Exodus Movement, Inc. · AMEX:EXOD
Exodus Movement — Q3 2025 Earnings Presentation
19 slides from Exodus Movement's earnings presentation, 2025
Slide 1: Exodus Movement, Inc. Company Presentation — Q3 2025
£3 Exodus Movement, Inc. Company Presentation — Q3 2025
Slide 2: Forward looking statements
Forward looking statements This presentation contains “forward-looking statements” as that term is defined by the However, there can be no assurance that our expectations, beliefs, and projections will be federal securities laws. All forward-looking statements are based upon our current achieved. Fo
Slide 3: Exodus Mission
Exodus Mission Empowering individuals to control their lives in a digital world
Slide 4: Investment Highlights
Investment Highlights Secure & trusted platform to easily acquire, self-custody and trade digital assets Expanding market and regulatory tailwinds Founded 2015 in Omaha, Nebraska USA Purpose built platform for future of digital money ~$25B Exchange volume since 2017 Large addressable market and user
Slide 5: Delivering Trusted Access to the Future of Finance
Delivering Trusted Access to the Future of Finance Financial infrastructure must rapidly evolve with technological advancements and supportive digital assets regulation Problem Exodus Solution • Legacy infrastructure of existing financial • Digital native, differentiated technology systems and platf
Slide 6: Large and Expanding Total Addressable Market
Large and Expanding Total Addressable Market $3T+ Global crypto $26T+ Stablecoins $95T+ market cap1 Transaction Global Volume2 M2 Supply3 1 Coin Market Cap, as of November 2025 2 Visa Onchain Dashboard, as of November 2025 3 Street Stats, as of November 2025
Slide 7: Exodus Platform & Wallet
Exodus Platform & Wallet Delivering self-custody of digital assets and deep liquidity across 40+ blockchain networks, thousands of pairs Self Custody Payments Enhanced security and privacy through Supports vast spectrum of stablecoins self-control of digital assets across all relevant blockchains Fi
Slide 8: Exodus B2B Offerings
Exodus B2B Offerings Exodus offers a wide range of partners access to its platform via APIs to support digital assets Exchange Aggregator-as-a-Service - a Frictionless solution to embed wallets Payment rails enabling users to full branded experience or white-label directly within user applications.
Slide 9: Representative Exodus Partners
Representative Exodus Partners Partners access Exodus’ platform to transact via API Leading hardware wallet for digital assets Web3 wallets for NFTs Leading self-custodial wallet Our collaboration with Exodus represents our mission to We are consistently striving to improve the functionality of Meta
Slide 10: Business Model
Business Model A simple, competitive flow – digital asset-native, from quote to settlement, powered by API partners Users API Partners API Partners End user propose Exchanges Exodus users provide competitive transaction quote to fulfill order Aggregators Institutions and enterprises Merchants Paymen
Slide 11: Exodus Positioned to Benefit From Major Tokenization Trends
Exodus Positioned to Benefit From Major Tokenization Trends Stablecoins accelerate adoption and trading of digital assets, including tokenized stocks, bonds, and other RWA Stablecoins are rapidly Exodus has built a secure, Exodus has been supporting modernizing today’s financial flexible, multi-chai
Slide 12: Exodus is Poised for the Next Phase of Growth
Exodus is Poised for the Next Phase of Growth Benefit from Grow User Drive Partnerships Pursue Strategic Industry Tailwinds Base and Offerings Acquisitions • Positive regulatory • Increase awareness of • Build on existing • Accelerate roadmap backdrop Exodus offerings relationships • Scale up • Tech
Slide 13: Exodus Financial Highlights
Exodus Financial Highlights Focused on revenue growth, operational efficiencies, and leveraging strategic scale $136 million ~$25 billion 200+ LTM Revenue1 Exchange volume Headcount (Jan 1, 2017 - September 30, 2025) (FTE team members) 1 2 3 4 5 Scalable Numerous Capital Strong Strategic revenue gro
Slide 14: Diversified Revenue Mix Fortifies Financial Profile
Diversified Revenue Mix Fortifies Financial Profile Revenue By Channel Revenue By Type Partnership strategy launch 2H2024 Broad exposure to multiple blockchains Partnerships 14% Other digital BTC assets 31% 33% Exodus Users 86% ETH Stablecoins2 12% 23% (% of total for LTM 9/30/25) (% of total for FY
Slide 15: Volume and Revenue
Volume and Revenue Annual Volumes Revenues +114% +56% +107% $5.7B $116MM $5.3B +28% $92MM $3.4B $72MM $2.7B $56MM 2023 2024 Q1-Q3/24 Q1-Q3/25 2023 2024 Q1-Q3/24 Q1-Q3/25
Slide 16: Balance Sheet
Balance Sheet Balance sheet is a significant strategic asset with no debt Cash, Treasury bills, and digital assets1 Bitcoin (BTC) SOL ETH 3% 4% +9% Cash 2,123 16% ~$315 million BTC 1,941 77% Bitcoin (BTC): $242.4MM Cash, cash equivalents, & USDC2: $50.8MM Ethereum (ETH): $11.5MM Solana (SOL):$9.9MM
Slide 17: Visionary Leadership
Visionary Leadership Industry pioneers with crypto-native heritage bridging to a digital future JP Richardson Daniel Castagnoli Co-Founder Co-Founder & Chief Executive Officer & President of 3Zero James Gernetzke Matias Olivera Chief Financial Officer Chief Technology Officer Board of Directors JP R
Slide 18: Summary Highlights
Summary Highlights Expanding market and regulatory tailwinds Purpose built platform for future of digital money Large and growing user base Powerful ecosystem of global partners Scalable, high margin model Strategic balance sheet
Slide 19: Thank you
3 Thank you