The earnings call presented a mix of positive and negative aspects. While the company showed strong revenue growth, expanded partnerships, and regulatory improvements, challenges such as a decline in active users, high marketing spend, and legal expenses were noted.
Company Guidance
During Exodus's Second Quarter 2025 Earnings Call, the company reported $26 million in revenue, marking a 16% year-over-year growth. The platform's exchange aggregator, XO Swap, played a significant role, contributing 15% of the quarterly volume and 10% of the revenue. Total Swap volume reached $1.38 billion. Exodus expanded its partnerships to nine active and 14 signed agreements, including a new integration with MetaMask. Additionally, the company highlighted a 30% increase in Bitcoin's price, a 36% rise for Ethereum, and a 24% gain for Solana over the quarter. Despite a 6% sequential decline in monthly active users, Exodus noted a 13% year-over-year increase in quarterly funded users. The company maintained a strong balance sheet with $291 million in digital and liquid assets and 2,058 Bitcoin holdings.
Revenue Growth
Exodus posted $26 million of revenue in Q2 2025, marking a 16% year-over-year growth driven by the adoption of their products.
Partnership Expansion
Two new XO Swap partnerships became active this quarter, with a total of 14 signed partnership agreements, including a new integration with MetaMask.
Stablecoin Adoption
Exodus is seeing accelerating global adoption of stablecoins, supporting them across 40-plus blockchains.
Regulatory Improvements
The GENIUS Act was signed into law, improving regulatory clarity for digital assets in the U.S.
Balance Sheet Health
Exodus holds $291 million in digital and liquid assets and has increased its Bitcoin holdings to 2,058 Bitcoin while maintaining a debt-free position.
Exodus Movement, Inc. Class A (EXOD) 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
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
EXOD Earnings-Related Price Changes
Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Aug 11, 2025
$30.12
$27.86
-7.50%
May 12, 2025
$54.30
$42.04
-22.58%
Mar 03, 2025
$40.97
$42.48
+3.69%
Nov 12, 2024
$25.70
$27.52
+7.08%
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 Exodus Movement, Inc. Class A (EXOD) report earnings?
Exodus Movement, Inc. Class A (EXOD) is schdueled to report earning on Nov 18, 2025, After Close (Confirmed).
What is Exodus Movement, Inc. Class A (EXOD) earnings time?
Exodus Movement, Inc. Class A (EXOD) earnings time is at Nov 18, 2025, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.