Coupang (CPNG) Earnings Dates, Call Summary & Reports

Q: When does Coupang (CPNG) report earnings?

Coupang (CPNG) is schdueled to report earning on May 12, 2026, After Close (Confirmed).

Q: What is Coupang (CPNG) earnings time?

Coupang (CPNG) earnings time is at May 12, 2026, After Close (Confirmed).

Q: Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

Q: What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

Q: What is CPNG EPS forecast?

CPNG EPS forecast for the fiscal quarter 2026 (Q1) is -0.14.

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Earnings Data

Report Date

May 12, 2026

After Close (Confirmed)

Period Ending

2026 (Q1)

Consensus EPS Forecast

-0.14

Last Year’s EPS

0.06

Same Quarter Last Year

Analyst Consensus

Moderate Buy

Based on 11 Analysts Ratings

Earnings Call Summary

Q4 2025

Earnings Call Date:Feb 26, 2026|

% Change Since:

Earnings Call Sentiment|Negative

The call presented a mix of operational progress—strong growth and execution in Taiwan and Developing Offerings, solid liquidity, and improving product-commerce profitability on an adjusted basis—counterbalanced by a material data-security incident that drove short-term customer churn, a December revenue slowdown, significant near-term investments that produced large Developing Offerings losses (~$995M for the year and guidance of $950M–$1B for 2026), compressed consolidated EBITDA (down 37% YoY) and nearly 50% lower free cash flow. Management emphasized remediation, stabilization and a path to recovery, but near-term financial and regulatory uncertainties remain significant.

Company Guidance

Guidance from the call was that near‑term trends will be muted and uneven but should improve over the year, with consolidated constant‑currency revenue growth expected to be 5–10% in Q1 2026 (Product Commerce had been growing ~16% CC pre‑December before weakening to an estimated ~4% CC in January); Developing Offerings is guided to full‑year adjusted EBITDA losses of $950M–$1.0B (after DO losses of $300M in Q4 and $995M for full‑year 2025), and the company expects its prior cadence of annual consolidated EBITDA‑margin expansion to be disrupted this year; Q4 results for context included consolidated net revenue $8.8B (+11% reported, +14% CC), Product Commerce net revenue $7.4B (+8% YoY, +12% CC), Product Commerce gross profit $2.4B and segment adjusted EBITDA $567M (7.7% margin), Developing Offerings revenue $1.4B (+32% YoY) with $183M gross profit, consolidated adjusted EBITDA $267M (3% margin, down 37% YoY), operating cash flow $1.8B and free cash flow $527M (≈50% YoY decline), cash balance >$6B, a 2025 effective tax rate of 64% (long‑term target nearer 25%), and continued share‑repurchase capacity under the $1B authorization (≈$243M used to date, ~5.9M shares repurchased in the quarter); Taiwan remains a bright spot (triple‑digit revenue growth, ~70% geo coverage and ~75% next‑day volume in December with no meaningful variable cost increase).

Product Commerce Revenue Growth

Product Commerce net revenue of $7.4 billion, up 8% year-over-year (12% constant currency), with earlier 3-month pre-December growth at ~16% constant currency.

Active Customer and WOW Engagement

Product Commerce active customers totaled 24.6 million, up 8% year-over-year; the vast majority of WOW members retained membership in Q4 and WOW member spend increased double digits year-over-year.

Product Commerce Gross Profit and Adjusted Improvement

Product Commerce gross profit of $2.4 billion, up 5% year-over-year (9% constant currency). Excluding a prior-year FC fire insurance gain, adjusted gross profit growth was ~15% in constant currency and adjusted margins improved ~85 basis points year-over-year.

Developing Offerings Revenue Momentum (Taiwan)

Developing Offerings reported record net revenues of $1.4 billion, up 32% (31% constant currency), driven by Taiwan's continued triple-digit year-over-year growth and strong customer engagement.

Taiwan Logistics and Unit-Cost Performance

Taiwan last-mile network covers nearly 70% of geography and delivered ~75% of volume next-day in December via Coupang's network, achieved without a meaningful increase in variable unit costs.

Farfetch and Early-Stage Wins

Post-acquisition Farfetch generated positive year-over-year revenue growth this quarter and positive overall economics for the first quarter since acquisition.

Solid Liquidity and Positive Operating Cash Flow

Strong balance sheet with over $6 billion in cash; full-year operating cash flow of $1.8 billion and positive free cash flow of $527 million.

Proactive Incident Response and Remediation

Engaged Mandiant and Palo Alto Networks for forensic investigation, closed and remediated the exploited access in November 2025, and launched a $1.2 billion voucher compensation program to impacted customers while reporting no confirmed instances of data misuse to date.

Coupang (CPNG) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

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CPNG Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
May 12, 2026	2026 (Q1)	-0.14 / -	0.06	―	―	―
Feb 26, 2026	2025 (Q4)	0.03 / -0.01	0.08	-112.50% (-0.09)
Sep 30, 2025	2025 (Q3)	0.04 / 0.05	0.04	25.00% (+0.01)	―	―
Aug 05, 2025	2025 (Q2)	0.07 / 0.02	-0.04	150.00% (+0.06)
May 06, 2025	2025 (Q1)	0.05 / 0.06	0	―
Feb 25, 2025	2024 (Q4)	<0.01 / 0.08	0.57	-85.96% (-0.49)
Nov 05, 2024	2024 (Q3)	<0.01 / 0.04	0.05	-20.00% (-0.01)
Aug 06, 2024	2024 (Q2)	-0.02 / -0.04	0.08	-150.00% (-0.12)
May 07, 2024	2024 (Q1)	0.06 / 0.00	0.05	―
Feb 27, 2024	2023 (Q4)	0.06 / 0.57	0.06	850.00% (+0.51)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

CPNG Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Feb 26, 2026	$18.71	$19.08	+1.98%
Sep 30, 2025	$32.20	$32.43	+0.71%
Aug 05, 2025	$29.90	$28.09	-6.05%
May 06, 2025	$24.00	$26.60	+10.83%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.