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Calendar quarter Q2 2026Earnings call Aug 19, 2026 · most recent call
CRCL’s newest analyzed quarter is part of Tellvest Pro: its score, breakdown, narrative and analyst Q&A. Every prior quarter is free.
The breakdown for this quarter is part of Tellvest Pro.
Sources. Scores: Circle Internet Group’s public earnings-call transcripts and SEC-reported results — the base band is anchored to reported GAAP revenue growth; transcript, EPS and guidance adjustments are applied separately (documented exceptions apply to a few issuers). Price: CRCL daily closing prices for the trailing year; dots mark earnings calls, colored by that quarter’s score; the newest quarter’s score is part of Tellvest Pro. How to read a company earnings-call score.
On September 25, 2026, Chief Financial Officer Jeremy Fox-Geen notified the company of his intention to step down; he will continue as CFO through the end of December 2026, or until a successor is appointed, and the company has begun a search for his successor. Separately, co-founder P. Sean Neville resigned from the board effective immediately for personal reasons as part of an orderly board refreshment, reducing the board from eight to seven directors.
On September 17, 2026, subsidiaries of Circle Internet Group entered arrangements with Binance expanding their strategic partnership to promote USDC held through Circle's Modular Smart Contract Wallet infrastructure service. The new agreement supersedes prior November 2024 and August 2025 agreements. Circle agreed to pay Binance a monthly incentive fee equal to a percentage of the USDC held through the wallet service; Binance agreed to undertake activities to promote USDC.
On September 4, 2026, Circle entered a Share Purchase Agreement under which an indirect wholly owned subsidiary will acquire all outstanding shares of Tazapay Pte. Ltd. (Singapore) not already held. Aggregate consideration is ~$400,000,000 in Circle Class A common stock (adjusted for indebtedness, transaction expenses and cash), priced on a 20-day VWAP before closing, and reduced by 5% and 3% indemnity holdback shares. Closing is subject to customary conditions.
What each event means for CRCL’s sentiment score is part of Tellvest Pro.
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| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Op margin | Net margin |
|---|---|---|---|---|---|---|
| FY2024 Q4 | $435M | — | $0.04 | — | 0.2% | 0.7% |
| FY2025 Q1 | $579M | +58.5% | $0.86 | +28.4% | 16.1% | 11.2% |
| FY2025 Q2 | $658M | +53.0% | $-4.48 | -1053.2% | -49.5% | -73.3% |
| FY2025 Q3 | $740M | +66.0% | $0.92 | -5.2% | 11.0% | 29.0% |
| FY2025 Q4 | $770M | +76.9% | $0.55 | +1191.1% | 7.3% | 17.3% |
| FY2026 Q1 | $694M | +20.0% | $0.23 | -73.3% | 7.9% | 8.0% |
| FY2026 Q2Selected | $701M | +6.6% | $0.18 | +104.0% | 6.5% | 6.9% |
Management-stated figures from CRCL’s newest call are part of Tellvest Pro.