Core Insights - Exodus Movement, Inc. has announced a significant integration with MetaMask, enhancing self-custodial crypto swaps for users globally [1][2] - The partnership aims to combine Exodus's XO Swap functionality with MetaMask's wallet interface, providing users with improved on-chain swapping capabilities [1][3] Company Overview - Exodus is a leading self-custodial crypto wallet platform that has been operational since 2015, focusing on user-friendly and secure crypto software solutions [6][7] - The company emphasizes self-custody, allowing users to maintain full control over their funds while facilitating crypto transactions [7] Partnership Details - The collaboration with MetaMask represents a strategic alignment that includes a multi-faceted partnership with Consensys, MetaMask's parent company [2] - The integration will allow MetaMask users to access over 20,000 trading pairs through XO Swap, optimizing for price, speed, and network costs [3][5] Product Features - XO Swap aggregates multiple third-party swap APIs, ensuring users can perform swaps without relinquishing control of their assets [3] - The integration is designed to enhance the user experience by providing seamless and secure crypto swaps, catering to both novice and experienced traders [4] Strategic Goals - Exodus aims to expand the reach of XO Swap through strategic integrations with other self-custodial platforms, focusing on speed, transparency, and user control [5] - The company is committed to innovating within the digital asset ecosystem as adoption increases across traditional finance [4]

Core Insights - Exodus Movement, Inc. has announced a significant integration agreement with MetaMask, enhancing its XO Swap functionality within the MetaMask wallet interface, which will provide new on-chain swapping capabilities for digital asset users globally [1][2][3] Company Overview - Exodus is a leading self-custodial crypto wallet platform that has been operational since 2015, focusing on user-friendly and secure crypto software solutions [6][7] - The company emphasizes self-custody, allowing users to maintain full control over their funds while providing tools for swapping, buying, and selling crypto [7] Strategic Partnership - The collaboration with MetaMask represents a broader strategic alignment with Consensys, MetaMask's parent company, aimed at integrating XO Swap with Consensys' MEV protection product, Servo [2] - This partnership is part of Exodus's strategy to expand XO Swap's reach through integrations with other self-custodial platforms, enhancing user experience by providing speed, transparency, and control [5] Product Features - XO Swap aggregates over 20,000 trading pairs through multiple third-party swap APIs, optimizing for price, speed, and network costs while ensuring users retain control of their assets [3] - The integration will allow MetaMask users to experience seamless and secure crypto swaps powered by Exodus's aggregation technology [3][4] Leadership Perspective - The CEO of Exodus, JP Richardson, highlighted the significance of this integration, stating it will provide unmatched swap options for a diverse range of users, from beginners to experienced traders [4] - Richardson also noted that this milestone reflects Exodus's commitment to innovation as adoption of digital assets accelerates in traditional finance [4]

Core Viewpoint - Exodus Movement, Inc. has announced a partnership with Superstate to create common stock tokens that will digitally represent Exodus' Class A shares on major public blockchains, starting with Solana [1][2][3] Group 1: Partnership and Tokenization - The partnership with Superstate will allow Exodus to utilize the Opening Bell platform for issuing stock tokens on major blockchains, enhancing the company's existing Algorand-based tokens and plans for Ethereum [2][4] - JP Richardson, CEO of Exodus, emphasized the belief in a tokenized asset future and the strategic importance of this partnership for innovation and investor access [3] - Superstate's approach involves direct collaboration with issuers to create compliant stock tokens, differentiating it from other tokenized stock offerings that often use synthetic models [4] Group 2: Future Developments - Exodus and Superstate will explore additional innovative use cases and benefits for common stock tokens, with announcements to follow as warranted [4] - The timing for the posting of Exodus common stock tokens on Superstate's Opening Bell platform will be announced in the future [5] Group 3: Company Background - Exodus is a financial technology leader focused on providing secure and user-friendly crypto solutions, with a commitment to making digital assets accessible since 2015 [7][8] - Superstate aims to reshape public capital markets by connecting financial assets with crypto capital markets, offering platforms like Opening Bell for compliant on-chain equity listings [9]

Group 1: Company Performance - As of July 31, 2025, Exodus reported 1.7 million Monthly Active Users (MAUs), an increase from 1.5 million MAUs in June 2025 [2] - The company's digital asset treasury increased, holding 2,087 BTC, 2,742 ETH, and 34,578 SOL as of July 31, 2025, compared to 2,058 BTC, 2,729 ETH, and 31,823 SOL in June 2025 [1][4] - The exchange provider processed volume for July 2025 was $632 million, up from $446 million in June 2025, with $149 million (24%) from XO Swap partners compared to $90 million (20%) in June [3] Group 2: Business Solutions - Exodus offers self-custodial wallets that allow customers to have full control over their funds, enabling them to swap, buy, and sell cryptocurrencies [5] - The company provides business solutions such as Passkeys Wallet and XO Swap, which are designed for embedded crypto wallets and swap aggregation [5] Group 3: Future Outlook - The CFO of Exodus, James Gernetzke, expressed optimism about the company's operations and indicated that further updates would be provided in the upcoming earnings call on August 11, 2025 [4]

