AI brief of an SEC Form 8-K · Coinbase (COIN)

Coinbase Q2 2026 earnings deck shows record trading share; assets on platform fell

Mixed Impact 3 of 5 earnings Written later

Coinbase published an earnings presentation for the quarter ended June 30, 2026, furnished as Exhibit 99.1 to this Form 8-K. The deck highlights record crypto trading volume market share and record average USDC held in its products, but its Assets on Platform fell from $294 billion to $246 billion, and the filing does not state revenue, net income or per-share results.

Key points

  • Coinbase Crypto Trading Volume Market Share reached an all-time high of 10.3% in Q2 2026, up from 9.1% in Q1 2026.
  • Assets on Platform fell to $246 billion at Q2 2026 end from $294 billion in Q1 2026, which the company attributes mainly to Bitcoin ETF outflows.
  • Average USDC held in Coinbase products reached a record $20 billion in Q2 2026, and subscription and services made up 48% of total net revenue.
  • Prediction markets contracts and revenue more than doubled quarter over quarter.

The filing

CompanyCoinbase (COIN)
Form8-K, current report
Filed with the SECJul 30, 2026, 4:06 PM ET
Accession number0001679788-26-000087

Items reported: 2.02 Results of Operations

Read the filing on SEC.gov ↗

Written by AI on Nov 8, 2026, 1:30 AM ET, from this filing only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on July 30, 2026.

Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.