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Sep 30, 2023

Robinhood Q3 2023 Earnings Report

Reported a 29% increase in total net revenues year-over-year, driven by higher net interest and other revenues, offset by lower transaction-based revenues.

Key Takeaways

Robinhood's Q3 2023 results showed revenue growth driven by net interest income, while managing expenses and reducing share count. The company is expanding into the UK and EU markets.

Total net revenues increased 29% year-over-year to $467 million.

Net loss was $85 million, or earnings per share (EPS) of -$0.09.

Net Deposits were $4.0 billion, translating to an annualized growth rate of 18% relative to AUC at the end of Q2 2023.

Average Revenue Per User (ARPU) increased by 27% year-over-year to $80.

Total Revenue
$469M
Previous year: $361M
+29.9%
EPS
-$0.09
Previous year: -$0.2
-55.0%
MAU
10.3M
Previous year: 12.2M
-15.6%
ARPU
$80
Previous year: $63
+27.0%
Gross Profit
$421M
Previous year: $327M
+28.7%
Cash and Equivalents
$4.89B
Previous year: $6.2B
-21.1%
Free Cash Flow
-$992M
Total Assets
$26.3B
Previous year: $24.6B
+7.0%

Robinhood

Robinhood

Robinhood Revenue by Segment

Forward Guidance

Robinhood's expense outlook for 2023 has been updated based on Q3 2023 results.

Revenue & Expenses

Visualization of income flow from segment revenue to net income