NYSE$CPNG

Coupang Inc. · Q2 2025 earnings

Q2 2025 earnings · · After market close · Investor relations

Briefing

Coupang Inc. reported net income of $31 million on total net revenues of $8.5 billion for Q2 2025.

Coupang delivered 16% year-over-year revenue growth to $8.5 billion in Q2 2025, driven by a 10% increase in Product Commerce Active Customers and higher engagement. The company achieved positive operating income of $149 million and net income of $31 million, reversing a prior-year loss. Product Commerce segment gross profit rose 23% while Developing Offerings continued to scale.

  • Total net revenues grew 16% YoY to $8.524 billion with Product Commerce contributing $7.334 billion.
  • Net income reached $31 million compared to a $105 million loss in Q2 2024.
  • Product Commerce Active Customers increased 10% to 23.9 million with net revenue per active customer at $307.
  • Operating cash flow was $545 million and free cash flow was $247 million for the quarter.

Headline financials

Total Revenue

$8.52B

Previous: $7.32B+16.4%
EPS (adj)

$0.02

Previous: -$0.04+150.0%
Product Commerce Active Customers

23.9M

Previous: 21.7M+10.1%
Net Revenue per Active Customer

$307.00

Previous: $296.00+3.7%
Capital Expenditures

-$538M

Previous: -$285M-88.8%
Free Cash Flow

-$506M

Previous: -$362M-39.8%
Net Income

$32M

Previous: -$77M+141.6%
Operating Income

$149M

Previous: -$25M+696.0%
Gross Profit

$2.56B

Previous: $2.14B+19.6%
Cash & Equivalents

$6.8B

Previous: $5.54B+22.8%
Total Assets

$17.8B

Previous: $15.2B+17.3%

Revenue & EPS history

Coupang · Revenue · Quarterly

$8.52B

Q2 2025+16.4%vs Q2 2024
Beat estimate in 7 of 16 quarters(44%)
ActualEstimate

Revenue by segment

Coupang · $8.52B total across 2 segments · Q2 2025

  • Product Commerce
    $7.33B
  • Developing Offerings
    $1.19B

Forward guidance

No explicit numerical guidance provided in the filing.

Historical earnings impact

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

Avg. return before/after earnings

Based on 19 quarterly earnings reports

Historical avg

-0.5%

Avg return

Earnings day

-2.1%

Avg return

5 days after

-4.0%

Avg return

30 days after

48%

12 / 25 earnings

Positive

+14.0%

Q3 2022

Best reaction

-17.0%

Q4 2019

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q2 2025
Q1 2026+2.5%-16.2%-18.4%
Q4 2025+2.1%+2.1%-3.3%
Q3 2025-5.9%-10.0%-15.6%
Q1 2025+10.8%+8.9%+18.5%
Q4 2024+3.5%-1.5%-7.5%
Q3 2024-6.6%-6.0%-6.5%
Q2 2024+4.2%+11.0%+14.6%
Q1 2024-8.1%-3.6%-6.2%
Q4 2023+11.3%+15.6%+8.5%
Q3 2023-7.9%-8.3%-8.0%
Q2 2023+7.2%+7.3%+2.9%
Q1 2023-6.6%-9.7%-9.9%
Q4 2022-3.6%-4.2%+3.2%
Q3 2022+14.0%+3.3%+3.5%
Q2 2022-1.5%-4.6%-4.5%
Q1 2022+8.3%+19.4%+8.7%
Q4 2019-17.0%-19.2%-27.7%
Q4 2021+0.0%-22.5%-27.8%
Q3 2020-3.6%-2.9%-8.3%
Q3 2021-3.6%-2.9%-8.3%
Q2 2020-0.7%-7.6%-13.2%
Q2 2021-7.0%-9.5%-18.3%
Q1 2020+3.1%+5.4%+9.3%
Q4 2020+3.1%+5.4%+9.3%
Q1 2021-11.6%-3.0%+6.5%

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