Q2 2025 Exodus Movement Inc Earnings Call Transcript

Aug 11, 2025 / 08:30 PM GMT

Transcript 10-Q8-K

Key Points

Positve

Exodus Movement Inc (EXOD) reported a 16% year-over-year revenue growth, reaching $26 million, driven by increased adoption of their products.
The company launched Exopay, the first self-custodial wallet with native on-ramping, allowing users to buy and sell crypto directly within the Exodus mobile wallet.
Exodus Movement Inc (EXOD) announced a significant partnership with Metamask to integrate Exoswap's bridge functionality, expanding their reach to millions of consumers.
The regulatory environment in the United States has improved, with the Genius Act providing clear definitions for payment stablecoins, which benefits the company's operations.
Exodus Movement Inc (EXOD) maintains a strong balance sheet with $291 million in digital and liquid assets and a debt-free position, reflecting financial stability.

Negative

The company experienced a 6% sequential decline in monthly active users, indicating potential challenges in user retention.
Marketing and event spending reached $7.3 million, driven by sponsorships and advertising, which may not be sustainable in the long term.
Exodus Movement Inc (EXOD) incurred $1.2 million in costs related to mergers and acquisitions, indicating ongoing expenses in this area.
The company accrued approximately $2.6 million in expenses related to a proposed settlement of an outstanding legal matter with OFAC.
Despite increased marketing efforts, the company admitted that the marketing spend did not yield the desired results in terms of customer acquisition.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

EXOD.A - Exodus Movement Inc
Q2 2025 Exodus Movement Inc Earnings Call
Aug 11, 2025 / 08:30PM GMT

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Presentation
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Unidentified_1 [1]
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Forward-looking statements in our earnings press release and our most recent form 0Q filed with the Securities and Exchange Commission available on the investor relations portion of our website.

We do not undertake any obligation to update forward-looking statements, and you can feel free to visit our social media accounts on X or Reddit to submit any questions you may have about the quarter for our investor relations team after our call. So with that, our CEO will discuss the quarter. Take it away, JP.

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Unidentified_2 [2]
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Thanks, Elizabeth, and

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