Exodus Movement — Q4 2025 Earnings Presentation

7 slides from Exodus Movement's earnings presentation, March 2026

Slide 1: CFO Supplemental Slides - Q4 2025 Earnings Call
Exodus Movement, Inc. CFO Supplemental Slides - Q4 2025 Earnings Call
Slide 2: Revenue
Revenue Q1+Q2+Q3 Q4 $121.6M $116.3M $29.5M $95.8M $44.8M $26.4M $56.2M $50.6M $11.2M $18.5M $92.1M $69.4M $71.5M $39.4M $37.7M 2021 2022 2023 2024 2025 2
Slide 3: 2025 Revenue Breakout
2025 Revenue Breakout Exchange aggregation (Users) ~76% Exchange aggregation (Partnerships) ~15% Non-exchange aggregation revenue ~9% 3
Slide 4: Exchange provider processed volume
Exchange provider processed volume $6.9B $ in billions) Full Year Quarterly $5.7B $5.5B $2.7B $2.5B $2.33B $2.17B $1.75B $1.59B $1.38B 2021 2022 2023 2024 2025 Q4 2024 Q1 2025 Q2 2025 Q3 2025 Q4 2025 4 (
Slide 5: MAUs and QFUs
MAUs and QFUs $ in billions) MAUs QFUs Monthly Active Users, in millions Quarterly Funded Users, in millions 2.3M 1.9M 1.8M 1.8M 1.7M 1.7M 1.6M 1.5M 1.5M 1.5M Q4 2024 Q1 2025 Q2 2025 Q3 2025 Q4 2025 Q4 2024 Q1 2025 Q2 2025 Q3 2025 Q4 2025 MAUs and QFUs are as of the last day of the quarter 5 (
Slide 6: Balance sheet
Balance sheet Cash, Treasury bills, and digital assets ($ in millions) ~$167 million 1,704 units Bitcoin (BTC) $149.1M 1,898 units Ether (ETH) $5.6M 12,743 units Solana (SOL) $1.5M Cash, cash equivalents, USDC, and Treasury bills $4.9M 6 As of December 31, 2025
Slide 7: Thank you
Thank you exodus.com/investors investors@exodus.com