Average Operational Hash Rate Increases 22% M/M to 25.7 EH/s Increased BTC Holdings to 17,857 BTC; Total Cash and BTC of $1.5 B as of May 31, 2024 Fort Lauderdale, FL, June 05, 2024 (GLOBE NEWSWIRE) -- Marathon Digital Holdings, Inc. (NASDAQ: MARA) ("Marathon" or the "Company"), a global leader in leveraging digital asset compute to support the energy transformation, today published unaudited bitcoin (“BTC”) production and miner installation updates for May 2024. Management Commentary "The strength of our M ...

Sure, you can buy a spot Bitcoin (BTC-USD) exchange-traded fund, but here’s a much more interesting idea: Marathon Digital (NASDAQ:MARA) is a premier crypto miner with impressive financials. As you learn more about the company, you’ll see why Marathon Digital stock is a prime pick for Bitcoin aficionados. Besides, Marathon Digital isn’t too richly valued, so it’s a great time for investors to apply a “buy low, sell high” strategy. But don’t just take my word for it, as the data will support my bullish thesi ...

Marathon Digital Holdings has risen to the top of the Bitcoin mining industry. But can it keep it up? In the crowded and highly competitive Bitcoin (CRYPTO: BTC) mining industry, Marathon Digital Holdings (MARA 5.63%) has emerged as a prominent player. At the peak of the last crypto bull market, Marathon Digital's stock price had soared by more than 2,400% to $75. Yet the crypto winter was harsh to Marathon Digital, just as it was to most other players in the industry. By the start of 2023, it was back down ...

文章核心观点 - 公司与肯尼亚能源和石油部签署协议,建立联合指导委员会,共同优化可再生能源项目,推进技术基础设施建设,促进肯尼亚经济发展 [1][2][3] - 该协议标志着公司首次与政府直接合作,增强能源基础设施,是公司拓展国际业务的重要一步 [3][4] 根据相关目录分别进行总结 协议内容 - 双方将交流政策、科技和项目投资方面的专业知识,以优化可再生能源项目,应对间歇性和季节性变化带来的剩余能源问题 [2] - 成立联合指导委员会,由双方高级官员组成,负责推进全国范围内的能源相关项目 [2] - 预计将吸引超过8000万美元的外国投资,为肯尼亚经济和当地能源行业带来收益 [2] 公司战略 - 该协议为公司在肯尼亚开展业务提供了明确框架,体现了肯尼亚优化能源利用和增强技术基础设施的创新方法 [3] - 公司期望与肯尼亚政府和其他相关方密切合作,推动创新和可持续的能源解决方案 [3][4] - 这是公司在阿联酋和巴拉圭成功开展业务后的又一里程碑,标志着公司国际业务的进一步拓展 [3]

Agreement Establishes a Joint Steering Committee and a Framework To Utilize Green Data Centers To Optimize Renewable Energy Projects, Advance Technological Infrastructure, and Promote Economic Development across the Republic of Kenya Fort Lauderdale, FL, May 24, 2024 (GLOBE NEWSWIRE) -- Marathon Digital Holdings, Inc. (NASDAQ:MARA) ("Marathon" or "Company"), a global leader in leveraging digital asset compute to support the energy transformation, has entered into an agreement with the Ministry of Energy and ...

Marathon Digital Holdings, Inc. (MARA) has recently been on Zacks.com's list of the most searched stocks. Therefore, you might want to consider some of the key factors that could influence the stock's performance in the near future. Shares of this company have returned +23.8% over the past month versus the Zacks S&P 500 composite's +2.5% change. The Zacks Technology Services industry, to which Marathon Digital belongs, has gained 2.4% over this period. Now the key question is: Where could the stock be heade ...

The company looks like a decent buy on weakness just now. One of the stocks that got rocked this earnings season was Marathon Digital (MARA 4.17%). The company, which mines Bitcoin, reported its first-quarter earnings. To say these were mixed would be an understatement; while it crushed the consensus analyst estimate for profitability, it whiffed badly on revenue. Investors were more worried about the latter and traded the stock down. Following this trajectory, one pundit cut his price target on Marathon's ...

