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Marathon Digital Shares Drop 8% Following Q2 Revenue Miss

Marathon Digital's Q2 revenue falls short of expectations, leading to an 8% drop in shares despite a 78% year-on-year increase.

Marathon Digital Holdings, a leading Bitcoin miner, saw its shares plummet 8% after reporting Q2 earnings that missed Wall Street estimates for the second consecutive quarter. Despite a significant year-on-year revenue increase, the company's results failed to meet analyst expectations, causing a notable dip in stock price.


Marathon Digital logo displayed prominently, representing the company's Q2 financial performance.
Marathon Digital's Q2 revenue falls short, leading to an 8% drop in stock price.

Key Points:


Revenue Shortfall:


  • Marathon Digital reported Q2 revenue of $145.1 million, falling 9% short of the anticipated $157.9 million.

  • Despite the miss, revenue increased by 78% year-on-year from $81.7 million in Q2 2023.


Stock Price Impact:


  • Following the earnings report, Marathon’s stock (MARA) fell 7.78%, closing at $18.14.

  • Over the past 30 days, MARA's price has declined by 19.59%.


Operational Challenges:


  • Marathon sold 51% of its Bitcoin holdings to cover operating expenses amid rising costs post-Bitcoin halving.

  • The average cost of mining Bitcoin in Q2 2024 was 136% higher than last year.

  • The company mined an average of 22.9 Bitcoins per day, 9.3 less than the previous period.


Previous Performance:


  • This is the second consecutive quarter where Marathon missed consensus estimates.

  • In Q1, Marathon reported revenues of $165.2 million, missing the $193.9 million estimate by 14.80%.


Industry Comparison:


  • Rival Riot Platforms reported Q2 revenue of $70 million, closely aligning with estimates and reflecting a year-on-year decline of 8.8%.

  • Riot’s stock ended the trading day down 8.54%, closing at $9.32.



Marathon Digital's Q2 results highlight Bitcoin miners' ongoing challenges, with rising operational costs and missed revenue estimates impacting stock performance. Despite significant year-on-year growth, the company must address these challenges to meet market expectations and stabilize investor confidence.


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