earnings
confidence high
sentiment positive
materiality 0.80
Circle Q4 revenue $770M (+77% YoY), net income $133M; FY25 revenue $2.7B (+64%)
Circle Internet Group, Inc.
2025-FY EPS reported
-$0.44
revenue$2,746,642,000
- Q4 revenue $770M (+77% YoY); net income from continuing ops $133M vs prior year loss.
- Adjusted EBITDA Q4 $167M (+412% YoY); FY25 adjusted EBITDA $582M (+104%).
- USDC in circulation $75.3B at year-end (+72%); USDC onchain transaction volume Q4 $11.9T (+247%).
- FY25 net loss from continuing ops $70M due to $424M stock-based comp from IPO; FY24 income $157M.
- Arc testnet on track for 2026 mainnet; CPN $5.7B annualized TPV; conditional OCC national trust charter.