8-K
filed May 11, 2026, 7:59 PM ET
ticker CRCL
CIK 0001876042
earnings
confidence high
sentiment positive
materiality 0.85
Circle Q1 revenue +20% to $694M; announces $222M ARC token presale
Circle Internet Group, Inc.
2026-Q1 EPS reported
$0.21
revenue$694,133,000
- Total revenue and reserve income $694M (+20% YoY); net income $55M (-15%); adjusted EBITDA $151M (+24%).
- USDC in circulation $77.0B (+28% YoY); onchain transaction volume $21.5T (+263%).
- ARC token presale raises ~$222M at $0.30/token from a16z, Apollo, BlackRock, others; fully diluted valuation $3B.
- Lock-up: 1 year after PoS transition, with additional restrictions up to 4 years; repayment rights if transition not by May 2028.
- Agent Stack launched with CLI, Agent Wallets, Marketplace; CPN annualized volume $8.3B; Managed Payments for institutions.
Key facts
Extracted from this filing and checked against the source text.
Earnings Releases
SEC 8-K Item 2.02
confidence 0.95
Circle Internet Group, Inc. reported first quarter ended March 31, 2026 results: revenue $694 million, net income $55 million.
- Period
- first quarter ended March 31, 2026
- Revenue
- $694 million
- Net income
- $55 million
- Result
- reported results
Exact text from the filing
USDC in circulation of $77.0 billion at quarter end grew 28%; USDC onchain transaction volume in Q1’26 of $21.5 trillion grew 263% ● Total revenue and reserve income in Q1’26 of $694 million grew 20% ● Net income from continuing operations in Q1’26 of $55 million decreased 15% ● Adjusted EBITDA in Q1’26 of $151 million grew 24% Business Highlights ● ARC Token: $222M
View on SEC.gov
Earnings Releases
SEC 8-K Item 2.02
confidence 0.98
Circle Internet Group, Inc. reported first quarter of fiscal year 2026 results: revenue Total revenue and reserve income in Q1’26 of $694 million grew 20%, net income Net income from continuing operations in Q1’26 of $55 million decreased 15%.
- Period
- first quarter of fiscal year 2026
- Revenue
- Total revenue and reserve income in Q1’26 of $694 million grew 20%
- Net income
- Net income from continuing operations in Q1’26 of $55 million decreased 15%
- Result
- reported results
Exact text from the filing
Total revenue and reserve income in Q1’26 of $694 million grew 20% ● Net income from continuing operations in Q1’26 of $55 million decreased 15%
View on SEC.gov
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