Robinhood (HOOD) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date

May 13, 2026

After Close (Confirmed)

Period Ending

2026 (Q1)

Consensus EPS Forecast

0.51

Last Year’s EPS

0.37

Same Quarter Last Year

Analyst Consensus

Strong Buy

Based on 16 Analysts Ratings

Earnings Call Summary

Q4 2025

Earnings Call Date:Feb 10, 2026|

% Change Since:

Earnings Call Sentiment|Positive

The call conveyed strong operational and financial momentum: large double‑digit revenue growth (52% YoY), record adjusted EBITDA and margins, major increases in platform assets and deposits, clear product traction across prediction markets, shorting, banking, Gold subscriptions and Bitstamp, and meaningful AI‑driven efficiencies. These positives are tempered by share price weakness, some retail volume softness and mix variability (crypto/retail), and regulatory/operational hurdles for ambitious new offerings (prediction markets tied to company metrics, U.S. tokenization/private markets). On balance the company presented more and larger material achievements than risks, while acknowledging and underwriting regulatory and investment risks.

Company Guidance

Guidance for 2026 centers on accelerating product velocity while delivering “another year of profitable growth”: adjusted OPEX + SBC are guided to $2.60–$2.725 billion (midpoint ≈18% YoY expense growth, ~5ppt into existing businesses, ~3ppt from full‑year effect of Bitstamp & TradePMR, ~10ppt into new/scaling businesses), a target of 20%+ net deposit growth, plans to more than double Robinhood Gold Card customers to well over 1 million (card: ~600k in 2025) and continue expanding Gold subscribers (4.2M, +~60% YoY), and continued ROI underwriting for new investments; management pointed to strong early‑year momentum—January volumes +50% YoY (options +20%), Q1 net deposits >$7B (including >$2B last week), and February ADTVs up vs. January—building on 2025 results (revenues $4.5B, +52% YoY; adjusted EBITDA $2.5B, +76%, margin 56%; EPS $2.05; total platform assets $324B, +~70% YoY; net deposits $68B; Q4 revenue $1.3B, +27%; Q4 net deposits $16B; interest‑earning assets +39%; margin +100% YoY), plus product KPIs (prediction markets: >12B contracts in 2025, $300M+ run rate, >4B traded in 2026 so far; >25k funded banking customers with >$400M balances and >50% direct‑deposit attach; Bitstamp volumes ~2x since close; >750k international customers; 2,000 stock tokens in Europe; 11 businesses >$100M ARR; AI resolving >75% of support cases and engineering efficiencies in the nine‑figure range in 2025).

Record Revenue and Profitability

Full-year 2025 revenue of $4.5B, up 52% year‑over‑year; adjusted EBITDA of $2.5B, up 76% YoY; adjusted EBITDA margin reached a record 56%; record EPS of $2.05.

Strong Q4 Results

Q4 revenue of $1.3B, up 27% YoY; Q4 net deposits of $16B (eighth straight quarter >$10B); Q4 adjusted opex plus SBC was $597M, approximately $15M below outlook.

Robust Asset and Deposit Growth

Total platform assets grew nearly 70% YoY to $324B; record net deposits of $68B for 2025 (cited as a ~35% growth rate); Q1 2026 net deposits off to a strong start with $7B+ so far.

User Engagement and Product Adoption

Robinhood Gold subscribers grew nearly 60% YoY to 4.2M; Robinhood Gold Card customers grew over 5x in 2025 to ~600k and the card reached >$10B in annualized spend with plans to more than double cardholders to >1M in 2026.

Prediction Markets & New Product Momentum

Prediction markets volume doubled, with >12B contracts traded in 2025 and a stated $300M+ run rate in first year; customers have traded >4B contracts so far in 2026; equities shorting launched with >$11B equity notional traded in initial months.

International Expansion and Exchange Scaling

Bitstamp volumes doubled since the June close and are scaling; three‑quarters of a million customers outside the U.S.; launched ISAs in the UK and delivered ~2,000 stock tokens in Europe as tokenization progress.

Diversified Revenue Streams

Company reports 11 businesses with >$100M in annualized revenue; multiple scaling lines (TradePMR, futures, index options, banking, card) and revenues up over threefold in three years.

AI-driven Efficiency and CX Improvements

AI solves >75% of customer service cases (including complex cases); internal AI/software engineering automation drove 'nine‑figure' estimated savings in 2025; Cortex Assistant and Cortex for Legend being rolled out.

Early Traction for Robinhood Banking

Initial banking rollout: >25k funded customers with >$400M in balances and >50% of funded customers enrolled in direct deposit; competitive savings/checking APY (noted 3.5% APY) and strong early direct-deposit attach.

Robinhood (HOOD) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

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HOOD Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
May 13, 2026	2026 (Q1)	0.51 / -	0.37	―	―	―
Feb 10, 2026	2025 (Q4)	0.63 / 0.66	1.01	-34.65% (-0.35)
Nov 05, 2025	2025 (Q3)	0.54 / 0.61	0.17	258.82% (+0.44)
Jul 30, 2025	2025 (Q2)	0.31 / 0.42	0.21	100.00% (+0.21)
Apr 30, 2025	2025 (Q1)	0.33 / 0.37	0.18	105.56% (+0.19)
Feb 12, 2025	2024 (Q4)	0.42 / 1.01	0.03	3266.67% (+0.98)
Oct 30, 2024	2024 (Q3)	0.18 / 0.17	-0.09	288.89% (+0.26)
Aug 07, 2024	2024 (Q2)	0.16 / 0.21	0.03	600.00% (+0.18)
May 08, 2024	2024 (Q1)	0.06 / 0.18	-0.57	131.58% (+0.75)
Feb 13, 2024	2023 (Q4)	-0.01 / 0.03	-0.19	115.79% (+0.22)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

HOOD Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Feb 10, 2026	$85.60	$77.97	-8.91%
Nov 05, 2025	$142.48	$127.08	-10.81%
Jul 30, 2025	$106.10	$103.05	-2.87%
Apr 30, 2025	$49.11	$46.62	-5.07%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.