๐น Revenue: $694.13M (Est $714.88M) ๐ด ; +20% YoY
๐น EPS: $0.21 (Est $0.18) ๐ข
๐น USDC In Circulation: $77.0B; +28% YoY
๐น USDC Onchain Transaction Volume: $21.5T; +263% YoY
๐น Adj EBITDA: $151M; +24% YoY
Other Metrics:
๐น Reserve Income: $653M; +17% YoY
๐น Revenue Less Distribution Costs: $287M; +24% YoY
๐น RLDC Margin: 41%
๐น USDC On Platform: $13.7B; +254% YoY
๐น Meaningful Wallets: 7.2M; +47% YoY
FY26 Guide:
๐น Other Revenue: $150M-$170M
๐น RLDC Margin: 38%-40%
๐น Adjusted Operating Expenses: $570M-$585M
๐น USDC In Circulation: 40% CAGR through cycle
