At the archive date, Coinbase Global, Inc. was expected to release its Q3 2026 10-Q filing on October 28, 2026, after market close. Last quarter: In Q2 FY2026, Coinbase reported an 18.5% year-over-year revenue decline to $1.22B and a net loss of $359.5M, driven by lower consumer crypto spot trading volumes and fair value losses on crypto assets held for investment.
EPS Estimate
$-0.09
Revenue Estimate
$1.22B
Analyst consensus captured from Finnhub and Financial Modeling Prep. This archived preview is no longer updated with later results; see the COIN page for retained reports.
Drawn from management commentary in the Q2 2026 10-Q:
Transaction revenue dropped 22% YoY to $599.2M in Q2 FY2026, driven by a 31% decrease in consumer transaction revenue to $451.7M due to lower spot trading volumes. Conversely, institutional transaction revenue grew 65% YoY to $100.1M, primarily boosted by the acquisition of Deribit.
Subscription and services revenue fell 12% YoY to $555.1M in Q2 FY2026, largely caused by a 42% decline in blockchain rewards to $83.3M due to lower crypto prices (mainly Solana). Stablecoin revenue declined 5% YoY to $292.1M due to lower market interest rates despite customer USDC balances reaching all-time highs.
Assets on Platform (AOP) fell 42% YoY to $245.9B as of June 30, 2026, reflecting a $196.5B valuation decline driven primarily by Bitcoin price drops. Monthly Transacting Users (MTUs) decreased to 7.6M from 8.7M in the prior year quarter due to broader crypto market softness.
Revenue
$1.22B
-18.51% YoY
EPS (Diluted)
-$1.36
-126.46% YoY
Operating Income
-$113.49M
-360.40% YoY
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