Coinbase Q2 营收 12.2 亿美元不及预期,但现货交易市场份额创 10.3% 历史新高

链捕手
Jul 31

ChainCatcher 消息,Coinbase 发布2026年第二季度财报,营收 12.2 亿美元,低于市场预期的 12.9 亿美元;调整后 EBITDA 2.08 亿美元,连续 14 个季度为正;每股收益 -0.41 美元。交易收入 5.99 亿美元(预期 6.28 亿美元),订阅和服务收入 5.55 亿美元(预期 5.99 亿美元)。公司二季度增持 819 枚 BTC,总持仓达 17,211 枚 BTC(环比增 5%)。

Coinbase 全球加密现货交易市场份额达 10.3%,连续三个季度创历史新高;衍生品市场份额同样连续三个季度创新高。88% 净收入来自非比特币现货交易,订阅和服务收入占比 48%,较两年前(Q4 2024 的 29%)显著提升。USDC 在 Coinbase 产品中的平均持有量达 200 亿美元历史新高,占流通 USDC 的 30%+。预测市场合约及收入环比增长 106%,年化收入突破 1 亿美元。CEO Brian Armstrong 表示“Coinbase 不再只是押注比特币价格”。公司同时收窄 2026 财年调整后费用指引区间。

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