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first_img Collector Crypt's third-quarter revenue was 433.5 million USD, with a gross profit of 25.4 million USD

Solana rating card hosting and card drawing platform Collector Crypt released its Q3 2026 report: revenue of $433.5 million and gross profit of $25.4 million, both setting records, with increases of 8% and 12% compared to Q2, respectively. Card pack revenue was $433.1 million, almost constituting all revenue; buyback and redemption expenses were $408.1 million, accounting for 94.1% of revenue, with a quarterly gross margin of 5.9%.Sales reached $212.2 million in June but declined month by month, with July, August, and September at $157.3 million, $141.7 million, and $134.5 million, respectively, while the gross margin in September rose to 6.7%. Sales of card packs priced at $2,500 and above amounted to $169.6 million, accounting for 39% of card pack sales; the $1,000 tier dropped from $132.1 million to $53.4 million. After Jupiter began selling card packs on July 13, the number of active wallets increased from 7,051 to 9,127 over 30 days, while daily revenue per wallet decreased from $9,100 to $5,600.As of September 30, tokenized inventory was $55.1 million; market transactions totaled $8.6 million, accounting for about 2% of the business, with two initial edition Charizard cards sold in September for $600,000 and $825,000, respectively. Cumulative revenue surpassed $1 billion on August 13, and the token CARDS fell 14% to $0.195 in the quarter. Courtyard's Q3 revenue was $7.6 million, approximately 3.3 times that of Collector Crypt;

There are 106 national embodied intelligence data collection centers and over 5,000 robots

According to a research report released by Tiger Sniff on September 20, as of August 2026, there are a total of 106 publicly disclosed centralized embodied intelligence data collection centers in the country, of which 84 are in operation, accounting for 79.25%. 52 centers disclosed the number of deployed robots, totaling approximately 3,972 units, which estimates that there are at least over 5,000 robots operating in data collection centers nationwide. The peak of construction is expected in the first quarter of 2026, after which new projects will significantly decrease, and the industry will shift from intensive construction to concentrated operation.In terms of regional distribution, Jiangsu, Zhejiang, and Guangdong have 18, 17, and 11 centers respectively, Sichuan has 8, and Beijing has 7. In terms of robot brands, Zhiyuan Robotics appeared 31 times, Leju 15 times, UBTECH 13 times, and Yushu Technology and Galaxy General each 10 times. 65.96% of data collection centers use a single robot brand, while 34.04% adopt a multi-brand strategy, and cross-entity data reuse remains a challenge.Regarding data pricing, the current real machine data costs about 500 to 1,000 yuan/hour, UMI and other non-entity data costs about 300 to 400 yuan/hour, and simulated synthetic data costs about 200 to 500 yuan/hour, with remote operation collection accounting for 79.05%. The report points out that centralized data collection has not yet formed a stable commercial closed loop, with buyer growth lagging behind base expansion. Centers that primarily rely on one-time construction funding will face greater operational pressure, and the industry elimination race has already begun.
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