财务数据和关键指标变化 - 第一季度净收入为3.37亿美元,同比增长184% [39] - 第一季度收入为1.65亿美元,同比增长223% [40][41] - 第一季度每日平均比特币产量为30.9枚,同比增长27% [42] - 第一季度非GAAP总毛利为7500万美元,同比增长317% [49] - 第一季度调整后EBITDA为5.29亿美元,同比增长266% [55] - 截至3月31日,公司持有7,320枚比特币,价值12亿美元 [58] 各条业务线数据和关键指标变化 - 公司正式推出Slipstream服务,在比特币减半前夕,该服务为公司带来了额外的4.25枚比特币交易费收入 [23][24] - 公司推出了MARA固件、控制器板和2PIC浸没式冷却技术,已有客户订单达到数千万美元 [26][27] - 公司正在将2PIC技术应用于自有矿场,以提高运营效率和降低成本 [28] 各个市场数据和关键指标变化 - 公司正在加速在欧洲、中东、非洲和亚洲部分地区的国际业务拓展 [83][84] - 公司目标在2028年实现50%的海外收入 [85] 公司战略和发展方向及行业竞争 - 公司正式从资产轻资产模式转型为自有和运营矿场,通过收购以较低成本扩大产能 [15][16][17][18][19] - 公司正在重组为三大业务部门:公用事业规模挖矿、技术创新和能源回收利用 [70][71][72][73][74][77][78][79][80] - 公司目标是到2024年底达到50EH/s的算力,并计划未来将50%收入来自非公用事业规模挖矿业务 [86][87][88][89][90] - 公司认为在比特币减半后,通过多元化收入来源和技术优势,能够保持盈利能力和增长 [95][96][97] 管理层对经营环境和未来前景的评论 - 第一季度运营受到一些外部因素的影响,如变压器故障、电网维护和天气因素,但公司已采取措施解决这些问题 [29][30][31][32][33] - 公司相信随着规模扩大、设备标准化和冗余能力的提升,这些外部因素对运营的影响将逐步降低 [117][118][119] - 公司认为未来几年行业内并购机会丰富,公司将继续寻找有价值的收购标的 [141][142][143][144][145] - 公司看好能源回收利用业务的发展前景,认为这将有助于降低矿机运营成本 [167][168][169][170][171][172][173][174] 问答环节重要的提问和回答 问题1 **Lucas Pipes 提问** 公司矿池表现优于行业平均水平的原因 [129][130][131][132][133][134][135] **Fred Thiel 回答** 公司矿池表现优于行业平均水平的原因是公司拥有垂直整合的技术栈,能够提供更优化的服务 [129][130][131][132][133][134][135] 问题2 **Joe Flynn 提问** 公司收购Generate Capital资产后,之前的托管客户何时会腾出全部产能 [150][151] **Fred Thiel 回答** 公司预计到第三季度将完全腾出Generate Capital资产的全部产能 [150][151] 问题3 **Kevin Dede 提问** 公司能源回收利用业务的具体情况 [166][167][168][169][170][171][172][173][174] **Fred Thiel 回答** 公司正在通过利用沼气、工业废弃物等多种方式进行能源回收利用,并将回收的热量用于工业生产和社区供暖等用途,这有助于降低矿机运营成本 [166][167][168][169][170][171][172][173][174]

Marathon Digital Holdings, Inc. (MARA) came out with a quarterly loss of $0.06 per share versus the Zacks Consensus Estimate of $0.02. This compares to loss of $0.03 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of -400%. A quarter ago, it was expected that this company would post earnings of $0.05 per share when it actually produced a loss of $0.02, delivering a surprise of -140%. Over the last four quarters, the company has ...

财务业绩 - 第一季度2024年，Marathon Digital Holdings的收入增长了223%，达到创纪录的1.652亿美元[1] - 第一季度2024年，Marathon Digital Holdings的净收入增长了184%，达到创纪录的3.372亿美元，每股摊薄收益为1.26美元[1] - 第一季度2024年，Marathon Digital Holdings的调整后的EBITDA增长了266%，达到创纪录的5.288亿美元[1] - Marathon的数字资产收益在2024年第一季度达到4.888亿美元，较2023年同期增长256%[3] - 第一季度2024年，Marathon Digital Holdings的调整后EBITDA增长了266%，达到5.288亿美元[3] 产品与服务推出 - Marathon推出了Anduro，一个旨在加速比特币开发和采用的新型多链比特币第二层网络[2] - Marathon推出了支持比特币生态系统的首批产品和服务，包括Slipstream、MARAFW、MARA UBC 2100和MARA 2PIC700[2] 挖矿设施与目标 - Marathon完成了多个数据中心的收购，将挖矿组合增加到超过1.1吉瓦特的容量，其中54%的容量现在由公司直接拥有和运营[2] - Marathon将2024年的哈希率目标提高到50 EH/s，预计2024年哈希率将增长约100%[2] 关键指标与财务报表 - 公司将调整后的EBITDA从144,545美元增长至528,802美元[20] - 公司定义了"激活算力"和"平均运营算力"等关键指标，用于衡量挖矿设备的运行情况和部署进展[21][22] - 公司认为这些指标有助于衡量潜在的比特币产量，但也指出无法直接与实际产量挂钩[23] - 公司提供了非GAAP财务指标，包括调整后的EBITDA和排除折旧和摊销的总利润率，用于帮助投资者理解业绩和管理决策[24] - 调整后的EBITDA和排除折旧和摊销的总利润率不是GAAP下的绩效指标，可能与其他公司的类似指标不可比[25]