| COIN |
Report |
Net revenue |
IN-LINE |
pred ~$1.215B vs. cons $1.224B |
LOW |
| COIN |
Report |
Transaction revenue |
MISS |
pred ~$615M vs. cons $632M |
LOW |
| COIN |
Report |
Subscription & services revenue |
BEAT |
pred ~$600M vs. cons $592M |
LOW |
| COIN |
Guide |
Subscription & services revenue (Q3 2026) |
LOWER |
guide midpoint ~$610M vs. cons $635M |
LOW |
| COIN |
Guide |
Adjusted expenses (FY 2026) |
UNCHANGED |
reiterate $4.3B-$4.6B vs. cons UNVERIFIED |
LOW |
| COIN |
Guide |
Transaction-revenue commentary (early Q3) |
LOWER |
softer than Q2 run-rate; cons UNVERIFIED |
LOW |
| COIN |
Return |
Day-1 residual (stock − beta × S&P 500) |
-5.0% |
— |
LOW |
| COIN |
Return |
5-day cumulative residual |
-7.0% (FOLLOW-THROUGH) |
FOLLOW-THROUGH — lower Q3 guide drives estimate cuts |
LOW |