Robinhood Q1 revenue up 15% to $1.07B, EPS $0.38; raises OpEx guidance on Trump Account build

Robinhood Markets, Inc.

2026-Q1 EPS reported $0.38 revenue$1,067,000,000

Q1 net revenue $1.07B (+15% YoY), net income $346M (+3%), diluted EPS $0.38 (+3%).
Crypto revenue fell 47% YoY to $134M, offset by options (+8% to $260M), equities (+46% to $82M), and other (+320% to $147M).
Net deposits $17.7B (22% annualized growth), total platform assets $307B (+39% YoY), Gold subscribers record 4.3M (+36%).
2026 Adj. OpEx + SBC guidance raised to $2.7-2.825B from $2.6-2.725B due to $100M for Trump Accounts; revenue expected to exceed costs.
Share repurchases $250M in Q1 (3.1M shares at ~$81); board refreshed $1.5B authorization expected over ~3 years.

item 2.02 item 9.01

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Earnings Releases SEC 8-K Item 2.02 confidence 0.95

Robinhood Markets, Inc. reported the first quarter of 2026 results: revenue $1.07 billion, net income $346 million, EPS $0.38.

Period: the first quarter of 2026
Revenue: $1.07 billion
Net income: $346 million
EPS: $0.38
Result: reported results

Exact text from the filing

except as expressly set forth by specific reference in such filing. --- EX-99.1 (EX-99.1) --- Robinhood Reports First Quarter 2026 Results Revenues up 15% year-over-year to $1.07 billion Diluted EPS up 3% year-over-year to $0.38 Net Deposits were $18 billion, a 22% annualized growth rate Robinhood Gold Subscribers grew 36% year-over-year to a record 4.3 million

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Source: SEC EDGAR

accession 0001783879-26-000061

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