NASDAQ$COIN

Coinbase Global Inc · Q1 2026 earnings

Q1 2026 earnings · · After market close · Investor relations

Briefing

Coinbase reported Q1 2026 total revenue of $1.41B with a net loss of $394.1M and Adjusted EBITDA of $303.3M as trading volume fell 50% YoY.

For the quarter ended March 31, 2026, Coinbase total revenue was $1.41 billion versus $2.03 billion a year ago, with net revenue of $1.34 billion. The company posted a net loss of $394.1 million compared with net income of $65.6 million in Q1 2025, and Adjusted EBITDA was $303.3 million versus $929.9 million. Trading volume declined 50% to $202 billion while monthly transacting users fell 15% to 8.2 million.

  • Total revenue $1.41B (-31% YoY); net loss $394.1M vs net income $65.6M prior year.
  • Adjusted EBITDA $303.3M; trading volume $202B (-50%).
  • Net revenue split: transaction $756M and subscription/services $584M.

Headline financials

Total Revenue

$1.41B

Previous: $2.03B-30.5%
EPS (adj)

-$0.86

Previous: $0.26-430.8%
Adjusted EBITDA

$303M

No prior period
Net Income

-$394M

Previous: $65.6M-700.7%
Operating Income

-$21.4M

Previous: $706M-103.0%
Gross Profit

$1.41B

No prior period
Cash & Equivalents

$10.2B

No prior period
Total Assets

$28.8B

No prior period

Revenue & EPS history

Coinbase · Revenue · Quarterly

$1.41B

Q1 2026-30.5%vs Q1 2025
Beat estimate in 12 of 15 quarters(80%)
ActualEstimate

Revenue by segment

Coinbase · $317M total across 2 segments · Q3 2023

  • Interest and Finance Fee Income
    $243M+138.2%
  • Blockchain Rewards
    $74.5M+18.6%

Forward guidance

Post-quarter management expects Q2 technology and G&A expenses lower than Q1 including restructuring impacts.

Tailwinds

  • USDC reached record market cap on platform.
  • Subscription and services $583.5M.

Headwinds

  • 50% trading volume decline on softer crypto markets.
  • Net loss on lower transaction revenue.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q1 2026

Historical avgQ1 2026

-2.8%

Avg return

Earnings day

-2.0%

Avg return

5 days after

-1.3%

Avg return

30 days after

32%

8 / 25 earnings

Positive

+20.1%

Q1 2023

Best reaction

-35.7%

Q1 2022

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+0.1%+4.6%-21.0%
Q4 2025+16.5%+16.3%+38.6%
Q3 2025-2.2%-2.8%-17.0%
Q2 2025-16.7%-19.6%-19.4%
Q1 2025-3.6%+27.6%+21.7%
Q4 2024-8.0%-13.2%-38.6%
Q3 2024-18.4%-15.2%+34.8%
Q2 2024-8.9%-13.5%-18.3%
Q1 2024+6.3%+2.0%+7.5%
Q4 2023+12.4%+8.1%+51.1%
Q3 2023+10.3%+14.5%+71.9%
Q2 2023-3.5%-2.6%-13.8%
Q1 2023+20.1%+24.2%+33.1%
Q4 2022-6.2%-10.4%+1.7%
Q3 2022-3.1%-16.3%-21.5%
Q2 2022-4.0%-7.7%-25.4%
Q1 2022-35.7%-18.7%-23.6%
Q4 2019+6.2%+8.3%+4.0%
Q4 2021+2.4%+13.6%+8.1%
Q3 2020-5.9%-3.4%-28.4%
Q3 2021-7.2%-3.1%-25.4%
Q2 2020-4.9%-4.8%-7.9%
Q2 2021-0.7%-6.9%-8.6%
Q4 2020-6.4%-15.2%-15.5%
Q1 2021-8.9%-15.7%-21.0%
Q1 2020
Q3 2019
Q2 2019
Q1 2019

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