earnings
confidence high
sentiment positive
materiality 0.85
Robinhood Q2 revenue record $1.31B (+32% YoY), EPS $0.62 (+48% YoY), lowers 2026 expense outlook
Robinhood Markets, Inc.
- Total net revenues $1.31B (record), net income $573M, diluted EPS $0.62; all up ~48% YoY.
- Transaction-based revenues $776M (+44% YoY): options $342M (+29%), equities $129M (+95%), event contracts $156M (10x), crypto $100M (-38%).
- Gold subscribers record 4.8M (+39% YoY); Net Deposits record $21.7B; Funded Customers 28.4M (+7% YoY).
- 2026 Adjusted OpEx+SBC outlook lowered to $2.675-$2.775B from $2.7-$2.825B, including Rothera and WonderFi costs.
- Trump Accounts launched July 4: 7M sign-ups, $1.5B deposited; Robinhood Legend and Credit Card each >$100M annualized revenue.