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  • 8 hours ago
Coinbase stock moved after reporting earnings that missed Wall Street expectations as crypto markets weakened. The company posted a loss of $2.49 per share on $1.78B in revenue, which came in below analyst estimates. Quarterly revenue declined 21.6% as Bitcoin and the broader crypto market pulled back from recent highs, impacting trading activity and transaction revenue.

Despite the miss, Coinbase shares gained in after-hours trading, with CEO Brian Armstrong highlighting strong full-year growth, rising assets on platform, and expanding subscriptions. With Bitcoin down significantly from its all-time high, investors are now watching whether Coinbase can position itself for the next crypto cycle.
Transcript
00:00Coinbase just missed expectations, but the stock seems to be bouncing back after hours.
00:05The crypto exchange reported a loss of $2.49 per share and $1.78 billion in revenue, both below forecasts.
00:13And revenue actually fell 21.6% from the previous quarter as crypto prices weakened.
00:18Bitcoin alone has dropped sharply from last year's highs, down roughly 48% from its October peak, putting pressure on
00:25trading activity.
00:26But CEO Brian Armstrong still called 2025 a strong year, pointing toward growing subscriptions and rising assets on the platform.
00:34So now investors are stuck in a little bit of a weird spot.
00:37The crypto market is cooling, therefore Coinbase's core business slows, yet the company says it's still in pole position for
00:442026.
00:45The real question isn't whether crypto is volatile, it's whether Coinbase is building through the downturn or just riding the
00:52cycle.
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