Q1 25 EPS

$-1.55

MISS 376.00%

Est. $0.56

Q1 25 Revenue

$213.9M

MISS 2.92%

Est. $220.3M

vs S&P Since Q1 25

-50.0%

TRAILING MARKET

MARA -16.9% vs S&P +33.1%

Market Reaction

Did MARA Beat Earnings? Q1 2025 Results

Marathon Digital delivered a deeply disappointing first quarter, swinging to a net loss of $533.44 million, or $(1.55) per diluted share, against a consensus estimate of $0.56, a miss of 376.00% that underscores just how dramatically bitcoin's price … Read more Marathon Digital delivered a deeply disappointing first quarter, swinging to a net loss of $533.44 million, or $(1.55) per diluted share, against a consensus estimate of $0.56, a miss of 376.00% that underscores just how dramatically bitcoin's price volatility can reshape the company's bottom line. Revenue of $213.88 million rose 29.5% year over year but fell 2.92% short of the $220.31 million analysts expected, a relatively modest shortfall overshadowed entirely by a $510.20 million unrealized loss on digital assets as bitcoin's price declined between December 31 and March 31. Operationally, the picture was notably stronger, with energized hashrate growing 95% year over year to 54.3 EH/s and cost per petahash per day improving 25% to $28.50, reflecting the company's deepening vertical integration strategy. Management noted that bitcoin's subsequent recovery toward $100,000 implies a substantial fair value reversal in Q2, while ongoing expansion into AI inference workloads and international public-private partnerships signals the company's ambitions well beyond pure bitcoin mining.

Key Takeaways

  • 77% increase in average bitcoin price contributed $90.7 million in additional revenue
  • Energized hashrate grew 95% YoY to 54.3 EH/s
  • Cost per petahash per day improved 25% YoY to $28.5
  • Total blocks won increased 81% to 666 from 368 in Q1 2024
  • $510.2 million loss on fair value of digital assets due to quarter-end BTC price decline drove net loss
  • Shift from asset-light to vertically integrated owned and operated model
24/7 Wall St

MARA YoY Financials

Q1 2025 vs Q1 2024, source: SEC Filings

24/7 Wall St

MARA Revenue by Segment

With YoY comparisons, source: SEC Filings

Q3 24 Q4 25