Circle (CRCL): FY26 Q3 earnings call, Nov 4, 2026

Wed, Nov 4Earnings callSpeaker-labelled transcriptCircle

On its Nov 4, 2026 earnings call (FY26 Q3), Circle said 4 of the 10 words Kalshi listed; Parrot’s count agreed with all 10 settlements. Quotes below are at most 25 words each.

Updated

Markets

10 words · 4 settled yes · our count agreed on 10 of 10
Listed words: result, our count under the market rule, the count over every speaker, whether they agree, and the probability published before the event
WordResultOur countAll speakersAgreesProbabilityMarket
Traffic Yes44✓70%n=3+tx from settlement history blended with transcripts–
Treasury Yes23✓64%n=3+tx from settlement history blended with transcripts–
Fintech Yes11✓67%n=3+tx from settlement history blended with transcripts–
Kraken Yes11✓30%n=3+tx from settlement history blended with transcripts–
Testnet No00✓92%n=3+tx from settlement history blended with transcripts–
Polymarket No00✓81%n=2+tx from settlement history blended with transcripts–
Acceleration No00✓54%n=3+tx from settlement history blended with transcripts–
M&A / Merger No00✓41%n=2+tx from settlement history blended with transcripts–
Intuit No00✓34%n=2+tx from settlement history blended with transcripts–
Trump / Administration No00✓19%transcripts from the transcript model–

Market prices are mid quotes from Kalshi and Polymarket, shown for context, may be delayed by several minutes and are not a signal. Quotes as of Nov 4, 2026 14:49 UTC.

Transcript

quotes of at most 25 words

Speaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.

14 matches for “Binance”; 5 quoted, at least 25 words apart.

Jeremy Allairecompanyprepared

We signed a new five-year agreement with Binance alongside a $100 million equity investment in Circle, and USDC and Circle are now on the front…

Jeremy Allairecompanyprepared

On activation, Binance is the world's largest digital asset platform with more than 300 million registered users, and 77% of them are in emerging markets.…

Jeremy Fox-Geencompanyprepared

…fourth quarter, Q4 will also include a full quarter of our renewed Binance agreement. Total revenue and reserve income was $865 million, up 17% year-over-year…

Jeremy Fox-Geencompanyprepared

…guidance range of 38%-40%. As I mentioned earlier, Q4 will be the first full quarter reflecting both our Hyperliquid arrangement and our renewed Binance partnership.

James Yaroanalystqa

I wanted to touch on the Binance partnership. Could you speak to the drivers of how the updated partnership was structured, as well as any…

Where the listed words were said

Jeremy Allairecompany“Traffic” · prepared

…compound each other. CPN drives demand for our digital assets and brings traffic and usage onto Arc. Arc attracts more and more applications that need…

Jeremy Allairecompany“Treasury” · prepared

We are also building CPN into a full-stack payments infrastructure. Treasury teams can now move USDC and EURC across subsidiaries and counterparties through the platforms…

Jeremy Allairecompany“Fintech” · prepared

…reaching more than 100 payout markets through more than 60 bank and fintech partners. It processes more than $25 billion of annualized payment volume, and…

Jeremy Allairecompany“Kraken” · prepared

Major new perpetual exchanges are launching on Arc, and Kraken's xStocks is bringing tokenized stocks and ETFs to Arc imminently. The network is real, and…

Agents: this page as TSV at /api/v1/appearances/circle:2026-11-04:earnings_call · words: /api/v1/brief?appearance=circle:2026-11-04:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP