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Robinhood Markets

HOOD · Financials

Last earnings Oct 28, 2026

Key results

Revenuequarter

100%

Revenues up 100% year-over-year to a record $1.27 billion Net Deposits were a record $20 billion, and Robinhood Gold Subscribers reached a record 3.9 million

SEC original ↗Robinhood Markets — Earnings release (8-K exhibit)EX-99Nov 5, 2025

EPSquarter

259%

Diluted EPS up 259% year-over-year to $0.61 Robinhood now up to 11 business lines each generating $100 million or more in annualized revenues MENLO PARK, Calif.

SEC original ↗Robinhood Markets — Earnings release (8-K exhibit)EX-99Nov 5, 2025

Q3 was another strong quarter of profitable growth, and we continued to diversify our business, adding two more business lines Prediction Markets and Bitstamp that are generating approximately $100 million or more in annualized revenues, said Jason Warnick, Chief Financial Officer of Robinhood .

SEC original ↗Robinhood Markets — Earnings release (8-K exhibit)EX-99Nov 5, 2025

Third Quarter Results Total net revenues increased 100% year-over-year to $1.27 billion.

SEC original ↗Robinhood Markets — Earnings release (8-K exhibit)EX-99Nov 5, 2025

Transaction-based revenuequarter

129%

Transaction-based revenues increased 129% year-over-year to $730 million, primarily driven by cryptocurrencies revenue of $268 million, up over 300% , options revenue of $304 million, up 50% , and equities revenue of $86 million, up 132%.

SEC original ↗Robinhood Markets — Earnings release (8-K exhibit)EX-99Nov 5, 2025

Growthquarter

up 50%

Transaction-based revenues increased 129% year-over-year to $730 million, primarily driven by cryptocurrencies revenue of $268 million, up over 300% , options revenue of $304 million, up 50% , and equities revenue of $86 million, up 132%.

SEC original ↗Robinhood Markets — Earnings release (8-K exhibit)EX-99Nov 5, 2025

Net interest revenues increased 66% year-over-year to $456 million, primarily driven by growth in interest-earning assets and securities lending activity , partially offset by lower short-term interest rates.

SEC original ↗Robinhood Markets — Earnings release (8-K exhibit)EX-99Nov 5, 2025

Other revenuequarter

100%

Other revenues increased 100% year-over-year to $88 million, primarily due to increased Robinhood Gold subscribers.

SEC original ↗Robinhood Markets — Earnings release (8-K exhibit)EX-99Nov 5, 2025

Net incomequarter

271%

Net income increased 271% year-over-year to $556 million.

SEC original ↗Robinhood Markets — Earnings release (8-K exhibit)EX-99Nov 5, 2025

AI analysis

Q3 2025 · reported Nov 5, 2025

Based on: Earnings release + parent 8-K + 10-Q — transcript not held

Headline figures

MetricQ3 2025Prior qtrYear ago
Revenue100%——
EPS259%——
Transaction-based revenue129%——
Growthup 50%——
Other revenue100%——
Net income271%——

EX-99 · Nov 5, 2025

Guidance · company-stated

No guidance located in the held release

Outlook statement

“As we look ahead to the rest of the year, we are lowering the top end of our prior outlook by $25 million to a range of $2.”

Next earningsNo verified date on fileNo date is estimated or imported

Capital allocation

Share repurchases were $107 million, representing 1 million shares of our Class A common stock at an average price per share of $104.95.

Since starting our share repurchase program in Q3 2024, total share repurchases were $810 million, representing 22 million shares of our Class A common stock at an average price per share of $37.58.

General educational research only — not investment advice.Every figure is as stated in the held documents; values marked “computed from stated figures” are arithmetic on those stated figures. Guidance shown is the company’s own stated guidance. No price targets, no recommendations, no consensus estimates.

Event summary

Third Quarter Results Total net revenues increased 100% year-over-year to $1.27 billion

Based on: Earnings release + parent 8-K + 10-Q — transcript not held

Guidance & outlook

No guidance located in the held release

Capital allocation

Share repurchases were $107 million, representing 1 million shares of our Class A common stock at an average price per share of $104.95.

SEC original ↗Robinhood Markets — Earnings release (8-K exhibit)EX-99Nov 5, 2025

Since starting our share repurchase program in Q3 2024, total share repurchases were $810 million, representing 22 million shares of our Class A common stock at an average price per share of $37.58.

SEC original ↗Robinhood Markets — Earnings release (8-K exhibit)EX-99Nov 5, 2025

Net Deposits We define Net Deposits as all cash deposits and asset transfers from customers, as well as dividends, interest, and cash or assets earned in connection with Company promotions (such as account transfer and retirement match incentives, free stock bonuses, and lending and staking rewards by Bitstamp) received by customers, net of reversals, customer cash withdrawals, margin interest, Robinhood Gold subscription fees, and assets transferred off of our platforms for a stated period.

SEC original ↗Robinhood Markets — Earnings release (8-K exhibit)EX-99Nov 5, 2025

Stock Tokens Stock tokens launched in July 2026 PFOF Payment for order flow Sutton Sutton Bank Prior Repurchase Program Prior share repurchase authorizations previously approved by the board of directors.

