Inferra AI / Company / CPNG

Coupang

CPNG · Consumer Discretionary

Last earnings Aug 4, 2026  ·  Next earnings Nov 3, 2026

Key results

Net revenuequarter

$8.5 billion

Net Revenues of $8.5 billion, up 8% YoY and 8% on a constant currency basis

SEC original ↗Coupang — Earnings release (8-K exhibit)EX-99May 5, 2026

Growthquarter

up 8%

Net Revenues of $8.5 billion, up 8% YoY and 8% on a constant currency basis

SEC original ↗Coupang — Earnings release (8-K exhibit)EX-99May 5, 2026

Commerce Segment Net revenuequarter

$7.2 billion

Product Commerce Segment Net Revenues of $7.2 billion, up 4% YoY and 5% on a constant currency basis

SEC original ↗Coupang — Earnings release (8-K exhibit)EX-99May 5, 2026

Offerings Segment Net revenuequarter

$1.3 billion

Developing Offerings Segment Net Revenues of $1.3 billion, up 28% YoY and 25% on a constant currency basis SEATTLE - (BUSINESS

SEC original ↗Coupang — Earnings release (8-K exhibit)EX-99May 5, 2026

Revenuequarter

$8.5 billion

Q1 2026 Consolidated Highlights Total net revenues were $8.5 billion, up 8% YoY on both a reported and constant currency basis.

SEC original ↗Coupang — Earnings release (8-K exhibit)EX-99May 5, 2026

Operating incomequarter

$396 million

Operating (loss) income was $(242) million, a decrease of $396 million from the operating income last year.

SEC original ↗Coupang — Earnings release (8-K exhibit)EX-99May 5, 2026

Net incomequarter

$373 million

Net (loss) income attributable to Coupang stockholders was $(266) million, a decrease of $373 million from the net income last year.

SEC original ↗Coupang — Earnings release (8-K exhibit)EX-99May 5, 2026

Diluted EPS was $(0.15), down $0.21 YoY.

SEC original ↗Coupang — Earnings release (8-K exhibit)EX-99May 5, 2026

Free cash flowquarter

$301 million

Operating cash flow for the trailing twelve months was $1.6 billion, a decrease of $425 million YoY and free cash flow was $301 million for the trailing twelve months, a decrease of $724 million YoY.

SEC original ↗Coupang — Earnings release (8-K exhibit)EX-99May 5, 2026

AI analysis

Q1 2026 · reported May 5, 2026

Based on: Earnings release + parent 8-K + 10-Q — transcript not held

Net revenue · Q1 2026
$8.5B
EX-99 · May 5, 2026
Free cash flow · Q1 2026
$301M
EX-99 · May 5, 2026
Net income · Q1 2026
$373M
EX-99 · May 5, 2026
Operating income · Q1 2026
$396M
EX-99 · May 5, 2026

The quarter in charts

Segment mix

Business-unit revenue, as stated

02.675.338$7.2BCommerce Segment Net$1.3BOfferings Segment Net

Segment revenue figures as stated in the event record.

Headline figures

MetricQ1 2026Prior qtrYear ago
Net revenue$8.5 billion——
Growthup 8%——
Commerce Segment Net revenue$7.2 billion——
Offerings Segment Net revenue$1.3 billion——
Revenue$8.5 billion——
Operating income$396 million——
Net income$373 million——
Free cash flow$301 million——

EX-99 · May 5, 2026

Guidance · company-stated

No guidance located in the held release

Next earningsNov 3, 2026Verified from the company’s own announcement

Cash flow & capex

Free cash flow$301M

Capital allocation

20.4 million shares of Class A common stock were repurchased during the quarter for an aggregate amount of $391 million.

Our Board of Directors have recently approved an additional $1 billion to be added to our stock repurchase program as part of our ongoing capital allocation strategy.

General educational research only — not investment advice.Every figure is as stated in the held documents; values marked “computed from stated figures” are arithmetic on those stated figures. Guidance shown is the company’s own stated guidance. No price targets, no recommendations, no consensus estimates.

Event summary

Coupang Q1 2026 — Net Revenues of $8.5 billion, up 8% YoY and 8% on a constant currency basis

Based on: Earnings release + parent 8-K + 10-Q — transcript not held

Guidance & outlook

No guidance located in the held release

Capital allocation

20.4 million shares of Class A common stock were repurchased during the quarter for an aggregate amount of $391 million.

SEC original ↗Coupang — Earnings release (8-K exhibit)EX-99May 5, 2026

Our Board of Directors have recently approved an additional $1 billion to be added to our stock repurchase program as part of our ongoing capital allocation strategy.

SEC original ↗Coupang — Earnings release (8-K exhibit)EX-99May 5, 2026

Provides information to management and investors about the amount of cash generated from our ongoing operations that, after purchases and sales of property and equipment, can be used for strategic initiatives, including investing in our business and strengthening our balance sheet, including paying down debt, repurchasing shares of our Class A Common stock, and paying dividends to stockholders.

