Circle: My Bull Case Is Now Broken (Q2 Earnings Review)
Despite Circle's revenue beat in Q2, my previous bull thesis seems to be broken. Shrinking profitability, a huge EPS miss, and declining margin guidance signal significant trouble ahead. The primary growth engine, USDC circulation, missed consensus estimates for the first time, challenging the narrative of frictionless, explosive growth for the company. Insider-heavy secondary offering post-earnings signals lack of confidence, with 80% of shares sold by existing holders, pressuring the stock.
Circle: Q2 Earnings Not Good Enough
Circle Internet Group reported strong Q2 revenue, reflecting robust demand for its stablecoin products. Shares have surged since going public a few months ago, but have recently come well off their nearly $300 peak. Despite strong growth, the company trades at a very high valuation compared to partner and crypto peer Coinbase.
Circle shares drop after $34.5bn secondary offering plan
Circle Internet Group's stock slid more than 6% after hours on Tuesday after the stablecoin issuer announced plans to sell 10 million shares, just weeks after its blockbuster IPO and quintupling of the stock price. The sale includes 2 million new shares and 8 million from existing holders.
Circle Internet Group, Inc. (CRCL) Reports Q2 Earnings: What Key Metrics Have to Say
The headline numbers for Circle Internet Group, Inc. (CRCL) give insight into how the company performed in the quarter ended June 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Circle stock jumps after first-ever public earnings
Stablecoin issuer Circle Internet Group is seeing its stock (NYSE: CRCL) rise yet again. Shares in the company are up more than 7% in early morning as of the time of this writing.
Circle CEO Discusses Earnings as Shares Jump
Circle CEO Jeremy Allaire discusses the company's revenue growth and plans to build new products. Shares of the stablecoin issuer jumped following its first earnings report as a public company.
Circle's USDC Volume Hits $5.9 Trillion in Race to Lock in First-Mover Advantage
No man is an island, but Circle Internet Group is the only publicly listed stablecoin company in the United States. Circle's $1.2 billion IPO in June marked one of the year's largest FinTech debuts, and on Tuesday (Aug.
Circle Internet Group Stock Jumps as USDC Stablecoin Circulation Soars
Circle Internet Group (CRCL) shares jumped nearly 8% Tuesday as its first financial report since its initial public offering (IPO) came in better than expected on growing use of the USDC stablecoin.
Circle CEO Jeremy Allaire on USDC stablecoin growth
Circle CEO Jeremy Allaire on Tuesday said the crypto company has increased its USDC stablecoin circulation 90% year over year and that its growth is "accelerating."
Circle Internet Group posts Q2 revenue beat, swings to a loss on IPO costs
Circle Internet Group (NYSE:CRCL) shares jumped before Tuesday's opening bell as it delivered a revenue beat for its first quarter as a publicly traded company. The financial technology company reported that its total revenue and reserve income grew 53% year-over-year to $658 million, exceeding analyst estimates of approximately $646 million.
Circle CEO Jeremy Allaire: The internet is colliding with the financial system
Jeremy Allaire, Circle co-founder, chairman and CEO, joins 'Squawk Box' to discuss the company's quarterly earnings results, state of crypto, future of stablecoins, and more.
As stablecoin circulation soars, Circle Internet beats revenue target after hot IPO
Circle Internet's stock is up after it reported a wider-than-expected loss but beat analysts' revenue estimates.
