Robinhood’s Q2 Misses on Key Metrics — But Investors Shrug It Off

Source Tradingkey

TradingKey – Robinhood (NASDAQ: HOOD) delivered a strong overall Q2 performance, yet several key indicators fell short of expectations — a fact the market largely overlooked.

On Wednesday (ET), Robinhood released its Q2 2025 earnings after the bell. The stock initially surged over 3%, but quickly reversed, ending the session down nearly 1%.

Headline Numbers Beat Expectations

Robinhood posted impressive year-over-year growth across core financial metrics:

  • Total Revenue: $989 million (+45% YoY)
  • Net Income: $386 million (+105% YoY)
  • EPS: $0.42 (+100% YoY)

All three figures exceeded Wall Street estimates, driven by strong product velocity and crypto expansion.

Key Metrics Missed — But Ignored

Despite the headline beat, several important performance indicators came in below expectations:

  • Crypto Trading Revenue: $160 million vs. $168 million expected
  • Equity Trading Revenue: $66 million vs. $69 million expected
  • Monthly Active Users (MAUs): 12.8 million vs. 14.25 million forecast
  • Operating Expenses: $550 million, up 12% YoY, driven by Bitstamp acquisition costs

These misses suggest slower user growth and weaker trading activity, yet the market reaction remained muted.

Disclaimer: For information purposes only. Past performance is not indicative of future results.
placeholder
Samsung to Manufacture Tesla’s AI6 Chips in $16.5B Deal, Musk ConfirmsTesla CEO Elon Musk announced on Monday that the company has signed a $16.5 billion chip supply deal with Samsung Electronics, a move that could revitalize Samsung’s struggling contract chip manufacturing business. The agreement designates Samsung to produce Tesla’s upcoming AI6 chips, which are expected to power future versions of the automaker’s autonomous driving technology.
Author  Mitrade
7 Month 28 Day Mon
Tesla CEO Elon Musk announced on Monday that the company has signed a $16.5 billion chip supply deal with Samsung Electronics, a move that could revitalize Samsung’s struggling contract chip manufacturing business. The agreement designates Samsung to produce Tesla’s upcoming AI6 chips, which are expected to power future versions of the automaker’s autonomous driving technology.
placeholder
Asian FX Weighed by Dollar Ahead of Fed, BOJ TalksAsian currencies steadied on Tuesday following sharp declines in the prior session, as the U.S. dollar gained support after the announcement of a trade agreement between the United States and the European Union.
Author  Mitrade
7 Month 29 Day Tue
Asian currencies steadied on Tuesday following sharp declines in the prior session, as the U.S. dollar gained support after the announcement of a trade agreement between the United States and the European Union.
placeholder
Asia FX Steady as Dollar Softens Before Fed Rate DecisionMost Asian currencies experienced minimal fluctuations on Wednesday, as the dollar saw a slight retreat from its recent advances.
Author  Mitrade
7 Month 30 Day Wed
Most Asian currencies experienced minimal fluctuations on Wednesday, as the dollar saw a slight retreat from its recent advances.
placeholder
Banco Santander Misses Q2 Profit Forecast by Narrow Margin, Reaffirms 2025 OutlookBanco Santander (BME:SAN) reported a 10% year-on-year increase in pre-tax profit for the second quarter, reaching €5.12 billion. Despite the gain, the figure came in slightly below analysts’ expectations, missing consensus by about 1%, and prompting a nearly 2% drop in the bank’s shares on the Madrid exchange.
Author  Mitrade
7 Month 30 Day Wed
Banco Santander (BME:SAN) reported a 10% year-on-year increase in pre-tax profit for the second quarter, reaching €5.12 billion. Despite the gain, the figure came in slightly below analysts’ expectations, missing consensus by about 1%, and prompting a nearly 2% drop in the bank’s shares on the Madrid exchange.
placeholder
Trump Announces 15% Tariff on South Korean ImportsPresident Donald Trump announced on Wednesday that the United States will impose a 15% tariff on South Korean imports, lowered from the previously threatened 25%
Author  Mitrade
17 hours ago
President Donald Trump announced on Wednesday that the United States will impose a 15% tariff on South Korean imports, lowered from the previously threatened 25%
goTop
quote