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Sentiment · FY2026 Q2
| Analyst | Firm | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Alex Markgraff | KeyBanc Capital Markets | 9 (0%) |
| Devin Ryan | Citizens JMP Securities | 8 (0%) |
| Steve Chubak | Wolfe Research | 8 (13%) |
| Ben Budish | Barclays | 7 (0%) |
| Dan Dolev | Mizuho Securities | 7 (0%) |
| Brian Bedell | Deutsche Bank | 7 (0%) |
| James Yaro | Goldman Sachs | 7 (0%) |
| Patrick Moley | Piper Sandler | 7 (29%) |
| Ed Engel | Compass Point Research and Trading | 6 (0%) |
| Mike Cyprys | Morgan Stanley | 5 (0%) |
| Firm | Analysts | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| KeyBanc Capital Markets | 1 | 9 (0%) |
| Citizens JMP Securities | 1 | 8 (0%) |
| Wolfe Research | 1 | 8 (13%) |
| Deutsche Bank |
| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Op margin | Net margin |
|---|---|---|---|---|---|---|
| FY2024 Q4 | $1.01B | +115.3% | $1.01 | +2867.8% | 55.0% | 90.3% |
| FY2025 Q1 | $927M | +50.0% | $0.37 | +106.2% | 39.9% | 36.2% |
| FY2025 Q2 | $989M | +45.0% | $0.42 | +102.1% | 44.4% | 39.0% |
| FY2025 Q3 |
| 1 |
| 7 (0%) |
| Barclays | 1 | 7 (0%) |
| Cantor Fitzgerald | 3 | 7 (0%) |
| Goldman Sachs | 1 | 7 (0%) |
| Mizuho Securities | 1 | 7 (0%) |
| $1.27B |
| +100.0% |
| $0.61 |
| +268.4% |
| 49.8% |
| 43.6% |
| FY2025 Q4 | $1.28B | +26.5% | $0.66 | -34.6% | 50.7% | 47.2% |
| FY2026 Q1 | $1.07B | +15.1% | $0.38 | +2.7% | 38.5% | 32.8% |
| FY2026 Q2 | $1.31B | +32.3% | $0.62 | +47.6% | 43.9% | 43.5% |
Management’s own words, often on a non-GAAP, constant-currency, or adjusted basis — so these can differ from the GAAP figures above (e.g. constant-currency revenue growth excludes currency swings).
Robinhood delivered Q1 revenue of $1.07 billion, up 15% year-over-year, with 50% adjusted EBITDA margins as the Gold ecosystem drove multi-product adoption across banking, credit card, and active trading. Net deposits of $18 billion marked the third-highest quarter ever, and AI-driven productivity gains accelerated product development velocity. Management raised full-year OPEX outlook by $100 million to $2.7-$2.825 billion to fund the Trump Accounts public sector expansion, while take rate and securities lending metrics faced some pressure from mix shifts.
Product Launch | Competitive Dynamics | Demand | Revenue Growth | Innovation & R&D | Regulation Policy | Pricing | Margin | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 3 | 3 | 3 | 3 | 2 | 2 | 1 | |
| 2025Q1 | 6 | 3 | 6 | 4 | 3 | 2 | 4 | 1 |
| 2025Q2 | 5 | 4 | 3 | 6 | 6 | 2 | 5 | 1 |
| 2025Q3 | 5 | 4 | 4 | 2 | 1 | 1 | 1 | |
| 2025Q4 | 8 | 4 | 2 | 3 | 3 | 2 | 1 | |
| 2026Q1 | 2 | 4 | 3 | 5 | 2 | 3 | 3 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Product Launch | 3 | 6 | 5 | 5 | 8 | 2 |
| Competitive Dynamics | 3 | 3 | 4 | 4 | 4 | 4 |
| Demand | 3 | 6 | 3 | 4 | 2 | 3 |
| Revenue Growth | 3 | 4 | 6 | 2 | 5 | |
| Innovation & R&D | 2 | 3 | 6 | 1 | 3 | 2 |
| Regulation Policy | 2 | 2 | 2 | 3 | 3 | |
| Pricing | 4 | 5 | 1 | 2 | ||
| Margin | 1 | 1 | 1 | 1 | 1 | 3 |
What HOOD and other companies said about each other on FY2026 Q1 earnings calls — extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“The Bank of New York Mellon Corporation will manage the national infrastructure for the program and collaborate with Robinhood, which will provide brokerage and initial trustee services.”
Robinhood will provide brokerage and initial trustee services for the US government's Trump accounts program, partnering with BNY.
“Robin Hood is deflecting 70% of employee requests before human intervention, they've already eliminated 2,200 hours of manual effort monthly”
Robinhood is cited as a ServiceNow customer deflecting 70% of employee requests and eliminating 2,200 manual hours monthly with ServiceNow's mid-market offering.
“And we've seen volumes kind of explode on some of these on-chain venues like Hyperliquid.”
An analyst highlights exploding perpetual-futures volumes on on-chain venues such as Hyperliquid; Robinhood frames these as unregulated offshore competition to its own perps product.
“Remember, this is via our WonderFi acquisition from last year.”
Robinhood plans to launch crypto in Canada around midyear through its acquired WonderFi platform.
“we just added OpenAI last week, which was awesome.”
Robinhood Ventures' first fund (RVI) added OpenAI to its portfolio of late-stage private frontier companies, giving retail exposure to the AI leader.
“to partner with BNY, America's oldest bank, which was appointed as a financial agent to manage the program.”
Robinhood partners with BNY, appointed financial agent for the Treasury's Trump Accounts program for which Robinhood is broker and sole initial trustee.
“Susquehanna is one of the largest market makers.”
Robinhood is launching its Rothera prediction-markets exchange as a joint venture with market maker Susquehanna (SIG), giving it vertical integration and institutional reach.
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
HOOD Robinhood Markets, Inc. | 8 | +15.1% | |
| CRCL Circle Internet Group | 7 | +20.0% | |
| FIGR Figure Technology Solutions, Inc. Class A Common Stock | 9 | +201.4% | |
| GS The Goldman Sachs Group, Inc. | 7 | +13.9% | |
| MS Morgan Stanley | 9 | +18.8% | |
| RIOT Riot Platforms, Inc. | 6 | +3.6% | |
| RJF Raymond James Financial | 7 | +12.4% | |
| SCHW Charles Schwab Corporation | 9 | +9.8% |