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Bullish Turns Profitable on Record Q3 Revenue as Stock Slips After Report

Management cites growing services revenue plus U.S. spot expansion as drivers of Q4 momentum.

Overview

  • The crypto platform posted Q3 net income of $18.5 million, equal to $0.10 per share, reversing a year‑ago loss.
  • Adjusted revenue reached $76.5 million and adjusted EBITDA rose to $28.6 million, reflecting a stronger mix from services.
  • Digital asset sales totaled $41.6 billion, down from $54.2 billion in the prior-year quarter.
  • The newly launched options product has exceeded $1 billion in volume, quarter‑to‑date spot trading is up 77% from Q3, and U.S. spot access followed a September New York BitLicense.
  • The company guided Q4 subscription, services and other revenue to $47–$53 million with adjusted operating expenses of $48–$50 million, while shares fell more than 5% after the release to trade below the $37 IPO price.