Circle Revenue Up 7% YoY to $701M as Arc Blockchain Launches

Circle Internet Group, Inc. (NYSE: CRCL) has announced its Q2FY26 results, reporting revenue of $701 million, a 7% increase year-over-year.

One of the key highlights of the quarter is the launch of Arc, an open Layer 1 blockchain designed for financial markets. The network integrates natively with Circle's platform, including USDC, which has more than $74 billion in circulation.

Arc distinguishes itself through six design choices aimed at onchain finance: gas in dollars, sub-second finality, opt-in privacy, issuers and interoperability, agentic economic activity, and institutional security. The network is secured by a founding validator cohort comprising institutions that run global finance, including BlackRock, Visa, Mastercard, and others.

The Arc Portal allows users to fund agent wallets, set spend limits, and delegate onchain tasks. Circle's Agent Stack provides policy-controlled Agent Wallets, Nanopayments via Circle Gateway, and an emerging Agent Marketplace.