Robinhood, Coinbase, and Strategy to Report Q3 Earnings

The three companies are set to disclose their latest financial results amid shifting market conditions for crypto-linked assets.

Updated on Oct. 25, 2026 in Investing

Isometric editorial illustration showing stylized metallic cubes and translucent prisms on a dark surface, representing corporate crypto asset performance. — Robinhood, Coinbase, and Strategy are set to disclose their third-quarter financial results on October 27 amid volatile crypto-linked asset markets. AI Illustration. Upload story photo >

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Robinhood, Coinbase, and Strategy will release their third-quarter 2026 earnings reports on October 27. Analysts are projecting earnings per share of $0.56 for Robinhood, a loss of $0.18 per share for Coinbase, and $21.50 per share for Strategy.

Why it matters

The earnings reports highlight the performance of companies heavily tied to crypto assets and blockchain initiatives. Because Strategy marks its massive Bitcoin holdings to market each quarter, its overall profitability is directly tied to fluctuations in Bitcoin prices.

Analysts project quarterly revenue of $1.41 billion for Robinhood and $1.20 billion for Coinbase. Strategy currently holds 847,666 Bitcoin acquired at an average cost of $75,437 per coin.

The players

Robinhood

This financial services company provides commission-free trading of stocks, exchange-traded funds, and cryptocurrencies.

Coinbase

This platform operates as a global exchange for cryptocurrency trading and custodial services.

Strategy

This corporation functions as a business intelligence firm known for its significant corporate treasury investment in Bitcoin.

MSCI

This investment research firm provides stock indexes, portfolio risk and performance analytics, and governance tools to institutional investors.

The details

Robinhood recently launched its own blockchain for tokenized assets, which generated $51 million in revenue during the third quarter, compared to $41 million from Ethereum. Meanwhile, Strategy disclosed a $20.91 billion gain on its Bitcoin holdings in an October 5 filing and increased its preferred stock buyback authorization to $3 billion.

July 1: Robinhood Chain launched.
October 5: Strategy filed its Bitcoin gain estimate.
October 15: MSCI approved rules targeting investment vehicle-like companies.
October 19: Strategy board increased stock buyback authorization.
October 27: Robinhood releases its earnings report.

Market Dynamics

These reports arrive as the industry grapples with the implementation of the MSCI rules targeting investment vehicle-like companies. This regulatory shift forces a re-evaluation of how corporations with large crypto holdings are categorized by major index providers.

Shareholders should monitor how the increased buyback authorization and blockchain revenue streams influence future stock valuations. Investors should also note that Coinbase stock has declined 27% in 2026, which may affect portfolio allocations for those holding the asset.

The takeaway

Quarterly earnings for these firms provide insight into the viability of corporate crypto-asset strategies in a volatile market. Investors should focus on how these companies balance speculative asset gains with core operational revenue growth.