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Kraken parent Payward revenue rises 17% despite falling crypto trading volume

Created at 14 Aug · 6:56 PM1 source↑ Market-relevant
IN SHORT

Kraken parent company Payward reported a 17% year-over-year increase in adjusted revenue to $508 million for the second quarter. This growth occurred despite a 13% drop in crypto spot trading volume, as funded accounts surged 42% and the company diversified revenue streams beyond transaction-based activity.

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Key Numbers

$508 millionPayward adjusted revenue Q2
17%Year-over-year revenue growth
13%Year-over-year decline in transaction volume
$310 billionTotal transaction volume
42%Increase in funded accounts
6.6 millionTotal funded accounts
$23 millionAdjusted EBITDA
60%Revenue from asset-based and other sources
55%Revenue from asset-based and other sources a year earlier

Who's Involved

Payward
Kraken parent company reporting Q2 earnings
NinjaTrader
Futures trading platform acquired by Payward
Bitnomial
Regulated derivatives exchange acquired by Payward
Magic Labs
Wallet infrastructure business acquired by Payward

↳ Why This Matters

Payward's ability to grow revenue and funded accounts while crypto spot trading volume declines demonstrates a successful diversification strategy, reducing reliance on volatile crypto markets and highlighting the growing importance of its expanded financial services.

Key facts

  • Kraken parent Payward reported $508 million in adjusted revenue for Q2, up 17% year over year.
  • Despite a 13% decline in crypto spot trading volume, funded accounts grew 42% to 6.6 million.
  • Asset-based and other revenue constituted 60% of total revenue, indicating diversification beyond transaction fees.
  • The company achieved positive adjusted EBITDA of $23 million.
  • Payward expanded its offerings to include equities, tokenized stocks, and futures.

Kraken's parent company, Payward, reported a 17% year-over-year increase in adjusted revenue for the second quarter, reaching $508 million. This growth was achieved despite a 13% decline in overall crypto spot trading volume. The company saw a significant surge in funded accounts, which jumped 42% to 6.6 million.

Payward maintained positive adjusted EBITDA of $23 million. A notable shift in revenue composition saw asset-based and other revenue account for 60% of the total, up from 55% in the prior year, indicating a successful diversification beyond transaction-based fees.

The company attributed its revenue growth to increased contributions from traditional futures, equities, and tokenized equities, which helped offset the weaker performance in crypto spot markets. Payward also reported gaining spot market share for the third consecutive quarter.

Over the past year, Payward has strategically expanded its offerings beyond spot crypto trading to include equities, tokenized stocks, pre-IPO exposure, and futures. This expansion has been supported by strategic acquisitions, including the futures trading platform NinjaTrader in May 2025 and the regulated derivatives exchange Bitnomial the following year. Most recently, Payward announced a deal to acquire Magic Labs’ wallet infrastructure business.

Frequently asked questions

Payward reported $508 million in adjusted revenue for the second quarter.

Total transaction volume fell 13% year over year to $310 billion.

Payward had 6.6 million funded accounts, a 42% increase year over year.

Payward remained adjusted EBITDA positive at $23 million.

Payward has expanded into equities, tokenized stocks, pre-IPO exposure, and futures.

What Happens Next

01Payward is expected to integrate acquired businesses like NinjaTrader and Bitnomial.
02The company will likely continue to expand its offerings in tokenized assets and futures trading.

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Cadence

How It Developed

Payward reported $508 million in adjusted revenue for the second quarter, a 17% increase year over year.
Total transaction volume fell 13% year over year to $310 billion.
Funded accounts increased 42% to 6.6 million.
Payward remained adjusted EBITDA positive at $23 million.
Asset-based and other revenue accounted for 60% of total revenue, up from 55% a year earlier.
Growth in traditional futures, equities, and tokenized equities helped offset weaker crypto spot activity.
The company gained spot market share for a third consecutive quarter.
Payward expanded into equities, tokenized stocks, pre-IPO exposure, and futures over the past year.

Sources

T1
Kraken parent Payward revenue rises 17% as trading volume falls in Q2Payward grew revenue despite weaker crypto spot activity, as funded accounts jumped 42% and a growing share of revenue came from outside transaction-based activity.Cointelegraph

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