Here's What Key Metrics Tell Us About Robinhood Markets (HOOD) Q2 Earnings

For the quarter ended June 2025, Robinhood Markets, Inc. (HOOD) reported revenue of $989 million, up 45% over the same period last year. EPS came in at $0.42, compared to $0.21 in the year-ago quarter.The reported revenue compares to the Zacks Consensus Estimate of $922.1 million, representing a surprise of +7.26%. The company delivered an EPS surprise of +35.48%, 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.Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.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: $278.60 billion versus $254.32 billion estimated by three analysts on average.Funded Customers: $26.5 million versus the three-analyst average estimate of $26.33 million.Revenues- Net interest revenues- Securities lending, net: $54 million versus the four-analyst average estimate of $26.02 million. The reported number represents a year-over-year change of +58.8%.Revenues- Transaction-based- Options: $265 million versus $246.28 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +45.6% change.Revenues- Net interest revenues- Margin interest: $114 million compared to the $116.12 million average estimate based on four analysts. The reported number represents a change of +56.2% year over year.Revenues- Transaction-based- Other: $48 million compared to the $42.53 million average estimate based on four analysts. The reported number represents a change of +100% year over year.Revenues- Transaction-based- Equities: $66 million versus $70.04 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +65% change.Revenues- Transaction-based revenues: $539 million versus $514.69 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +64.8% change.Revenues- Net interest revenues: $357 million versus the four-analyst average estimate of $310.13 million. The reported number represents a year-over-year change of +25.3%.Revenues- Other revenues: $93 million versus $96.04 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +32.9% change.Revenues- Transaction-based- Cryptocurrencies: $160 million compared to the $166.8 million average estimate based on four analysts. The reported number represents a change of +97.5% year over year.Revenues- Net interest revenues- Interest on segregated cash, securities, and deposits: $77 million compared to the $57.52 million average estimate based on three analysts. The reported number represents a change of +13.2% year over year.View all Key Company Metrics for Robinhood Markets here>>>Shares of Robinhood Markets have returned +11.9% over the past month versus the Zacks S&P 500 composite's +3.4% change. The stock currently has a Zacks Rank #1 (Strong Buy), indicating that it could outperform the broader market in the near term.#1 Semiconductor Stock to Buy (Not NVDA)The incredible demand for data is fueling the market's next digital gold rush. As data centers continue to be built and constantly upgraded, the companies that provide the hardware for these behemoths will become the NVIDIAs of tomorrow.One under-the-radar chipmaker is uniquely positioned to take advantage of the next growth stage of this market. It specializes in semiconductor products that titans like NVIDIA don't build. It's just beginning to enter the spotlight, which is exactly where you want to be.See This Stock Now for Free >>Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Robinhood Markets, Inc. (HOOD): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).Zacks Investment ResearchWeiter zum vollständigen Artikel bei Zacks Weiter zum vollständigen Artikel bei Zacks