For Equity Analysts & Fund Managers
Compare management answers across quarters
Find the management statements relevant to your question. Review the speaker, quarter, and original excerpt before comparing it with prior calls.
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Coinbase · Q2 2026
- Q1 2026
- 44%
- Q2 2026
- 48%
Revenue mix
Coinbase reported that 88% of net revenue came from activities beyond BTC spot trading.
Stablecoin balances
Average USDC held in Coinbase products reached $20 billion.
3 sources
[1] Coinbase · Q2 earnings release30 Jul 2026[2] Coinbase · earnings presentation, slide 2630 Jul 2026[3] Coinbase Q2 call · transcript30 Jul 2026Company-reported figures. Revenue beyond BTC spot includes trading in other assets. Revenue share can rise while absolute revenue falls; read the full results for context.
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Illustrative chat. Saved research · 23 Sep 2026
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The Perception app
Follow the coverage around a call
Search a company in the Perception app to see how mention volume moves by day around a reporting date. Open the busiest day to read the headlines behind it.
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PerceptionHow the Coinbase story spread Aug 28–Sep 26
1,585mentions in this period
Directness Scoring
Review directness alongside the original answer
Use the Transparency Index to examine how directly a response addresses the question. Inspect the supporting excerpt and scoring method when comparing calls.
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Brian Armstrong · Q2 2026 call
“we are a multi stablecoin platform.”
The context
Asked about supporting other stablecoins, Armstrong described customer choice and commercial arrangements across issuers.
Read the exchange
The linked transcript includes the analyst’s question and management’s full response.
1 source
Coinbase Q2 call · transcript30 Jul 2026Excerpt located with Perception Voices. Open the transcript for the full exchange.
Claude is AI and can make mistakes. Please double-check responses.
Illustrative chat. Saved research · 8 Sep 2026
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Compare the same question across quarters
Ask for the relevant management answer from each available call, with the quarter and original source. Check the wording before drawing a conclusion about what changed.
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