Coincheck Group NV (NAS:CNCK)

Q1 2027 Coincheck Group NV Earnings Call Transcript

Aug 6, 2026 / 09:00 PM GMT

Release Date Price: $2.1 (-7.08%)

Transcript

Key Points

Positve

Total revenue increased 36% year-over-year to JPY114.3 billion, driven by higher transaction revenue from institutional and covered counterparty transactions.
Adjusted revenue grew 19% year-over-year, supported by increases in staking revenue and investment management fees from the 3IQ acquisition.
Crypto-as-a-Service partnerships are expanding, with new deals with KDDI and Credit Saison, providing access to millions of potential customers.
3IQ has won prestigious institutional mandates, including being selected by Scotiabank's Dynamic Funds and managing a portion of Bhutan's Bitcoin treasury.
Japan's regulatory shift to the Financial Instrument and Exchange Act (FIEA) is expected to open new institutional product channels and improve tax treatment, positioning Coincheck Group NV (CNCK) for future growth.

Negative

Customer assets decreased 37% year-over-year to JPY631.6 billion, primarily due to declines in the market prices of Bitcoin, Ethereum, and XRP.
Marketplace trading volume declined 4% year-over-year, reflecting lower crypto market volumes and trading activity.
Adjusted EBITDA loss widened to JPY516 million from JPY398 million in the prior year, due to increased selling, general, and administrative expenses.
Net loss remained significant at JPY1.18 billion, though improved from JPY1.37 billion in the prior year.
The company is still in early stages of monetizing its partnerships, with the full impact of regulatory unlocks not expected until late 2027 or later.

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

CNCK.OQ - Coincheck Group NV
Q1 2027 Coincheck Group NV Earnings Call
Aug 06, 2026 / 09:00PM GMT

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Presentation
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Unidentified_1 [1]
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Good afternoon, and welcome to the CoinCheck Group First Quarter Fiscal 2027 Conference Call covering the quarter ended June 30, 2026.

With us today are Pascal St. Jean, Chief Executive Officer and Jason Sandberg, Chief Financial Officer.

Before Pascal and Jason begin their prepared remarks, we'd like to remind everyone that the discussion today will include several forward-looking statements, including statements about plans, goals, expectations, and aspirations of the company.

Such forward-looking statements are not guarantees of future performance or success and actual results may and often do differ materially from those expressed or implied in the forward-looking statements.

These differences

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