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Exodus Movement (EXOD) investor relations material

Exodus Movement Canaccord Genuity’s 45th Annual Growth Conference summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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Canaccord Genuity’s 45th Annual Growth Conference summary13 Aug, 2025

Company overview and strategy

  • Focuses on self-custody crypto wallets with strong user control, intuitive UI, and multi-chain support, serving a global user base with about two-thirds international users.

  • Monetizes through transaction fees from partner integrations and has a bitcoin accumulation strategy, with most revenue and salaries paid in digital assets.

  • Partners with major industry players like MetaMask, Ledger, and Magic Eden to provide cross-chain swap functionality and expand reach.

  • Holds a unique position as a publicly traded company with a tokenized common stock, enabling peer-to-peer trading and potential for on-chain dividends and voting.

  • Maintains a product-led growth approach, focusing on technology and user experience rather than aggressive user acquisition.

Product innovation and technology

  • Developed advanced wallet features using passkeys and MPC technology for seamless, secure, and fast wallet creation and transactions.

  • Enables users to send crypto using social handles, reducing friction and improving accessibility for non-technical users.

  • Supports 40+ blockchain networks and all major stablecoins, with ongoing evaluation to add new chains and tokens as needed.

  • Provides cross-chain swaps, including stablecoin exchanges across different networks, and powers similar functionality for partners.

  • Envisions a future where users can seamlessly swap between various tokenized assets, including stablecoins from different brands, stocks, and loyalty points, all within the wallet.

Financial performance and growth

  • Reported approximately $26 million in quarterly revenue, with a treasury of about $315 million in cash and digital assets, and no debt.

  • Revenue primarily comes in Bitcoin and USDC, with a small portion in fiat; most expenses, especially salaries, are paid in Bitcoin.

  • Marketing spend increased in Q2, leveraging high-profile events and partnerships to boost brand visibility and user engagement.

  • Continues to evaluate and expand its partner and exchange network to maximize user access and trading opportunities.

  • Operates with over 200 employees, heavily weighted toward R&D, development, security, and customer service.

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Next Exodus Movement earnings date

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Q3 202511 Nov, 2025
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Q3 202511 Nov, 2025

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Frequently asked questions

Exodus Movement Inc. is a company that develops software and solutions for the management of cryptocurrency and digital assets. Its core product is a non-custodial cryptocurrency wallet that allows users to securely store, manage, and exchange a wide variety of digital currencies across multiple blockchains. The company's platform is designed with a user-friendly interface, enabling both new and experienced users to manage their assets efficiently. Exodus Movement also provides additional services like portfolio tracking and integration with decentralized finance (DeFi) applications. The company is headquartered in Omaha, Nebraska, and its shares are listed on the OTC Markets.

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