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Robinhood Reports Strong Q2 2025 Financial Performance

02:57, 31 July

Edited by: Yuliya Shumai

Robinhood Markets, Inc. has announced its financial results for the second quarter of 2025, highlighting significant growth across key metrics. The company's total net revenues increased by 45% year-over-year, reaching $989 million. This growth was primarily driven by a 65% rise in transaction-based revenues, totaling $539 million, and a 25% increase in net interest revenues, amounting to $357 million. Additionally, other revenues rose by 33% to $93 million.

Net income for the quarter more than doubled, rising 105% year-over-year to $386 million, with diluted earnings per share (EPS) increasing by 100% to $0.42. Total operating expenses were $550 million, marking a 12% increase from the previous year. Adjusted operating expenses and share-based compensation (SBC) on a non-GAAP basis rose by 6% to $522 million, reflecting costs associated with the acquisition of Bitstamp Ltd.

The company's user base also saw substantial growth. Funded customers increased by 2.3 million year-over-year to 26.5 million, while investment accounts grew by 2.6 million to 27.4 million. Total platform assets nearly doubled, rising 99% year-over-year to $279 billion, driven by net deposits, acquired assets, and higher equity and cryptocurrency valuations. Net deposits for the quarter totaled $13.8 billion, with an annualized growth rate of 25% relative to total platform assets at the end of Q1 2025.

Robinhood's subscription service, Robinhood Gold, reached a record 3.5 million subscribers, up 76% year-over-year, representing a 13% adoption rate among funded customers. The company also expanded its global presence by acquiring Bitstamp Ltd., a cryptocurrency exchange, and announced an agreement to acquire WonderFi, a Canadian digital asset company, with the transaction expected to close in the second half of 2025, subject to customary closing conditions, including regulatory approvals.

Looking ahead, Robinhood has updated its 2025 outlook for adjusted operating expenses and SBC to account for recent acquisitions. The company now expects adjusted operating expenses to range between $2.15 billion and $2.25 billion for the full year, incorporating additional costs from the Bitstamp and TradePMR acquisitions. Robinhood's 2025 roadmap focuses on enhancing offerings for active traders, increasing wallet share among next-generation investors, and building a global financial ecosystem.

Sources

  • Decrypt

  • CNBC: Robinhood Q2 2025 Earnings

  • Seeking Alpha: Robinhood Reports Second Quarter 2025 Results

  • GlobeNewswire: Robinhood Reports Second Quarter 2025 Results

  • Alpha Spread: Robinhood Markets Inc (HOOD) Stock Up on July 25, 2025

  • Nasdaq: Solid Transaction-Based Revenues to Drive HOOD's Q2 Earnings

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