Stripe

Coinbase

Conference Minutes

CRCL

COIN

DEFI

BASE

03068

Below is Dolphin Research's compiled Trans of $Coinbase(COIN.US) FY26 Q1 earnings call.For the earnings analysis, please see 'Coinbase: After a long drought, awaiting policy rain'.1) Earnings highlights recap. Shareholder returns: repurchased approx. 6 mn shares in Q1, spending $1.1 bn. Cumulative buybacks have offset about 90% of dilution from employee equity grants since Q4 2024.The 2026 convertible notes ($1.3 bn) mature on Jun 1. If the conversion price is not triggered, the company plans to repay in cash...

Circle

Hashdex Bitcoin Futures ETF

Couchbase

CloudFlare

FA CSOP ETH

COIN (Trans): Confident a bill will be enacted by late summer

Microsoft

OpenAI

DXYZ

002245

MSFT

SHOP

Below is Dolphin Research's FY26 Q2 earnings call Trans for $Microsoft(MSFT.US). For our earnings take, see 'Seasoned Microsoft: Stepping Back to Leap Higher?'.Key metrics recap — Overall: revenue reached $81.3 bn, up 17% YoY (+15% cc). Operating profit rose 21% YoY (+19% cc).EPS was $4.14. On an Adj. basis, EPS increased 24% YoY (+21% cc)...

Destiny Tech100

Jiangsu Azure Corporation

Shopify 

MSFT (Trans): Agents will be the apps of the new era

Unity

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GOOG

GOOGL

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GROW

00700

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HTCD

Below is a summary of the FY25Q3 earnings call for $Unity Software(U.US), compiled by Dolphin. For a detailed analysis of the financial results, please refer to ‘Unity: Patience Pays Off as Transformation Gains Momentum’. I. Key Financial Data Review 1. Third-quarter performance overview: Grow business revenue reached $318 million, up 11% quarter-on-quarter and 6% year-on-year. Create business revenue reached $152 million, up 3% year-on-year; excluding non-strategic revenue impacts, this represents 13% year-on-year growth. Adjusted EBITDA stood at $109 million, with a margin of 23%...

Unity Software

VASTDATA

Alphabet - C

Alphabet

Samsung Electronics 

Koda

U.S. Global Investors

TENCENT

Tencent Holdings Limited

Tencent

TENCENT-R

Direxion Daily Googl Bear 1x Shares

Direxion Daily GOOGL Bull 2X Shares

Ameriprise Financial

Urban Edge Properties

Tencent HK SDR 10to1

Unity (Minutes): Its unique runtime data possesses monetisation growth value.

Crypto Wallet Giant Collaborates with Stripe and Others to Develop USD-Backed Tokens

Stripe and Others Discuss Stablecoin Industry Development

NGP VAN Payments Launches New Fundraising Features Supported by Stripe

Wells Fargo Ends Partnership with Stripe

Sequoia proposes to buy Stripe shares from investors

Coinbase and Stripe collaborate

Stripe's recent announcement at its annual Sessions conference highlights a significant shift in fintech, emphasizing the rise of agentic AI as a transformative force in the economy. Co-founder Patrick Collison stated that AI will soon dominate online transactions, with software acting on behalf of users. This shift challenges traditional fintech models that relied on human involvement, as new infrastructure is being developed to accommodate AI agents. Surveys indicate a growing trend among finance leaders to adopt agentic AI, with many prioritizing its integration for digital transformation. The future of finance may hinge on creating systems designed for autonomous agents rather than retrofitting existing human-centric platforms.

Forbes

Stride

JIAXIN SILK

Nano Labs

BILL

Trex

Brera

Barings Emerging EMEA Opportunities PLC GBP

LiveRamp

Rackspace Tech

CAMP4 Therapeutics

COUPA SOFTWARE INCORPORATED

Wolters Kluwer

Robert Walters Plc

Workiva

Gartner

Donnelley Financial Solution

Defi Tech

Delixy

Hewlett Packard Enterprise

Paycom Software

Paymentus

Gambling.com

Financial Institutions

Medallion Financial

Franklin Financial Services Corporation

Advanced Human Imaging Ltd.

Industrial Human Capital, Inc.

First Foundation

Australian Foundation Investment Co. Ltd.

OpenLearning Ltd.

Emera

Fifth Era Acquisition Corp I

Erasca

HEWLETT PACKARD ENTERPRISE CO 7.625% SERIES C MAN CONV PREF 01/09/2027

Why Fintech’s Next Billion-Dollar Category Is Being Built For The Agentic Era

PYPL

HOOD

PYPG

HOOG

BeInCrypto has released its 2026 long list for the Best Digital Assets Fintech category, featuring 15 top firms that bridge fiat and crypto. These companies, including Stripe, PayPal, Block (Cash App), Robinhood, and Circle, are recognized for their contributions to connecting fiat payment systems with digital assets. The winner will be announced at the Proof of Talk event in Paris on June 2–3, 2026.

CoinLive

Paypal

Block

Robinhood

Leverage Shares 2X Long PYPL Daily ETF

Leverage Shares 2X Long HOOD Daily ETF

BeInCrypto Reveals 2026 Long List of Top Fintechs Bridging Fiat and Crypto

Stripe, SpaceX, and Databricks demonstrate that companies can achieve significant valuations without going public, as private markets increasingly replace traditional IPOs. The rise of secondary markets allows late-stage companies to provide investor liquidity through structured sales, reducing the need for IPOs. Data shows that global secondary transaction volumes reached a record $226 billion in 2025. This trend enables companies to partially cash out every 12-24 months, diminishing incentives to go public. Overall, these firms indicate that public markets are no longer the sole route for growth and legitimacy.

benzinga_article

Pro Gbl Listed Pvt

Invesco Global Listed Private Equity ETF

JPMorgan Chase

Forge Global

JPMORGAN CHASE & CO. 4.20% DEP SHS REPSTG 1/400TH PFD SER MM

JPMORGAN CHASE & CO. 6%NON CUM DEP SHS REP 1/400TH PFD SER EE

JPMORGAN CHASE & CO. DEP REP 1/400TH (5.75% NON CUM PFD DD)

JPMORGAN CHASE & CO. 4.625% DEP SH RE 1/400TH INT NO CU PF LL

JPMorgan Chase & Co.

