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]

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]

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]

Financial Highlights - As of March 31, 2025, Exodus had $238 million in assets and no debt[10] - Exodus' revenue model is scalable due to relatively fixed costs and durable in bear markets, with growth in bull markets[10] - Exodus' revenue is generated from third-party API providers, and the company does not touch user funds[54] - As of March 31, 2025, Exodus held 2,011 units of Bitcoin valued at $166 million, $1.7 million in US Treasury bills, $61.1 million in cash, cash equivalents, & USDC, 2,693 units of Ether valued at $4.9 million, and $4.3 million in other digital assets[61] Market Opportunity - The total addressable market includes over 650 million people investing in crypto globally[13] - The global crypto market cap is $3 trillion[13] - USD-denominated on-chain Bitcoin transfer volumes were approximately $45.6 billion per day[13] - Stablecoin issuance (market cap) is at $237 billion[17] User Metrics - Monthly Active Users (MAUs) reached 1.5 million in Q1 2025[56] - Quarterly Funded Users (QFUs) also reached 1.5 million in Q1 2025[58]

Core Viewpoint - Exodus Movement, Inc. is set to release its first quarter financial results on May 12, 2025, after market close, with a conference webcast scheduled for the same day at 4:30 PM ET [1]. Company Overview - Exodus is a financial technology leader that provides secure and user-friendly cryptocurrency software solutions, making digital assets accessible since 2015 through its multi-asset crypto wallets [3]. - The company emphasizes self-custodial wallets, allowing customers full control over their funds, enabling them to swap, buy, and sell cryptocurrencies [4]. - Exodus offers business solutions such as Passkeys Wallet and XO Swap, which are recognized tools for embedded crypto wallets and swap aggregation [4]. Investor Relations - Investors can access the upcoming webcast and supplementary materials through the company's website, specifically in the "Investor Relations" section [2]. - The company utilizes various channels for disclosing material nonpublic information, including its website, press releases, public videos, and social media platforms [5].