Coinbase CEO Brian Armstrong said the crypto platform aims to become one of the biggest financial services companies in the world in a few years, aided by traditional players who continue adopting crypto at an accelerating rate.Asked on the company's call with analysts this week if Coinbase plans to enter traditional finance, Armstrong said that rather than look backward, he "wants to look forwards and skate to where this opportunity is going.""Today, we're primarily focused on trading and payments … across ...

公司业绩与收购 - Coinbase第一季度业绩未达到投资者预期 [1] - 公司可能通过以29亿美元收购Deribit产生重大影响 [1] - 收购金额为29亿美元 [1] 市场反应 - 公司股价在2025年5月9日收盘时下跌3.41% [1] - 视频发布于2025年5月10日讨论收购影响 [1] 行业动态 - Coinbase持续扩大加密货币服务业务 [1] - 收购Deribit可能成为公司业务增长的关键催化剂 [1]

核心财务表现 - 第一季度每股收益1 94美元 超出市场预期4 9% 同比增长17 6% [1] - 总交易量达3 93亿美元 同比增长26% 超出市场预期3 88亿美元 [2] - 总营收20亿美元 同比增长24% 但低于市场预期4 1% [2] - 交易收入13亿美元 同比增长18 2% 符合市场预期 [3] - 订阅与服务收入6 981亿美元 同比增长36 3% 主要受稳定币收入推动 [3] 运营指标 - 调整后EBITDA为9 299亿美元 同比下降8 3% [4] - 运营费用激增51 5%至13亿美元 主因销售营销及行政管理费用上升 [4] - 现金储备81亿美元 较2024年底下降5 5% [5] - 长期债务增至42亿美元 较2024年底上升4 7% [5] - 运营活动净现金流出1 827亿美元 去年同期为净流入4 115亿美元 [5] 业务展望 - 预计第二季度订阅服务收入6-6 8亿美元 稳定币增长抵消区块链奖励下降 [6] - 技术研发与行政费用预计7-7 5亿美元 与交易量增长及人力成本相关 [6] - 销售营销费用将达2 15-3 15亿美元 季度环比增长主因绩效营销波动 [7] 同业表现 - Bread Financial每股收益2 86美元 超预期36 2% 但营收同比下降2 1%至9 7亿美元 [10] - 美国运通每股收益3 64美元 超预期5 5% 网络交易量4396亿美元同比增长5% [12][13] - Virtu Financial每股收益1 3美元 超预期9 2% 调整后EBITDA利润率提升910基点至64 4% [15]

Now you can get access to the latest and highest-quality analysis of recent Wall Street buying and selling ideas with just one subscription to Beyond the Wall Investing ! There is a free trial and a special discount of 10% for you. Join us today!You're reading my third article on Coinbase Global (NASDAQ: COIN ) stock, and although my very first bearish article played out as I expected, I missed my chance to upgrade COIN from "Sell" when it became clearer that the firm's prospectsDaniel Sereda is chief inves ...

Coinbase Global, Inc. (COIN) reported $2.03 billion in revenue for the quarter ended March 2025, representing a year-over-year increase of 24.2%. EPS of $1.94 for the same period compares to $1.65 a year ago.The reported revenue represents a surprise of -4.12% over the Zacks Consensus Estimate of $2.12 billion. With the consensus EPS estimate being $1.85, the EPS surprise was +4.86%.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wa ...

Coinbase Global, Inc. (NASDAQ:COIN) Q1 2025 Earnings Conference Call May 8, 2025 5:30 PM ET Company Participants Anil Gupta - VP, IR Brian Armstrong - Co-Founder & CEO Alesia Haas - CFO Emilie Choi - President & COO Conference Call Participants Ken Worthington - JPMorgan James Yaro - Goldman Sachs Devin Ryan - Citizens Owen Lau - Oppenheimer Brett Knoblauch - Cantor Fitzgerald Peter Christiansen - Citi Benjamin Budish - Barclays Capital Patrick Moley - Piper Sandler Joseph Vafi - Canaccord Dan Dolev - Mizuh ...

Coinbase Global (COIN) Q1 2025 Earnings Call May 08, 2025 05:30 PM ET Company Participants Anil Gupta - Vice President, Investor RelationsBrian Armstrong - Co-Founder, CEO & ChairmanAlesia Haas - CFOEmilie Choi - President & COODevin Ryan - Director of Financial Technology ResearchPeter Christiansen - DirectorBen Budish - DirectorJoseph Vafi - Managing Director, Equity ResearchAlex Markgraff - Vice President - Equity Research Conference Call Participants Ken Worthington - Financial AnalystJames Yaro - Analy ...

Coinbase Global (COIN) Q1 2025 Earnings Call May 08, 2025 05:30 PM ET Speaker0 Good afternoon. My name is Eric, and I will be your conference operator today. At this time, I would like to welcome everyone to the Coinbase First Quarter twenty twenty five Earnings Call. All lines have been placed on mute to prevent any background noise. After the speakers' remarks, there will be a question and answer session. Anil Gupta, Vice President, Investor Relations, you may begin your conference. Speaker1 Good afternoo ...

Coinbase Global, Inc. (COIN) came out with quarterly earnings of $1.94 per share, beating the Zacks Consensus Estimate of $1.85 per share. This compares to earnings of $1.65 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 4.86%. A quarter ago, it was expected that this company would post earnings of $1.94 per share when it actually produced earnings of $3.39, delivering a surprise of 74.74%.Over the last four quarters, the com ...

A smartphone with the Coinbase logo and representation of cryptocurrencies are placed on a keyboard in this photo taken June 8, 2023.Coinbase shares fell as first-quarter revenue came in shy of Wall Street's expectations, despite the growth in stablecoin revenue.In the quarter ended March 31, Coinbase earned $65.6 million, or 24 cents per share, down from $1.18 billion, or $4.40 a share a year ago. Excluding the impact of crypto investments, Coinbase's adjusted earnings were $527 million, or $1.94 per share ...