SEC original ↗Robinhood Markets — 10-Q Quarterly report10-QOct 28, 2026

Department of the Treasury Repurchase Program Share repurchase program TRF Trade Reporting Facilities RHC Robinhood Crypto, LLC Trust Credit Card Funding Trust RHD Robinhood Derivatives, LLC UAE United Arab Emirates RHEU Robinhood Europe, UAB U.

SEC original ↗Robinhood Markets — 10-Q Quarterly report10-QOct 28, 2026

Net Deposits We define Net Deposits as all cash deposits and asset transfers from customers, as well as dividends, interest, staking rewards, and cash or assets earned in connection with Company promotions (such as account transfer and retirement match incentives, free stock bonuses) received by customers, net of reversals, customer cash withdrawals, margin and lending interest, Robinhood Gold subscription fees, and assets transferred off of our platforms for a stated period.

SEC original ↗Robinhood Markets — 10-Q Quarterly report10-QOct 28, 2026

Strategy & priorities

As of October 31, 2025, Robinhood Strategies, the company s actively managed digital advisory product, serves over 180 thousand customers and manages over $1 billion in assets.

SEC original ↗Robinhood Markets — Earnings release (8-K exhibit)EX-99Nov 5, 2025

Jason will transition from his role as CFO in Q1 and continue as a strategic advisor for the Company through September 1, 2026.

SEC original ↗Robinhood Markets — Earnings release (8-K exhibit)EX-99Nov 5, 2025

Our 2025 expense plan includes growth investments in new products, features, and international expansion while also getting more efficient in our existing businesses.

SEC original ↗Robinhood Markets — Earnings release (8-K exhibit)EX-99Nov 5, 2025

Today, Robinhood, through its subsidiaries, lets you trade stocks, options, futures (which includes event contracts), and crypto, invest for retirement, earn with Robinhood Gold, and access an expert-managed portfolio with Robinhood Strategies.

SEC original ↗Robinhood Markets — Earnings release (8-K exhibit)EX-99Nov 5, 2025

and its consolidated subsidiaries ( we, Robinhood, or the Company ) and our strategic and operational plans, including (among others) statements regarding that our relentless product velocity is not slowing down that Prediction Markets are growing rapidly, Robinhood Banking is starting to roll out, and Robinhood Ventures is coming that Robinhood continues to reimagine how customers grow and manage their wealth across investing and advisory services that Robinhood is building momentum internationally that through Bitstamp, the company continues to attract more institutional clients and enhance its global crypto offering and all statements and information under the heading Financial Outlook .

SEC original ↗Robinhood Markets — Earnings release (8-K exhibit)EX-99Nov 5, 2025

Risks & headwinds

Our forward-looking statements are subject to a number of known and unknown risks, uncertainties, assumptions, and other factors that may cause our actual future results, performance, or achievements to differ materially from any future results expressed or implied in this press release.

SEC original ↗Robinhood Markets — Earnings release (8-K exhibit)EX-99Nov 5, 2025

Because some of these risks and uncertainties cannot be predicted or quantified and some are beyond our control, you should not rely on our forward-looking statements as predictions of future events.

SEC original ↗Robinhood Markets — Earnings release (8-K exhibit)EX-99Nov 5, 2025

More information about potential risks and uncertainties that could affect our business and financial results can be found in Part II, Item 1A of our Quarterly Report on Form 10-Q for the quarter ended June 30, 2025 and in our Quarterly Report on Form 10-Q for the quarter ended September 30, 2025, which we expect to be available on November 6, 2025, as well as in our other filings with the U.

SEC original ↗Robinhood Markets — Earnings release (8-K exhibit)EX-99Nov 5, 2025

Moreover, we operate in a very competitive and rapidly changing environment new risks and uncertainties may emerge from time to time, and it is not possible for us to predict all risks nor identify all uncertainties.

SEC original ↗Robinhood Markets — Earnings release (8-K exhibit)EX-99Nov 5, 2025

Legal Proceedings 77 ITEM 1A.

SEC original ↗Robinhood Markets — 10-Q Quarterly report10-QOct 28, 2026

( RHM and, together with its subsidiaries, we, us, Robinhood, or the Company ) contains forward-looking statements (as such phrase is used in the federal securities laws), which involve substantial risks and uncertainties.

SEC original ↗Robinhood Markets — 10-Q Quarterly report10-QOct 28, 2026

Documents

Earnings deck slides

0 decks with slide view

Robinhood Markets — Q3 2026 Earnings Presentation (Q3 2026) — Slide view unavailable — the original PDF could not be retrieved for segmentation (HTTP Error 403: Forbidden).

Competitors

Competitors & peers

Same GICS sector — classification peers, not declared competitors

Arthur J. Gallagher & Co. (AJG) FinancialsSun Life Financial (SLF) FinancialsRaymond James Financial (RJF) FinancialsAflac (AFL) FinancialsING Group (ING) FinancialsNorthern Trust (NTRS) FinancialsCincinnati Financial (CINF) FinancialsCoinbase (COIN) Financials

Filings

67 documents

Earnings releases

47 documents

Presentations

1 document

Transcripts

0 documents

No transcripts for Robinhood Markets are held in this edition of the library.

Mentioned by

1 company

Other tracked companies whose held documents mention Robinhood Markets by name or ticker. A mention is counted once per document, from the document text the library holds.

See also the earnings calendar for every tracked company’s next earnings date.