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Jun 30, 2024

Robinhood Q2 2024 Earnings Report

Reported record revenues and EPS, driven by strong growth in transaction-based and net interest revenues. The company focused on product launches and delivering value to customers, with Robinhood Gold reaching 2 million subscribers.

Key Takeaways

Robinhood's Q2 2024 results showed significant growth with record revenues of $682 million, a 40% increase year-over-year, and a record GAAP diluted EPS of $0.21, up $0.18 year-over-year. Net deposits reached $13.2 billion, representing an annualized growth rate of 41%.

Total net revenues increased 40% year-over-year to $682 million.

GAAP diluted EPS increased to $0.21, up from $0.03 in Q2 2023.

Net deposits were $13.2 billion, with an annualized growth rate of 41%.

Robinhood Gold subscribers increased to 2.0 million, a 61% year-over-year increase.

Total Revenue
$682M
Previous year: $486M
+40.3%
EPS
$0.21
Previous year: $0.03
+600.0%
MAU
11.8M
Previous year: 10.8M
+9.3%
ARPU
$113
Previous year: $84
+34.5%
Gross Profit
$532M
Previous year: $448M
+18.8%
Cash and Equivalents
$4.52B
Previous year: $5.83B
-22.4%
Free Cash Flow
-$158M
Total Assets
$41.3B
Previous year: $28.7B
+44.3%

Robinhood

Robinhood

Robinhood Revenue by Segment

Forward Guidance

Robinhood's 2024 expense plan includes growth investments in new products, features, and international expansion while also getting more efficient in existing businesses. The outlook for both GAAP total operating expenses and Non-GAAP combined Adjusted Operating Expenses and SBC for full-year 2024 is unchanged at $1.85 billion to $1.95 billion.

Revenue & Expenses

Visualization of income flow from segment revenue to net income