NASDAQ$FLD

Fold Holdings Inc · Q2 2025 earnings

Q2 2025 earnings · · After market close · Investor relations

Briefing

Fold Holdings Inc reported Q2 2025 results showing revenue growth and a net income turnaround driven by digital asset gains.

Fold Holdings Inc achieved net revenue of $8.2 million in the three months ended June 30, 2025, a 59% increase from the prior year period. The company recorded net income of $13.4 million, reversing a $2.3 million loss in Q2 2024, primarily due to gains on its investment treasury bitcoin holdings. Operating expenses rose sharply to $14.5 million as the company scaled post its February 2025 reverse merger and public listing.

  • Revenue grew 59% year-over-year to $8.2 million, led by merchant offers within banking and payments.
  • Net income reached $13.4 million versus a $2.3 million loss last year, aided by $36.6 million in investment treasury gains.
  • Cash and cash equivalents stood at $6.6 million with total assets of $182.1 million at quarter end.
  • Company held 1,492 bitcoin in its investment treasury valued at $159.9 million, of which 800 bitcoin served as collateral.

Headline financials

Total Revenue

$8.18M

No prior period
EPS (adj)

$0.29

Previous: -$0.02+1550.0%
Net Income

$13.4M

Previous: -$224K+6098.7%
Operating Income

-$14.6M

Previous: -$626K-2237.5%
Cash & Equivalents

$6.61M

Previous: $109K+5952.5%
Total Assets

$182M

Previous: $51.8M+251.8%

Revenue & EPS history

TAC Emerald · Revenue · Quarterly

$8.18M

Q2 2025
Beat estimate in 0 of 1 quarters(0%)
ActualEstimate

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 9 quarterly earnings reports

Historical avg

-0.7%

Avg return

Earnings day

-0.1%

Avg return

5 days after

-3.5%

Avg return

30 days after

50%

5 / 10 earnings

Positive

+0.7%

Q4 2023

Best reaction

-4.9%

Q3 2025

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q2 2024
Q2 2025
Q1 2026-1.4%-3.4%-54.9%
Q3 2025-4.9%-2.9%+2.3%
Q1 2025-2.9%+3.6%+13.6%
Q3 2024+0.3%+0.2%+0.5%
Q1 2024+0.5%+0.9%+1.1%
Q4 2023+0.7%+0.3%+0.0%
Q3 2023+0.2%+0.2%+0.3%
Q2 2023-0.1%+0.0%+0.6%
Q1 2023+0.0%+0.0%+1.1%
Q4 2022+0.2%+0.2%+0.7%

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