---
title: "Circle posts transcript of Q2 2026 analyst call"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/295470221.md"
description: "Circle posted its Q2 2026 analyst call transcript. Management highlighted a $242 million Arc token pre-sale, guiding $180 million in H2 revenue recognition. CFO noted zero costs for token sales, boosting operating income. CEO Allaire described Circle National Trust as an infrastructure bank supporting USDC reserves ahead of the GENIUS Act and mentioned exploring commercial opportunities with IBM following IBM's blockchain patent acquisition."
datetime: "2026-08-11T01:35:25.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/295470221.md)
  - [en](https://longbridge.com/en/news/295470221.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/295470221.md)
---

# Circle posts transcript of Q2 2026 analyst call

-   Circle held its Q2 2026 analyst call with CEO Jeremy Allaire, CFO Jeremy Fox-Geen, President Heath Tarbert, Head of Strategic Finance Scott Blair. \* Management highlighted a concluded Arc token pre-sale totaling USD 242 million, guiding USD 180 million of revenue recognition in H2 tied to product milestones. \* Fox-Geen said token-sale revenue carries zero distribution, transaction, or operating costs, implying a near-direct flow-through to operating income before taxes. \* Allaire outlined Circle National Trust as an “infrastructure bank,” now supporting digital-asset custody, with approval to hold components of USDC reserves ahead of the GENIUS Act. \* Allaire said Circle is exploring commercial opportunities with IBM following its purchase of IBM blockchain patent portfolios, framed as strengthening defensive IP posture. Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. Circle Internet Group Inc. published the original content used to generate this news brief on August 11, 2026, and is solely responsible for the information contained therein. © Copyright 2026 - Public Technologies (PUBT) Original Document: here

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