Recent 8-K filings for EXOD

• August 10, 2026, 4:20 PM ET earnings materiality 0.70 negative item 2.02item 9.01

  Exodus Q2 net loss $18.6M vs prior-year $37.7M income; revenue flat at $26.2M

  Q2 2026 revenue $26.2M, up 2% YoY; net loss $18.6M vs $37.7M income in Q2 2025.

• July 17, 2026, 5:26 PM ET other material materiality 0.75 neutral item 2.05item 7.01item 9.01

  Exodus Movement cuts 25% of workforce (~77 employees) in restructuring to focus on payments platform

  Workforce reduction of ~77 employees/service providers (~25% of global workforce) approved July 16, 2026.

• July 17, 2026, 4:43 PM ET M&A materiality 0.70 neutral item 9.01

  Exodus completes acquisition of Monavate Holdings, Baanx UK and Baanx US; files audited financials

  Acquisition closed May 1, 2026; Monavate, Baanx UK, Baanx US become wholly owned subsidiaries.

• May 11, 2026, 4:53 PM ET earnings materiality 0.85 negative item 2.02item 9.01 ◈ Earnings Releases

  Exodus Q1 revenue $22.7M, down 37% YoY; net loss widens to $32.1M

  Revenue $22.7M vs $36.0M in Q1 2025, down 37% YoY.

• May 5, 2026, 7:59 PM ET M&A materiality 0.80 neutral item 1.01item 1.02item 2.01item 9.01 ◈ Material Agreements ×2◈ M&A Transactions

  Exodus acquires Monavate Holdings & Baanx.com for $76.3M; buys Baanx US for $30M

  Acquired Monavate Holdings and Baanx.com Ltd from UK receivers for $76,273,333, discharging $70M in prior W3C Loans.

• May 1, 2026, 7:59 PM ET earnings materiality 0.65 negative item 2.02item 9.01 ◈ Earnings Releases

  Exodus Q1 prelim revenue $22.7M, down 37% YoY; net digital asset loss $36.4M

  Revenue $22.7M vs $36.0M in Q1 2025, a 37% decline.

• April 28, 2026, 7:59 PM ET other material materiality 0.70 neutral item 7.01item 9.01

  Exodus appoints UK receiver over W3C subsidiaries after $70M loan default

  Exodus loaned $70M to W3C under a secured term facility; W3C failed to repay on-demand after April 13, 2026 declaration.

• April 13, 2026, 7:59 PM ET litigation materiality 0.70 neutral item 7.01item 9.01

  Exodus Movement files lawsuit to compel W3C Corp to close acquisition under binding agreement

  Filed lawsuit in Delaware Court of Chancery against W3C Corp and CEO Garth Howat to enforce Nov 24, 2025 Stock Purchase Agreement.

• March 11, 2026, 7:59 PM ET earnings materiality 0.75 negative item 2.02item 9.01 ◈ Earnings Releases

  Exodus Q4 revenue $29.5M (-34% YoY), net loss $53.2M; full year revenue record $121.6M

  Full year 2025 revenue of $121.6M, up 5% YoY; swap volume $6.89B (+21%).

• January 8, 2026, 6:59 PM ET other material materiality 0.60 positive item 8.01

  Exodus repays $60M Galaxy Digital loan used for W3C acquisition; discloses treasury holdings

  Fully repaid $60M principal loan from Galaxy Digital LLC in December 2025, originally drawn November 17, 2025.

• December 9, 2025, 6:59 PM ET other material materiality 0.65 negative item 7.01item 9.01

  Exodus November Treasury: BTC holdings drop 11%, MAUs and swap volume fall

  BTC holdings fell to 1,902 from 2,147; 1,116 BTC pledged as collateral with Galaxy Digital.

• November 25, 2025, 6:59 PM ET M&A materiality 0.75 positive item 2.03item 1.01item 7.01 ◈ Material Agreements ×2

  Exodus to acquire W3C Corp for $175M cash, entering crypto payments infrastructure

  Deal value $175M cash; funded by cash on hand and Galaxy Digital Bitcoin-secured credit facility.

• November 24, 2025, 6:59 PM ET M&A materiality 0.80 positive item 1.01item 7.01 ◈ Material Agreements ×3

  Exodus to acquire W3C Corp (Monavate/Baanx) for $175M in cash, expected close in 2026

  Aggregate cash consideration of approximately $175M, subject to customary adjustments; funded by cash on hand and Bitcoin-secured credit facility with Galaxy Digital.

