COINBASE GLOBAL INC -CLASS A earnings calls

COIN · every analyst question and management's answer

Oct 29, 2026 earnings call — Prediction markets, agents, and USDC growth

Prediction markets crossed $200 million of annualized run rate revenue, offsetting crypto spot trading down 10% quarter-over-quarter and keeping revenue flat.

Revenue $1.2B (est $1.2B) · EPS $2.51 (est $-0.23)

Key quotes

"And during the third quarter, it crossed $200 million of annualized run rate revenue."
— Alesia Haas (CFO) · Prediction markets growth

"I mean the agentic trading volume is growing something like 20% week-over-week right now, which is just shocking."
— Brian Armstrong (CEO) · Agentic economy and agents

"So we capture about 50% of the overall economics. We hold about 30% of total USDC in circulation as assets on our platform."
— Alesia Haas (CFO) · USDC and stablecoins

AI-generated notes on the earnings call transcript. Quotes are taken from the transcript. This is not a FolioObs investment view.

COINBASE GLOBAL INC -CLASS A (COIN) · Earnings calendar

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All of this week's earnings call summaries