USDC issuer Circle shares jump after first quarterly earnings report

Published 12/08/2025, 12:02
© Reuters

Investing.com -- Circle Internet Group Inc (NYSE:CRCL) saw its shares jump 7% in premarket trading on Tuesday after the issuer of the USDC stablecoin reported results for the second quarter. This is Circle’s first quarterly earnings report since going public earlier this year. 

The company reported Q2 loss per share of $4.48 on a revenue of $658 million, up 53% year-over-year. 

Net loss for the quarter totaled $482 million, largely driven by $591 million in non-cash charges linked to its initial public offering (IPO). 

Other revenue jumped 252% from a year earlier to $24 million, driven by strong gains in subscription and services revenue as well as transaction revenue.

Revenue less distribution costs (RLDC) came in at $251 million, with an RLDC margin of 38%.

Adjusted EBITDA increased 52% from a year earlier to $126 million.

“I’m proud of Circle’s performance in the second quarter, our first as a public company, where we demonstrated sustained growth and adoption of our platform across a multitude of use cases and with a diverse set of industry-defining partners,” said Jeremy Allaire, co-founder, CEO, and Chairman at Circle.

“Circle’s successful IPO in June marked a pivotal moment—not just for our company, but for the broader adoption of stablecoins and the growth of the new internet financial system," he added. 

USDC in circulation climbed 90% from the prior year to $61.3 billion at the quarter’s end, and has grown a further 6.4% to $65.2 billion as of August 10, the company said. 

For the full year, Circle expects other revenue of $75 million to $85 million and an RLDC margin of 36% to 38%.

Adjusted operating expenses are projected between $475 million and $490 million.

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