• November 21, 2025, 6:59 PM ET debt materiality 0.75 neutral item 2.03 ◈ Debt Financings

  Exodus borrows $60M from Galaxy Digital in Bitcoin-collateralized loan at 9% interest

  Principal amount of $60 million under Master Digital Currency Loan Agreement with Galaxy Digital LLC.

• November 10, 2025, 6:59 PM ET earnings materiality 0.80 positive item 2.02item 9.01

  Exodus Q3 revenue $30.3M (+51% YoY), net income $17.0M; acquires stablecoin platform Grateful

  Revenue $30.3M, up 51% from $20.1M in Q3 2024; net income $17.0M vs $0.8M (2,025% increase).

• October 9, 2025, 7:59 PM ET other material materiality 0.60 positive item 7.01item 9.01

  Exodus holds 2,123 BTC as of Sept 2025; swap volume $539M, MAUs 1.5M

  Bitcoin treasury grew to 2,123 BTC (from 2,116 in Aug); ETH 2,770 (from 2,756); SOL 47,502 (from 43,738).

• August 11, 2025, 7:59 PM ET earnings materiality 0.60 neutral item 2.02item 9.01

  Exodus Q2 net income $37.7M on $25.8M revenue; volume down 37% QoQ

  Revenue $25.8M, up 16% YoY; net income $37.7M vs loss of $9.6M in Q2 2024.

• May 12, 2025, 7:59 PM ET earnings materiality 0.65 negative item 2.02item 9.01

  Exodus Q1 revenue $36M (+24% YoY); net loss $12.9M vs $54.8M profit

  Revenue $36.0M, up 24% YoY; highest Q1 revenue ever.

• March 3, 2025, 6:59 PM ET earnings materiality 0.75 positive item 2.02item 9.01

  Exodus Q4 revenue $44.8M (+143% YoY); FY2024 revenue $116.3M (+107%); MAUs up 64%

  Q4 revenue $44.8M (+143% YoY); FY2024 revenue $116.3M (+107% YoY); gain on digital assets $56.9M.

• December 13, 2024, 6:59 PM ET other material materiality 0.65 positive item 7.01item 9.01

  Exodus Movement approved for NYSE American listing; trading begins Dec 18, 2024

  Class A common stock cleared to trade on NYSE American under symbol EXOD.

• December 12, 2024, 6:59 PM ET other material materiality 0.75 positive item 7.01item 9.01

  Exodus reports 1,900+ Bitcoin holdings; Q4-to-date volume $1.26B vs Q3 $0.96B

  Bitcoin holdings exceed 1,900; Ethereum over 2,660 as of Dec 11, 2024.

• December 6, 2024, 6:59 PM ET regulatory materiality 0.70 positive item 7.01item 9.01

  Exodus Movement: SEC completes review of Form 10 registration statement on Dec 5

  SEC Staff completed review of Exodus' Form 10 on December 5, 2024, after six amendments and multiple comment rounds.

• November 12, 2024, 6:59 PM ET earnings materiality 0.75 positive item 2.02item 9.01

  Exodus reports 68% revenue growth to $20.1M; returns to profitability in Q3 2024

  Revenue $20.1M (+68% YoY); net income $0.8M vs $0.3M loss in Q3 2023.

• August 12, 2024, 7:59 PM ET earnings materiality 0.75 negative item 2.02item 9.01

  Exodus Q2 revenue $22.3M (+80% YoY); net loss $(9.6)M vs profit $1.9M

  Revenue $22.3M, up 80% YoY; net loss $(9.6)M vs income $1.9M in Q2 2023.

• May 7, 2024, 7:59 PM ET earnings materiality 0.80 positive item 2.02item 9.01 ◈ Earnings Releases

  Exodus Q1 preliminary revenue $29.1M (+118% YoY); NYSE American uplisting May 9

  Revenue $29.1M, up 118% YoY; exchange aggregation volume $1.35B (+102%).

Materiality & sentiment trend

Max materiality 0.85 · Median 0.65 · Most common event other_material

15 positive 8 negative 15 neutral

source · EXOD on sec.gov