Robinhood (HOOD): FY25 Q3 earnings call, Nov 5, 2025
On its Nov 5, 2025 earnings call (FY25 Q3), Robinhood said 10 of the 12 words Kalshi and Polymarket listed; Parrot’s count agreed with all 12 settlements. Quotes below are at most 25 words each.
UpdatedMarkets
12 words · 10 settled yes · our count agreed on 12 of 12- Kalshi: company speakers + operator
Kalshi - Polymarket: anyone
Polymarket
backtest The probabilities on settled rows are a walk-forward backtest: the model as of before each event, computed after Parrot went live; they were not published at the time.
| Word | Result | Our count | All speakers | Agrees | Probability | Market |
|---|---|---|---|---|---|---|
| Prediction Market | Yes | 14 | 17 | ✓ | 74%transcripts from the transcript model | – |
| Tokenization | Yes | 9 | 11 | ✓ | 71%transcripts from the transcript model | – |
| International | Yes | 5 | 6 | ✓ | 72%transcripts from the transcript model | – |
| Expense | Yes | 4 | 4 | ✓ | 80%transcripts from the transcript model | – |
| Marketing | Yes | 4 | 4 | ✓ | 76%transcripts from the transcript model | – |
| Social | Yes | 4 | 5 | ✓ | 55%transcripts from the transcript model | – |
| Retirement | Yes | 3 | 4 | ✓ | 81%transcripts from the transcript model | – |
| Trading Volume | Yes | 3 | 3 | ✓ | 70%transcripts from the transcript model | – |
| Acquisition | Yes | 2 | 2 | ✓ | 70%transcripts from the transcript model | – |
| Blockchain | Yes | 2 | 2 | ✓ | 47%transcripts from the transcript model | – |
| Shutdown / Shut Down | No | 0 | 0 | ✓ | 20%transcripts from the transcript model | – |
| Football | No | 0 | 0 | ✓ | 16%transcripts from the transcript model | – |
Market prices are mid quotes from Kalshi and Polymarket, shown for context, may be delayed by several minutes and are not a signal. Quotes as of Oct 21, 2026 04:22 UTC.
Transcript
quotes of at most 25 wordsSpeaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.
17 matches for “Prediction Market”; 5 quoted, at least 25 words apart.
…monthly records. So both of those businesses just continuing to perform strongly. Prediction markets are really on fire. It's hard to believe that we launched…
…our business grows, we're continuing to diversify. In Q3, 2 more businesses, —Prediction Markets and Bitstamp each surpassed $100 million in annualized revenue, bringing us…
…across product categories. We're also seeing strong contributions from newer products like prediction markets, index options and futures. Interest-earning assets were up over 50%, driven…
…range as well as some increased investment in new growth areas like Prediction Markets and Robinhood Ventures. I think each of these areas have significant…
…saw continued momentum in net deposits, new records set across equities, options, prediction markets, and margin and a nice step-up in crypto volumes. And before…
Where the listed words were said
…And over time, there will be new products, new product categories like Prediction Markets that arise. And we want to use our combination of best-in-class…
…we're going after it. Three areas of progress to highlight from Q3. tokenization, which are stock tokens in the EU. We're now up to 400-plus…
…it's nearly 40% for customers that joined in quarter, our new customers. International customers, nearly 700,000 international funded, including Bitstamp. So the U.K. and EU…
…including Robinhood Banking, which is just beginning to roll out. Turning to expenses. Q3 adjusted OpEx and share-based compensation came in at $613 million, it's…
…those savings then to reinvest into growth, things like increasing spend in marketing, which we love the ROI efficiency of our marketing spend, but then…
…brokerage accounts, AI-driven custom indicators powered by Robinhood Cortex, a whole new social platform, Robinhood Social. And we've got more. We've got more for you…
…to see our financial super app accelerating. On the long-term money side, retirement, now up over $25 billion, which more than doubled in the past…
…-- when they select smart exchange routing, they're bringing more of their trading volume to Robinhood. So we feel really good about the offering that…
…activity that we're tracking is recovering. Last week, Morgan Stanley announced the acquisition of EquityZen. I know there can be some barriers with accredited investors,…
…are not interoperable as they are slightly differently structured and on different blockchains in many cases. Does this result in fragmentation of liquidity across the…
Agents: this page as TSV at /api/v1/appearances/robinhood:2025-11-05:earnings_call · words: /api/v1/brief?appearance=robinhood:2025-11-05:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP