Robinhood (DE:7KY)
FRANKFURT:7KY
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Earnings Data
Report Date
Aug 05, 2026After Close (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
0.34Last Year’s EPS
0.36Same Quarter Last Year
Strong Buy
Based on 20 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call emphasized strong product momentum, robust customer-level metrics and disciplined capital allocation: 15% revenue growth, $18B net deposits, record Gold adoption, rapid banking and card growth, AI-driven productivity gains, and active share repurchases. Headwinds highlighted were concentrated: securities lending rebate weakness, some take-rate compression, increased near-term OpEx related to Trump Accounts, and regulatory risks (prediction markets, perpetuals). On balance the positive operational and financial momentum materially outweigh the discrete risks and heightened investments.Company Guidance
Revenue Growth
Total net revenue grew 15% year-over-year to approximately $1.07 billion in Q1 2026, driven by growth across transaction volumes, interest-earning assets and increases in other revenue from Gold subscriber growth.
Strong Net Deposits
Net deposits totaled $18 billion in Q1, representing another quarter of 20%+ annualized net deposit growth (management called this their North Star KPI); April month-to-date net deposits were ~ $5 billion, and Q1 was the company’s third-highest quarter for net deposits.
Record Gold Subscriber Adoption
Gold subscribers reached a record 4.3 million, up 36% year-over-year; Gold is a 16% attach rate of the total customer base and accounted for 40% of new customers in Q1.
Banking and Card Traction
Robinhood Banking grew 5x since the prior earnings cycle with over $2 billion in net deposits, over 125,000 funded banking customers and a 40% direct deposit attach rate. Gold credit cards surpassed 800,000 customers with annualized purchase volume of $15 billion and management is on track to exceed 1 million cards and $100 million ARR this year.
Product and Market Expansion
Record engagement across prediction markets, futures, index options, shorting and margin; international funded customers approaching 1 million; plans to launch crypto in Canada midyear; in-principle regulatory approval in Singapore; Bitstamp gaining institutional share.
Prediction Markets Vertical Integration (Rothera)
Announced a JV exchange, Rothera, with Susquehanna (launch in Q2) to bring prediction markets in-house for end-to-end control over product selection and pricing; Robinhood is currently the largest retail brokerage in prediction markets and reported prediction-market volumes ~ $3 billion in April (second-best month).
AI Adoption and Efficiency Gains
Aggressive AI adoption: Robinhood Cortex used by nearly 1 million customers; internal AI tools used by over 90% of employees; reported nine-figure efficiency benefits previously and commits-per-engineer are up 50% since start of last year, accelerating development velocity.
Profitability Discipline and Margins
Management reported 50% adjusted EBITDA margins for the quarter and disciplined cost control: adjusted OpEx and SBC were $607 million in Q1, notably below prior outlook despite including $14 million of unplanned Rothera/Trump Accounts costs.
Capital Allocation and Share Repurchases
Repurchased over $300 million (≈4 million shares) year-to-date, with a Board-authorized repurchase program refreshed to $1.5 billion; management expects share count roughly flat this quarter.
Retirement and Long-Term Products Momentum
Customers added 500,000 funded accounts in Q1 and more than 1.5 million over the past year across Retirement, Gold credit card, Strategies and Banking; retirement assets crossed $30 billion.
DE:7KY Earnings History
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
DE:7KY Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Apr 28, 2026 | €70.06 | €61.02 | -12.90% |
Feb 10, 2026 | €71.95 | €65.52 | -8.94% |
Nov 05, 2025 | €124.26 | €110.10 | -11.40% |
Jul 30, 2025 | €92.76 | €90.11 | -2.86% |
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.
FAQ
When does Robinhood (DE:7KY) report earnings?
Robinhood (DE:7KY) is schdueled to report earning on Aug 05, 2026, After Close (Confirmed).
What is Robinhood (DE:7KY) earnings time?
Robinhood (DE:7KY) earnings time is at Aug 05, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is the P/E ratio of Robinhood stock?
The P/E ratio of Robinhood is N/A.
What is DE:7KY EPS forecast?
DE:7KY EPS forecast for the fiscal quarter 2026 (Q2) is 0.34.
