Robinhood Markets (HOOD) Company Report

Robinhood Markets launched the Platinum Card, a premium credit card offering up to $1 million credit limits, 5% cashback on dining and flights, 10% on hotels, and $3,000 in annual value for a $695 annual fee.
The company introduced Early Dividends, allowing customers to access dividend payments an average of 17 days earlier than other platforms, with real cash deposits after the record date, starting in April.
Robinhood for Families was unveiled, a new suite of products for multi-generational investing, including immediate availability of custodial accounts and planned trust accounts and a Family Hub later this year.
Robinhood Ventures was announced, a new closed-end fund that will be taken public on the NYSE to open private markets to retail investors, with share requests for its IPO open until the end of day tomorrow.
Robinhood Gold membership was enhanced with a new Reward Suite offering exclusive events, partner services, and monthly free crypto, alongside limited-time offers like a 2% match on asset transfers (3% for transfers with $10,000+ margin) until March 25th.

4 days ago

Transcript

Robinhood Markets Unveils New Family-Focused Financial Services and Product Enhancements

HOOD

Product Launch

New Projects/Investments

Dividends

Robinhood is significantly expanding its product suite with Robinhood for Families, which includes a Portfolio Overview, Family Hub, account sharing, and custodial accounts. The company also introduced a new Platinum Card for selected Gold card holders and Early Dividends, providing access to dividends an average of 17 days earlier than other platforms starting in April.
The Robinhood Strategies wealth management platform now manages over $1.5 billion in assets and has introduced new features such as tax-loss harvesting and tax-aware transfers to optimize tax implications for clients. Additionally, management fees for Gold members are capped at the $100K mark in assets, with no fee for assets above that.
Robinhood received the J.D. Power and Associates Award for overall customer satisfaction for its DIY digital wealth management experience.

4 days ago

Transcript

Robinhood Markets CFO Discusses Strong Growth, New Initiatives, and 2026 Outlook

HOOD

Product Launch

New Projects/Investments

Revenue Acceleration/Inflection

Robinhood's CFO, Shiv Verma, stated that the company is not expecting a "digestion year" in 2026, but rather aims to "go even faster" with a goal of achieving 20%+ annualized Net Deposits growth.
Customer engagement remains strong, with over $5.5 billion in Net Deposits in February 2026 alone and over $10 billion year-to-date. Equities, options, and crypto trading all showed healthy year-over-year or month-over-month increases in February.
The company is actively expanding into new growth areas, including prediction markets (with close to 2,000 assets and plans for institutional/global expansion) , private markets (launching its first fund with daily liquidity and no accreditation required) , and banking (deposits approximately doubled since the last earnings call, with over 600,000 Gold Card customers).
Robinhood is heavily investing in AI for productivity and customer-facing tools, with 75% of customer service tickets now handled by AI. Crypto, which generated nearly $1 billion in revenue last year (approximately 18% of total revenue) , is expanding into institutional, global, and tokenization initiatives.

6 days ago

Transcript

Robinhood Markets' CFO Highlights Strong Net Deposits and Strategic Growth

HOOD

CFO Change

New Projects/Investments

Revenue Acceleration/Inflection

Shiv Verma has been formally appointed as the CFO of Robinhood Markets.
The company reported over $5.5 billion in Net Deposits in February alone and over $10 billion year-to-date, with a goal of achieving 20%+ annualized Net Deposits growth.
Robinhood is accelerating product velocity and focusing on profitable growth, with significant investments in prediction markets, private markets (including a new fund and tokenization), and AI integration.
The new banking product has seen rapid adoption, with deposits approximately doubling since the recent earnings call from over $400 million, and 2026 is anticipated to be a major year for its expansion.
The company emphasizes optimizing for earnings per share and free cash flow per share for shareholders.

