Robinhood Markets, Inc. (HOOD) Earnings Call Transcripts
Robinhood Markets, Inc.'s Latest Earnings Call - September 9, 2026
In the Q3 2026 earnings call, Robinhood Markets, Inc. reported a significant increase in revenue driven by its innovative product offerings, particularly in the blockchain space with Robinhood Chain. The company achieved a revenue of $1.2 billion, surpassing analyst expectations of $1.1 billion, marking a 15% year-over-year growth. Management provided optimistic guidance, projecting a revenue increase of 20% for the next quarter, driven by strong adoption of their new products and services.
Reported metrics
| Metric | Value |
|---|---|
| Revenue | $1.2B (beat) |
| Daily Trading Volume | $6M (positive) |
| Active Users | 28 million (positive) |
| Projected Revenue Growth | 20% (positive) |
| Gold Cardholders | 1 million (positive) |
| Trump Accounts Eligible | 70 million (positive) |
Guidance from management
Management raised guidance for Q4 2026, projecting a revenue increase of 20%, driven by the continued adoption of Robinhood Chain and other innovative products.
What analysts pressed on
Analysts expressed concerns regarding the scalability of Robinhood Chain and the potential regulatory challenges associated with tokenization. There were also questions about how the company plans to maintain user engagement across its diverse product offerings.
Main topics on the call
- Strong Revenue Growth — Robinhood reported a revenue of $1.2 billion for Q3 2026, exceeding the $1.1 billion estimate by 9%. CEO Vlad Tenev stated, "We see a path to Robinhood Chain and the associated ecosystem dramatically accelerating our pro...
- Expansion of Robinhood Chain — The launch of Robinhood Chain has led to unexpected growth, with daily trading volumes reaching billions. Tenev mentioned, "The growth and scale of the chain across pretty much all metrics has surprised us," indicating s...
- Introduction of Trump Accounts — The Trump Accounts initiative aims to create investment accounts for children at birth, funded by the U.S. Treasury. Tenev emphasized the potential impact, stating, "Ownership from birth is like the most important thing ...
- Integration of Products — Management highlighted the cohesive experience across their product suite, particularly how the Robinhood Gold Card encourages investment habits. Tenev noted, "We want to make sure we show the right product to the right ...
Read the full Robinhood Markets, Inc. transcript (September 9, 2026) → Summary generated from the call transcript; every figure above is stated by management on the record.
About Robinhood Markets, Inc.
Robinhood Markets, Inc. (HOOD) is a publicly listed company in the Capital Markets industry, within the Financials sector. It trades on NasdaqGS and is based in US. EarningsCalls.dev maintains a free, full-text archive of its earnings call transcripts — 51 calls on record spanning August 18, 2021 to September 9, 2026. Every transcript is split into speaker-by-speaker segments with headline metrics, free to read or available through our REST API.
Earnings Call History
EarningsCalls.dev has 51 Robinhood Markets, Inc. earnings call transcripts on record, spanning August 18, 2021 to September 9, 2026. Based on this history, Robinhood Markets, Inc. reports quarterly. The most recent call on file is dated September 9, 2026. The full list is below — each row opens the complete, free-to-read transcript.
- Ticker
- HOOD
- Exchange
- NasdaqGS
- Country
- US
- Sector
- Financials
- Industry
- Capital Markets
- Calls on record
- 51
- First call
- August 18, 2021
- Most recent
- September 9, 2026
- Reporting cadence
- quarterly