文章核心观点 - 公司宣布将部分现金储备投入比特币,以获取未来比特币升值的收益[1][2][3] - 这一举措是由于会计准则的更新,允许公司将持有的加密货币计入资产[2] - 公司认为比特币是一种重要的金融资产和价值储存手段,并相信其未来增长和稳定性[3] - 公司希望通过持有比特币为股东带来收益[3] 公司概况 - 公司是一家美国比特币ATM运营商和领先的金融科技公司[1][6][7] - 公司拥有北美最大的比特币ATM网络,截至2024年4月1日共有约7,400个ATM机[7] - 公司最近取得了多项里程碑式的发展,包括与大型连锁超市建立合作伙伴关系,以及推出新的利润分享计划[4][5] 行业动态 - 比特币作为一种资产,自诞生以来表现出了卓越的抗压能力和增长势头,市值曾超过1万亿美元[3] - 机构投资者的采用不断增加,多家公司和国家都认识到了比特币的价值主张[3] - 比特币ETF的推出进一步提升了其在传统金融市场的地位,使其更易被广泛投资者接受[3]

Table of Contents Bitcoin Depot Inc. (Exact name of registrant as specified in its charter) Title of each class Trading Symbol(s) Name of each exchange on which registered Class A common stock, par value $0.0001 per share BTM The NASDAQ Stock Market LLC Warrants, each whole warrant exercisable for one share of Class A common stock at an exercise price of $11.50 per share BTMWW The NASDAQ Stock Market LLC UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY ...

财务数据和关键指标变化 - 第一季度收入同比下降约15%至1.385亿美元,主要受到加州新法规的不利影响 [21][22] - 第一季度毛利下降24%至1,480万美元,毛利率从11.9%下降至10.6% [24] - 第一季度经营费用增加22%至1,660万美元,但较上一季度下降7% [25] - 第一季度GAAP净亏损420万美元,而上年同期净利为610万美元 [26] - 第一季度调整后EBITDA为490万美元,而上年同期为1,360万美元 [26][27] 各条业务线数据和关键指标变化 - 公司正在积极优化ATM机网点布局,在第一季度内已经重新部署了500多台ATM机 [32] - 公司正在持续提升运营效率,包括改善供应商定价、降低专业服务成本和优化客户加价 [33][34] 各个市场数据和关键指标变化 - 公司在加州受到新法规的不利影响,正在与当地立法机构积极沟通,希望在2025年前获得更有利的经营环境 [21][23] - 公司正在积极拓展纽约州市场,目前该州还没有任何BTM运营商,公司有望在第二季度获得相关许可 [36][37] - 公司正在积极拓展国际市场,已经进入波多黎各和澳大利亚,预计这些新市场将为公司带来良好的增长机会 [39][44][45] 公司战略和发展方向及行业竞争 - 公司正在快速扩大ATM机网点,预计到2024年底将超过8,000台,并将成为行业最大的BTM运营商 [10][11][14] - 公司正在加强利润分享计划,通过与投资基金等合作伙伴共同投资新ATM机,实现资本效率的扩张 [16][38] - 公司正在积极探索国际市场机会,认为波多黎各和澳大利亚将为公司带来良好的增长空间 [39][44][45] 管理层对经营环境和未来前景的评论 - 管理层对公司的发展趋势保持乐观,认为公司正处于良好的发展态势,有望在未来实现盈利和正现金流 [18][29][35] - 管理层表示,公司将继续优化ATM机网点布局,提升运营效率,并积极拓展新的市场机会 [32][33][34][36][39] - 管理层表示,由于加州新法规的影响以及ATM机部署的季节性特点,公司暂时不提供2024年全年指引,但预计第二、三季度收入和利润将明显好于第一、四季度 [29][30][31] 问答环节重要的提问和回答 问题1 **Mike Colonnese 提问** 询问公司在澳大利亚和波多黎各的市场情况,包括经济、监管环境以及预计的平均交易规模等 [43] **Brandon Mintz 回答** 公司认为波多黎各的监管环境和经济情况与美国类似,预计单机收益也将相当。而澳大利亚的监管环境略有不同,但预计单机收益会略高于美国市场 [44][45] 问题2 **Patrick McCann 提问** 询问公司在提升利润率方面的具体措施,包括减少现金运输频率等 [52] **Brandon Mintz 回答** 公司将通过减少现金运输频率、降低专业服务费用以及优化营销支出等措施来提升利润率 [53][54][55] 问题3 **Harold Goetsch 提问** 询问新部署ATM机的收益情况,以及公司在2024年底的ATM机总量预计 [62][66][72] **Brandon Mintz/Glen Leibowitz 回答** 新部署的ATM机在前12个月内收益会逐步提升,预计到第二、三季度会有较大增长。公司预计到2024年底将拥有约10,000台运营中的ATM机 [63][64][83][100]

