Q3 2026 Coincheck Group NV Earnings Call Transcript

Feb 12, 2026 / 10:00 PM GMT

Release Date Price: $2.52 (-8.70%)

Transcript

Key Points

Positve

Coincheck Group NV (CNCK) reported a 17% increase in total revenue year-over-year, reaching $915 million in the third quarter of fiscal 2026.
The company maintained its position as the number one downloaded crypto app in Japan, with verified user accounts increasing to 2.5 million.
Net income rose to $2.6 million for the fiscal 2026 third quarter, compared to a net loss in the same quarter of fiscal 2025.
The acquisition of 3IQ Corp is expected to diversify revenue streams and enhance global institutional market presence.
Coincheck Group NV (CNCK) successfully launched an Initial Exchange Offering (IEO), contributing $2 million in revenue.

Negative

Gross margin decreased by 20% due to a decline in marketplace trading volume.
Customer assets decreased by 17% year-over-year, reflecting the impact of declining crypto asset prices.
Marketplace trading volume fell by 25% compared to the third quarter of fiscal 2025.
Adjusted EBITDA decreased by 38% year-over-year, primarily due to reduced trading volumes.
The company faces ongoing challenges from global crypto market volatility and regulatory uncertainties.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

CNCK.OQ - Coincheck Group NV
Q3 2026 Coincheck Group NV Earnings Call
Feb 12, 2026 / 10:00PM GMT

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Presentation
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Good afternoon and welcome to Coin Check Group's NV fiscal year 2026. 3rd quarter earnings conference call covering the period from October 1st, 2025 through December 31st, 2025.

With us today are Gary Simonson, Chief Executive Officer of Coin Check Group, and Jason Sandberg, Chief Financial Officer of Coin Check Group, Pascal Saint John, incoming Chief Executive Officer of Coin Check Group, and Oki Matsumoto, executive chairperson.

Before we begin our prepared remarks, I'd like to remind everyone that our discussion today will include forward-looking statements. Such forward-looking statements are not guarantees of future performance. Actual results may differ materially from those expressed or implied in the forward

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