Coinbase's first-mover advantage as the only publicly traded crypto exchange helped it top earnings estimates again, but competition is looming from clearer rules and newly listed companies, Wall Street analysts said on Friday.
Coinbase Global, Inc. ( COIN ) Q3 2025 Earnings Call October 30, 2025 5:30 PM EDT Company Participants Anil Gupta - Vice President of Investor Relations Brian Armstrong - Co-Founder, Chairman & CEO Alesia Haas - Chief Financial Officer Emilie Choi - President & COO Conference Call Participants Craig Siegenthaler - BofA Securities, Research Division Kenneth Worthington - JPMorgan Chase & Co, Research Division Peter Christiansen - Citigroup Inc., Research Division Benjamin Budish - Barclays Bank PLC, Research Division Owen Lau - Clear Street LLC Devin Ryan - Citizens JMP Securities, LLC, Research Division Patrick Moley - Piper Sandler & Co., Research Division James Yaro - Goldman Sachs Group, Inc., Research Division Andrew Jeffrey - William Blair & Company L.L.C., Research Division Bo Pei - Tiger Brokers (NZ) Limited, Research Division Alexander Markgraff - KeyBanc Capital Markets Inc., Research Division Dan Dolev - Mizuho Securities USA LLC, Research Division Edward Engel - Compass Point Research & Trading, LLC, Research Division Zachary Gunn - Financial Technology Partners LP Joseph Vafi - Canaccord Genuity Corp., Research Division Gustavo Gala - Monness, Crespi, Hardt & Co., Inc., Research Division Presentation Anil Gupta Vice President of Investor Relations Good afternoon, and welcome to the Coinbase Third Quarter 2025 Earnings Call.
While the top- and bottom-line numbers for Coinbase Global (COIN) give a sense of how the business performed in the quarter ended September 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Coinbase Global, Inc. (COIN) came out with quarterly earnings of $1.44 per share, beating the Zacks Consensus Estimate of $1.03 per share. This compares to earnings of $0.62 per share a year ago.
COIN's diversified crypto strategy and regulatory tailwinds give it an edge over MSTR's leveraged Bitcoin bet.
The success of the iPhone demonstrated the power of combining multiple functions into a single, seamless product. Companies like Robinhood, ICE, and Coinbase are now doing the same in the financial industry.
Evaluate the expected performance of Coinbase Global (COIN) for the quarter ended September 2025, looking beyond the conventional Wall Street top-and-bottom-line estimates and examining some of its key metrics for better insight.
CNBC's MacKenzie Sigalos reports on JPMorgan's new $404 price target for Coinbase, citing potential upside from USDC and the possible launch of a Coinbase-native token that could unlock billions in value.
Crypto heavyweight Coinbase said on Tuesday it has bought investment platform Echo in a nearly $375 million cash-and-stock deal, aiming to bring fundraising tools to its platform.
Coinbase has agreed to purchase cryptocurrency investing platform Echo for $375 million. The deal, announced Tuesday (Oct. 21), is the latest in a string of acquisitions for the U.S.'s largest exchange.
Coinbase Global Inc (NASDAQ:COIN) announced on Tuesday that it will acquire cryptocurrency investment platform Echo in a cash-and-stock agreement valued at about $375 million. The transaction would be Coinbase's eighth deal so far this year.
COIN's investment in CoinDCX marks a bold step in its push across India and the Middle East's fast-growing crypto markets.