Robinhood Markets Inc (NASDAQ:HOOD) reported second-quarter 2025 earnings that surpassed analyst expectations, driven by strong performance in cryptocurrency trading and record growth in its subscription service. The company posted revenue of $989 million, a 45% year-over-year increase, and diluted earnings per share (EPS) of $0.42, doubling from the same period last year.
Key Financial Highlights vs. Estimates
- Revenue: Reported $989 million, beating the consensus estimate of $926.2 million.
- EPS: Came in at $0.42, significantly higher than the expected $0.32.
- Net Deposits: Reached $13.8 billion, reflecting continued customer inflows.
- Robinhood Gold Subscribers: Hit a record 3.5 million, underscoring the success of its premium offering.
The outperformance was partly attributed to a near-doubling of crypto-related revenue, reinforcing Robinhood’s position as a key player in retail trading.
Market Reaction
Despite the earnings beat, shares dipped slightly in after-hours trading, falling 0.64%. This muted reaction could reflect profit-taking after recent gains—HOOD is up 14.9% over the past month—or investor caution around future growth sustainability. Analysts project full-year 2025 revenue at $3.81 billion, with Q3 estimates set at $944.96 million in sales and $0.31 in EPS.
Press Release Summary
The earnings report highlighted:
- Strong revenue growth (+45% YoY), fueled by crypto and brokerage activity.
- Record net deposits ($13.8 billion), signaling robust customer engagement.
- Profitability expansion, with EPS doubling year-over-year.
While no formal guidance was provided, the company’s performance aligns with broader trends in retail investing and digital asset adoption.
For a deeper dive into Robinhood’s earnings and forward estimates, review the full earnings breakdown here.
Disclaimer: This article is for informational purposes only and does not constitute investment advice.
