Robinhood Q2 revenue beats estimates, crypto revenue $1B vs $86.6M expected, stock up 4% after hours.

Robinhood Q2 revenue beats estimates, crypto revenue $1B vs $86.6M expected, stock up 4% after hours.

Robinhood reported stronger-than-expected Q2 earnings with net revenue $1.31B, crypto revenue surging to $1B (vs $86.6M expected). The company also guided lower full-year expenses. Stock gained 4% in after-hours trading.

What happened

Robinhood reported stronger-than-expected second-quarter results, with net revenue of $1.31 billion, surpassing the analyst consensus of $1.28 billion. Net profit rose 48% year-over-year to $573 million, or $0.62 per diluted share. Adjusted EBITDA came in at $741 million, up 35% YoY and above the $629 million estimate.

Why it matters for the market

Crypto revenue reached $100 million, exceeding the $86.6 million expected, while options revenue grew 29% to $342 million. The company posted record net deposits of $21.7 billion, and Gold subscribers increased to 4.8 million, up 39% from a year ago. Average revenue per user (ARPU) climbed 24% to $187.

Robinhood lowered its full-year adjusted operating expense and stock-based compensation guidance to a range of $2.675 billion to $2.775 billion, below prior forecasts and market expectations. The company also noted that over 7 million users registered through the Trump account, contributing nearly $1.5 billion in deposits.

What traders should watch

Additional highlights include the mainnet launch of Robinhood Chain, the acquisition of a Singapore capital markets services license, and the completion of the WonderFi acquisition. Following the earnings release, Robinhood shares rose approximately 4% in after-hours trading.

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