Every 10-Q that Exodus Movement, Inc. (EXOD) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 10-Q covers the quarterly report filed between annual reports, so if you follow EXOD and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full EXOD filings page.
Exodus Movement, Inc. reported a sharp swing to losses while closing a major acquisition and adding a new payments segment for the three and six months ended June 30, 2026. Revenue for the quarter was $26.2 million versus $25.8 million a year earlier, but six‑month revenue fell to $49.0 million from $61.8 million as Web3 services softened. The new Payment Processing segment, acquired in May 2026, contributed $5.0 million of revenue in the quarter.
The company posted a quarterly net loss of $18.6 million and a six‑month net loss of $50.8 million, compared with net income of $37.7 million and $24.8 million in the prior‑year periods. Results were heavily affected by a $43.4 million loss on digital assets, acquisition‑related transaction costs of about $29.5 million within general and administrative expenses, and higher partnership and payment processing costs, partly offset by a $20.4 million gain on debt extinguishment and $6.3 million of interest income. Total assets rose to $596.7 million, driven by the Monavate and Baanx acquisitions, which added large restricted cash of $333.9 million, customer deposit liabilities of $331.5 million, and goodwill of $98.8 million. Digital assets were carried at $37.3 million fair value, down from $156.4 million at year‑end.
Exodus Movement, Inc. reported significantly weaker results for the quarter ended March 31, 2026. Revenue fell to $22.7 million from $36.0 million, mainly as exchange aggregation fees declined with lower user transaction volumes.
The company posted a net loss of $32.1 million versus $12.9 million a year earlier, driven by a $36.4 million net loss on digital assets and higher operating expenses. Despite this, liquidity strengthened, with cash and cash equivalents rising to $72.9 million and digital assets at fair value of $48.2 million. Monthly active users were 1.5 million and quarterly funded users 1.4 million, both down year over year. Subsequent to quarter-end, Exodus moved to acquire Monavate and Baanx through debt-settlement and staged payments to expand on-chain payments and card capabilities.
Exodus Movement (EXOD) reported strong Q3 results. Revenue rose to $30.3 million from $20.1 million a year ago, and net income increased to $17.0 million from $0.8 million. Diluted EPS was $0.53 per Class A and Class B share. For the first nine months, revenue reached $92.2 million versus $71.5 million, with net income of $41.8 million.
Results reflected higher exchange activity and a net gain on digital assets of $21.0 million in the quarter. Cash and cash equivalents were $50.5 million, and digital assets at fair value were $263.9 million, including $242.4 million of Bitcoin. Operating cash flow was $(16.2) million year‑to‑date, reflecting non‑cash items and settlements in digital assets and USDC. Monthly Active Users were 1.5 million; Quarterly Funded Users were 1.8 million.
Exodus recorded a proposed OFAC settlement with a $2.47 million civil penalty and a $0.63 million commitment to sanctions compliance controls. Subsequent events include: the ability for Class A holders to tokenize shares on Solana beginning October 20, 2025; an asset purchase agreement for approximately $3.0 million (half cash, half stock); and a master loan agreement with Galaxy Digital with no borrowings to date.
Exodus Movement reported stronger year-over-year revenue and profitability for the quarter ended June 30, 2025. Revenue was $25.8 million, up 16% from the prior-year quarter, and six‑month revenue totaled $61.8 million, up 20% year-over-year. The company recorded net income of $37.7 million for the quarter versus a $9.6 million loss a year earlier, driven largely by a $51.2 million unrealized remeasurement gain on its digital asset holdings.
Exodus holds $233.2 million of digital assets at fair value and $52.9 million in cash, with total assets of $313.7 million and stockholders’ equity of $277.1 million. Operating cash used was $11.4 million for the six months, and general and administrative expenses rose sharply (108% for the quarter) due to marketing, legal and travel spend. The company recognized an OFAC-related liability of $2.47 million and disclosed material weaknesses in internal controls, while five API providers each accounted for more than 10% of revenue. MAUs were stable at 1.5 million and Quarterly Funded Users increased to 1.7 million.