Block, Circle and Riot to report Q3 2026 results on November 3–4; analysts set expectations for revenue and margins

Opening — who’s reporting and when

Three major public companies with material crypto businesses — Block, Circle and Riot Platforms — will publish third-quarter 2026 financial results on November 3 and November 4, 2026, according to reporting in Bitcoinist and an investor press release from Circle.

Block is scheduled to report after the U.S. market close on Tuesday, November 3, 2026, per Bitcoinist. Circle has announced it will report on Wednesday, November 4, 2026, with a live video webcast at 8:00 a.m. Eastern Time, per Circle’s investor press release. Bitcoinist reports Riot Platforms will hold its earnings conference call on November 4, 2026.

Analyst expectations summarized

Bitcoinist published analyst estimates for each company’s Q3 2026 results. These are the figures reported by Bitcoinist and not company filings.

Block: analysts cited by Bitcoinist expect approximately $6.63 billion in revenue and earnings of $1.02 per share for Q3 2026. Bitcoinist also cites an analyst-linked estimate of about $1.73 billion in Bitcoin-related revenue for the quarter and notes Block’s Bitcoin ecosystem gross profit in Q2 2026 was $72 million, a 31% year‑over‑year decline.

Circle: Bitcoinist reports analyst estimates of roughly $797 million in revenue and earnings of $0.40 per share for Q3 2026, and states investor focus will center on USDC growth and the effect of lower interest rates on reserve yields.

Riot Platforms: Bitcoinist reports analysts expect approximately $161.46 million in quarterly revenue — including about $112.85 million from Bitcoin mining — and a loss of $0.24 per share for Q3 2026.

• Block — revenue est. $6.63 billion; EPS est. $1.02; Bitcoin-related revenue est. ~$1.73 billion; Q2 Bitcoin ecosystem gross profit was $72 million (down 31% y/y). (Source: Bitcoinist)
• Circle — revenue est. ~$797 million; EPS est. $0.40; focus on USDC growth and reserve yields. (Source: Bitcoinist; Circle press release on timing and webcast)
• Riot — revenue est. ~$161.46 million (including ~$112.85 million from mining); EPS est. -$0.24. (Source: Bitcoinist)

How to watch Circle’s Q3 2026 webcast and submit questions

Circle’s investor press release (October 7, 2026) sets out the company’s plans for its Q3 2026 results presentation.

The live video webcast will begin at 8:00 a.m. Eastern Time on Wednesday, November 4, 2026, and will be available through Circle’s official YouTube and X channels. Replay and a transcript will be posted at circle.com/investors.

Circle said management will address a selection of shareholder questions submitted in advance via Say Technologies’ Q&A platform. The platform opens October 28, 2026 at 9:00 a.m. ET and closes November 3, 2026 at 9:00 a.m. ET.

What to watch for in each company’s report

Bitcoinist frames these three reports as tests of how distinct crypto-related business models translate into financial performance. The reporting and analyst commentary highlight different company‑specific metrics that materially affect revenue and profitability.

• Block — Bitcoin ecosystem gross profit and Bitcoin-related revenue: Bitcoinist reports Block’s Bitcoin ecosystem gross profit was $72 million in Q2 2026, down 31% year‑over‑year. Analysts cited by Bitcoinist expect about $1.73 billion in Bitcoin-related revenue for Q3 2026, making the Bitcoin business a key line item to compare with overall revenue and margin trends.
• Circle — USDC growth and reserve yields: Bitcoinist notes Circle’s stablecoin business income depends heavily on returns earned on reserve assets, so investors will focus on USDC circulating supply and the effect of lower interest rates on reserve yields and resulting revenue from the stablecoin business.
• Riot — mining revenue composition and costs: Bitcoinist highlights that Bitcoin price movements, mining economics, electricity costs and infrastructure spending are material drivers for Riot’s profitability and margins, and reports that about $112.85 million of Riot’s expected quarterly revenue would come from mining.

Confirmed developments and source attribution

The schedule, estimates and contextual commentary in this brief are drawn from two sources: reporting by Bitcoinist (earnings dates, analyst estimates and company metrics) and Circle’s October 7, 2026 investor press release (official Q3 2026 webcast timing, channels, replay and Q&A logistics).

Specific facts from Bitcoinist cited here include Block’s after‑market close timing on November 3, 2026; analyst revenue and EPS estimates for Block, Circle and Riot; Block’s Q2 Bitcoin ecosystem gross profit and its year‑over‑year decline; and Riot’s expected mining contribution to revenue. Circle’s press release provides the webcast time (8:00 a.m. ET on November 4), the distribution channels (YouTube and X), the investor web page for materials (circle.com/investors) and the Say Technologies Q&A schedule.

Analysis — why these line items matter

Meaningful unknown

Analyst estimates cited by Bitcoinist provide expectations, not guarantees. The timing and text of each company’s official filings and earnings calls will be the definitive source for actual reported revenue, profit and operational metrics.

Useful questions for readers to consider

When precisely will each company publish its filed results and host live calls or webcasts (check company investor pages for final links and filings)?

How do the companies break out crypto-related revenue versus non‑crypto revenue in their filings and what trends are visible quarter to quarter?

For Circle, how did USDC supply change in Q3 2026 and what yields did the company record on its reserve assets?

For Block, how did Bitcoin-related revenue and Bitcoin ecosystem gross profit compare to the prior quarter and to analysts’ estimates?

For Riot, what portion of revenue was generated by mined Bitcoin versus hosting or other services, and how did operating costs and electricity expenses affect margins?

Current status

Scheduled reporting dates: Block after U.S. market close on November 3, 2026; Circle webcast at 8:00 a.m. ET on November 4, 2026; Riot Platforms conference call on November 4, 2026, per Bitcoinist and Circle’s investor release.

Analyst estimates published by Bitcoinist are as listed above and will be updated by company filings and earnings presentations on the dates noted.

Replay and transcript access for Circle’s event will be posted at circle.com/investors and the live webcast will be available via Circle’s official YouTube and X channels, per Circle’s October 7, 2026 press release.

Status and next steps

Watch the companies’ investor pages and regulatory filings on November 3–4, 2026 for official Q3 2026 results. Use the Say Technologies window if you intend to submit shareholder questions to Circle before its stated deadline.

This brief relies on reporting by Bitcoinist and Circle’s investor press release; readers should consult the companies’ own earnings releases and SEC filings for final figures and formal disclosures.