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NASDAQ: MARA MARA Holdings, Inc. 8-K

MARA files investor presentation on $1.5B Long Ridge acquisition, expanding into HPC infrastructure

Filed June 25, 2026 · Period ending June 25, 2026 · ~1 min read

5 key changes 3 high relevance 2 sections

Key Changes

  • high

    MARA disclosed investor presentation on its April 29 agreement to acquire Long Ridge Energy & Power for ~$1.5B, expanding beyond Bitcoin mining into high-performance computing and digital energy infrastructure.

  • high

    Long Ridge reported Q1 2026 revenues of $174.6M but posted a $1.26B net loss and negative $1.04B adjusted EBITDA, indicating current operations are unprofitable on both GAAP and adjusted bases.

    Exhibit 99.1 view on EDGAR →
  • high

    Transaction requires third-party approvals and MARA securing financing on acceptable terms for the $1.5B purchase price; Long Ridge carries $2.22B in long-term debt against $4.95B in total assets as of March 31, 2026.

  • medium

    MARA plans to develop the Hannibal, Ohio campus with flexible infrastructure capable of shifting between hyperscale computing, AI workloads, and Bitcoin mining based on market conditions.

  • medium

    MARA's core Bitcoin mining operations produced 3,805 BTC through May 31, 2026, averaging 25.2 BTC daily with 70.7 EH/s energized hashrate and capturing 5.6% of network mining rewards.

    Exhibit 99.1 view on EDGAR →

Summary

MARA itself reported $62.0 million in revenues and a $6.5 million net loss for the same period, with $1.13 billion in long-term debt. The combined entity would have substantial debt obligations and require successful financing arrangements to close the transaction. The strategic rationale centers on operational flexibility: MARA plans to develop the Hannibal, Ohio campus with infrastructure capable of shifting between hyperscale computing, AI workloads, and Bitcoin mining based on market demand.

This diversification strategy aims to reduce dependence on Bitcoin mining economics while leveraging existing energy infrastructure expertise. Investors should watch for updates on financing arrangements, third-party approvals, and management's plan to turn around Long Ridge's current operating losses.

Section-by-Section Diff

Event · Item 8.01 — Other Events

~1,000 words

Item 8.01 — Other Events filed; see Key Changes for terms.

4 Added
Added Long Ridge acquisition investor presentation high

Added in current filing · verify on EDGAR →

on April 29, 2026, MARA USA Corporation, a Delaware corporation (“Buyer”) and a subsidiary of MARA Holdings, Inc., a Nevada corporation (the “Company”), and (solely for the purposes of Articles V, IX, and X thereof) the Company entered into an Equity Purchase Agreement with Ohio River Partners Holdco LLC, a Delaware limited liability company (“ORPH”), Ohio River Partners Finance LLC, a Delaware limited liability company (together with ORPH, the “Sellers”), and (solely for the purposes of Articles V, IX and X, and Sections 2.5, 6.10, 6.16 and 6.20) FTAI Infrastructure Inc., a Delaware corporation, pursuant to which Buyer will acquire 100% of the issued and outstanding limited liability company membership interests in Long Ridge Energy & Power LLC, a Delaware limited liability company (“Long Ridge”), from the Sellers for a base purchase price of approximately $1.5 billion, subject to customary purchase price adjustments, after which Long Ridge will become an indirect wholly owned subsidiary of the Company

MARA filed an investor presentation providing additional details on its previously announced acquisition of Long Ridge Energy & Power LLC for approximately $1.5 billion. The acquisition, announced April 29, 2026, will make Long Ridge an indirect wholly owned subsidiary of MARA and represents the company's expansion into high-performance computing and digital energy infrastructure beyond its core Bitcoin mining business. Note: these figures were previously disclosed in the company's Apr 30, 2026 8-K.

