Coinbase's double beat means nothing, usage continues to decline

MaverickWealthBuilder
2023-02-22

$Coinbase Global, Inc.(COIN)$ reported Q4 earnings after the bell on Tuesday, and the stock edged 3.2% higher as Q4 results slightly above expectations, helped by efforts to diversify revenue and cut costs.

Revenue was $605M, up 5% sequentially, plunged nearly 75% from a year earlier as the so-called crypto winter continued to drag on the price of cryptocurrencies.

Transaction revenue dropped 12% Q/Q to $322M, driven by lower total trading volume - down 9% Q/Q at $145B, but this was offset by a 34% increase in subscription and services revenue at $283M.

The global crypto spot market trading volume declined 21% Q/Q.

Q4 EPS was -$2.46 vs. $3.32 in Q4 2021, while revenue sank 74.8% Y/Y to $629.1M, as the prolonged downturn in the crypto market ate into Coinbase's earnings.

The crypto exchange reported $629 million in revenue, vs. $590 million market consensus.

The company said it had 8.3 million monthly transacting users (MTUs) during the fourth quarter, down from 8.5 million the prior period.

Coinbase’s user base continues to shrink. The company said it had 8.3 million monthly transacting users (MTUs) during the fourth quarter, down from 8.5 million the prior period. Analysts were expecting 8.22 million, according to StreetAccount. Trading volume fell 9% to $145 billion from the previous quarter.

Coinbase expects job cuts announced last month and ongoing cost management efforts will result in over 30% reduction in Q1 expenses compared to Q4'22.

Coinbase expects 2023 to be a year of regulatory focus and "we believe our strong foundation will make us a net beneficiary of this new environment."

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