Earnings call briefThird-quarter 2026
Circle Internet Group expects RLDC margin ex-Arc near original range midpoint
The company also said adjusted operating expenses are trending toward the high end of the original $570 million to $585 million range.
GetSignal Circle Internet Group CRCL
On its third-quarter call, Circle Internet Group said that, excluding Arc revenue, it expects full-year RLDC margin to come in near the midpoint of its original 38% to 40% range. Chief Financial Officer Jeremy Fox-Geen said the company anticipates a fourth-quarter margin step-down, reflecting a full quarter of the renewed Binance incentive arrangement.
Quotes from the call
“Excluding Arc revenue, we expect full year RLDC margin to come in near the midpoint of our original guidance range of 38% to 40%.”
“On adjusted operating expenses, we continue trending towards the high end of our original $570 million to $585 million range.”
Key facts from the call
- Fiscal 2026 RLDC margin outlook, excluding Arc
- Near the midpoint of original 38% to 40% range
- Fiscal 2026 adjusted operating expenses outlook
- Trending toward high end of original $570 million to $585 million range
- Fiscal 2026 other revenue outlook
- $310 million to $330 million, maintained
Source: Circle Internet Group's third-quarter 2026 earnings call, November 4, 2026.
Written by GetSignal with AI from the company's earnings call.
Not investment advice.
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