Core Viewpoint - Exodus Movement, Inc. (EXOD) is anticipated to report a year-over-year increase in earnings driven by higher revenues for the quarter ended June 2025, with a consensus outlook suggesting a quarterly loss of $0.08 per share, reflecting a 78.4% improvement from the previous year, and revenues expected to reach $24.2 million, an 8.5% increase year-over-year [1][3]. Earnings Expectations - The upcoming earnings report is scheduled for August 11, and the stock may experience upward movement if the reported figures exceed expectations, while a miss could lead to a decline [2]. - The consensus EPS estimate has been revised 67.65% higher in the last 30 days, indicating a positive reassessment by analysts [4]. Earnings Surprise Prediction - The Zacks Earnings ESP (Expected Surprise Prediction) model indicates that the Most Accurate Estimate for EXOD is higher than the Zacks Consensus Estimate, resulting in an Earnings ESP of +126.67%, suggesting a bullish outlook from analysts [10][11]. - However, the stock currently holds a Zacks Rank of 4, complicating the prediction of an earnings beat [11]. Historical Performance - In the last reported quarter, EXOD was expected to post earnings of $0.22 per share but instead reported a loss of -$0.45, resulting in a surprise of -304.55% [12]. - Over the past four quarters, the company has only surpassed consensus EPS estimates once [13]. Industry Comparison - Grindr Inc. (GRND), another player in the Zacks Internet - Software industry, is expected to report earnings per share of $0.1 for the same quarter, reflecting a year-over-year change of +42.9%, with revenues projected at $104.8 million, up 27.3% from the previous year [17]. - The consensus EPS estimate for Grindr has been revised 8.3% lower in the last 30 days, resulting in an Earnings ESP of 0%, making it difficult to predict an earnings beat [18].

Company Update - Exodus Movement, Inc. will provide a business update and release its second quarter financial results on August 11, 2025, after market close [1] - An earnings conference webcast is scheduled for 4:30 PM ET on the same day [1] Company Overview - Exodus is a financial technology leader that offers secure, user-friendly cryptocurrency software solutions since 2015 [3] - The company focuses on making digital assets accessible through multi-asset crypto wallets that prioritize design and ease of use [3] Product Offerings - Exodus provides self-custodial wallets that allow customers full control over their funds, enabling them to swap, buy, and sell cryptocurrencies [4] - The company’s business solutions include Passkeys Wallet and XO Swap, which are tools for embedded crypto wallets and swap aggregation [4] Commitment to Finance - Exodus is dedicated to driving the future of accessible and secure finance [4]

Core Insights - Exodus Movement, Inc. is well-positioned to benefit from the increasing global adoption of stablecoins, emphasizing the importance of digital asset wallets for their functionality [4][5][6] Digital Asset Holdings - As of June 30, 2025, Exodus holds 2,058 BTC, 2,729 ETH, and 31,823 SOL, showing slight increases from May 31, 2025, where the holdings were 2,038 BTC, 2,721 ETH, and 29,109 SOL respectively [1] User Metrics - Monthly Active Users (MAUs) decreased to 1.5 million as of June 30, 2025, down from 2.2 million in May 2025, with a notable drop in Passkeys wallets from approximately 675,000 to 21,000 [2] Exchange Volume - The processed volume for Exodus' exchange provider was $446 million in June 2025, a decrease from $486 million in May 2025, with $90 million (20%) of the volume coming from XO Swap partners [3] Strategic Focus on Stablecoins - Exodus has supported stablecoins for nearly a decade, including major ones like Tether's USDT and Circle's USDC, and is equipped to support stablecoins across over 40 different networks [5][6] Product Offerings - The XO Swap product facilitates seamless swapping between stablecoins and blockchains, addressing the growing need for secure and trusted wallets in the financial sector [6] Vision for the Future - The company aims to build a better financial future through blockchain technologies, with stablecoins being a significant use case for its products [7]

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Company Overview - Exodus Movement, Inc. is a leading self-custodial cryptocurrency platform, focusing on secure and user-friendly crypto software solutions since 2015 [5][6] - The company emphasizes the importance of design and ease of use in its multi-asset crypto wallets, making digital assets accessible to a wide audience [5] Digital Asset Holdings - As of May 31, 2025, Exodus holds 2,038 Bitcoin (BTC), 2,721 Ethereum (ETH), and 29,109 Solana (SOL) in its corporate treasury [1] User Metrics - The company reported 2.2 million monthly active users (MAUs) as of May 31, 2025, with approximately 675,000 users utilizing Passkeys Wallets [2] Exchange Volume - The exchange provider processed a volume of $486 million in May 2025, with $69 million (14%) coming from XO Swap partners [3] Management Insights - The CEO highlighted the impact of a May promotion on user growth, particularly for Passkeys Wallets, although such promotions are not expected to continue in June [4] - The CFO noted that the increase in Bitcoin holdings reflects the operational philosophy of the company and its commitment to driving shareholder value through organic growth and potential acquisitions [4]

Core Insights - Exodus has launched XO Pay, a new service enabling customers to buy and sell cryptocurrency directly within the Exodus Mobile wallet, eliminating the need for third-party exchanges [1][3] - XO Pay supports popular cryptocurrencies such as Bitcoin, Ethereum, and Dogecoin, and allows purchases using Visa, Mastercard, Apple Pay, or Google Pay [2] - The service is currently available across the United States, excluding New York and Vermont [2] Company Overview - Exodus aims to empower individuals by providing secure and user-friendly crypto software, focusing on self-custodial wallets that give customers full control over their funds [5] - The company has been operational since 2015 and offers solutions like Passkeys Wallet and XO Swap for businesses [5] Technology and Integration - XO Pay integrates Coinme's Crypto-as-a-Service API platform, creating a seamless in-app purchase experience while maintaining user control over assets [4][6] - The user experience is designed for simplicity, allowing customers to initiate purchases easily through the Exodus Mobile app [3] Customer Support - Dedicated support is available for XO Pay users, with representatives ready to assist with transaction issues [4][7]