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Compared to Estimates, Robinhood Markets (HOOD) Q4 Earnings: A Look at Key Metrics

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For the quarter ended December 2025, Robinhood Markets, Inc. (HOOD - Free Report) reported revenue of $1.28 billion, up 26.5% over the same period last year. EPS came in at $0.66, compared to $0.54 in the year-ago quarter.

The reported revenue represents a surprise of -4.02% over the Zacks Consensus Estimate of $1.34 billion. With the consensus EPS estimate being $0.63, the EPS surprise was +4.76%.

While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.

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:
  • Funded Customers: 27 million compared to the 27.13 million average estimate based on four analysts.
  • Robinhood Gold Subscribers: 4.2 million versus the three-analyst average estimate of 4.1 million.
  • Revenues- Transaction-based revenues: $776 million compared to the $806.11 million average estimate based on five analysts. The reported number represents a change of +15.5% year over year.
  • Revenues- Other revenues: $96 million compared to the $82.69 million average estimate based on five analysts. The reported number represents a change of +108.7% year over year.
  • Revenues- Net interest revenues: $411 million compared to the $453.77 million average estimate based on five analysts. The reported number represents a change of +38.9% year over year.

View all Key Company Metrics for Robinhood Markets here>>>

Shares of Robinhood Markets have returned -26.3% over the past month versus the Zacks S&P 500 composite's no change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.

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