Coinbase Global, Inc. · COIN · Next earnings

Coinbase Global, Inc. reports Thursday, Oct 29, 2026

COIN reports after market close with consensus EPS at $-0.36 and revenue at $1.17B. Last quarter: Coinbase Q1 2026: Revenue Misses as Crypto Volumes Fall, But Market Share and Derivatives Scale

Reports After market close39 days awayDate estimated Financial Services

What the street expects

Consensus for the coming report
Consensus EPS $-0.36 Calendar consensus
Consensus revenue $1.17B Calendar consensus
Report date Oct 29, 2026 Thursday, date estimated
Session After market close 39 days away

Where COIN left off: FY2026 Q1

Full report

Coinbase Q1 2026: Revenue Misses as Crypto Volumes Fall, But Market Share and Derivatives Scale

EPS surprise -2436.2% Reported $-1.49 vs $0.06
Revenue surprise -4.9% Reported $1.41B vs $1.49B
Stock move +4.2% Event window
Subsequent drift -19.4% Up to 20 sessions

Management maintained its expense guidance, supported by AI-driven efficiency gains in engineering and product development. No explicit revenue or earnings guidance was provided in the supplied analysis. The company signaled continued investment in the Deribit integration, the Everything Exchange expansion into non-crypto assets, and the x402 protocol ecosystem.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Macro headwinds with crypto market cap and trading volume down over 20% QoQ.
  • Regulatory uncertainty pending final passage of the CLARITY Act and related stablecoin rules.
  • Decline in institutional transaction revenue, reflecting lower hedging demand.
  • Potential fee compression as competition from traditional brokerages intensifies.
  • Revenue sensitivity to crypto price volatility.

Questions analysts left open

  • Timeline and impact of the CLARITY Act and stablecoin rewards legislation.
  • Fee structure and potential compression compared with traditional brokerages.
  • Progress and timeline for launching crypto options via Deribit integration.
  • Weakness in institutional revenue versus retail strength.
  • Overall macro environment and its effect on crypto trading volumes.

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Recent COIN quarters

All COIN earnings
+4.2%FY2026 Q1

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2026 Q1

Methodology

The report date comes from FN2's resolved corporate-events calendar and is marked estimated until the company confirms it. Consensus figures are the calendar's latest analyst estimates for the fiscal period and are not an FN2 forecast.

Risks and open questions are carried forward verbatim from FN2's structured analysis of the previous earnings call. Missing values stay missing and are never estimated.

By FN2 Research · Updated . For educational purposes only; not investment advice.