Caroline Hyde

speaker

8,902 appearances 181 recordings 4 series first heard Aug 2025 last heard 12 Jun

Caroline Hyde’s voice in public audio — every appearance, attributed to the second.

Trend

recordings per month · last 12 months

Recordings per month over the last 12 months — 179 in all, peaking in Jan 2026 with 39.

Appearances

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Bloomberg Tech · Investors Await Nvidia’s Earnings, Anthropic Loosens Safety Policy · 25 Feb 2026 podcast

And so for us, to your question,

You know, we're kind of going down the stack by building operating systems for this new economic system, operating systems that can support agentic applications, broader financial applications through ARK.

We're going up the stack by building applications that are useful to any financial institution that wants to plug into this and make this kind of the pipes for how they move money around the world.

Jeremy, can you be a little bit more granular?

You talked about overachievement, right, in new revenue streams.

Where and how did you achieve that?

Yeah, so specifically in new revenue streams, we saw other revenue, which includes subscriptions and services revenue, includes transaction revenue.

These were completely new lines of business a year ago in Q4 of 24.

They grew 15x to $37 million of revenue in the quarter.

And we've also given some guidance around 2026.

We see them growing another 50%.

And so this includes...

product and partnership work that we do to take the stablecoin network technology we have and make it available through partnerships across more and more blockchain networks.

This includes transaction fees that are charged for different services that we offer.

And so there's a mixture of new revenue streams in there.

We have not really yet turned on revenue from major platforms like CPN and Arc yet, but we're encouraged by that growth and that helped our margin as well in the quarter.

All right, Jeremy Allaire of Circle, thank you very much.

Again, the stock really pushing higher, 25% on track for its best day since June when it IPO'd last year.

Coming up, we're going to have details of Paramount's improved offer for Warner Brothers as both companies actually prepare to release their earnings.

A lot more to discuss.

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