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Robinhood Markets (HOOD)

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Earnings summaries and quarterly performance for Robinhood Markets.

Research analysts who have asked questions during Robinhood Markets earnings calls.

Brian Bedell

Brian Bedell

Deutsche Bank

6 questions for HOOD

Also covers: AMG, AMTD, APO +24 more
DD

Dan Dolev

Mizuho Financial Group

6 questions for HOOD

Also covers: ACN, ADP, AFRM +16 more
Devin Ryan

Devin Ryan

Citizens JMP

6 questions for HOOD

Also covers: AMTD, COIN, CRCL +20 more
PM

Patrick Moley

Piper Sandler & Co.

6 questions for HOOD

Also covers: BGC, CBOE, CME +17 more
SC

Steven Chubak

Wolfe Research

6 questions for HOOD

Also covers: AMP, AMTD, APO +20 more
Michael Cyprys

Michael Cyprys

Morgan Stanley

5 questions for HOOD

Also covers: AAMI, AMP, AMTD +30 more
JT

John Todaro

Needham & Company

4 questions for HOOD

Also covers: APLD, BTDR, CAN +13 more
KW

Kenneth Worthington

JPMorgan Chase & Co.

4 questions for HOOD

Also covers: APO, ARES, BAM +27 more
Alexander Markgraff

Alexander Markgraff

KeyBanc Capital Markets

3 questions for HOOD

Also covers: AVDX, BILL, CNCK +7 more
Ben Budish

Ben Budish

Barclays PLC

3 questions for HOOD

Also covers: AB, APO, ARES +23 more
Benjamin Budish

Benjamin Budish

Barclays PLC

3 questions for HOOD

Also covers: AB, APO, ARES +24 more
Craig Siegenthaler

Craig Siegenthaler

Bank of America

3 questions for HOOD

Also covers: AB, AMP, AMTD +26 more
James Yaro

James Yaro

Goldman Sachs

3 questions for HOOD

Also covers: COIN, CRCL, ETOR +11 more
A

Ahmet

Ahmet is Investing

2 questions for HOOD

AM

Alex Markgraff

KeyBanc

2 questions for HOOD

Also covers: ALKT, CNCK, COIN +1 more
BK

Brett Knoblauch

Cantor Fitzgerald & Co.

2 questions for HOOD

Also covers: APLD, AVPT, BITF +21 more
David Smith

David Smith

Truist Securities

2 questions for HOOD

Also covers: AESI, BK, CLB +21 more
EE

Ed Engle

Compass Point

2 questions for HOOD

EE

Edward Engel

Compass Point Research & Trading, LLC

2 questions for HOOD

Also covers: BULL, CAN, CNCK +3 more
E

Evan

Stock Market News

2 questions for HOOD

Also covers: RYTM
KW

Ken Worthington

JPMorgan

2 questions for HOOD

Also covers: APO, ARES, BLK +15 more
Kyle Voigt

Kyle Voigt

Keefe, Bruyette & Woods

2 questions for HOOD

Also covers: AMTD, APO, ARES +17 more
Ramsey El-Assal

Ramsey El-Assal

Barclays

2 questions for HOOD

Also covers: ACN, ADP, AFRM +23 more
R

Roy

Morgan Stanley

2 questions for HOOD

Also covers: KARO
AK

Amit Kukreja

Amit Media

1 question for HOOD

AS

Andrew Stein

FT Partners

1 question for HOOD

Also covers: EFX, FICO, LMND
CA

Christopher Allen

Citigroup

1 question for HOOD

Also covers: CBOE, CME, ETOR +9 more
Gautam Chhugani

Gautam Chhugani

Bernstein

1 question for HOOD

Also covers: MMYT
JE

James Edwin Yarrow

Goldman Sachs

1 question for HOOD

Also covers: MC, PIPR, PWP
Matthew O'Neill

Matthew O'Neill

Financial Technology Partners

1 question for HOOD

Also covers: AFRM, EFX, ETOR +7 more
T

Tanner

Future Investing

1 question for HOOD

Also covers: MDU
T

Tannor

Future Investing

1 question for HOOD

TM

Tannor Manson

Future Investing

1 question for HOOD

ZG

Zachary Gunn

Financial Technology Partners

1 question for HOOD

Also covers: ADP, AFRM, EEFT +6 more

Recent press releases and 8-K filings for HOOD.

