Circle had a very strong 2H of 2026, which is why it improved its full-year outlook.
Most importantly:
Revenues and earnings beat expectations: it reported $701 million in total revenues and reserve rentals, and moved from last year’s losses to a net profit of $48.21 million.
USDC kept growing strongly: its circulation rose to $73.3 billion, and on-chain transaction volume jumped 151% year over year to $14.8 trillion.
More adoption: active wallets grew 24% to 7 million, and Circle said its stablecoin market share reached 27%.
Better outlook for 2026: the company raised its annual guidance for “other” revenues and also improved its RLDC margin forecast.
Key regulatory progress: it received approvals in the U.S. to create trust entities, strengthening its regulatory position.
Arc and payments also move forward: its public Arc network is set to launch on September 16, with major players like BlackRock, Visa, and Mastercard among the initial validators, and its payments network is already moving more volume with 175 connected institutions.
In summary, the post paints Circle as a company with better results, greater USDC adoption, stronger regulatory backing, and new growth engines. $AAPLB $AAPLB
Most importantly:
Revenues and earnings beat expectations: it reported $701 million in total revenues and reserve rentals, and moved from last year’s losses to a net profit of $48.21 million.
USDC kept growing strongly: its circulation rose to $73.3 billion, and on-chain transaction volume jumped 151% year over year to $14.8 trillion.
More adoption: active wallets grew 24% to 7 million, and Circle said its stablecoin market share reached 27%.
Better outlook for 2026: the company raised its annual guidance for “other” revenues and also improved its RLDC margin forecast.
Key regulatory progress: it received approvals in the U.S. to create trust entities, strengthening its regulatory position.
Arc and payments also move forward: its public Arc network is set to launch on September 16, with major players like BlackRock, Visa, and Mastercard among the initial validators, and its payments network is already moving more volume with 175 connected institutions.
In summary, the post paints Circle as a company with better results, greater USDC adoption, stronger regulatory backing, and new growth engines. $AAPLB $AAPLB