Robinhood - Dolphin Research

Robinhood

Dolphin ResearchJul 29 at 07:25 PM

HOOD (Trans): Faster product rollout; expense guide cut

Below is Dolphin Research's Trans of Robinhood FY26Q2 earnings call. 1) Key takeaways recap.

Capital actions and shareholder returns: in Jun, the company executed an opportunistic $2.2bn raise with a 0% coupon and no net dilution until the stock is above $300. Management views the terms as attractive to shareholders.

YTD, it has repurchased 7.5mn shares for $664mn. Management stressed that 'the denominator matters too', prudently managing the share count while raising capital...

Robinhood

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RobinhoodConference Minutes

Dolphin ResearchFeb 11 at 03:05 AM

HOOD: Stock Halved? Let Earnings Speak, Other Notes ---

Below is Dolphin Research's Trans of HOOD FY25 Q4 earnings call; for the earnings read, see 'Robinhood: After the frenzy, what's left for the U.S. retail king?'. Section I: Key metrics — Customers & assets.

AUC rose nearly 70% YoY to $324bn. Full-year net deposits hit a record $68bn (+35% YoY).

The platform recorded positive net transfers from all major broker peers for eight straight quarters. Robinhood Gold subscribers reached 4.2mn, up nearly 60% YoY...

Robinhood

USHOOD

Conference MinutesRobinhood

Dolphin ResearchFeb 10 at 11:07 PM

HOOD: What's Left After the Frenzy?

Quadrupled in nine months, then halved in four. From 2025 into 2026, few U.S. 'meme-like' tickers swung as wildly as retail broker platform $Robinhood(HOOD.US).

After the U.S. close on Feb. 10, 2026, on Longbridge, the retail king posted its Q4 2025 results as scheduled. But the print dealt a fresh blow to hopes of a rebound.

Details: 1) Revenue was $1.28bn (+27% YoY, roughly flat QoQ). Street was at $1.35bn...

+16

Robinhood

USHOOD

RobinhoodFinancial Analysis

Dolphin ResearchNov 6, 2025 at 02:26 AM

Robinhood (Minutes): Not only to trade, but also to be the 'origin' of trading ideas

Stocks, virtual assets, tokens, private equity, social... all need to be done

Robinhood

USHOOD

Financial AnalysisRobinhoodConference Minutes

Dolphin ResearchNov 5, 2025 at 11:44 PM

Robinhood: Quadruple in a Year, Is the King of U.S. Retail Investors Really That Impressive?

On November 6th, the American influencer retail brokerage stock $Robinhood(HOOD.US) released its earnings report before the U.S. stock market opened. After a nearly 300% surge over three quarters, the market's expectations were high. Can the actual results meet the capital market's enthusiastic expectations? Let's take a closer look: 1. Total revenue was $1.27 billion, up 100% year-on-year and 29% quarter-on-quarter; it slightly exceeded Bloomberg's consensus estimate of $1.21 billion. However, since the company had already announced impressive operational data for September on September 29th, the real buy-side expectations have been elevated since then...

+23

Robinhood

USHOOD

RobinhoodFinancial Analysis

Dolphin ResearchJul 31, 2025 at 03:50 AM

Robinhood Minutes: 'Competitors launch new products with much thunder but little rain, so we are not worried about competition.'

In more than ten years, nothing has shaken up the capital markets like tokenization—just as stable coins have for fiat money.

Robinhood

USHOOD

RobinhoodConference Minutes

Dolphin ResearchJul 30, 2025 at 10:09 PM

Robinhood: Stock tokens have a promising future, will the retail king be invincible?

As long as the virtual asset bull market persists, HOOD is likely to continue being the Alpha stock in the broker Beta market trend.

+15

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USHOOD

Financial AnalysisRobinhood

Dolphin ResearchMay 7, 2025 at 05:42 AM

Robinhood (Minutes): In the future, will retail investors also be able to buy private companies like SpaceX?

Below is the $Robinhood(HOOD.US) Q1 2025 earnings call Minutes. For the Quick Interpretation of the earnings report, please refer to《Robinhood: Ups and Downs Rely on Trump, When Can It "Control Its Own Destiny"?》I. Key Earnings Information Review II. Management Statement: 1) Outlook: a. TradePMR will bring $85 million in costs, so we have updated the full-year adjusted operating expenses and SBC outlook, with the latest range being $2.085 billion to $2.185 billion. Note...

Robinhood

USHOOD

RobinhoodConference Minutes

Dolphin ResearchMay 6, 2025 at 07:27 AM

Robinhood: The rise and fall all depend on Trump, when can we "control my own destiny"?

Thanks to Trump's reconstruction of the virtual currency market, the American retail brokerage Robinhood$Robinhood(HOOD.US) (hereinafter referred to as HOOD) is back on the table in 2025 and has gained popularity. From the perspective of Dolphin Research, what needs to be understood through the performance is how much of HOOD's performance improvement is sustainable and how much is due to the cyclical dividends brought by the bull market in asset markets. Let's take a closer look: 1) Crypto is a hot potato, options are the ballast; trading income is as follows: 1) Virtual assets: still a hot potato, but the momentum is weakening...

+13

Robinhood

USHOOD

RobinhoodFinancial Analysis

Dolphin ResearchFeb 13, 2025 at 02:05 AM

Robinhood (Minutes): Fully Embrace Crypto, Must Globalize in the Future

The following is the minutes of the conference call for $Robinhood(HOOD.US) Q4 2024 earnings report. For the earnings report interpretation, please refer to "Robinhood: Trump Sends 'Reconstruction Grace', Retail Investors Return with Dominance". 1. Review of key information from the earnings report: 1. Revenue growth of 58% in 2024, approaching $3 billion; adjusted EBITDA growth of over 160%, reaching $1.4 billion, with adjusted EBITDA profit margin increasing to 48%; earnings per share for 2024 is $1.56...

