amit
2026.04.28 23:57

$Robinhood(HOOD.US)

ROBINHOOD Q1 2026 EARNINGS:

- Revenue $1.07B +15% YoY

- EPS $0.38 +3% YoY

- Adjusted EBITDA $534M +14% YoY

- Total Platform Assets $307B +39% YoY

- Robinhood Gold Subscribers 4.3M +36% YoY

- ARPU $157 +8% YoY

Overall, it was a strong quarter but fell short of expectations due to lower take rates across all assets. Trading volumes were strong and are improving in April, but the take rates lowered which led to a double miss.

I think the broader story so far in earnings has been around expectations vs reality and specifically if a company can decisively beat those expectations. The chip names, memory names, energy names, datacenter names are absolutely putting up beats of 50-100%, which was something Robinhood did last year.

Without those types of beats, which fintech and software haven't been able to give, it's just much harder for the street to rotate into those positions.

$Robinhood(HOOD.US) -9%

Source: amit

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