Added Transaction strategic rationale high

Added in current filing · verify on EDGAR →

the anticipated benefits of the proposed Transaction to the Company, including the Company’s expansion into high-performance computing; the Company’s ability to advance and execute its digital energy infrastructure strategy; the expected earnings and cash flows from the Long Ridge Facility and the expected accretive impact of the Transaction to the Company’s profitability metrics

The filing highlights MARA's strategic objectives for the acquisition: expanding into high-performance computing, advancing its digital energy infrastructure strategy, and generating earnings and cash flows from the Long Ridge facility. Management expects the transaction to be accretive to profitability metrics, though specific financial projections are not disclosed in this 8-K.

Added Facility capabilities and flexibility medium

Added in current filing · verify on EDGAR →

the Company’s planned development of digital infrastructure projects, including the Hannibal, Ohio campus; the expected capacity, scalability and performance of those facilities; the anticipated ability to shift between hyperscale and AI workloads and Bitcoin mining at those facilities

The filing references MARA's planned development of the Hannibal, Ohio campus (Long Ridge's location) with flexible infrastructure capable of shifting between hyperscale computing, AI workloads, and Bitcoin mining. This operational flexibility is a key feature of the acquisition, allowing MARA to optimize facility usage based on market conditions and demand across different computing applications.

Added Transaction closing conditions and risks high

Added in current filing · verify on EDGAR →

the parties’ ability to consummate the Transaction on the proposed terms or on the anticipated timeline, or at all, including risks and uncertainties related to securing the necessary third-party approvals, or the satisfaction of other closing conditions to consummate the Transaction; the occurrence of any event, change or other circumstance that could give rise to the termination of the definitive agreement or any unanticipated difficulties or expenditures relating to the Transaction; the Company’s ... ability to finance the Transaction on acceptable terms, or at all

MARA disclosed standard transaction risks including the need for third-party approvals, satisfaction of closing conditions, potential termination events, and the company's ability to secure financing on acceptable terms. The $1.5 billion purchase price represents a significant capital commitment that requires successful financing arrangements for completion.

Event · Exhibit 99.1

3 Added
Added Long Ridge acquisition disclosure high

Added in current filing · view on EDGAR →

MARA's acquisition of Long Ridge on theproposed terms or on the anticipated timeline, or at all, including risks and uncertainties related to securing the necessary third - party approvals, or the satisfaction of other closing conditions to consummate the transaction

MARA disclosed a pending acquisition of Long Ridge Energy & Power LLC. The filing presents combined selected financial information for both entities for Q1 2026, indicating MARA is acquiring Long Ridge to expand into high-performance computing and digital energy infrastructure. The transaction requires third-party approvals and satisfaction of closing conditions.

Added Q1 2026 financial results high

Added in current filing · view on EDGAR →

$62,006 $174,614 Total revenues ($6,495) ($1,259,619) Net loss attributable to common stockholders / members $22,905 ($1,095,624) EBITDA $25,373 ($1,037,727) Adjusted EBITDA

MARA reported Q1 2026 results showing Long Ridge generated $174.6 million in total revenues with a net loss of $1.26 billion, while MARA had $62.0 million in revenues and a $6.5 million net loss. On an adjusted EBITDA basis, Long Ridge posted negative $1.04 billion while MARA posted positive $25.4 million, indicating Long Ridge's operations are currently unprofitable on both GAAP and adjusted bases.

Added Q1 2026 balance sheet high

Added in current filing · view on EDGAR → · paraphrased

$8,304 $513,653 Cash & cash equivalents $1,127,200 $2,218,261 Long - term debt, net of current portion $1,677,577 $4,949,269 Total assets

As of March 31, 2026, Long Ridge held $513.7 million in cash and $2.22 billion in long-term debt against $4.95 billion in total assets, while MARA held $8.3 million in cash and $1.13 billion in long-term debt against $1.68 billion in total assets. The combined entity would have substantial debt obligations and a larger asset base.

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Figures/quotes linked to EDGAR · Narrative written by AI · Jun 29, 2026 · How we verify