Exodus Movement, Inc. Class A (EXOD)
XASE:EXOD
Want to see EXOD full AI Analyst Report?
Earnings Data
Report Date
Aug 17, 2026After Close (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
-0.1Last Year’s EPS
1.12Same Quarter Last Year
Strong Buy
Based on 5 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call presented a balanced picture: near-term financials showed material declines (revenue down 23% QoQ and 37% YoY; swap volume down 26%; funded users down double-digits), highlighting continued sensitivity to crypto market conditions. Offsetting these headwinds, management completed transformative acquisitions (Monavate/Baanx), launched Exodus Pay broadly, introduced XO Cash/AgentKit for AI-enabled payments, secured a high-profile UFC partnership, and maintained a strong balance sheet (no debt, $74M cash, $48M digital assets). The strategic moves position the company to diversify away from crypto-dependent trading revenue toward payments and recurring revenue streams, but integration execution, pro forma clarity and near-term monetization remain to be demonstrated.Company Guidance
Strategic Acquisitions Completed (Monavate & Baanx)
Closed Monavate and Baanx (largest transaction in company history) after a 15-month effort; acquisitions add issuer processing, card programs, interchange, issuance and settlement capabilities, expand payment rails and bring relationships with MetaMask, Ledger, Kraken and OKX—giving Exodus control of more of the payment stack.
Exodus Pay Launch and Geographic Availability
Launched Exodus Pay and is live in all 50 U.S. states plus Canada and parts of Europe, enabling customers to spend digital dollars from their Exodus Pay balance at any Visa/Mastercard-accepting merchant.
New Product Innovation — XO Cash and AgentKit
Announced XO Cash (stablecoin for AI agents, powered by MoonPay) and development of AgentKit (developer toolkit) to enable AI agents to transact on behalf of users while keys remain in Exodus custody—integrated on the Monavate rails.
Major Distribution Partnership — UFC
Became official payments partner of the UFC, providing a global distribution channel (700M fans), marketing assets, hospitality/B2B opportunities and planned kickoff sponsorship activities beginning in June (including Freedom 250).
Balance Sheet Strength and Financial Flexibility
Strong liquidity position with no debt, $74 million in cash and cash equivalents and $48 million in digital assets as of March 31, 2026; treasury viewed as strategic capital for M&A and growth initiatives.
Expected Long-Term Revenue Uplift from Monavate
Management expects Monavate platform to contribute meaningfully over time and anticipates roughly ~40%+ of revenue could come through the Monavate platform by 2027 (framework for pro formas and more detail to be provided in upcoming quarters).
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 |
|---|---|---|---|
May 11, 2026 | $7.71 | $6.97 | -9.60% |
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% |
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 Aug 17, 2026, After Close (Confirmed).
What is Exodus Movement, Inc. Class A (EXOD) earnings time?
Exodus Movement, Inc. Class A (EXOD) earnings time is at Aug 17, 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 (Q2) is -0.1.