Coinbase 2024 年第一季收益預覽：不一致的預期使加密貨幣社群和分析師產生分歧

Coinbase 將於 5 月 2 日發布 2024 年第一季財務業績，分析師和加密貨幣社群的預期存在分歧。加密貨幣專家預測業績強勁，預計營收為 15 億美元，超過分析師預期的 12 億美元。過去四個季度，Coinbase 的獲利和營收表現一直優於預期。

Coinbase Poised to Unveil Q1 2024 Financials: Crypto Community and Analysts Engage in Discordant Forecasting

Coinbase 準備公佈 2024 年第一季財務數據：加密貨幣社群和分析師的預測不一致

As Coinbase prepares to disclose its first-quarter 2024 financial results, a chasm of expectations has emerged between the crypto community and traditional investment analysts.

隨著 Coinbase 準備披露 2024 年第一季財務業績，加密社群和傳統投資分析師之間出現了預期鴻溝。

Crypto Community's Optimistic Outlook

加密社群的樂觀前景

Kunal Goel, a researcher at crypto intelligence firm Messari, asserts that his Coinbase revenue projections have consistently outperformed consensus analyst estimates over the past three quarters.

加密情報公司 Messari 的研究員 Kunal Goel 聲稱，他對 Coinbase 的收入預測在過去三個季度一直優於分析師的普遍預期。

In a recent Cointelegraph report, Goel predicts a robust $1.5 billion in net revenue for Coinbase in Q1 2024, representing a significant 65% quarterly growth. His estimate eclipses the broader consensus projection of $1.2 billion in gross revenue.

在最近的 Cointelegraph 報告中，Goel 預測 2024 年第一季 Coinbase 的淨收入將達到 15 億美元，季增率高達 65%。他的估計超過了 12 億美元總收入的廣泛共識預測。

Analysts' Measured Approach

分析師的衡量方法

Zack's Equity Research highlights that Coinbase has surpassed consensus earnings-per-share (EPS) and revenue estimates in each of the past four quarters.

Zack's Equity Research 強調，Coinbase 在過去四個季度中每季的每股盈餘 (EPS) 和收入都超出了市場普遍預期。

However, Tipranks indicates a more nuanced assessment among 24 consensus analysts covering Coinbase (COIN). While nine recommend "buy," 11 suggest "hold," and three advise "sell."

然而，Tipranks 指出，24 位分析師對 Coinbase (COIN) 進行了更細緻的評估。其中 9 人建議“買入”，11 人建議“持有”，3 人建議“賣出”。

Former Polygon CFO: A Potential Earnings Surprise

Polygon 前財務長：潛在的獲利驚喜

Young Ko, the former CFO of Polygon Labs, expresses confidence that Coinbase's earnings will "blow out estimates."

Polygon Labs 前財務長 Young Ko 表示相信 Coinbase 的獲利將「超出預期」。

In an April 24 X post, Ko cites several catalysts that could further bolster Coinbase's momentum ahead of the May 2 earnings announcement. These include potential success in its lawsuit against the U.S. Securities and Exchange Commission (SEC) and positive reports on revenue from its layer-2 Ethereum protocol, Base.

在 4 月 24 日的一篇貼文中，Ko 列舉了幾種可能在 5 月 2 日公佈財報之前進一步增強 Coinbase 勢頭的催化劑。其中包括對美國證券交易委員會 (SEC) 的訴訟可能會成功，以及有關其第 2 層以太坊協議 Base 收入的積極報告。

Crypto Commentators' Enthusiasm

加密評論員的熱情

Crypto commentator Snow anticipates Coinbase's performance to "blow away Street estimates." Snow emphasizes that a combination of a strong Q1 performance and robust Q2 trading revenue could create significant market excitement.

加密貨幣評論員 Snow 預計 Coinbase 的表現將「超越華爾街的預期」。斯諾強調，強勁的第一季業績和強勁的第二季交易收入相結合可能會帶來巨大的市場興奮。

Meanwhile, 0xCristian, another crypto commentator, believes the success of Base will positively impact Coinbase's Q1 2024 earnings. He highlights the significant volume seen on Base and the Coinbase wallet in Q1 and predicts a notable earnings beat that could positively impact the stock price.

同時，另一位加密貨幣評論員 0xCristian 認為 Base 的成功將對 Coinbase 2024 年第一季的收益產生正面影響。他強調了第一季 Base 和 Coinbase 錢包的龐大交易量，並預測獲利將顯著超出預期，這可能會對股價產生正面影響。

Disclaimer

免責聲明

This article serves as an informative piece and does not provide investment advice or recommendations. Investment and trading decisions should be made after thorough research and consultation with qualified financial professionals.

本文僅供參考，不提供投資建議或建議。投資和交易決策應在充分研究並諮詢合格的金融專業人士後做出。