Robinhood Markets (HOOD) Company Report

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

Transcript

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

Transcript

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

Press Release

Robinhood Markets Announces Expansion into Indonesia via Acquisitions

HOOD

New Projects/Investments

M&A

Robinhood Markets is expanding into Indonesia through the acquisition of local brokerage Buana Capital Sekuritas and licensed crypto trader Pedagang Aset Kripto.
This strategic entry targets Indonesia's substantial investor base, comprising over 19 million capital market investors and 17 million cryptocurrency traders, aiming to leverage Robinhood's commission-free trading model and crypto offerings.
The acquisitions are anticipated to close in the first half of 2026, providing immediate regulatory compliance and local infrastructure for Robinhood's traditional and digital asset trading services.
This international expansion follows a strong performance year for Robinhood, with its stock surging 268% during 2025 and its inclusion in the S&P 500.

Dec 8, 2025, 1:06 AM

CNBC

Robinhood Acquires Majority Stake in LedgerX to Expand Derivatives Offerings

HOOD

M&A

New Projects/Investments

Product Launch

Robinhood Markets and Susquehanna International Group have acquired a 90% stake in LedgerX from Miami International Holdings.
This strategic acquisition aims to strengthen their presence in the prediction markets sector and will lead to the launch of a new futures and derivatives exchange and clearinghouse.
The new venture, which is licensed by the CFTC, is expected to open new avenues for retail investors in regulated crypto derivatives, including Bitcoin and Ethereum futures.
Operations for the new exchange are anticipated to begin in 2026, positioning Robinhood for a competitive edge in the derivatives space and potentially driving institutional flows into crypto-related products.

Nov 26, 2025, 12:13 AM

WSJ

Defiance ETFs Launches HOOZ, a 2X Short Robinhood ETF

HOOD

Product Launch

New Projects/Investments

Defiance ETFs has launched the Defiance Daily Target 2X Short HOOD ETF (Ticker: HOOZ), which seeks to deliver -200% of the daily percentage change in the share price of Robinhood Markets, Inc. (Nasdaq: HOOD).
The HOOZ ETF is designed for short-term use by knowledgeable investors who understand the potential consequences of daily leveraged inverse investment results and are willing to frequently monitor their portfolios.
For periods longer than a single trading day, the Fund's performance will likely differ from -200% of HOOD's return due to compounded daily returns, and investors could potentially lose their entire principal within a single trading day.
The Fund is subject to leverage risk, magnifying volatility and potential losses, and single issuer risk, as it focuses on an individual security, Robinhood Markets, Inc..

Nov 13, 2025, 1:35 PM

Press Release

Robinhood Discusses Product Expansion, Wealth Management Strategy, and Engagement Initiatives at Wolfe Wealth Symposium

HOOD

Product Launch

New Projects/Investments

Revenue Acceleration/Inflection

Robinhood is expanding its product offerings to attract more affluent clients and increase share of wallet, including new account types (trust, custodial), asset classes (mutual funds, fixed income), and advisory solutions like "Strategies," which gained $1 billion in assets in seven months.
The company is actively targeting the $124 trillion wealth transfer opportunity and attracting larger accounts, with the average account size growing to $12,000. Personalized match programs are effectively bringing in accounts over $100,000.
Robinhood is driving customer engagement through innovation, including the development of AI tools, the upcoming "Robinhood Social" platform, and the expansion of 24-hour trading.
The company is experiencing significant growth in prediction markets, with record volumes and over 1,000 contracts across various categories, positioning them as a "first scale player" in this emerging space.

Nov 12, 2025, 3:15 PM

Transcript

Robinhood Outlines Product Expansion, Wealth Management Strategy, and International Growth Opportunities

HOOD

Product Launch

New Projects/Investments

Revenue Acceleration/Inflection

Robinhood is significantly expanding its product roadmap to attract more affluent clients, planning to launch trust accounts, custodial accounts, mutual funds, and fixed income within the next 1-1.5 years, and is actively working towards 24-hour trading for all asset classes.
The company is seeing strong engagement and growth in its active trader segment, with its margin book expanding and the average account size increasing to $12,000, attracting larger accounts (over $100,000) through personalized match programs.
Robinhood is strategically targeting the $124 trillion wealth transfer opportunity through its wealth management offerings and the acquisition of Trade PMR, aiming to connect with the next generation of wealth recipients.
Prediction markets are experiencing record volumes, with Robinhood, as the "first scale player," seeing a "huge amount of runway" for deeper adoption among its 26 million customers.
International expansion is identified as a "largely white space" opportunity with a "mind-blowing" total addressable market (TAM), driven by other countries' enthusiasm for Robinhood to increase market participation.

Nov 12, 2025, 3:15 PM

Transcript

Robinhood Outlines Product Roadmap, Growth Strategy, and Leadership Transition

HOOD

Product Launch

Management Change

New Projects/Investments

Robinhood is expanding its product offerings to attract more affluent clients, including launching retirement, joint, yield, trust, and custodial accounts, and plans to add mutual funds and fixed income within the next 1-2 years.
The company is targeting 20%+ net deposit growth, supported by significant activity increases such as options up 40% year-on-year and crypto and equities up 100% year-on-year. The average account size has grown to $12,000.
Robinhood identifies substantial growth opportunities in wealth management, particularly from the $124 trillion wealth transfer, and through international expansion, leveraging its 26 million customers.
Shiv Verma will replace Jason Warnick. Verma is recognized for his deep business knowledge and focus on operational efficiency.

Nov 12, 2025, 3:15 PM

Transcript

Robinhood's Q3 Revenue Doubles, Net Income Reaches $556M

HOOD

Earnings

Revenue Acceleration/Inflection

Guidance Update

Robinhood reported strong Q3 financial results, with revenue nearly doubling year-over-year to $1.2–$1.27 billion, net income of $556 million, and EPS of $0.61, driven by a 300% surge in crypto transaction revenue.
The company achieved record levels of 26.8 million funded customers and $333 billion in total platform assets in Q3.
New business lines, including Prediction Markets and the Bitstamp acquisition, are generating meaningful revenue, with Prediction Markets potentially tracking to a $300 million run rate.
Despite strong performance, management lifted full-year expense guidance due to higher-than-expected operating expenses, which led to an after-hours stock pullback.

Nov 6, 2025, 10:23 AM

Bloomberg

Earnings Transcripts

Quarterly earnings call transcripts for Robinhood Markets.

Q3 2025

Nov 5, 2025

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Q2 2025

Jul 30, 2025

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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

John Todaro

Kenneth Worthington

Patrick Moley

Steven Chubak

Alexander Markgraff

Benjamin Budish

Craig Siegenthaler

Michael Cyprys

Brett Knoblauch

Edward Engel

James Yaro

Kyle Voigt

Amit Kukreja

Andrew Stein

Ben Budish

Christopher Allen

Gautam Chhugani

Matthew O'Neill

Tanner

Zachary Gunn

Latest news

Earnings Transcripts

Q3 2025

Q2 2025

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