Q4 24 EPS

$1.24

BEAT +1,650.00%

Est. $-0.08

Q4 24 Revenue

$214.4M

BEAT +14.58%

Est. $187.1M

vs S&P Since Q4 24

-28.7%

TRAILING MARKET

MARA -0.3% vs S&P +28.4%

Full Year 2024 Results

FY 24 EPS

$1.72

BEAT +561.54%

Est. $0.26

FY 24 Revenue

$656.4M

BEAT +3.93%

Est. $631.5M

Market Reaction

Did MARA Beat Earnings? Q4 2024 Results

Marathon Digital delivered a decisive beat across every key metric in Q4 2024, swinging to a profit that left Wall Street's estimates in the dust, as the company reported earnings of $1.24 per diluted share against a consensus expectation of negative… Read more Marathon Digital delivered a decisive beat across every key metric in Q4 2024, swinging to a profit that left Wall Street's estimates in the dust, as the company reported earnings of $1.24 per diluted share against a consensus expectation of negative $0.08, a 1650.00% beat, while revenue climbed 36.8% year-over-year to $214.39 million, topping the $187.11 million estimate by 14.58%. The single biggest driver behind the quarter's $528.28 million net income was $742.70 million in fair value gains on digital assets, reflecting bitcoin's sharp price appreciation against MARA's growing 44,893 BTC treasury, which the company built partly by purchasing 15,574 BTC in Q4 alone without selling a single coin. Management noted that a $10,000 move in bitcoin's price now translates to more than $450.00 million in earnings impact, underscoring how deeply the balance sheet strategy shapes results. The company's stock jumped over 7% in after-hours trading on the print, and looking ahead, MARA is pivoting toward owned energy generation and AI inference infrastructure as long-term margin and diversification levers.

Key Takeaways

  • 132% higher average BTC price year-over-year in Q4 drove $119.9 million revenue increase
  • Energized hashrate grew 115% YoY to 53.2 EH/s
  • Vertical integration reduced direct energy cost per bitcoin to $28,801 at owned sites
  • Cost of revenue per petahash per day improved 17% for full year
  • Blocks won increased 25% in Q4 despite April 2024 halving
  • $742.7 million fair value gain on digital assets in Q4
24/7 Wall St

MARA YoY Financials

Q4 2024 vs Q4 2023, source: SEC Filings

24/7 Wall St

MARA Revenue by Segment

With YoY comparisons, source: SEC Filings

Q3 24 Q4 25