Coinbase Global, Inc. · COIN · Next earnings

Coinbase Global, Inc. reports Thursday, Feb 11, 2027

COIN reports after market close with consensus EPS at $-0.08 and revenue at $1.29B. Last quarter: Coinbase offsets lower spot trading with prediction markets and AI agents

Reports After market close98 days awayDate estimated Financial Services

What the street expects

Consensus for the coming report
Consensus EPS $-0.08 Calendar consensus
Consensus revenue $1.29B Calendar consensus
Report date Feb 11, 2027 Thursday, date estimated
Session After market close 98 days away

Where COIN left off: FY2026 Q3

Full report

Coinbase offsets lower spot trading with prediction markets and AI agents

EPS surprise +1189.2% Reported $2.51 vs $-0.23
Revenue surprise -0.0% Reported $1.22B vs $1.22B
Stock move -10.6% Event window
Subsequent drift 0.0% Up to 20 sessions

Management's guidance sentiment was maintained; no quantitative guidance change was supplied in the analysis.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Lower spot crypto trading volumes could pressure revenue.
  • Regulatory uncertainty may affect derivatives and institutional products.
  • AI-generated attacks and future quantum threats create security and custody risks.
  • Stablecoin competition and reliance on USDC adoption could limit diversification.
  • Legacy financial firms and crypto platforms remain competitive threats.

Questions analysts left open

  • Future revenue mix and guidance detail remain important to monitor.
  • USDC ecosystem stability and competitive dynamics could affect diversification.
  • Regulatory changes may affect derivatives and institutional products.
  • Tokenized-equity monetization and post-quantum custody execution remain open questions.

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Recent COIN quarters

All COIN earnings
-10.6%FY2026 Q3-10.6%FY2026 Q2+4.2%FY2026 Q1+4.6%FY2025 Q3

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2026 Q3

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.