MARA Holdings, Inc. Q4 FY2023 Earnings Call
· Earnings call transcript and AI-powered summary
Marathon Digital Holdings: Q4 and Full-Year 2023 Earnings Summary
- Record-Breaking Performance: Marathon achieved record operational and financial results in 2023, surpassing its goal of reaching 23 exahash (EH/s) by ending the year at 24.7 EH/s — a 253% increase from 7 EH/s in 2022.
- Record Bitcoin Production: 12,852 BTC mined in 2023, up 210% from 4,144 BTC in 2022. Q4 alone produced 4,242 BTC — more than all of 2022 and more than three major competitors combined.
- Fleet Efficiency Gains: Efficiency improved 21% YoY, from 30.9 joules/terahash to 24.5 joules/terahash by year-end.
- Operational Site Uplift: Major utilization increases at King Mountain (51% to 92%) and Granbury (56% to 99%) by December 2023.
- Ownership Shift: Following the $179M acquisition of two datacenters (Kearney, NE and Granbury, TX), direct control of capacity grew from 3% to 45% of total 910 MW.
- International Expansion:
- Paraguay: Launched a 27 MW site converting otherwise unused hydropower into Bitcoin mining capacity (~1.1 EH/s).
- UAE and global presence across 11 sites on 3 continents now give international scalability to Marathon’s business.
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