Every Zipp story tagged #Earnings, newest first.
The Q2 print is bearish on its face, but the structural story is worse: trading volume fell two-thirds YoY, and AUM halved to $8.4B as the core crypto exchange business dwindles.
Stock at $24.63 trades below its $37 IPO and a fraction of last year's $74 peak, even as the company bets $4.2B on Equiniti to anchor a tokenized-securities pivot.
Record $62.7M subscription, services and other revenue cushioned softer trading, but the large reported loss keeps Bullish's earnings mix and full-year guidance in focus.
The crypto line is bleeding; the rest of the business is still growing. A 73% drop in July trades and a 50% smaller average ticket is the retail-engagement signal that won't wash out.
The proposed AI-era workforce overhaul carries a projected $450M-$500M restructuring bill, putting execution and Bitcoin-arm performance at the center of the investor read.
Analysts stayed constructive after the Q2 beat, but Mizuho's question cuts at whether the 40% headcount cut is actually translating to a leaner cost base.
88% of net revenue now sits outside Bitcoin spot trading, yet Coinbase's third straight quarterly GAAP loss shows that every replacement line it has built still earns more when balances grow and…
Bernstein backs the long-term strategy while flagging weak execution in newer lines; Mizuho flags Robinhood as the rising mainstream venue for retail crypto trading.
Analysts broadly blame a weak market, not execution, but they disagree on when trading volumes return. The record 10.3% market share gain and stablecoin push are the long-term offset.
The headline number masks the real story: Strategy is still buying bitcoin, cutting convertibles, and funding preferred dividends by selling a slice of its stack.
The print delivered record retail market share and a doubling of prediction-market volume, but a heavy reliance on non-bitcoin revenue and softer transaction income pushed shares lower.
Both transaction and subscription revenue came in light of consensus, but the real debate on the call will be whether recurring businesses can keep shrinking Coinbase's dependence on trading fees…
A 41% cut in one session signals how far the sell-side bar has moved on COIN, with Q2 earnings due and the diversification thesis now under formal pressure.
Crypto still represents a sliver of SoFi's $1.2B quarterly net revenue, but William Blair sees the segment helping drive a product growth inflection across the fintech.
The earnings number matters less than the H2 outlook and whether Coinbase can finally get its diversification story past the regulator's desk in Washington.
An 11% after-hours pop is the headline, but the deeper read is Intel beating top-line by $1.7B while reversing a multi-year revenue contraction for the chip giant.
The $112M impairment is a non-cash accounting entry Tesla's GAAP books require on every digital-asset decline. The real signal is unchanged: the EV maker has not touched its bitcoin stack since 2022.
A 15% to 25% Grok forecast targets a stock that just gave back 40%, with the entire rebound thesis sitting on one earnings date and whether the ad tier narrative survives it.
A quarter this soft from a $200B-plus megacap is rare and the move is dragging the broader tech tape; IBM's own revenue trajectory now gets second-guessed alongside it.
June CPI lands Tuesday with core YoY seen flat at 2.9% and a rare negative headline print; JPMorgan, Citi and Wells Fargo follow, and the read on risk appetite will hit BTC before the Fed does.
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