Coinbase (COIN) 2023 年第二季度收益电话会议记录

COIN 报告第二季度营收为 14.49 亿美元，超出市场普遍预期的 13.96 亿美元。该公司报告季度收益为每股 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（纳斯达克股票代码：COIN）周四公布的第二季度财务业绩超出了分析师的预期。该公司强调了本季度总收入和交易量的下降。

Coinbase Q2 Earnings

Coinbase 第二季度收益

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 报告第二季度营收为 14.49 亿美元，低于去年同期，但高于市场普遍预期的 13.96 亿美元。

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.亏损每股14 美分，远低于去年同期的每股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.

总收入同比下降28%。该公司注意到交易量下降，其中消费者交易量下降了 34%，机构交易量下降了 26%。

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

Coinbase 还报告称，第二季度比特币（CRYPTO：BTC）占交易量的 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，其在收入来源多元化方面“取得了良好进展”，订阅和服务收入环比增长 17%，达到 5.99 亿美元。

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 还报告称，第二季度的总支出为 11.9 亿美元，而 2024 年第二季度的总支出为 17 亿美元。

Coinbase Q3 Outlook

Coinbase 第三季度展望

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

Coinbase 表示，预计第三季度订阅和服务收入将在 5.3 亿美元至 6 亿美元之间。

“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.

“我们的第三季度范围反映了一些温和的阻力，包括 7 月份以太坊平均价格与第二季度平均价格相比下降 3%、9 月份降息的预期、随着我们努力推动全球采用，与 USDC 相关的费用增加USDC 是最合规的稳定币，一次性价值 800 万美元的区块链将在第二季度奖励收入收益，”该公司在致股东的一封信中表示。

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.

截至发稿，Coinbase 股价今年迄今已上涨约 20%。据 Benzinga Pro 称，该股盘后上涨 1.43%，最新交易价格为 216 美元。