secwatch.observer — SEC 8-K summary
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Issuer:     Robinhood Markets, Inc. (HOOD)
CIK:        0001783879
Form:       8-K
Filed at:   2026-07-29T20:05:14+00:00
Accession:  0001783879-26-000113
Event type: earnings
Sentiment:  positive
Materiality: 0.85
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Robinhood Q2 revenue record $1.31B (+32% YoY), EPS $0.62 (+48% YoY), lowers 2026 expense outlook
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- 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.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1783879/000178387926000113/0001783879-26-000113-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1783879/000178387926000113/hood-20260729.htm
  HTML page:      https://secwatch.observer/filing/0001783879-26-000113

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer