Circle Internet Group, Inc. (CRCL) Q2 2026 Earnings Call

Investor webinar replay

Replay transcript excerpt

Good morning and welcome to Circle's second quarter 2026 earnings conference call. I'm Scott Blair, Circle's head of strategic finance. Earlier this morning we posted our earnings press release and earnings presentation on the Circle Investor Relations website, investor.circle.com. A transcript of this call will be posted on that website once available. Transcription by CastingWords Information containing risks, uncertainties, and other factors that could cause these results to differ is included in our SEC filings. Additionally, nothing in this presentation constitutes an offer to sell or a solicitation of an offer to buy securities or an invitation or inducement to engage in investment activity. We will also disclose non-GAAP financial measures on this call today. Definitions of those non-GAAP financial measures and reconciliations can be found in the earnings release and earnings presentation, which are posted on investor.circle.com. Non-GAAP financial measures should be considered in addition to, not as a substitute for, GAAP measures. Today, I'm joined by Jeremy Allaire, our co-founder, chief executive officer and chairman, and Jeremy Fox-Geen, our chief financial officer, who will walk us through Q2 results. With that, I'd like to turn the call over to Jeremy Allaire. Thank you, Scott. I'm excited to be here with all of you today to discuss Circle's second quarter results. As I've done in the past, I want to begin at a higher level and put in context where we are and what is driving Circle's strategy. We are living through a global moment. Around the world, governments, financial institutions, and businesses are embracing digital dollars. Stablecoins are becoming federally regulated digital dollar money in the United States, and similar frameworks are taking ho...