Earnings summaries and quarterly performance for Robinhood Markets.
Executive leadership at Robinhood Markets.
Vladimir Tenev
Chief Executive Officer
Daniel Gallagher
Chief Legal, Compliance, and Corporate Affairs Officer
Jason Warnick
Chief Financial Officer
Jeffrey Pinner
Chief Technology Officer
Shiv Verma
Senior Vice President of Finance and Strategy, and Treasurer
Steven Quirk
Chief Brokerage Officer
Board of directors at Robinhood Markets.
Research analysts who have asked questions during Robinhood Markets earnings calls.
Brian Bedell
Deutsche Bank
6 questions for HOOD
Dan Dolev
Mizuho Financial Group
6 questions for HOOD
Devin Ryan
Citizens JMP
6 questions for HOOD
Patrick Moley
Piper Sandler & Co.
6 questions for HOOD
Steven Chubak
Wolfe Research
6 questions for HOOD
Michael Cyprys
Morgan Stanley
5 questions for HOOD
John Todaro
Needham & Company
4 questions for HOOD
Kenneth Worthington
JPMorgan Chase & Co.
4 questions for HOOD
Alexander Markgraff
KeyBanc Capital Markets
3 questions for HOOD
Ben Budish
Barclays PLC
3 questions for HOOD
Benjamin Budish
Barclays PLC
3 questions for HOOD
Craig Siegenthaler
Bank of America
3 questions for HOOD
James Yaro
Goldman Sachs
3 questions for HOOD
Ahmet
Ahmet is Investing
2 questions for HOOD
Alex Markgraff
KeyBanc
2 questions for HOOD
Brett Knoblauch
Cantor Fitzgerald & Co.
2 questions for HOOD
David Smith
Truist Securities
2 questions for HOOD
Ed Engle
Compass Point
2 questions for HOOD
Edward Engel
Compass Point Research & Trading, LLC
2 questions for HOOD
Evan
Stock Market News
2 questions for HOOD
Ken Worthington
JPMorgan
2 questions for HOOD
Kyle Voigt
Keefe, Bruyette & Woods
2 questions for HOOD
Ramsey El-Assal
Barclays
2 questions for HOOD
Roy
Morgan Stanley
2 questions for HOOD
Amit Kukreja
Amit Media
1 question for HOOD
Andrew Stein
FT Partners
1 question for HOOD
Christopher Allen
Citigroup
1 question for HOOD
Gautam Chhugani
Bernstein
1 question for HOOD
James Edwin Yarrow
Goldman Sachs
1 question for HOOD
Matthew O'Neill
Financial Technology Partners
1 question for HOOD
Tanner
Future Investing
1 question for HOOD
Tannor
Future Investing
1 question for HOOD
Tannor Manson
Future Investing
1 question for HOOD
Zachary Gunn
Financial Technology Partners
1 question for HOOD
Recent press releases and 8-K filings for HOOD.
- 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.
- 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.
- 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.
- 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.
- 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.
- 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.
- 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.
- 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.
- 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.
- 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.
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