Robinhood reported record Q1 2026 revenue of $1.07B, driven by strong growth in active trader products, gold subscribers, and new offerings like banking and credit cards. Management raised full-year expense guidance to invest in Trump accounts, but expects those costs to be offset by associated revenue, maintaining a long-term bullish tone. Record Q1 revenue of $1.07B, up 15% YoY; net deposits of $18B, 20% annualized growth.
Robinhood reported record Q1 2026 revenue of $1.07B, driven by strong growth in active trader products, gold subscribers, and new offerings like banking and credit cards. Management raised full-year expense guidance to invest in Trump accounts, but expects those costs to be offset by associated revenue, maintaining a long-term bullish tone. Record Q1 revenue of $1.07B, up 15% YoY; net deposits of $18B, 20% annualized growth.
Robinhood reported record Q1 2026 revenue of $1.07B, driven by strong growth in active trader products, gold subscribers, and new offerings like banking and credit cards. Management raised full-year expense guidance to invest in Trump accounts, but expects those costs to be…
Management said they are aggressively leveraging AI internally to drive efficiency and productivity, with over 90% of employees already using AI tooling, and they are also giving customers access to AI-powered tools like Robinhood Cortex, while working on agentic products to…
Management's overall tone was upbeat, driven by record net deposits, strong product adoption across multiple verticals, and confidence in AI-driven efficiencies and future growth opportunities.
Net deposits $18B, 20%+ annualized growth. Management's overall tone was upbeat, driven by record net deposits, strong product adoption across multiple verticals, and confidence in AI-driven efficiencies and future growth opportunities.
Management said they are aggressively leveraging AI internally to drive efficiency and productivity, with over 90% of employees already using AI tooling, and they are also giving customers access to AI-powered tools like Robinhood Cortex, while working on agentic products to bring frontier capabilities to customers.
Net deposits $18B, 20%+ annualized growth. Management's overall tone was upbeat, driven by record net deposits, strong product adoption across multiple verticals, and confidence in AI-driven efficiencies and future growth opportunities.
Management's overall tone was upbeat, driven by record net deposits, strong product adoption across multiple verticals, and confidence in AI-driven efficiencies and future growth opportunities.
“We just added OpenAI last week.”
| 지표 | 기간 | 범위 | 중간값 | 상태 |
|---|---|---|---|---|
| Op margin | FY2026 | $2.7B–$2.825B | $2.7625B | RAISED |
Robinhood partnered with BNY as the primary financial agent for the Trump accounts program, signaling a trusted government partnership that could expand to other public sector work.
“It's an incredible honor to be trusted by the United States Department of Treasury and to partner with BNY, America's oldest bank, which was appointed as financial agent to manage the program.”
… weeks ago that Robinhood will be the broker and sole initial trustee for the Trump accounts. under the direction of the US Department of the Treasury. And over 5.5 million American children are already signed up, and over 60 million 6-0 are eligible. So these children will now experience the power of equity ownership in the US stock market, which we believe is the greatest engine of wealth creation in human history. It's an incredible honor to be trusted by the United States Department of Treasury and to partner with BNY, America's oldest bank, which was appointed as financial agent to manage the program. And by developing and managing the new Trump accounts app, we're getting Robinhood technology in front of the next generation of investors, 60 million of them. This is also a new way to extend Robin Hood's mission beyond just retail and institutional to helping governments and building a public sector business, which we actually see as a big opportunity and we can really help there. Now our hope and aspiration is that this should be the best technology product that the government has ever built or been associated with. So we're really excited about this. Now let's get to Q1. …
Robinhood Ventures added OpenAI to its portfolio, giving retail investors exposure to a leading private AI company via the RVI fund. — This could drive demand for the RVI fund and set a precedent for retail access to top-tier private AI companies, potentially pressuring other private firms to consider similar democratization.
“Robinhood Ventures' first fund, RVI, had its IPO in March. We have a great portfolio of late-stage frontier companies, and we just added OpenAI last week.”
… and this is an interesting one, AI is affecting the markets and investors. So one of the things that we've been spending a lot of time on is empowering customers to participate in the economic value and the upside created by these AI companies. Now the unfortunate thing has been a lot of them are still private. In some cases, staying private, valuations of hundreds of billions. But Robinhood Ventures was built to solve this. And Robinhood Ventures' first fund, RVI, had its IPO in March. We have a great portfolio of late-stage frontier companies, and we just added OpenAI last week. Uh, which was awesome. Now we're also hearing from customers that they want access to emerging AI companies at an even earlier stage. And we've already begun building the initial portfolio for our next fund RVI. So the second, uh, RBI. we're excited to share more soon. But I think part of this is just building the capability now that we've proven out that private markets democratization is a real thing, making it a bigger thing. The aspiration is that if you're a founder, retail should be part of the initial seed capital for your company. And I think once we succeed in this, we could actually move …