SEC original ↗Coupang — Earnings release (8-K exhibit)EX-99May 5, 2026

Short-term Borrowings and Long-term Debt 15 Note 10.

SEC original ↗Coupang — 10-Q Quarterly report10-QAug 4, 2026

We have two classes of common stock outstanding, Class A common stock and Class B common stock, with equal rights to dividends and income.

SEC original ↗Coupang — 10-Q Quarterly report10-QAug 4, 2026

Stock Repurchase Program Our Board of Directors authorized a stock repurchase program for our outstanding shares of Class A common stock.

SEC original ↗Coupang — 10-Q Quarterly report10-QAug 4, 2026

Strategy & priorities

Our Board of Directors have recently approved an additional $1 billion to be added to our stock repurchase program as part of our ongoing capital allocation strategy.

SEC original ↗Coupang — Earnings release (8-K exhibit)EX-99May 5, 2026

All statements other than statements of historical facts contained in this earnings release and related management commentary, including statements about our business and growth strategies, anticipated or target revenues, growth rates, margins, cash flows, and other operating or financial results, our planned investments in new products and offerings, and their anticipated outcomes, as well as our beliefs and expectations related to the impact of the recent data incident and our efforts to prevent future incidents, are forward-looking statements.

SEC original ↗Coupang — Earnings release (8-K exhibit)EX-99May 5, 2026

In some cases, you can identify forward-looking statements because they contain words such as anticipate, believe, contemplate, could, estimate, expect, intend, may, plan, long-term, potential, predict, project, should, target, toward, think, will, shall, goal, objective, seek, strategy, future, opportunity, runway, trajectory, continue, pace, restore, on-going, momentum, prevent, commit, want, can, or would, or the negative of these words or other similar terms or expressions.

SEC original ↗Coupang — Earnings release (8-K exhibit)EX-99May 5, 2026

We use these measures to evaluate our business, measure our performance, identify trends affecting our business, formulate business plans, and make strategic decisions.

SEC original ↗Coupang — Earnings release (8-K exhibit)EX-99May 5, 2026

Provides information to management and investors about the amount of cash generated from our ongoing operations that, after purchases and sales of property and equipment, can be used for strategic initiatives, including investing in our business and strengthening our balance sheet, including paying down debt, repurchasing shares of our Class A Common stock, and paying dividends to stockholders.

SEC original ↗Coupang — Earnings release (8-K exhibit)EX-99May 5, 2026

Risks & headwinds

The forward-looking statements contained in this earnings release and related management commentary are also subject to other risks and uncertainties that could cause actual results to differ from the results predicted.

SEC original ↗Coupang — Earnings release (8-K exhibit)EX-99May 5, 2026

For additional information on other potential risks and uncertainties that could cause actual results to differ from the results predicted, please see our most recent Annual Report on Form 10-K and subsequent SEC filings.

SEC original ↗Coupang — Earnings release (8-K exhibit)EX-99May 5, 2026

Q1 2026 Earnings Release 9 Reconciliations of Non-GAAP Measures In reliance on the exception provided by Item 10(e)(1)(i)(B) of Regulation S-K, we have not provided the most directly comparable forward-looking GAAP measure to our total net revenues growth, constant currency guidance and adjusted EBITDA guidance or a reconciliation of these forward-looking non-GAAP financial measures to their most directly comparable GAAP measures as a result of uncertainty regarding, and the potential variability of, reconciling items such as stock-based compensation, income tax, and currency exchange rates.

SEC original ↗Coupang — Earnings release (8-K exhibit)EX-99May 5, 2026

Accordingly, a reconciliation is not available without unreasonable effort due to the uncertainty of these reconciling items.

SEC original ↗Coupang — Earnings release (8-K exhibit)EX-99May 5, 2026

Legal Proceedings 36 Item 1A.

SEC original ↗Coupang — 10-Q Quarterly report10-QAug 4, 2026

The outcome of the events described in these forward-looking statements is subject to risks, uncertainties, and other factors described in Part I, Item 1A, under the section titled Risk Factors, of our 2025 Form 10-K and elsewhere in this Form 10-Q.

SEC original ↗Coupang — 10-Q Quarterly report10-QAug 4, 2026

Documents

Earnings deck slides

0 decks with slide view

Coupang — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Coupang — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Coupang — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Coupang — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Competitors

Competitors & peers

Same GICS sector — classification peers, not declared competitors

Filings

30 documents

Earnings releases

6 documents

Presentations

4 documents

Transcripts

0 documents

No transcripts for Coupang are held in this edition of the library.

Mentioned by

5 companies

Other tracked companies whose held documents mention Coupang by name or ticker. A mention is counted once per document, from the document text the library holds.

See also the earnings calendar for every tracked company’s next earnings date.