Neil's avatar
$38.4m follower assets
Coinbase Earnings
Is this a pivotal moment for the company/investors?

I like that subscription and services revenue is becoming a larger (still small) part of the business, and that they're taking profitability a bit more seriously.

BUT, where is Average Transaction Revenue Per User (ATRPU)?

Steve Matt's avatar
Amen on ATRPU. Second consecutive quarter they stopped reporting a particular KPI. Verified Users quietly disappeared in the Q3 earnings. Now ATRPU. I hope an analyst asks about it.
Neil's avatar
@interrobangbros I love it when I get new metrics during ER but HATE it when they remove some. And of course, there is rarely an explanation.

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