Investor Presentation Q1 2024 Disclaimer For the purposes of this notice, this "presentation" will mean and include the slides, any oral presentation of the slides by members of management of Bitcoin Depot Inc. (together with its subsidiary, Bitcoin Depot Operating LLC (f/k/a Lux Vending, LLC d/b/a Bitcoin Depot), (the "Company") or any person on their behalf, any question-and-answer session that follows that oral presentation, hard copies of this document and any materials distributed at, or in connection ...

Strengthens Footprint with Over 2,000 New Retail Locations Signed in the First Quarter of 2024 Committed to Acquire Approximately 3,200 Additional Kiosks Year-to-Date to Support Expansion Strategy Remains on Track to Deploy 8,000 Kiosks by the End of 2024 ATLANTA, May 14, 2024 (GLOBE NEWSWIRE) -- Bitcoin Depot Inc. ("Bitcoin Depot" or the "Company"), a U.S.-based Bitcoin ATM operator and leading fintech company, today reported financial results for the first quarter ended March 31, 2024. Bitcoin Depot will ...

ATLANTA, May 06, 2024 (GLOBE NEWSWIRE) -- Bitcoin Depot (“Bitcoin Depot” or the “Company”), a U.S.-based Bitcoin ATM operator and leading fintech company, will hold a conference call and live audio webcast on Tuesday, May 14th at 10:00 a.m. Eastern time (7:00 a.m. Pacific Time) to discuss its financial results for the first quarter ended March 31, 2024. Bitcoin Depot plans to release results before the market open on the same day. Call Date: Tuesday, May 14, 2024 Time: 10:00 a.m. Eastern time (7:00 a.m. Pac ...

ATLANTA, May 06, 2024 (GLOBE NEWSWIRE) -- Bitcoin Depot (“Bitcoin Depot” or the “Company”), a U.S.-based Bitcoin ATM operator and leading fintech company, will hold a conference call and live audio webcast on Tuesday, May 14th at 10:00 a.m. Eastern time (7:00 a.m. Pacific Time) to discuss its financial results for the first quarter ended March 31, 2024. Bitcoin Depot plans to release results before the market open on the same day. Call Date: Tuesday, May 14, 2024   Time: 10:00 a.m. Eastern time (7:00 a.m. P ...

ATLANTA, April 25, 2024 (GLOBE NEWSWIRE) -- Bitcoin Depot ("Bitcoin Depot" or the "Company") (NASDAQ:BTM), a U.S.-based Bitcoin ATM ("BTM") operator and leading fintech company, today announced a strategic investment from Sopris Capital ("Sopris"), a 20-year-old multi-strategy investment firm. As part of the investment, Sopris Capital has purchased 2,906,976 Class A common shares and is now one of the Company`s largest independent shareholders. "We are thrilled to own part of a growing, market-leading busin ...

ATLANTA, April 18, 2024 (GLOBE NEWSWIRE) -- Bitcoin Depot ("Bitcoin Depot" or the "Company") (NASDAQ:BTM), a U.S.-based Bitcoin ATM ("BTM") operator and leading fintech company, today announced the purchase of approximately 2,300 Bitcoin ATMs. The Company plans to strategically deploy these kiosks as part of its ongoing expansion efforts throughout 2024 and beyond. The purchase of approximately 2,300 Bitcoin ATMs comes at a greater than 50% discount in cost per-kiosk compared to the Company's typical per-ki ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the annual period ended December 31, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from __________ to __________ Commission File Number: 001-41305 Delaware 87-3219029 (State or other jurisdiction of incorporation or organization) ( ...