CRCL · Circle Internet Group, Inc.

Circle Internet Group, Inc. (NYSE: CRCL) today announced results for the first quarter of fiscal year 2026. Financial Highlights (Q1’26 vs. Q1’25) USDC in circulation of $77.0 billion at quarter end grew 28%; USDC onchain transaction volume in Q1’26 of $21.5 trillion grew 263% Total revenue and reserve income in Q1’26 of $694 million grew 20% Net income from continuing operations in Q1’26 of $55 million decreased 15% Adjusted EBITDA in Q1’26 of $151 million grew 24% Business Highlights ARC Token: $222M presale raise at a $3 billion fully diluted network valuation from a consortium of leading investors including a16z crypto, Apollo Funds, ARK Invest, BlackRock, Bullish, General Catalyst, Haun Ventures, Intercontinental Exchange, IDG Capital, Janus Henderson Investors, Marshall Wace, SBI Group, and Standard Chartered Ventures. ARC Token whitepaper published today, outlining how a native coordination asset could support governance, security, and network operations on Arc. The Agent

Circle Internet Group, Inc. (NYSE: CRCL) today announced results for the fourth quarter and full fiscal year 2025. Fourth Quarter Highlights (Q4’25 vs. Q4’24) USDC in circulation of $75.3 billion at year end grew 72% ; USDC onchain transaction volume in Q4’25 of $11.9 trillion, up 247% Total revenue and reserve income in Q4’25 of $770 million grew 77% Net Income from continuing operations in Q4’25 of $133 million increased $129 million Adjusted EBITDA in Q4’25 of $167 million grew 412% Full Year Financial Highlights (FY25 vs. FY24) Total revenue and reserve income in FY25 of $2.7 billion grew 64% Net Loss from continuing operations in FY25 of $70 million, significantly impacted by $424 million for stock-based compensation related to vesting conditions met by our IPO, compared to Net Income from continuing operations in FY24 of $157 million Adjusted EBITDA in FY25 of $582 million grew 104% Business Highlights Arc: Public testnet launched with 100+ participants spanning banking, capital

Native USDC to Power Transparent, Always-On Settlement for Polymarket Users Circle Internet Group, Inc. (NYSE: CRCL), one of the world’s leading internet financial platform companies, today announced a partnership with Polymarket, the world’s largest prediction market, to support reliable dollar-denominated settlement infrastructure for Polymarket users. Currently, Polymarket uses Bridged USDC (USDC.e) on Polygon as collateral for all trading activity. As part of this partnership, Polymarket will transition to native USDC in the coming months. Native USDC is issued by Circle’s regulated affiliates and is redeemable 1:1 for US dollars, providing a more capital efficient, scalable, and institutionally aligned settlement standard as Polymarket’s platform continues to grow. "The internet financial system driven by Circle platforms has been built to enable money and capital to work at the speed of the internet, with delightful consumer experiences," said Jeremy Allaire, Co-Founder,

Circle Internet Group, Inc. (NYSE: CRCL) will report its financial results for the fourth quarter and full year 2025 on Wednesday, February 25, 2026. A live audio webcast will be held at 8 a.m. ET to discuss financial results and business highlights. Visit our Investor Relations website at www.circle.com/investors to access the live audio webcast, the conference call replay, and related transcript. Disclosure Information In addition to filings with the Securities and Exchange Commission (SEC), Circle uses its Investor Relations website ( https://investor.circle.com ), its blog ( https://www.circle.com/blog ), press releases ( https://www.circle.com/pressroom ), public conference calls and webcasts, its X feed ( https://x.com/circle ), and its Linkedin page ( https://www.linkedin.com/company/circle-internet-financial ) as a means of disclosing material nonpublic information, announcing upcoming investor conferences and for complying with its disclosure obligations under Regulation FD.

Circle Foundation’s first international grant will support digital financial infrastructure across UN Ecosystems and its stakeholders More than $38B in annual humanitarian funds rely on legacy systems that can be slow and inefficient; UNHCR’s blockchain‑based banking pilots demonstrate how next‑generation digital financial infrastructure—including regulated stablecoins—can deliver human-centered aid faster, with full traceability, stronger accountability, and with promising initial cost savings of up to 20% —maximizing impact for every donor dollar. Circle Foundation , a new philanthropic initiative supported by Circle Internet Group, Inc.’s (NYSE: CRCL) 1% equity commitment, today announced its first international grant to support the United Nations’ Digital Hub of Treasury Solutions (DHoTS) in its efforts to streamline monetary value transfers across the UN system, reduce costs, enhance transparency, and enable secure, real-time access to financial systems and markets worldwide. The

Circle Internet Group, Inc. (‘Circle’) (NYSE:CRCL) , one of the world’s leading internet financial platform companies, today released a flagship report that charts the formation of a new global economic architecture: “Beyond Stablecoins: The Rise of the Internet Financial System.” The 2026 report marks a pivotal milestone in the evolution of global finance, showcasing how public blockchains, regulated stablecoins, and programmable infrastructure are forming the foundation of a new, internet-native financial operating system. Circle 2026 Report: Beyond Stablecoins: The Rise of the Internet Financial System This transformation mirrors earlier inflection points in technological advancement, from the rise of the web to the emergence of cloud, mobile, and AI platforms. It is beginning to reshape how financial systems operate, connect, and evolve on a global scale, with Circle’s full-stack platform serving a foundational role in this transition. The report outlines Circle’s framework for