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Robinhood Markets (HOOD) Q1 Earnings: Taking a Look at Key Metrics Versus Estimates

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Robinhood Markets, Inc. (HOOD - Free Report) reported $927 million in revenue for the quarter ended March 2025, representing a year-over-year increase of 50%. EPS of $0.37 for the same period compares to $0.18 a year ago.

The reported revenue compares to the Zacks Consensus Estimate of $922.68 million, representing a surprise of +0.47%. The company delivered an EPS surprise of +19.35%, with the consensus EPS estimate being $0.31.

While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.

As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.

Here is how Robinhood Markets performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:

  • Assets Under Custody - Total: $220.6 billion versus $194.34 billion estimated by four analysts on average.
  • Funded Customers: $25.80 million compared to the $25.71 million average estimate based on three analysts.
  • Assets Under Custody - Cryptocurrencies: $27.5 billion compared to the $31.56 billion average estimate based on two analysts.
  • Monthly Active Users (MAU): $14.40 million versus $13.97 million estimated by two analysts on average.
  • Revenues- Net interest revenues: $290 million versus the five-analyst average estimate of $295.98 million. The reported number represents a year-over-year change of +14.2%.
  • Revenues- Other revenues: $54 million versus $54.13 million estimated by five analysts on average. Compared to the year-ago quarter, this number represents a +54.3% change.
  • Revenues- Transaction-based revenues: $583 million versus $543.41 million estimated by five analysts on average. Compared to the year-ago quarter, this number represents a +77.2% change.
  • Revenues- Transaction-based- Other: $35 million versus the four-analyst average estimate of $27.98 million. The reported number represents a year-over-year change of +250%.
  • Revenues- Net interest revenues- Securities lending, net: $23 million compared to the $27.83 million average estimate based on four analysts. The reported number represents a change of +53.3% year over year.
  • Revenues- Transaction-based- Cryptocurrencies: $252 million versus the four-analyst average estimate of $256.02 million. The reported number represents a year-over-year change of +100%.
  • Revenues- Transaction-based- Equities: $56 million compared to the $59.19 million average estimate based on four analysts. The reported number represents a change of +43.6% year over year.
  • Revenues- Transaction-based- Options: $240 million versus $233.69 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +55.8% change.
View all Key Company Metrics for Robinhood Markets here>>>

Shares of Robinhood Markets have returned +21.9% over the past month versus the Zacks S&P 500 composite's -0.5% change. The stock currently has a Zacks Rank #4 (Sell), indicating that it could underperform the broader market in the near term.

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