Robinhood Markets Reports Strong January 2026 Operating Data and Share Repurchases
HOOD
Share Buyback
Revenue Acceleration/Inflection
  • Funded Customers reached 27.2 million at the end of January 2026, an increase of approximately 190 thousand from December 2025 and 1.75 million year-over-year.
  • Total Platform Assets stood at $324 billion at the end of January 2026, marking a 59% year-over-year increase.
  • Equity Notional Trading Volumes were $227.3 billion in January 2026, up 57% year-over-year, and Options Contracts Traded increased 20% year-over-year to 200.0 million.
  • Margin balances at the end of January 2026 grew to $18.4 billion, representing a 122% year-over-year increase.
  • Robinhood deployed $173 million to repurchase approximately 2.1 million shares quarter-to-date through February 17, 2026.
Feb 19, 2026, 9:05 PM
Robinhood Markets Reports Strong 2025 Growth and Outlines Ambitious 2026 Roadmap
HOOD
Earnings
Product Launch
New Projects/Investments
  • Robinhood Markets reported strong financial results for 2025, with revenues growing over 50% year-over-year to $4.5 billion , total platform assets increasing nearly 70% to $324 billion , and net deposits reaching a record $68 billion.
  • The company saw significant customer and product growth, including Robinhood Gold Card customers growing over 5x to 600,000 and Gold subscribers increasing nearly 60% to 4.2 million. Robinhood Banking, recently rolled out, has over 25,000 funded customers with over $400 million in balances.
  • For 2026, Robinhood plans to expand prediction markets (which had a $300 million+ run rate in its first year) , roll out Cortex AI assistant and Robinhood Social , and launch family investing and private markets offerings.
  • International expansion remains a key focus, with 750,000 customers outside the U.S. and plans to launch in several new markets , leveraging tokenization and the acquisition of Bitstamp, which saw volumes up 2x since June. The company also noted that AI integration led to estimated nine figures in savings in software engineering in 2025.
Feb 10, 2026, 10:00 PM
Robinhood Markets Reports Record 2025 Financial Results and Outlines 2026 Growth Strategy
HOOD
Earnings
Product Launch
New Projects/Investments
  • Robinhood Markets achieved a record year in 2025, with revenue reaching $4.5 billion (up 52% year-over-year), Adjusted EBITDA of $2.5 billion (up 76%), and record EPS of $2.05.
  • The company saw significant growth in key metrics, including total platform assets increasing nearly 70% to $324 billion, net deposits reaching a record $68 billion (up 35%), and Gold subscribers growing nearly 60% to 4.2 million.
  • Product velocity was strong, with prediction markets volumes more than doubling to over $12 billion in 2025, the Robinhood Gold Card growing over 5x to 600,000 customers, and the rollout of Robinhood Banking attracting over 25,000 funded customers.
  • For 2026, Robinhood plans to accelerate product velocity with initiatives in family investing, private markets, tokenization, and AI integration, while committing to another year of profitable growth where revenue is expected to grow faster than expenses.
Feb 10, 2026, 10:00 PM
Robinhood Markets Reports Record 2025 Results and Outlines 2026 Growth Plans
HOOD
Earnings
Guidance Update
New Projects/Investments
  • Robinhood Markets achieved a record year in 2025, with revenue of $4.5 billion (up 52% year-over-year), Adjusted EBITDA of $2.5 billion (up 76%), and EPS of $2.05. Q4 2025 revenues grew 27% to $1.3 billion, and net deposits exceeded $16 billion.
  • The company reported strong product growth, with Robinhood Gold subscribers increasing 58% to 4.2 million and the Robinhood Gold Card reaching 600,000 customers in 2025, with plans to exceed 1 million in 2026. Robinhood Banking launched with over 25,000 funded customers and $400 million in balances.
  • For 2026, Robinhood aims for another year of profitable growth and 20%+ net deposit growth. The adjusted OpEx and SBC outlook is set between $2.6 billion and $2.725 billion, reflecting an 18% year-over-year expense growth at the midpoint.
  • Strategic investments for 2026 include accelerating product velocity in areas such as prediction markets, private markets (Robinhood Ventures), tokenization, and AI integration (Cortex Assistant), with AI already solving over 75% of customer cases and contributing to estimated nine-figure savings in 2025.
Feb 10, 2026, 10:00 PM
Robinhood Reports Fourth Quarter and Full Year 2025 Results
HOOD
Earnings
CFO Change
Guidance Update
  • Robinhood reported record revenues of $4.5 billion for the full year 2025 and $1.28 billion for Q4 2025, with record diluted EPS of $2.05 for 2025 and $0.66 for Q4 2025.
  • The company achieved record Net Deposits of $68 billion in 2025 and $16 billion in Q4 2025, and Robinhood Gold Subscribers reached a record 4.2 million. Total Platform Assets increased 68% year-over-year to $324 billion.
