decline, adjusted EBITDA and GAAP losses, staking revenue drop, and elevated one‑time/stock‑based expenses). Management emphasizes that underlying economics and normalized metrics show durable momentum and that investments and partnerships position the company for long‑term growth, while acknowledging market‑driven headline volatility and near‑term profitability headwinds.

Company Guidance

For Q2 management said it is assuming digital asset market conditions remain broadly consistent with quarter‑to‑date levels and expects digital asset sales revenue to be roughly in line with Q1 (total revenue $3.8B; digital asset sales $3.7B, ~32 bps take rate in Q1), with comparable margins assuming a similar derivatives/spot mix and strong year‑over‑year growth; staking revenue is expected to be broadly consistent with Q1’s $49.4M (assets staked $11.8B; normalized stake balances +21% YoY, +27% QoQ); subscriptions & services should grow sequentially from Q1’s $25.6M (helped by custody/wallet client growth and some implementation work); Stablecoin‑as‑a‑Service is expected to grow modestly from Q1’s $38.2M (take rate improved to 7.4% from 5.5% in Q4); and total operating expenses (ex‑direct costs) should decline versus Q1 as one‑time IPO/legal charges (~$3M) and elevated stock‑based comp ($11.2M) normalize—while the company continues to invest, supported by cash ~$186.6M, Bitcoin treasury ~$167.1M, and a loan book opportunity (~$200M outstanding).

Strong Year‑over‑Year Revenue Growth

Total revenue of $3.8 billion in Q1 2026, up 113% year‑over‑year, driven by a larger digital asset sales business and expanded Stablecoin‑as‑a‑Service contribution.

Derivatives Launch and Early Adoption

Launched derivatives trading in January; generated ~ $3 billion in notional derivatives volume in Q1, contributing to improved trading economics and higher net take rates.

Improved Trading Margins

Overall trading margin/take rate improved to 32 basis points in Q1 versus 20 bps a year ago and 24 bps in Q4, reflecting the contribution from derivatives and better monetization.

Normalized Asset and Staking Growth

Price‑normalized assets on platform grew 29% year‑over‑year and 10% sequentially; normalized staked balances grew 21% year‑over‑year and 27% sequentially, indicating underlying growth independent of token price moves.

Strong Client and User Growth

Clients served increased to 5,569 (up 42% YoY) and users reached 1.2 million, demonstrating expanding market penetration and platform adoption.

Stablecoin‑as‑a‑Service Momentum

Stablecoin‑as‑a‑Service revenue of $38.2 million, up 44% sequentially; take rate improved to 7.4% from 5.5% in Q4, supported by the BitGo Mint launch and new commercial partnerships.

Strategic Partnerships and Product Expansion

Expanded partnerships (21Shares, OKX off‑exchange settlement integration, FYUSD issuer/primary custodian status) and launched products (BitGo Mint, unified financing platform) that enhance institutional workflows and settlement capabilities.

Healthy Balance Sheet and Capital Position

Quarter‑end cash of ~$186.6 million and $167.1 million of Bitcoin in treasury, combined with a capital‑light model, enabling continued investment and support for client workflows.

BitGo Holdings, Inc. Class A (BTGO) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

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BTGO Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Apr 01, 2027	2026 (Q4)	- / -	-1.03	―	―	―
May 13, 2026	2026 (Q1)	-0.16 / -0.62	―	―	―
Mar 26, 2026	2025 (Q4)	-0.43 / -1.03	―	―	―

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

BTGO Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
May 13, 2026	$11.91	$9.86	-17.21%
Mar 26, 2026	$9.10	$7.67	-15.71%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does BitGo Holdings, Inc. Class A (BTGO) report earnings?

BitGo Holdings, Inc. Class A (BTGO) is schdueled to report earning on Apr 01, 2027, After Close (Confirmed).

What is BitGo Holdings, Inc. Class A (BTGO) earnings time?

BitGo Holdings, Inc. Class A (BTGO) earnings time is at Apr 01, 2027, After Close (Confirmed).

Where can I see when companies are reporting earnings?

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What companies are reporting earnings today?

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What is BTGO EPS forecast?

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