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MARA Holdings to Report Q1 2026 Earnings Amid Bitcoin Price Volatility and AI Expansion

MARA Holdings is scheduled to report first quarter 2026 earnings after market close on May 11, 2026, with analysts expecting revenue of $184.21 million and EPS of -$2.34. The results follow a 25% decline in bitcoin prices during the quarter and the company's sale of 15,133 BTC.

CoinDesk
1 source·May 11, 10:03 AM(18 days ago)·1m read
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MARA Holdings to Report Q1 2026 Earnings Amid Bitcoin Price Volatility and AI ExpansionNew York Post
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MARA Holdings is scheduled to report first quarter 2026 earnings after the market close on May 11, 2026. 34. CoinDesk reported that results are expected to reflect significant mark-to-market losses after bitcoin fell roughly 25% during the quarter from roughly $87,000 to $67,000.

1 billion. 0 billion of convertible notes. The moves came as bitcoin mining revenues fluctuate with bitcoin prices, network difficulty and transaction fees.

Investor attention remains focused on MARA’s expansion into AI and high performance computing infrastructure. MARA Holdings announced a partnership with Starwood to develop AI data centers delivering approximately one gigawatt of computing capacity. In the fourth quarter, MARA reported Q4 revenue of $206 million, a 6% decline from $214 million year-over-year.

The broader bitcoin mining industry continues shifting toward AI driven revenue models. Bitcoin miners are leveraging existing energy assets and data center expertise to secure AI-related revenue streams. CoinDesk reported that investor focus is likely to center less on short-term bitcoin price volatility and more on the company’s strategic transition.

5 billion transaction. 5 billion Long Ridge Energy transaction is expected to provide MARA with long-term power-generation capacity and exposure to AI and data center contracts. This reduces reliance on the highly cyclical bitcoin mining business.

4 billion AI cloud agreement with NVIDIA. 4 million non-cash impairment charge tied to the sale of ASIC mining hardware. 1 million investment to install high speed fiber infrastructure supporting a planned 50MW AI factory.

MARA shares rose 1% to $13 in pre-market trading on May 11, 2026. m. It was written by James Van Straten and edited by Jamie Crawley.

Key Facts

MARA Holdings Q1 2026 earnings scheduled for after market cl
Analysts forecast revenue of $184.21 million and EPS of -$2.34 amid bitcoin's 25% quarterly decline
MARA sold 15,133 BTC for approximately $1.1 billion in Q1 20
Proceeds used to repurchase $1.0 billion of convertible notes while advancing AI strategy
FTAI Infrastructure to sell Long Ridge Energy to MARA for $1
Deal provides long-term power capacity and AI/data center contract exposure

Story Timeline

5 events
  1. 2026-05-11 10:03

    CoinDesk article on MARA Q1 2026 earnings expectations published

    1 sourceCoinDesk
  2. 2026-05-11 pre-market

    MARA shares rose 1% to $13

    1 sourceCoinDesk
  3. 2026-05-11 after close

    MARA Holdings scheduled to report Q1 2026 earnings

    1 sourceCoinDesk
  4. Q1 2026

    Bitcoin fell roughly 25% from $87,000 to $67,000; MARA sold 15,133 BTC valued at $1.1 billion and repurchased $1.0 billion convertible notes

    1 sourceCoinDesk
  5. Q4 2025

    MARA reported revenue of $206 million, down 6% from prior year, and announced Starwood AI data center partnership

    1 sourceCoinDesk

Potential Impact

  1. 01

    Industry-wide acceleration of bitcoin miners pivoting to AI cloud and data center contracts

  2. 02

    Reduced dependence on bitcoin mining revenue volatility through AI and power asset acquisitions

  3. 03

    Potential stabilization of MARA's cash flows from long-term AI infrastructure deals

Transparency Panel

Sources cross-referenced1
Confidence score75%
Synthesized bySubstrate AI
Word count264 words
PublishedMay 11, 2026, 10:03 AM
Bias signals removed2 across 2 outlets
Signal Breakdown
Framing 1Loaded 1

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