  • Shiv Verma was appointed Chief Financial Officer, effective February 6, 2026, succeeding Jason Warnick.
  • Robinhood repurchased $100 million of Class A common stock in Q4 2025, contributing to $910 million in total share repurchases since Q3 2024.
  • The outlook for 2026 Adjusted Operating Expenses and SBC is projected to be between $2.6 billion and $2.725 billion, representing an 18% year-over-year growth at the midpoint.
Feb 10, 2026, 9:05 PM
Robinhood Reports Record Fourth Quarter and Full Year 2025 Results
HOOD
Earnings
Revenue Acceleration/Inflection
New Projects/Investments
  • Robinhood reported record revenues of $4.5 billion and diluted EPS of $2.05 for the full year 2025, including $1.28 billion in revenue and $0.66 diluted EPS for Q4 2025.
  • The company achieved record Net Deposits of $68 billion in 2025, with $15.9 billion in Q4, and Robinhood Gold Subscribers reached a record 4.2 million.
  • Total Platform Assets increased 68% year-over-year to $324 billion in Q4 2025.
  • Key product expansions in 2025 included Prediction Markets with over 12 billion event contracts traded, the rollout of short selling, and the launch of a stocks and shares ISA in the UK.
Feb 10, 2026, 9:05 PM
Robinhood Reportedly Seeks Role in SpaceX's Potential IPO
HOOD
New Projects/Investments
Revenue Acceleration/Inflection
  • Robinhood is reportedly vying with major Wall Street banks to secure a large block of SpaceX shares for its IPO Access platform, aiming to distribute them to retail investors.
  • The potential SpaceX IPO is described as enormous, possibly seeking up to $50 billion and a valuation near $1.5 trillion, with a mid-2026 listing being considered.
  • Robinhood views this as a strategic opportunity to attract and retain customers and expand into underwriting-style distribution, leveraging its approximately 27 million funded accounts.
  • Following these reports, Robinhood's shares experienced a modest 1.8% intraday dip to $103.40.
Jan 28, 2026, 11:26 PM
Robinhood Launches Expanded Prediction Markets and AI Financial Assistant
HOOD
Product Launch
New Projects/Investments
  • Robinhood has significantly expanded its prediction markets, growing from one contract to thousands in less than a year with over 10 billion contracts traded, and they are now accessible on the web.
  • New trading functionalities for prediction markets include player markets and preset combos for Pro Football, which are rolling out today, with custom combos expected to launch in January.
  • The company is introducing Cortex, an AI-powered personal financial assistant, which provides a Portfolio Digest for Gold customers and can assist with trade ideas, portfolio analysis, and order execution via voice commands.
  • The new Cortex experience and Portfolio Digests are anticipated to be delivered by February 13 of next year.
Dec 17, 2025, 2:00 AM
Robinhood Unveils Expanded Prediction Markets and AI-Powered Financial Assistant
HOOD
Product Launch
New Projects/Investments
  • Robinhood has significantly expanded its prediction markets, now accessible on the web and featuring over 1,500 markets with 10 billion contracts traded in less than a year. New sports-related enhancements include player markets, preset combos, and upcoming custom combos (launching in January).
  • The company is rolling out Robinhood Cortex, an in-house AI financial intelligence, as a personal financial assistant within the app. This includes Portfolio Digest for personalized portfolio briefings and the ability to execute actions like setting limit orders via voice commands.
  • The new Cortex experience and Portfolio Digests are expected to be delivered by February 13, 2026, with a vision for Cortex, prediction markets, and Robinhood Social to converge into a comprehensive financial super app.
Dec 17, 2025, 2:00 AM
Robinhood Markets Reports November 2025 Operating Data
HOOD
Demand Weakening
Revenue Acceleration/Inflection
  • Robinhood Markets reported 26.9 million Funded Customers at the end of November 2025, a decrease of approximately 130 thousand from October 2025 (partially due to escheatment of 280 thousand accounts), but an increase of 2.10 million year-over-year.
  • Total Platform Assets reached $325 billion at the end of November 2025, representing a 5% decrease from October 2025, but a 67% increase year-over-year.
  • Net Deposits for November 2025 were $7.1 billion.
  • Trading volumes in November 2025 showed Equity Notional Trading Volumes at $201.5 billion (up 37% year-over-year) and Options Contracts Traded at 193.2 million (up 24% year-over-year), while Crypto Notional Trading Volumes were $28.6 billion (down 19% year-over-year).
  • Margin balances at the end of November 2025 were $16.8 billion, marking a 147% increase year-over-year.
Dec 10, 2025, 9:05 PM