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Gemini Soars 7% as Services Revenue Tops Trading

Gemini stock rises as services revenue surpasses trading for the first time

  • Gemini‘s stock rose over 7% in after-hours trading after reporting that revenue from services and interest surpassed its core transaction revenue for the first time.
  • The crypto exchange saw a 30% quarterly drop in trading volume but highlighted aggressive cost-cutting, including laying off 30% of its workforce.
  • Gemini launched a regulated prediction markets platform in December, attracting over 15,000 users, as part of a strategic pivot to diversify its business.

Gemini shares climbed in after-hours trading on Thursday after the company’s latest quarterly report signaled a major shift in its revenue model, moving away from volatile crypto trading. The stock rose about 7% following results that showed services revenue overtook trading for the first time.

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Transaction revenue held steady despite a sharp 30% quarter-on-quarter decline in trading volume to $11.5 billion. Consequently, the company highlighted its aggressive cost-cutting measures, including significant job layoffs and exiting several international markets.

Meanwhile, Gemini is aggressively expanding beyond traditional exchange services. The company launched a regulated prediction markets platform in December after securing a U.S. regulatory licence from the Commodity Futures Trading Commission.

Since launch, more than 15,000 users have traded contracts on events from politics to sports, according to the shareholder letter. This move, however, comes as the firm faces a class-action lawsuit alleging it misled investors by not disclosing these plans earlier.

Services and interest revenue surged 33% from the prior quarter to $26.5 million, driven largely by its credit card business. For the full year, services revenue more than doubled, helping lift total revenue 26% to $179.6 million, though the company still reported a substantial net loss of $582.8 million for 2025.

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