{"id":1132,"date":"2026-03-01T20:39:05","date_gmt":"2026-03-01T20:39:05","guid":{"rendered":"https:\/\/blog.coinsignals.net\/?p=1132"},"modified":"2026-03-01T20:39:05","modified_gmt":"2026-03-01T20:39:05","slug":"circle-reports-77-percent-surge-in-fourth-quarter-revenue-as-usdc-supply-approaches-75-billion-dollars","status":"publish","type":"post","link":"https:\/\/blog.coinsignals.net\/index.php\/2026\/03\/01\/circle-reports-77-percent-surge-in-fourth-quarter-revenue-as-usdc-supply-approaches-75-billion-dollars\/","title":{"rendered":"Circle Reports 77 Percent Surge in Fourth Quarter Revenue as USDC Supply Approaches 75 Billion Dollars"},"content":{"rendered":"\n
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Circle delivered strong financial results for the fourth quarter of 2025, driven by rapid growth in USDC circulation and transaction activity. For the full fiscal year 2025, the company generated 2.7 billion dollars in revenue, reflecting 64 percent growth as global adoption of USDC accelerated.<\/p>\n\n\n\n

By the end of the year, USDC in circulation had climbed to 75.3 billion dollars, marking a 72 percent increase compared with the previous year. On chain transaction volume rose sharply, advancing 247 percent to reach 11.9 trillion dollars during the fourth quarter alone.<\/p>\n\n\n\n

Revenue and Profitability Increase<\/strong><\/p>\n\n\n\n

For the quarter ending December 31, 2025, Circle reported total revenue and reserve income of 770 million dollars, representing a 77 percent rise from the same period in 2024. Net income from continuing operations reached 133 million dollars, an increase of 129 million dollars year over year. Adjusted EBITDA surged 412 percent to 167 million dollars.<\/p>\n\n\n\n

Across fiscal year 2025, revenue and reserve income totaled 2.7 billion dollars, up 64 percent from 2024. Despite this growth, the company posted a net loss of 70 million dollars for the year, compared with net income of 157 million dollars in fiscal year 2024. The loss was largely attributed to 424 million dollars in stock based compensation linked to vesting conditions triggered by the company\u2019s initial public offering.<\/p>\n\n\n\n

Commenting on the results, Circle co founder and chief executive officer Jeremy Allaire stated that USDC adoption continued to expand worldwide as enterprises, developers, and public institutions integrated digital dollars into payments, treasury management, and on chain financial operations. He also highlighted strong platform engagement, progress toward the Arc mainnet launch, continued expansion in Circle Payments Network transaction volume, and increasing momentum for EURC and USYC.<\/p>\n\n\n\n

Infrastructure and Payments Expansion<\/strong><\/p>\n\n\n\n

On the infrastructure front, Circle launched the public testnet for Arc with participation from more than 100 organizations spanning banking, capital markets, digital assets, payments, and technology.<\/p>\n\n\n\n

As of February 20, 2026, the testnet had achieved nearly full uptime, transaction finality in about half a second, and a trailing 30 day daily average of 2.3 million transactions. Total transactions have exceeded 166 million since launch, and the company confirmed that Arc remains on schedule for a mainnet release later this year.<\/p>\n\n\n\n

Circle\u2019s Payments Network has grown to include 55 enrolled financial institutions, with 74 additional entities undergoing eligibility review. The network reported 5.7 billion dollars in annualized transaction volume based on recent 30 day activity. The company also pointed to partnerships with Visa, Intuit, the Government of Bermuda, and Polymarket, and announced that it has received conditional approval from the US Office of the Comptroller of the Currency to establish a national trust bank.<\/p>\n","protected":false},"excerpt":{"rendered":"

Circle delivered strong financial results for the fourth quarter of 2025, driven by rapid growth in USDC circulation and transaction activity. For the full fiscal year...<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[],"class_list":["post-1132","post","type-post","status-publish","format-standard","hentry","category-uncategorized"],"_links":{"self":[{"href":"https:\/\/blog.coinsignals.net\/index.php\/wp-json\/wp\/v2\/posts\/1132","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/blog.coinsignals.net\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/blog.coinsignals.net\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/blog.coinsignals.net\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/blog.coinsignals.net\/index.php\/wp-json\/wp\/v2\/comments?post=1132"}],"version-history":[{"count":1,"href":"https:\/\/blog.coinsignals.net\/index.php\/wp-json\/wp\/v2\/posts\/1132\/revisions"}],"predecessor-version":[{"id":1134,"href":"https:\/\/blog.coinsignals.net\/index.php\/wp-json\/wp\/v2\/posts\/1132\/revisions\/1134"}],"wp:attachment":[{"href":"https:\/\/blog.coinsignals.net\/index.php\/wp-json\/wp\/v2\/media?parent=1132"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/blog.coinsignals.net\/index.php\/wp-json\/wp\/v2\/categories?post=1132"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/blog.coinsignals.net\/index.php\/wp-json\/wp\/v2\/tags?post=1132"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}