JPMORGAN CHASE & CO. 4.55% DEP SHS REPSTG 1/400TH PFD SER JJ

JPMORGAN CHASE & CO. 4.75 DEP SHS REP 1/400 NCUM PFD SR GG

Stripe, Spacex, Databricks — And The End Of A Traditional IPO

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Amazon Web Services has introduced Amazon Bedrock AgentCore Payments, enabling autonomous AI agents to make real-time online purchases using stablecoins, in collaboration with Coinbase and Stripe. The initial focus is on stablecoin micropayments for APIs and paywalled content, with future plans for larger transactions like hotel bookings. This initiative aims to foster an 'agentic economy' where AI agents function as independent economic entities, with early testing conducted by companies such as Warner Bros. Discovery.

- Amazon Web Services has introduced Amazon Bedrock AgentCore Payments, allowing autonomous AI agents to execute real-time online payments using stablecoins.  
- The initial version targets stablecoin micropayments for APIs, data feeds, and paywalled content, with future expansions for larger transactions like hotel bookings and travel reservations.  
- This initiative, built on Coinbase’s x402 protocol and Stripe’s Privy wallet, aims to facilitate an "agentic economy," where AI agents function as independent economic participants, with initial tests conducted by Warner Bros. Discovery.

coindesk

Direxion Daily AMZN Bull 2X Shares

Direxion Daily AMZN Bear 1X Shares

Roundhill AMZN WeeklyPay ETF

Global X Cloud Computing ETF

ProShares Online Retail

GraniteShares 2x Long AMZN Daily ETF

Global X E-commerce ETF

Amazon

Warner Bros. Discovery

Amazon’s new AI wallet: AWS, Coinbase, and Stripe build payment rails for bots

Stripe has launched Link, a digital wallet designed for the AI era, allowing autonomous agents to perform tasks like shopping and paying for reservations. Users can connect various payment methods, track spending, and manage subscriptions securely. Link integrates AI agents, enabling them to make purchases without exposing payment credentials. Users approve spending requests via notifications, and future features will include spending limits and agent autonomy. The wallet supports traditional payment methods, with plans for agentic tokens and stablecoins. Developers can also utilize Link for their AI assistants.

TechCrunch

Apple

Stripe introduces Link, a digital wallet that autonomous AI agents can use, too

Mercor Selects Stripe to Power Global AI Expansion

Tip Ranks

Mercor Selects Stripe to Power Global AI Expansion

The AI Payment Protocol Research Status Report highlights significant developments in the global payments industry from September 2025 to March 2026. Major players like OpenAI, Stripe, Google, Visa, and Mastercard introduced new protocols to address the inadequacies of traditional payment systems for AI agents. The report outlines a two-layer architecture: the Intent Orchestration Layer for agent transactions and the Settlement Layer for fund flow. Key protocols include the Agentic Commerce Protocol (ACP) and the Universal Commerce Protocol (UCP), each offering distinct approaches to facilitate transactions in an increasingly automated economy.

- In the past six months, significant advancements were made in the global payments industry, with major protocols like ACP and UCP introduced by OpenAI, Stripe, and Google.  
- These developments aim to address the inadequacies of traditional payment systems as AI agents become key consumers, highlighting the need for machine-readable interfaces and improved transaction protocols.  
- The future landscape will likely feature a coexistence of diverse ecosystems and infrastructures, emphasizing the importance of integration capabilities and the demand for innovative payment solutions.

Visa

Mastercard

AI Payment Protocol Research Status Report: The Emerging Two-Layer Architecture

Just in case you’re wondering why I’m bullish on $Circle(CRCL.US) and Stablecoins.8605 subscribers at $1.00:-&gt; $1595.Not even including int. like Canada paying 46% more (2 CAD vs $1 USD subscription) and the FX/rounding disappearing into the void.I’m not here for subscription revenue so I don’t plan on changing anything. But just found this pretty amusing even if you factored in pro rata or holds/delays.You would reduce 30% App Store fees, Stripe card TX fees, and other black box fee mechanisms like foreign currency rounding.Stablecoins are definitely the future, and you can already see banks trying to control it with Clarity Act lobbying.Source: Serenity

AppLovin

What changed with the US IPO model?China out there IPOing their leading frontier companies like Minimax or Unitree at very compelling valuations at ~$5-$6B?In America, we have OpenAI at $800 billion; SpaceX at $1.7 trillion; possibly Stripe at $140 billion.Where are the Facebooks of the world, where retail actually can get upside instead of being exit liquidity?Source: Serenity

Stripe(Stripe.NA)

Why Fintech’s Next Billion-Dollar Category Is Being Built For The Agentic Era

BeInCrypto Reveals 2026 Long List of Top Fintechs Bridging Fiat and Crypto

COIN (Trans): Confident a bill will be enacted by late summer

Stripe, Spacex, Databricks — And The End Of A Traditional IPO

Amazon’s new AI wallet: AWS, Coinbase, and Stripe build payment rails for bots