Video yükleniyor...

Video Yüklenemedi

Ana Sayfaya Dön

It’s earnings day. 2025 was a strong year for Coinbase, and we built a solid foundation for continued growth in 2026. Our thesis is actually very simple: crypto is updating all financial services, and we're the best positioned company to capitalize on this transformation. Some highlights: - Total trading...

244,076 görüntüleme • 6 ay önce •via X (Twitter)

0 Yorum

Yorum bulunmuyor

Orijinal gönderinin yorumları burada görünecek

Benzer Videolar

We reported our third quarter results this morning. PayPal delivered another strong quarter with broad-based profitable growth across branded experiences, Venmo, and PSP. We also announced a new partnership with OpenAI to expand payments and commerce in ChatGPT. PayPal is a fundamentally stronger company today than we were two years ago. We returned the company to growth and are on pace for 6 to 7 percent transaction margin dollar growth, excluding interest on customer balances, in 2025. Here are some highlights 👇 🔵U.S. branded experiences (online and offline) volume accelerated to 10%, more than double our growth a year ago 🔵Venmo revenue was up more than 20% and TPV grew 14% 🔵Added 2 million first-time PayPal and Venmo debit card users in the U.S. 🔵Buy Now, Pay Later volume grew more than 20% 🔵Payment Service Provider (PSP) volume returned to healthy, profitable growth at 6% 🔵 We are also building for an agentic future, partnering with leaders such as Google, OpenAI, and Perplexity Given this strong momentum, we are raising our full year 2025 guidance for transaction margin dollars and earnings per share. We're also excited to announce that we are initiating a dividend, which demonstrates our ability to invest in growth and return capital to shareholders. Thank you to the hundreds of millions of merchants and consumers who trust PayPal every day, to our developers and partners, and to the PayPal team for your hard work and dedication. We are exceptionally well-positioned to win into the future. 💪

Alex Chriss

66,718 görüntüleme • 9 ay önce

King $COIN's Calculated Moves As Q1 earnings season approaches, and with Coinbase 🛡️ reporting on May 2nd, we're excited to introduce one of our latest tools for Delphi subscribers: 🎉Coinbase Transaction Revenue Calculator🎉 In our deep dive - Coinbase: From Sleeping Giant To Industry Leader - we examined Coinbase’s overall business highlighting burgeoning new LOBs. Yet, underscored that transactional revenue continued to be the backbone of the overall business. Leveraging this insight, our revenue calculator forecasts & models Coinbase’s transaction revenues. By analyzing real-time transactional volume data, this tool lets you adjust variables like fees, revenue splits, and trading vol, transforming raw data into insightful fiscal projections. Prior to the Q4 2023 results, the efficacy of our calculator resulted in a forecast within +2.5% and +6.7% of the final reported Coinbase revenue. In contrast, conservative Wall Street estimates were off by -14% — demonstrating the edge of our calculator. Entering Q1 earnings season, the landscape is expected to shift. New revenue streams catalyze change: 🔷 Bitcoin ETFs - for the majority of which Coinbase acts as a custodian 🔷 Surging activity on the Base chain 🔷 Explosion of the Coinbase International Derivatives exchange Nevertheless, our analysis suggests that the traditional correlation between transaction volumes, fees, and revenue will likely persist - mirroring similar patterns observed in previous quarters. On top of this, Wall Street is still projecting out conservative estimations. Using the latest Q1 2024 data, our calculator projects transaction revenue of $1.06 billion for the quarter — significantly exceeding the Wall Street consensus estimates of $660.4 million. Reiterating our belief that Wall Street undervalues Coinbase's business. 🚨Disclaimer🚨 This tool is not intended as an all-knowing predictor of total revenues, but more of a pulse check on its largest driver, with the goal of more accurately gauging Coinbase’s metrics ahead of official announcements.

Delphi Digital

116,503 görüntüleme • 2 yıl önce

We delivered a solid first half with robust commercial performance on the retail market in France, Europe and Middle East & Africa. Associated with improved operational efficiency, this allows us to achieve an EBITDAaL growth of 3.8% and to raise our EBITDAaL growth target for 2025. 📍 In France, we achieved a notable acceleration of 0.9% EBITDAaL and our mobile network were ranked number one for the 14th time in a row. 📍The remarkable performance in Middle East & Africa, with a double-digit increase in EBITDAaL for the tenth consecutive half, was driven by access to our 4G and 5G networks, now used by more than half of our 167 million customers, as well as by the development of Orange Money and B2B. 📍 In Europe, volume momentum and value strategy lead to retail services revenue growth +1.2% and EBITDAaL up +2.2%. 📍 In Orange Business, we are on track with the plan and have achieved very solid growth for Orange Cyberdefense with a 7% revenue increase. We have launched a new division dedicated to defense and security to leverage opportunities in the area of sovereignty. This will enable us to capitalize on Orange’s innovative prowess, cybersecurity expertise and network quality. This performance is the result of our Lead the Future strategy and has allowed us to increase organic cash flow by 7.7%. Big thanks to all the Orange teams for their commitment and performance during this first half, and to our customers for their trust. More info : #H1_2025

Christel Heydemann

13,254 görüntüleme • 1 yıl önce