海外行业报告 | 行业动态研究 Coinbase 24Q3 点评：受市场波动影响收入不及预期，收入多 元化持续推进 海外 证券研究报告 2024 年 11 月 11 日 作者 孔蓉 分析师 SAC 执业证书编号：S1110521020002 kongrong@tfzq.com 杨雨辰 分析师 SAC 执业证书编号：S1110521110001 yuchenyang@tfzq.com 事件：Coinbase 发布 24Q3 财报。24Q3 收入为 12.1 亿美元，低于 一致预期（12.5 亿），其中交易收入 5.7 亿美元，低于一致预期（6.2 亿）；订阅与服务收入 5.6 亿美元，低于一致预期调整（5.7 亿）。调 整后 EBITDA 为 4.5 亿美元，低于一致预期（4.6 亿）；调整后净利润 为 7550 万美元。本季度来自加密货币的公允价值调整带来约 1.2 亿 美元损失。 交易业务：受加密市场波动影响 24Q3 交易收入减少。零售端：24Q3 零售交易收入为 4.8 亿美元，环比下降 27%。零售交易额为 340 亿 美元，环比下降 8%。零售端费率环比下降至 1.42%（24Q2 为 1.80%） ...

NEW YORK, Nov. 08, 2024 (GLOBE NEWSWIRE) -- WHY: Rosen Law Firm, a global investor rights law firm, reminds purchasers of securities of Coinbase Global, Inc. (NASDAQ: COIN) between April 14, 2021 and July 25, 2024, both dates inclusive (the “Class Period”), of the important November 12, 2024 lead plaintiff deadline in the securities class action first filed by the Firm. SO WHAT: If you purchased Coinbase securities during the Class Period you may be entitled to compensation without payment of any out of po ...

The cryptocurrency trading site rallied on the heels of Donald Trump's election.Shares of Coinbase (COIN 0.50%) rocketed 39.8% this week through Thursday trading, according to data from S&P Global Market Intelligence.The cryptocurrency online broker rallied following the election of Donald Trump, which was thought to be a positive for Bitcoin (BTC 1.90%) and other cryptocurrencies as well. Since Coinbase's business is largely predicated on commissions charged as a percentage of crypto bought or sold, its fi ...

Shares of Coinbase Global Inc NASDAQ: COIN, the crypto exchange with a market cap of around $64 billion, have had a roller-coaster year. For those of us who have been following the crypto space and its related stocks for some time, this is perhaps not all that surprising. After all, you'd be hard-pressed to find a more volatile security over the past couple of years than Bitcoin. Coinbase started the year strong, though after peaking in March, its stock sank 45% from July through September. But with a notab ...

Trump Wins Election: What Does it Mean for Stocks?The U.S. presidential election is in the books, and former President Donald J. Trump will again assume the White House against all odds. As with all elections, roughly half of the country is elated, while the other half is thoroughly disappointed. Unfortunately, firmly held political beliefs mixes with investing like oil mixes with water. Regardless of where we land on the political spectrum, it’s our job as investors to separate our emotions from our invest ...

In this articleCOINBrian Armstrong, co-founder and chief executive officer of Coinbase Inc., speaks during the Singapore Fintech Festival, in Singapore, on Friday, Nov. 4, 2022. Bryan van der Beek | Bloomberg | Getty ImagesElection Day proved hugely successful for the crypto industry. Nobody was a bigger winner than Coinbase CEO Brian Armstrong. Coinbase shares soared 31% on Wednesday, their best day on record, as investors celebrated the company's victorious efforts to get pro-crypto candidates into office ...

Coinbase's recent drop may look like a setback, but behind the dip lies a golden opportunity for investors willing to see the big picture.After a meteoric two-year run that saw Coinbase Global (COIN 4.13%) jump by more than 350%, the company faced its worst trading day since 2022 on Oct. 31, with the stock sliding over 10% after releasing its third-quarter earnings. But while there are reasons for investors to be cautious, there are also signs that the recent drop might be an overreaction, presenting a pote ...

Analyst’s Disclosure: I/we have a beneficial long position in the shares of COIN either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. This text expresses the views of the author as of the date indicated, and such views are subject to change without notice. The author has no d ...

Coinbase's growth has slowed, but the company is still positioned to be a long-term winner on the blockchain.Coinbase (COIN 3.32%) stock has pulled back recently as the company's growth from trading and stablecoins has slowed. But the opportunity may be bigger than ever, which Travis Hoium covers in this video.*Stock prices used were end-of-day prices of Nov. 1, 2024. The video was published on Nov. 3, 2024. ...

In this articleCOINwatch nowWASHINGTON — In the first few years after founding Coinbase, CEO Brian Armstrong shied away from Washington, D.C. But as his ambitions for his crypto exchange scaled, so too did his need to curry favor on Capitol Hill."About five or six years ago, we realized that crypto was getting big enough that we needed to go really engage actively in a policy effort, so I started coming out to D.C.," Armstrong, who started Coinbase in 2012, told CNBC in September, following a day of meeting ...