Robinhood Markets, Inc. — Form 8-K
Filed July 29, 2026 · analyzed by the 8-K Agent
8-K
▲ Likely positive
significance 42/100
What the filing says
Robinhood reported Q2 2026 revenues of $1.31B (+32% YoY), driven by transaction-based revenues of $776M (+44% YoY, with event contracts up 10x to $156M), net interest revenues of $389M (+9%), and other revenues of $143M (+54%). Net income rose 48% to $573M ($0.62 diluted EPS), and the company achieved record metrics: 4.8M Gold subscribers (+39% YoY), $22B net deposits, 28.4M funded customers (+7% YoY), and $369B total platform assets (+32%). Notably, Trump Accounts launched July 4 with 7M signups and $1.5B deposits; Rothera prediction markets achieved 3.5B contracts traded; and 13 business lines now exceed $100M annualized revenue.
Why this rating
Strong execution and diversification impressive, but scale and growth rates are moderate relative to $71.3B market cap. Revenue ~1.8% of market cap; revenue growth strong but from mature fintech base. Trump Accounts early-stage validation, not yet material to totals.
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