COIN

aiSwingX™ analyzes US filings and reports them as news investors can read.
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Numbers to watch every quarter

Metric2025Q22026Q2
Assets on platform
10-Q 2026Q2 MD&A
245.9$B
Consumer transaction revenue
10-Q 2026Q2 Note 5 (comparative)
649.9$M451.7$M
Crypto held: fair value / cost
10-Q 2026Q2 Note 9, computed (1,468,395 / 1,823,414)
80.5%
Gain (loss) on crypto held (quarter)
10-Q 2026Q2 statement of operations
-209.5$M
Monthly transacting users
10-Q 2026Q2 MD&A
8.7M7.6M
Stablecoin revenue
10-Q 2026Q2 Note 5 (comparative, reclassified)
308.9$M292.1$M
Stablecoin revenue / net revenue
10-Q 2026Q2, computed (308,914 / 1,396,513)
22.1%25.3%
Total revenue
10-Q 2026Q2 statement of operations (comparative)
1,497.2$M1,220.1$M
USDC rewards expense
10-Q 2026Q2 Note 17
119.1$M
2026Q2 · 10-Q ·

Coinbase: retail fees down 30%, stablecoin interest now a quarter of revenue, Q2 loss $359m

Q2 2026 stablecoin revenue $292m = 25.3% of net revenue of $1,154m. USDC rewards expense in the same quarter: $119m. Consumer transaction revenue $452m (Q2 2025: $650m).
aiSwingX™ analyzes US filings and reports them as news investors can read.
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