6 days ago

Transcript

Robinhood Markets Outlines Accelerated Growth Plans and Strong Customer Engagement for 2026

HOOD

New Projects/Investments

Revenue Acceleration/Inflection

Product Launch

Robinhood reported strong customer engagement in February 2026, with $5.5 billion in net deposits for the month and $10 billion year-to-date, indicating customers are net buyers during market volatility.
The company plans for accelerated growth in 2026, aiming for 20%+ annualized net deposit growth through increased product velocity and profitable expansion, rather than a "digestion year".
Key growth initiatives include significant expansion in prediction markets (now with ~2,000 assets and plans for global/institutional reach) , the launch of its first private markets fund this week , and rapid adoption in banking, where deposits have approximately doubled since the last earnings call from an initial $400 million.
Robinhood is heavily investing in AI, which now handles 75% of customer service tickets and powers new consumer-facing tools , and is expanding its crypto offerings (which generated almost $1 billion in revenue last year, representing 18% of total revenue) into institutional and global markets.

6 days ago

Transcript

Robinhood Markets Presents 2025 Financial and Operational Highlights

HOOD

Earnings

New Projects/Investments

Revenue Acceleration/Inflection

For the year ended December 31, 2025, Robinhood Markets reported Total Net Revenues of $4.5 billion (+52% Y/Y), Diluted EPS of $2.05 (+$0.49 Y/Y), and Adjusted EBITDA of $2.5 billion (+76% Y/Y).
Key operational metrics as of December 31, 2025, include 27.0 million Funded Customers (+1.8M Y/Y), $322 billion in Total Platform Assets (+67% Y/Y), and 4.2 million Robinhood Gold Subscribers (+58% Y/Y).
The company's revenue streams are diversifying, with 11 businesses generating $100 million or more in annualized revenue by the end of 2025.
Robinhood's strategic vision includes becoming the #1 in Active Traders, #1 in Wallet Share for the Next Generation, and the #1 Global Financial Ecosystem.

6 days ago

Presentation

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

Press Release

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

Transcript

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

Transcript

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

Transcript

Fintool News

In-depth analysis and coverage of Robinhood Markets.

Deals & Capital Markets

Robinhood Launches $1 Billion IPO to Crack Open Private Markets for Retail Investors

Feb 17

View all news

Earnings Transcripts

Quarterly earnings call transcripts for Robinhood Markets.

Q4 2025

Feb 10, 2026

→

Q3 2025

Nov 5, 2025

→

Q2 2025

Jul 30, 2025

→

View All Transcripts

Ask Fintool AI Agent

Get instant answers from SEC filings, earnings calls & more

What did Vladimir Tenev say about margins?What are Robinhood Markets's strategic priorities?How is Robinhood Markets positioned vs competitors?How did Robinhood Markets do last quarter?

Robinhood Markets (HOOD)

Analyst Earnings Quarterly Reports

Q3 2025

Q2 2025

Q1 2025

Q4 2024

Executives

Vladimir Tenev

Daniel Gallagher

Jason Warnick

Jeffrey Pinner

Shiv Verma

Steven Quirk

Board Members

Baiju Bhatt

Christopher Payne

Dara Treseder

John Hegeman

Jonathan Rubinstein

Meyer Malka

Paula Loop

Robert Zoellick

Susan Segal

Analyst Coverage

Brian Bedell

Dan Dolev

Devin Ryan

Patrick Moley

Steven Chubak

Michael Cyprys

John Todaro

Kenneth Worthington

Alexander Markgraff

Ben Budish

Benjamin Budish

Craig Siegenthaler

James Yaro

Ahmet

Alex Markgraff

Brett Knoblauch

David Smith

Ed Engle

Edward Engel

Evan

Ken Worthington

Kyle Voigt

Ramsey El-Assal

Roy

Amit Kukreja

Andrew Stein

Christopher Allen

Gautam Chhugani

James Edwin Yarrow

Matthew O'Neill

Tanner

Tannor

Tannor Manson

Zachary Gunn

Latest news

Fintool News

Robinhood Launches $1 Billion IPO to Crack Open Private Markets for Retail Investors

Earnings Transcripts

Q4 2025

Q3 2025

Q2 2025

Ask Fintool AI Agent