Updated
Updated · Yahoo Finance · Jul 31
Coinbase Shares Sink 12% After $359 Million Q2 Loss Misses Estimates
Updated
Updated · Yahoo Finance · Jul 31

Coinbase Shares Sink 12% After $359 Million Q2 Loss Misses Estimates

3 articles · Updated · Yahoo Finance · Jul 31

Summary

  • More than 12% of Coinbase's market value evaporated Friday, putting the stock on track for its sharpest one-day drop in nearly a year after the exchange posted a wider-than-expected second-quarter loss.
  • $359 million in net loss, or $1.36 a share, reversed a $1.43 billion profit a year earlier and badly missed analysts' expected $0.44-a-share loss.
  • Core operations also weakened as net revenue fell 17% to $1.15 billion, transaction revenue dropped 22% to $600 million, and adjusted EBITDA slid 59% to $208 million.
  • A softer crypto market with lower prices and volatility hurt trading activity, while rivals such as Robinhood and Charles Schwab benefited from stronger non-crypto trading.
  • Mizuho cut its Coinbase price target to $155 from $200, even as management pointed to record Coinbase One memberships and subscription revenue that still made up 48% of quarterly sales.

Insights

Are ETF outflows and cautious retail traders exposing a deeper weakness in Coinbase’s business model?
Can subscriptions, Base, and derivatives really free Coinbase from bitcoin’s boom-and-bust trading cycle?