amit
2026.07.29 21:17

$Robinhood(HOOD.US)

ROBINHOOD Q2 2026 EARNINGS:

- Revenue $1.31B, +32% YoY

- Transaction-Based Revenue $776M +44% YoY

- Net Income $573M +48% YoY

- Adjusted EBITDA $741M +35% YoY

- Net Deposits $21.7B, all time high

- Robinhood Gold Subscribers 4.8M, +39% YoY

- Total Platform Assets $369B +32% YoY

- ARPU $187, +24% YoY

- Bought back 4.4M shares in the quarter

CEO Vlad Tenev:

"Whether it's the Robinhood Chain, Robinhood Ventures, or Trump Accounts, our product velocity is focused on one goal: making everyone an owner. Broad ownership is essential to a free, stable, and prosperous society."

This was an exceptional quarter by Robinhood. Lowered expense guidance and grew every single part of the business. They now have 13 lines of business doing $100M in ARR and they have a 17% attach rate on gold subscribers, the highest they've ever had. Net deposits at $22B in three months is absolutely incredible (their highest ever) with $3B already in Robinhood Banking. Robinhood's gold credit card now has 1M holders and seeing $17B of annualized spend.

The future of finance is being led by Robinhood.

Source: amit

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