COIN Coinbase

Q3 2025 10-Q
Filed: Oct 30, 2025Period ending Sep 30, 2025
Financials
Finance ServicesSEC EDGAR

Coinbase (COIN) 10-Q quarterly report for Q3 2025, filed with SEC EDGAR on Oct 30, 2025 for the fiscal period ending Sep 30, 2025. This page provides AI-powered analysis including management discussion & analysis (MD&A), risk factor updates, and key quarterly financial data such as revenue and net income extracted from XBRL.

AI Filing Analysis
Q3 2025 10-Q

Management Discussion & Analysis

  • Revenue $1.8B for Q3 2025 vs $1.1B Q3 2024 (+64%), $5.2B YTD 2025 vs $4.1B YTD 2024 (+27%)
  • Net income $433M Q3 2025 vs $75.5M Q3 2024; Operating margin ~24.1% Q3 2025 vs ~6.9% Q3 2024 (Net income / revenue)
+3 more insights

Risk Factors

  • New regulatory risk: FinCEN’s October 2023 proposed rule on virtual currency “mixing” imposes heightened AML recordkeeping and reporting obligations, with uncertain scope and high compliance costs
  • Most materially updated risk: expanded regulatory uncertainty over crypto assets as securities amid SEC crypto task force launch in January 2025 and evolving SEC/CFTC enforcement priorities
+3 more insights

Quarterly Financial Summary
XBRL

Revenue

$1.9B

+55.1% YoY +24.8% QoQ

Net Income

$433M

+473.0% YoY -69.7% QoQ

Operating Margin

25.7%

+1165bp YoY +2736bp QoQ

Net Margin

23.1%

+1688bp YoY -7229bp QoQ

ROE

2.7%

Total Assets

$31.4B

EPS (Diluted)

$1.46

+440.7% YoY -71.7% QoQ

Operating Cash Flow

-$785M

-212.6% YoY -338.8% QoQ

Source: XBRL data from Coinbase Q3 2025 10-Q filing on SEC EDGAR. All figures in USD.

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