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Exodus Movement, Inc. Class A (EXOD)
:EXOD
Earnings Data
Report Date
May 12, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
-0.22Last Year’s EPS
-0.45Same Quarter Last Year
Strong Buy
Based on 5 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call presents a mixed but constructive picture: near-term financial and user metrics showed material declines in Q4 (notably revenue, swap volume, and MAUs), creating clear short-term headwinds. Offsetting this, management outlined several strategic positives—modest full-year revenue growth, strong full-year swap volume growth, ExoSwap B2B traction, staking and fiat onboarding increases, major product initiatives (Exodus Pay), partnerships, and acquisitions (Grateful and W3C) that aim to diversify revenue away from speculation toward payments and infrastructure. Management signaled continued investment (and associated costs) to realize this transition and acknowledged regulatory and timing risks tied to W3C. Overall the call balances meaningful long-term strategic progress with near-term execution and market challenges.Company Guidance
Full-Year Revenue Growth
Full-year 2025 revenue of $121.6 million, up 5% year-over-year, reflecting improved monetization and B2B expansion despite a softer retail environment.
Full-Year Swap Volume Expansion
Full-year swap volume reached $6.89 billion, a 21% increase versus 2024, indicating underlying platform growth and greater usage of Exodus' swap infrastructure.
ExoSwap Momentum and Partnerships
ExoSwap generated $416 million of volume in Q4 (26% of quarterly total). Company has 18 signed ExoSwap partnerships (11 producing), including integrations with major platforms like MetaMask and Ledger, demonstrating B2B traction.
Staking and Fiat Onboarding Revenue Gains
Staking revenue exceeded $4 million for the year (nearly double 2024), while fiat onboarding revenue rose 28% year-over-year, contributing to recurring and diversified revenue streams.
Strategic Acquisitions and Listing
Completed the Grateful acquisition (Latin America payment sandbox) and signed the W3C acquisition (to own end-to-end payment rails); earlier in 2025 the company rang the bell on the New York Stock Exchange—each move supports vertical integration and broader investor access.
Product Strategy — Exodus Pay and Payments Pivot
Launched Exodus Pay initiative aimed at making stablecoins usable for everyday payments and turning Exodus into a payments company that earns revenue from daily utility rather than speculative trading.
AI-Driven Productivity and New Market Opportunity
Management highlighted material productivity gains from AI tools (CEO coding with Claude Code) and positions Exodus as wallet infrastructure for emerging AI agents, representing a potentially massive new addressable market.
EXOD Earnings History
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 |
|---|---|---|---|
Mar 11, 2026 | $10.93 | $10.91 | -0.18% |
Nov 10, 2025 | $21.62 | $21.86 | +1.11% |
Aug 11, 2025 | $30.12 | $27.86 | -7.50% |
May 12, 2025 | $54.30 | $42.04 | -22.58% |
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 May 12, 2026, After Close (Confirmed).
What is Exodus Movement, Inc. Class A (EXOD) earnings time?
Exodus Movement, Inc. Class A (EXOD) earnings time is at May 12, 2026, 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.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is EXOD EPS forecast?
EXOD EPS forecast for the fiscal quarter 2026 (Q1) is -0.22.