Coinbase (COIN) 2023 年第二季財報電話會議紀錄

COIN 報告第二季營收為 14.49 億美元，超出市場普遍預期的 13.96 億美元。該公司報告季度收益為每股 14 美分。

Coinbase Global Inc (NASDAQ:COIN) reported second-quarter financial results on Thursday that topped analysts’ estimates. The company highlighted a decline in total revenue and trading volumes during the quarter.

Coinbase Global Inc（納斯達克股票代碼：COIN）週四公佈的第二季財務表現超出了分析師的預期。該公司強調了本季總收入和交易量的下降。

Coinbase Q2 Earnings

Coinbase 第二季財報

Coinbase reported revenues of $1.449 billion for the second quarter that fell short of the prior-year period but topped the consensus estimate of $1.396 billion.

Coinbase 報告第二季營收為 14.49 億美元，低於去年同期，但高於市場普遍預期的 13.96 億美元。

The cryptocurrency exchange reported earnings of 14 cents per share in Q2, compared to 53 cents per share in the same quarter of 2024.虧損每股 14 美分，遠低於去年同期的每股 53 美分。

The cryptocurrency exchange reported earnings of 14 cents per share in Q2, compared to 53 cents per share in the same quarter of 2024.虧損每股 14 美分，遠低於去年同期的每股 53 美分。

On a year-over-year basis, total revenue decreased by 28%. The company noted a decline in trading volumes, with a 34% decrease in consumer trading volume and a 26% decline in institutional trading volume.

總收入較去年同期下降28%。該公司注意到交易量下降，其中消費者交易量下降了 34%，機構交易量下降了 26%。

Coinbase also reported that Bitcoin (CRYPTO: BTC) accounted for 35% of trading volumes and 31% of transaction revenues in the second quarter.

Coinbase 也報告稱，第二季比特幣（CRYPTO：BTC）佔交易量的 35% 和交易收入的 31%。

Coinbase said that it is “making good progress” in diversifying its revenue streams, with subscription and services revenue increasing by 17% quarter-over-quarter to reach $599 million.

Coinbase 表示，其在收入來源多元化方面“取得了良好進展”，訂閱和服務收入環比增長 17%，達到 5.99 億美元。

Coinbase also reported that its total expenses for the second quarter were $1.19 billion, compared to $1.70 billion in Q2 of 2024.

Coinbase 還報告稱，第二季的總支出為 11.9 億美元，而 2024 年第二季的總支出為 17 億美元。

Coinbase Q3 Outlook

Coinbase 第三季展望

Coinbase said it expects third-quarter subscription and services revenue to be in the range of $530 million to $600 million.

Coinbase 表示，預計第三季訂閱和服務收入將在 5.3 億美元至 6 億美元之間。

“Our Q3 range reflects some modest headwinds, including a 3% decline in the average price of Ethereum in July as compared to the Q2 average, expectations of a September rate cut, an increase in expenses related to USDC as we work to drive global adoption of USDC as the most compliant stablecoin, and a one-time $8M blockchain rewards revenue benefit in Q2,” the company said in a letter to shareholders.

「我們的第三季範圍反映了一些溫和的阻力，包括7 月以太坊平均價格與第二季平均價格相比下降3%、9 月降息的預期、隨著我們努力推動全球採用，與USDC 相關的費用增加USDC 是最合規的穩定幣，一次性價值 800 萬美元的區塊鏈將在第二季度獎勵收入收益，」該公司在給股東的一封信中表示。

Coinbase shares were up by about 20% year-to-date ahead of the print. The stock gained 1.43% in after hours, trading at $216 at the last check, according to Benzinga Pro.

截至發稿，Coinbase 股價今年迄今已上漲約 20%。據 Benzinga Pro 稱，該股盤後上漲 1.43%，最新交易價格為 216 美元。