What Coinbase's Quarter ended Sep 30, 2026 10-Q says: 4 signals

Coinbase filed its latest 10-Q with the SEC on Oct 29, 2026. It discusses customer churn, platform strategy and restructuring.

Public (COIN)Technology, Information and Internet10,000+ employeescoinbase.comLinkedIn

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Filed: Oct 29, 2026
Period: Quarter ended Sep 30, 2026
Filings: 3
Signals: 14

Source: Autobound Signal API · 123 signals tracked for Coinbase · updated Nov 4, 2026

10-Q · latest 10

What Coinbase's 10-Q filings say

10-Q · Quarter ended Sep 30, 2026
Filed Oct 29, 2026 · 4 signals
SEC EDGAR
- Restructuring chargeNegative
  Coinbase Recorded $47.8 Million in Restructuring Expenses for Nine Months Ended September 30, 2026
  Coinbase announced a restructuring plan in May 2026 to align operating expenses with market conditions and optimize operations for the AI era, recording $47.8 million in expenses year-to-date with a $4.6 million reversal in Q3.
  $47.8M
  restructuring expenses related to the May 2026 Restructuring plan
  AI
- Customer churnNegative
  Coinbase Monthly Transacting Users Declined to 7.4 Million From 9.3 Million Year-Over-Year
  Monthly Transacting Users dropped to 7.4 million for the three months ended September 30, 2026 compared to 9.3 million in the prior year period, driven by a decrease in trading users due to market conditions.
- Platform strategyPositive
  Coinbase prioritizes growing the everything exchange, scaling stablecoins, and expanding onchain adoption
  Coinbase detailed its top three product priorities for 2026 to grow the everything exchange, scale stablecoins and payments, and expand onchain adoption.
  stablecoins
10-Q
Filed Jul 30, 2026 · 6 signals
SEC EDGAR
- Regulatory investigationNegative
  Coinbase faces multiple regulatory investigations and subpoenas from state and federal agencies.
  The company received subpoenas regarding business practices, asset listings, staking programs, and stablecoin products.
  crypto assetsstablecoin
- Bookings declineNegative
  Consumer transaction revenue dropped $726.8M, driving a significant decline in operating cash flow.
  A sharp decrease in consumer net transaction revenue was the primary cause for a $712.7 million year-over-year drop in operating cash flow.
  $726.8M
  decrease in total consumer, net transaction revenue for the six months ended June 30, 2026
- Data investmentNegative
  Facing multiple regulatory investigations into products, operations, and asset listings.
  This legal pressure requires robust systems to efficiently produce documents and manage compliance risk across its staking, stablecoin, and yield-generating products.
  stablecoinblockchain
- Cash flow concernNeutral
  Coinbase used $2.5B in cash for debt repayment and stock buybacks in H1 2026.
  The company spent $1.3 billion to repay its 2026 Convertible Notes and $1.2 billion on stock repurchases, representing a major use of cash for financing activities.
  $2.5B
  cash used for repayment of convertible notes ($1.3B) and stock repurchases ($1.2B)
- Board changeNeutral
  Board member Marc Andreessen's trust files plan to sell up to 574,416 shares starting Sep 2026.
  A Rule 10b5-1 trading plan was established for a trust affiliated with board member Marc Andreessen to sell a significant block of stock.
10-Q
Filed May 7, 2026 · 4 signals
SEC EDGAR
- Acquisition completedNeutral
  Coinbase focusing on integration of Sentillia B.V. acquisition
  The company is actively managing the post-acquisition integration of Sentillia B.V., creating potential needs for consulting, technology, and services to realize expected synergies and benefits.
- Data investmentNegative
  Facing multiple regulatory investigations into staking, stablecoins, and asset listings.
  Ongoing investigations from various regulators are creating significant operational strain and legal risk, necessitating investment in data governance, e-discovery, and compliance management platforms to handle inquiries about its core products.
  stablecoin

Showing 10 of 14 filing signals. The Signal API returns all of them.

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Earnings calls

Coinbase earnings headlines

From earnings call transcripts (Signal API type earnings-transcripts).

Earnings call headlines
Call date	Period	What the company said
Oct 30, 2025	Q3 FY2025	Increasing Q4 tech & dev spending by ~$100M at the midpoint.A specific, significant increase in the technology and development budget for the upcoming quarter signals available funds for new projects, tools, and infrastructure to support growth and acquisitions.
Oct 30, 2025	Q3 FY2025	Aggressively building out B2B and cross-border payments infrastructure.The company is building a vertically integrated payments product using stablecoins and APIs to target the $40T cross-border payments market, creating needs for API management, security, and merchant onboarding solutions.
Oct 30, 2025	Q3 FY2025	Actively expanding workforce, growing headcount 12% in Q3.Significant hiring, with plans to continue in Q4, indicates company growth and an increased need for internal tools, HR systems, and IT infrastructure to support new employees.
Oct 30, 2025	Q3 FY2025	Investing in deep reasoning LLM agents to automate compliance investigations.The company is actively investing in advanced AI/LLM technology for a core business function (compliance), indicating a budget and strategic focus on automation, AI platforms, and data infrastructure.
Oct 30, 2025	Q3 FY2025	Launching 'white glove' service to retain high-value advanced traders.A new concierge service with personal account managers is being rolled out to high-value traders to improve retention. This signals a focus on customer experience and a potential need for high-touch CRM, support analytics, and account management tools.
Oct 30, 2025	Q3 FY2025	Confirmed 2025 is a "reinvestment year" to capitalize on market opportunities.The company has a stated strategic priority to reinvest heavily throughout the year, signaling a company-wide mandate to spend and invest in growth initiatives across the board.

Signal API · MCP

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One POST /v1/companies/enrich call with coinbase.com returns Coinbase 10-Q signals (sec-10q), each with its source. Or ask Claude through MCP.

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curl -X POST https://signals.autobound.ai/v1/companies/enrich \
  -H "X-API-KEY: $AUTOBOUND_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{"domain":"coinbase.com","signal_types":["sec-10q"],"limit":20}'

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Questions about Coinbase 10-Q

When did Coinbase file its latest 10-Q?

Coinbase filed its latest 10-Q (Quarter ended Sep 30, 2026) on Oct 29, 2026. The one before it was filed on Jul 30, 2026.

What did Coinbase disclose in its latest 10-Q?

From the filing dated Oct 29, 2026: Coinbase Recorded $47.8 Million in Restructuring Expenses for Nine Months Ended September 30, 2026

What did Coinbase say on its recent earnings calls?

Q3 FY2025: Increasing Q4 tech & dev spending by ~$100M at the midpoint. (dated Oct 30, 2025).

Where can I read Coinbase's 10-Q filing?

The full filing is on SEC EDGAR: https://www.sec.gov/Archives/edgar/data/1679788/000167978826000122/coin-20260930.htm. This page summarizes what the filing says and links to it.

Page updated Oct 29, 2026, the date of the newest row on this page.

Source. Quarterly reports (Form 10-Q) filed with the SEC. Every card links to the filing on EDGAR.

Method. Insights are extracted from the filing text and grouped by category. Numbers are quoted from the filing.

Data as of Nov 4, 2026.

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