HOOD · Robinhood Markets Q2 FY2026 earnings call record财报电话会记录

“Number 1, being number 1 in active traders, which will allow customers to own any tradable asset.”

“It's also great to see top-of-funnel growth picked up as we added nearly 1 million funded customers in the quarter.”

“This led to both record revenues of 32% year-over-year, but also another quarter of strong profitability, with 57% adjusted EBITDA margins.”

“As we said before, revenues grew 32% to a record $1.3 billion, and this was driven by strong growth across the business.”

“We're lowering and tightening our 2026 outlook for adjusted OpEx and SBC to a range of $2.675 billion-$2.775 billion.”

“Adjusted EBITDA was $741 million, up 35% year-over-year, and a 57% margin.”

“Year-to-date, we've repurchased 7.5 million shares for $664 million, and as we said before, the denominator matters.”

“As we build out a family of financial apps, we plan to add even more $100 million ARR businesses in the year to come.”

“You can even simulate, okay, if I add $50 or $130 per month, what can we expect to happen with compounding to age 18?”

“New customers still sign up for Gold about 40%-50%.”

“In fact, we like them quite a bit, and we intend to offer them to our customers.”

“Would love to just hear areas you're focusing on for customer acquisition strategy and focus areas, just generally speaking, going forward there.”