Robinhood

USHOOD

Conference MinutesRobinhood

Robinhood

Dolphin ResearchJul 29 at 07:25 PM

HOOD (Trans): Faster product rollout; expense guide cut

Below is Dolphin Research's Trans of Robinhood FY26Q2 earnings call. 1) Key takeaways recap.

YTD, it has repurchased 7.5mn shares for $664mn. Management stressed that 'the denominator matters too', prudently managing the share count while raising capital...

Robinhood

USHOOD

RobinhoodConference Minutes

Dolphin ResearchFeb 11 at 03:05 AM

HOOD: Stock Halved? Let Earnings Speak, Other Notes ---

AUC rose nearly 70% YoY to $324bn. Full-year net deposits hit a record $68bn (+35% YoY).

The platform recorded positive net transfers from all major broker peers for eight straight quarters. Robinhood Gold subscribers reached 4.2mn, up nearly 60% YoY...

Robinhood

USHOOD

Conference MinutesRobinhood

Dolphin ResearchFeb 10 at 11:07 PM

HOOD: What's Left After the Frenzy?

Quadrupled in nine months, then halved in four. From 2025 into 2026, few U.S. 'meme-like' tickers swung as wildly as retail broker platform $Robinhood(HOOD.US).

After the U.S. close on Feb. 10, 2026, on Longbridge, the retail king posted its Q4 2025 results as scheduled. But the print dealt a fresh blow to hopes of a rebound.

Details: 1) Revenue was $1.28bn (+27% YoY, roughly flat QoQ). Street was at $1.35bn...

+16

Robinhood

USHOOD

RobinhoodFinancial Analysis

Dolphin ResearchNov 6, 2025 at 02:26 AM

Robinhood (Minutes): Not only to trade, but also to be the 'origin' of trading ideas

Stocks, virtual assets, tokens, private equity, social... all need to be done

Robinhood

USHOOD

Financial AnalysisRobinhoodConference Minutes

Dolphin ResearchNov 5, 2025 at 11:44 PM

Robinhood: Quadruple in a Year, Is the King of U.S. Retail Investors Really That Impressive?

+23

Robinhood

USHOOD

RobinhoodFinancial Analysis

Dolphin ResearchJul 31, 2025 at 03:50 AM

Robinhood Minutes: 'Competitors launch new products with much thunder but little rain, so we are not worried about competition.'

In more than ten years, nothing has shaken up the capital markets like tokenization—just as stable coins have for fiat money.

Robinhood

USHOOD

RobinhoodConference Minutes

Dolphin ResearchJul 30, 2025 at 10:09 PM

Robinhood: Stock tokens have a promising future, will the retail king be invincible?

As long as the virtual asset bull market persists, HOOD is likely to continue being the Alpha stock in the broker Beta market trend.

+15

Robinhood

USHOOD

Financial AnalysisRobinhood

Dolphin ResearchMay 7, 2025 at 05:42 AM

Robinhood (Minutes): In the future, will retail investors also be able to buy private companies like SpaceX?

Robinhood

USHOOD

RobinhoodConference Minutes

Dolphin ResearchMay 6, 2025 at 07:27 AM

Robinhood: The rise and fall all depend on Trump, when can we "control my own destiny"?

+13

Robinhood

USHOOD

RobinhoodFinancial Analysis

Dolphin ResearchFeb 13, 2025 at 02:05 AM

Robinhood (Minutes): Fully Embrace Crypto, Must Globalize in the Future

Robinhood

USHOOD

Conference MinutesRobinhood

HOOD (Trans): Faster product rollout; expense guide cut

HOOD: Stock Halved? Let Earnings Speak, Other Notes ---

HOOD: What's Left After the Frenzy?

Robinhood (Minutes): Not only to trade, but also to be the 'origin' of trading ideas

Robinhood: Quadruple in a Year, Is the King of U.S. Retail Investors Really That Impressive?

Robinhood Minutes: 'Competitors launch new products with much thunder but little rain, so we are not worried about competition.'

Robinhood: Stock tokens have a promising future, will the retail king be invincible?

Robinhood (Minutes): In the future, will retail investors also be able to buy private companies like SpaceX?

Robinhood: The rise and fall all depend on Trump, when can we "control my own destiny"?

Robinhood (Minutes): Fully Embrace Crypto, Must Globalize in the Future

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HOOD (Trans): Faster product rollout; expense guide cut

HOOD: Stock Halved? Let Earnings Speak, Other Notes ---

HOOD: What's Left After the Frenzy?

Robinhood (Minutes): Not only to trade, but also to be the 'origin' of trading ideas

Robinhood: Quadruple in a Year, Is the King of U.S. Retail Investors Really That Impressive?

Robinhood Minutes: 'Competitors launch new products with much thunder but little rain, so we are not worried about competition.'

Robinhood: Stock tokens have a promising future, will the retail king be invincible?

Robinhood (Minutes): In the future, will retail investors also be able to buy private companies like SpaceX?

Robinhood: The rise and fall all depend on Trump, when can we "control my own destiny"?

Robinhood (Minutes): Fully Embrace Crypto, Must Globalize in the Future

Total Heat

Suggestions for you to follow