earnings
confidence high
sentiment negative
materiality 0.75
Exodus Q4 revenue $29.5M (-34% YoY), net loss $53.2M; full year revenue record $121.6M
Exodus Movement, Inc.
- Full year 2025 revenue of $121.6M, up 5% YoY; swap volume $6.89B (+21%).
- Q4 net loss of $53.2M vs net income of $67.0M in Q4 2024; loss on digital assets of $63.6M.
- B2B channel XO Swap contributed 19% of Q4 revenue; $416M volume from B2B partners.
- Acquisition of W3C Corp (credit card issuance) on track; $70M USD set aside for closing.
- Preliminary Q1 2026: ~610 BTC, ~1,840 ETH; 1.6M monthly active users (up from 1.5M).