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Source document· February 14, 2026

Coinbase Only 22% To Beat Its Earnings As Bitcoin, Ethereum, XRP Drag Down COIN

View original at finance.yahoo.com
Coinbase Only 22% To Beat Its Earnings As Bitcoin, Ethereum, XRP Drag Down COIN Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below…
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  • Multiple pressures are hammering Bitcoin including futures open interest collapse, miner selling, and quantum computing fears

    80% confidence

  • Analysts expect Coinbase to report $1.84 billion in revenue for Q4

    80% confidence

  • Coinbase has beaten estimates in seven of the last ten quarters

    80% confidence

  • Wall Street projects transaction revenue of just $1.03 billion, representing a 33.6% year-over-year decline

    80% confidence

  • Crypto bettors expect CEO Brian Armstrong to emphasize subscription and services revenue on the earnings call

    80% confidence

  • The Treasury has no authority to stabilize crypto markets

    80% confidence

  • Coinbase has only a 22% chance of beating Wall Street earnings estimates

    80% confidence
What we know · the intelligence behind this page
Live from the substrate
What we're seeing
AI Funding Surge: Capital Floods Fintech, Foundation Models, and Autonomous Systems
A concentrated burst of AI-linked funding on 2026-08-28 pushed well over $1.5B into companies spanning fraud/identity fintech (Socure, which also acquired Fravity), foundation models (Stability AI), AI agents and enterprise tooling (Instinct, Generalist AI, Emerald AI, Owner), and AI-adjacent autonomous/aerospace ventures (Gatik, Regent Craft). The breadth and simultaneity of these rounds signal that investor appetite for AI is not concentrated in a single vertical but is broadening into applied and infrastructure-adjacent domains, with consolidation (Socure-Fravity) beginning alongside fresh capital formation.
Our read on the data ›
Signals we're tracking
Satellite-Terrestrial Network Integration Acceleration
Increased investment and launches in hybrid satellite-cellular networks across telecom industry; competitive responses from other carriers; regulatory activity around satellite spectrum; expansion of emergency/rural connectivity use cases
Patterns we're watching ›
Where sources disagree
ING Group
Both facts record the same metric (shares_outstanding) for ING Group at the identical observation date (2025-12-31). FACT A states 2,902,437,688 shares; FACT B states 2,902 million shares (2,902,000,000). The difference is 437,688 shares (~0.015%). This is a genuine value conflict, though the discrepancy appears to result from FACT B rounding to the nearest million while FACT A provides the precise count.
We flag conflicts openly ›
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Coinbase Only 22% To Beat Its Earnings As Bitcoin, Ethereum, XRP Drag Down COIN — Source | Via News | Via News