Circle Internet Group, Inc. (NYSE: CRCL) will release its fourth quarter and full fiscal year 2025 financial results on Wednesday, February 25, 2026, with a live audio webcast scheduled for 8 a.m. ET. Investors can access the webcast, replay and related transcripts via the company’s Investor Relations website. Management has indicated it will highlight progress on its programmable blockchain infrastructure, global payments network and the expansion of its USDC stablecoin ecosystem.

In the third quarter of fiscal 2025, Circle delivered revenues of $740 million, representing a 66% year-over-year increase from $445 million in Q3 2024. The company reported a gross profit margin of 45%, up from 38% a year earlier, driven by higher transaction volumes on the Circle Payments Network and increased platform fees from institutional clients. Adjusted EBITDA reached $120 million, compared with $50 million in the prior-year quarter.

Circle’s USDC stablecoin supply grew 108% year-over-year to approximately $44 billion in circulation as of December 31, 2025, up from $21 billion at the end of 2024. The company projects a compound annual growth rate of 40% for USDC over the next three years, underpinned by new custody partnerships, integration with major DeFi protocols and expanded use cases in cross-border payments. USDC’s network now processes over $15 billion in daily transaction volume, a 75% increase since Q3 2024.

At the World Economic Forum in Davos, CEO Jeremy Allaire outlined the potential effects of the proposed GENIUS Act on Circle’s business. Allaire estimated that clear federal stablecoin regulation could unlock an additional $100 billion of on-chain capital flows within 12 months by reducing compliance costs and encouraging institutional participation. He emphasized that a standardized reserve framework mandated by the Act would enhance trust in USDC, accelerate bank partnerships and drive deeper liquidity across global markets.