RELATÓRIO | Circle afirma que o volume de transações on-chain cresceu cerca de 50% em relação ao ano anterior no 3º trimestre de 2026

BitcoinKE · 2026-11-05T10:57:47.000Z

A Circle Internet Group registrou um aumento de 17% na receita e na renda de reservas do terceiro trimestre, para US$ 865 milhões, impulsionado por uma pré-venda de tokens de US$ 182 milhões, ao mesmo tempo que anunciou uma redução de 5% em seu quadro de funcionários, enquanto a renda das reservas de sua stablecoin USDC caiu. O lucro líquido do emissor de USDC proveniente das operações continuadas subiu 5% em relação ao ano anterior, para US$ 226 milhões no trimestre encerrado em 30 de setembro de 2026, enquanto o EBITDA ajustado aumentou 85%, para US$ 317 milhões, segundo os resultados. A receita e a renda de reservas aumentaram em relação aos US$ 740 milhões registrados um ano antes, embora o crescimento divulgado incluísse US$ 182 milhões provenientes da pré-venda privada de ARC, o token nativo da blockchain Arc da Circle.

Circle Internet Group reported a 17% increase in third-quarter revenue and reserve income to $865 million, supported by a $182 million token presale, while disclosing a 5% workforce reduction as income from its USDC stablecoin reserves declined.
The USDC issuer’s net income from continuing operations rose 5% year-on-year to $226 million for the quarter ended September 30 2026, while adjusted EBITDA increased 85% to $317 million, according to results.
Revenue and reserve income increased from $740 million a year earlier, although the headline growth included $182 million from the private presale of ARC, the native token of Circle’s Arc blockchain.
 
Circle Raises Over $200 Million for the Arc Blockchain Token Presale
 
Reserve income, which accounts for the interest earned on assets backing USDC, fell 8% to $658 million, reflecting lower reserve yields.
Circle’s average USDC circulation increased 8% year-on-year to $73.3 billion, while on-chain transaction volume rose 49% to $13.9 trillion.
The company also disclosed approximately $9.1 million in restructuring expenses associated with reducing its workforce by about 5%. The cuts were intended to align its organisational structure with its operating model and strategic priorities.
Operating expenses increased 16% to $245 million, while distribution, transaction, and other costs declined 8% to $412 million primarily reflecting lower distribution payments.
Circle maintained its full-year 2026 guidance including projected other revenue of $310 million to $330 million and adjusted operating expenses of $570 million to $585 million.
The results come as Circle expands beyond USDC issuance into payments infrastructure and blockchain services, including its Arc network and a planned acquisition of Singapore-based cross-border payments platform, Tazapay.
 
REALITY CHECK | Circle’s $400 Million TazaPay Deal Shows the Importance of Local Rails, Local Payments for Stablecoins
 
The quarter highlights Circle’s continued growth in stablecoin transaction activity alongside its exposure to interest rates and the costs of distributing USDC through financial and crypto platforms.
 
 
REPORT | Coinbase Revenue Down 35% and Transactions Fall Over 40% YoY in Q3 2026
 
 
 
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