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Coinbase10-Q: Major contract loss

Consumer transaction revenue decreased by $726.8M, driving a significant drop in operating cash flow.

What happened

A sharp decline in consumer transaction revenue is the primary driver for a $712.7 million decrease in net cash from operating activities.

Source

SEC EDGARJul 30, 2026

Quarterly report (Form 10-Q)

Coinbase 10-Q

Filing excerpt

Net cash provided by operating activities decreased by $712.7 million for the six months ended June 30, 2026 as compared to 2025 primarily as a result of the $726.8 million decrease in total consumer, net transaction revenue.

sec.gov/Archives/edgar/data/1679788/000167978826000088/coin-20260630.htmRead the full source

Other signals in this filing (5)

Extracted by Autobound

From the Signal API record
Signal
10-Q: Major contract loss

What this signalsFilings often name leadership changes, deals and spending plans.

Fiscal year end
06/30
Filed
Jul 30, 2026

More 10-Q signals at other companies

The full record

From the Signal API record

Numbers

Dollar figure
$727M (decrease in total consumer, net transaction revenue)

Details

CIK
1679788
Accession number
0001679788-26-000088
Timeframe
Current year
Filing year
2026
Fiscal year
0
Why it matters
Urgency to improve
Signal category
Revenue

Extraction

Confidence
High
Relevance
85%
Sentiment
Negative
Detected
Aug 4, 2026
signal_type
sec-10q
signal_subtype
majorContractLoss

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The API returns more than this page shows

This page shows a preview. The full sec-10q record in the Signal API and MCP can also have these 8 fields. Some fields are empty for some signals.

Company

  • linkedin_urlValue in the API
  • industriesValue in the API
  • employee_count_lowValue in the API
  • employee_count_highValue in the API
  • revenueValue in the API
  • descriptionValue in the API

Signal

  • signal_nameValue in the API
  • associationValue in the API
Show the full JSONThe record on this page and the API request

GET /v1/signals/89d87eed-39ec-4f8d-a5e4-f42cfd6b6a95 returns this record as JSON. POST /v1/companies/enrich returns every signal for coinbase.com.

{
  "signal_id": "89d87eed-39ec-4f8d-a5e4-f42cfd6b6a95",
  "signal_type": "sec-10q",
  "signal_subtype": "majorContractLoss",
  "detected_at": "2026-08-04T07:05:27.213+00:00",
  "company": {
    "name": "Coinbase",
    "domain": "coinbase.com"
  },
  "data": {
    "detail": "A sharp decline in consumer transaction revenue is the primary driver for a $712.7 million decrease in net cash from operating activities. This significant revenue erosion from a core segment creates an urgent pain point to improve customer acquisition, engagement, and transaction volume, opening opportunities for marketing, analytics, and platform experience vendors.",
    "metrics": {
      "timeframe": "current_year",
      "dollar_context": "decrease in total consumer, net transaction revenue",
      "dollar_millions": 726.8
    },
    "summary": "Consumer transaction revenue decreased by $726.8M, driving a significant drop in operating cash flow.",
    "excerpts": "Net cash provided by operating activities decreased by $712.7 million for the six months ended June 30, 2026 as compared to 2025 primarily as a result of the $726.8 million decrease in total consumer, net transaction revenue.",
    "relevance": 0.85,
    "sentiment": "negative",
    "confidence": "high",
    "source_url": "https://www.sec.gov/Archives/edgar/data/1679788/000167978826000088/coin-20260630.htm",
    "filing_date": "2026-07-30",
    "filing_year": 2026,
    "fiscal_year": 0,
    "fiscal_year_end": "06/30",
    "sales_relevance": "Urgency to improve",
    "signal_category": "revenue"
  }
}

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