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Robinhood Q3 Revenue Doubles with Booming Prediction Markets

Robinhood Doubles Q3 Revenue to $1.27 Billion, Sees Rapid Growth in Prediction Markets and Expands European Presence

  • Robinhood reported $1.27 billion in Q3 revenue, doubling year-over-year and surpassing expectations.
  • Prediction market activity grew rapidly, with 2.3 billion contracts in Q3 and October exceeding this volume.
  • Transaction revenue rose 129%, driven by crypto and options trading, with crypto revenues near $268 million.
  • Crypto take rates remained stable after the Bitstamp acquisition, at around 0.68%
  • The company is expanding in Europe, showing positive results in the U.K. and EU and plans to extend stock-token trading across 30 countries.

Robinhood disclosed strong financial results in its latest earnings call, highlighting significant growth in prediction markets and broader international expansion. The company recorded $1.27 billion in revenue for the third quarter, representing a 100% increase from the previous year. This performance exceeded Wall Street forecasts, with transaction-based revenues up 129% to $730 million, supported by robust crypto and options trading. Crypto trading revenues reached about $268 million.

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CEO Vlad Tenev described the prediction markets as “really on fire,” noting that contract volumes have doubled every quarter since their launch, achieving 2.3 billion contracts in Q3 alone. Activity in October surpassed this quarterly total. The platform now offers over 1,000 live contracts covering sports, economics, politics, and culture. “We love being early to this new asset class,” Tenev said.

The firm’s customer base in the U.S. grew to 26.8 million funded accounts, with platform assets totaling $333 billion—more than double from the previous year. In Q3, Robinhood added 2.5 million new accounts and received $20 billion in net deposits. The company leverages its scale and distribution across assets to maintain a competitive edge, according to statements made by Tenev.

Regarding crypto revenues, CFO Jason Warnick reported that the blended take rate—the average fee on each trade combining spreads, routing, and exchange fees—remained steady in the high 0.60% range after the 2024 Bitstamp acquisition. He noted continued strong customer interest in smart-exchange routing.

On international expansion, Tenev emphasized the early stage of plans in Europe, describing it as a 10-year vision due to the lack of an established customer base outside the U.S. Activity improvements in the U.K. and EU have led to new marketing efforts and the rollout of stock-token trading across 30 European countries. “Five to ten years from now, we’ll look back and we’ll say, ‘Man, we underestimated the growth of that’,” he added.

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