{"schema_version":"secwatch.filing_event.v1","accession":"0001783879-26-000061","form_type":"8-K","ticker":"HOOD","cik":"0001783879","company_name":"Robinhood Markets, Inc.","filed_at":"2026-04-28T23:59:59+00:00","discovered_at":"2026-05-14T18:02:32.899380+00:00","generated_at":"2026-05-15T02:57:59.638974+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"confidence":"high","headline":"Robinhood Q1 revenue up 15% to $1.07B, EPS $0.38; raises OpEx guidance on Trump Account build","bullets":["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."],"urls":{"canonical":"https://secwatch.observer/filing/0001783879-26-000061","json":"https://secwatch.observer/filing/0001783879-26-000061.json","markdown":"https://secwatch.observer/filing/0001783879-26-000061.md","text":"https://secwatch.observer/filing/0001783879-26-000061.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1783879/000178387926000061/0001783879-26-000061-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1783879/000178387926000061/hood-20260428.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-15T02:57:59.638974+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[{"claim_id":"d83ef99346cd14e746e2e6c85f0d744ecc7b4c30","claim":"Robinhood Markets, Inc. reported the first quarter of 2026 results: revenue $1.07 billion, net income $346 million, EPS $0.38.","evidence_excerpt":"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","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1783879/000178387926000061/0001783879-26-000061-index.htm","confidence":0.95,"family_label":"Earnings Releases","details":[{"label":"Period","value":"the first quarter of 2026"},{"label":"Revenue","value":"$1.07 billion"},{"label":"Net income","value":"$346 million"},{"label":"EPS","value":"$0.38"},{"label":"Result","value":"reported results"}]}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}