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Coinbase stock falls -15% after hours, after quarterly revenue misses estimates

72 点作者 joering2大约 3 年前

9 条评论

woodruffw大约 3 年前
Apropos of nothing: I find it funny that (1) Coinbase&#x27;s &quot;independent accounting firm&quot; was founded by them[1], and (2) that the audits by said firm contain a &quot;signature&quot; of the law firm as if there is a living human being named Grant Thornton signing off on these[2]. Page two.<p>[1]: <a href="https:&#x2F;&#x2F;www.centre.io" rel="nofollow">https:&#x2F;&#x2F;www.centre.io</a><p>[2]: <a href="https:&#x2F;&#x2F;www.centre.io&#x2F;hubfs&#x2F;PDF&#x2F;2022%20Circle%20Examination%20Report%20March%202022.pdf" rel="nofollow">https:&#x2F;&#x2F;www.centre.io&#x2F;hubfs&#x2F;PDF&#x2F;2022%20Circle%20Examination%...</a>
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ldjkfkdsjnv大约 3 年前
My hypothesis about coinbase and companies like them is that their hiring process is bad. Like they arent hiring the talent they think they are, and the higher ups have no clue what theyre doing when hiring talent. Leetcode interviews bring memorizers and career strivers in the door, not innovators. Facebook is famous for not creating any new products, and copying literally everything. Theyre also famous for a SWE interview process that emphasizes literal memorization of algorithms. Ofcourse tightening monetary policy has had a huge effect, but where are the innovative products from coinbase? What are they doing with all those people?<p>I argue that a company like Amazon, that actually focusses on behavioral questions brings in far better job candidates.
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CamelCaseName大约 3 年前
Even at a $16B market cap this company&#x27;s valuation makes no sense.
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zitterbewegung大约 3 年前
TLDR:<p>Note that they missed the estimates as follows<p><pre><code> EPS Revenue -238.20% -20.98%</code></pre>
daenz大约 3 年前
Interesting that this and all other Coinbase articles are dropping off of the front page. Why would anyone flag these?
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vincentmarle大约 3 年前
It almost feels like we <i>were</i> in a bubble this whole time.
FollowingTheDao大约 3 年前
Big deal. They are down 78% from their IPO. Just another unicorn in heard of horses…
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Beaver117大约 3 年前
My question is why wasn&#x27;t this already priced in? We know what Coinbase fees are. All crypto volume history is public. Why does the market drop 15% after earnings as if this was a surprise?
bb88大约 3 年前
Those who bought put options on coinbase are feeling the market love.<p>I don&#x27;t think this is the end of crypto, but crypto&#x27;s armor has a large dent where the head would be.