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Mar 31

Marathon Digital Q1 2025 Earnings Report

Marathon Digital reported a substantial net loss despite a significant increase in revenue and operational metrics.

Key Takeaways

The company posted a net loss of over $533 million due to a $510 million loss on the fair value of digital assets, despite achieving a 30% year-over-year revenue increase and improvements in mining efficiency and hashrate.

Revenue rose 30% YoY to $213.9 million due to a higher bitcoin price.

Reported a net loss of $533.4 million largely due to fair value losses on digital assets.

Energized hashrate nearly doubled to 54.3 EH/s compared to Q1 2024.

Cost per petahash per day improved by 25% to $28.5.

Total Revenue
$214M
Previous year: $165M
+29.5%
EPS
-$1.55
Previous year: $1.26
-223.0%
Energized Hashrate (EH/s)
54.3
Previous year: 27.8
+95.3%
BTC Held
47.53K
BTC Mined
2.29K
Cash and Equivalents
$196M
Previous year: $1.56B
-87.4%
Total Assets
$4.99B
Previous year: $2.96B
+68.6%

Marathon Digital

Marathon Digital

Forward Guidance

MARA aims to continue transforming into a vertically integrated digital energy and infrastructure company while leveraging its energy and infrastructure strategy to support AI workloads.

Positive Outlook

  • Strong positioning to support emerging AI workloads.
  • Plans to expand into favorable international energy markets.
  • Continued cost optimization and efficiency gains.
  • Investments in renewable energy and proprietary chip and cooling tech.
  • Growing vertically integrated infrastructure reduces long-term costs.

Challenges Ahead

  • Earnings highly sensitive to bitcoin price volatility.
  • Fair value losses on digital assets can overshadow operational performance.
  • G&A and infrastructure scale-up significantly increased expenses.
  • Heavy reliance on at-the-market equity raises for capital.
  • Uncertainty in global markets and energy policies may impact expansion.