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Just reported
Q3 2026 results
From Coinbase Global's results release of 2026年10月29日; its quarterly report has since been filed.
Revenue
Actual
$1.22B
-35% y/y
-0.4% q/qGuided
—
No guide given
EPS, GAAP
Actual
$2.51
+67% y/y
Guided
—
No guide given
Operating income, GAAP
Actual
$61.7M
-87% y/y
Guided
—
No guide given
Set against the company's own guidance and the same quarter a year earlier, not analysts' estimates, which we do not hold. Adjusted figures are the company's own non-GAAP measures, as stated in the release.
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Grade rose recently in Financials
Rose to A or B on a filing in the last 90 days, worth $2B or more: largest first.
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WFCWells Fargo & Company2026年10月13日BAGraded B, now A- CMECME Group Inc.2026年10月21日BAGraded B, now A
どうやって稼いでいるか
- Customer trading, custody, subscriptions and stablecoin services95%
売上構成比はQ1 2026, low confidenceの推計であり、提出された報告書の数字ではありません。
競合
何を売っているか6
Consumer trading
A service for consumers to buy and sell crypto assets, stocks, futures and prediction markets, either through a simple interface or advanced trading tools.
Coinbase Prime
A service for institutions to trade crypto through connected trading venues and to store crypto assets in custody.
Coinbase exchanges
Trading venues for spot crypto and derivatives, including futures and options.
さらに3件を表示
Base
A network built on Ethereum that processes onchain transactions; Coinbase earns fees when it processes transactions.
USD Coin (USDC)
A stablecoin issued by Circle that can be redeemed one-for-one for U.S. dollars; Coinbase shares in economics tied to its reserves and circulation.
Coinbase One
A paid consumer membership with benefits such as reduced trading fees, rewards and priority customer support.
誰が買っているか3
- Consumers who buy, sell or hold crypto assets and use trading, payment and subscription services.
- Institutions such as asset managers, hedge funds, banks, market makers and companies that trade or store crypto assets.
- Developers and businesses that use Coinbase tools and Base to build products involving crypto payments, wallets or trading.
何に支えられ、何に崩されうるか
事業が頼っているもの
- 1Revenue from trading fees depends substantially on crypto asset prices and trading activity.
- 2Stablecoin revenue depends in part on the amount of USDC in circulation and on Coinbase, the Circle partnership, and interest rates on reserves.
- 3Trading, custody and other services depend on supported blockchain networks, payment networks, banks and other service providers.
- 4Products require licenses and compliance with financial, consumer-protection and anti-money-laundering rules in the places where they are offered.
うまくいかなくなる可能性
- 1Crypto price changes and lower trading activity can reduce transaction revenue and the value of customer assets held on the platform.
- 2Changing or conflicting rules across jurisdictions, including uncertainty about whether particular crypto assets or products are regulated as securities, can require product changes or lead to regulatory action.
- 3A cyberattack, security breach or loss of private keys could interrupt services or cause the loss of customer or company assets.
Coinbase Global, Inc.について
Consumers can use Coinbase to buy and sell cryptocurrencies, stocks, futures and prediction markets; institutions can trade and store crypto assets. Coinbase also earns money from stablecoin arrangements, staking services and paid subscriptions. In Q2 2026, it averaged 7.6 million monthly transacting users (Q2 2026, high confidence) and held $245.9 billion in customer crypto assets and payment stablecoins (June 30, 2026, high confidence).
- 本社
- Remote-first; no headquarters
- 設立
- May 2012
- 従業員数
- 4,951 (December 31, 2025, high confidence)
- 決算期
- December 31
Coinbase Global, Inc. 自身が米国証券取引委員会（SEC）に提出した書類にもとづきます。数字は報告されたままで、1 株当たりの履歴は今日の株数基準に修正済みです。 これは事業の説明です——投資助言ではなく、売買を勧めるものでもありません。