Robinhood (HOOD): FY26 Q1 earnings call, Apr 28, 2026

Tue, Apr 28Earnings callSpeaker-labelled transcriptRobinhood

On its Apr 28, 2026 earnings call (FY26 Q1), Robinhood said 11 of the 13 words Kalshi listed; Parrot’s count agreed with all 13 settlements. Quotes below are at most 25 words each.

Updated

Markets

13 words · 11 settled yes · our count agreed on 13 of 13

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.

Listed words: result, our count under the market rule, the count over every speaker, whether they agree, and the probability (a walk-forward backtest on settled rows)
WordResultOur countAll speakersAgreesProbabilityMarket
Trump Yes1013✓39%n=1+tx from settlement history blended with transcripts–
Perp / Perpetual Yes811✓59%n=1+tx from settlement history blended with transcripts–
Credit Card Yes77✓86%n=1+tx from settlement history blended with transcripts–
Tokenization Yes67✓91%n=2+tx from settlement history blended with transcripts–
Social Yes66✓87%n=2+tx from settlement history blended with transcripts–
Retirement Yes44✓91%n=2+tx from settlement history blended with transcripts–
Acquisition Yes33✓88%n=2+tx from settlement history blended with transcripts–
SIG / Susquehanna Yes33✓51%n=1+tx from settlement history blended with transcripts–
Bitcoin Yes22✓59%n=1+tx from settlement history blended with transcripts–
International Yes12✓91%n=2+tx from settlement history blended with transcripts–
Indonesia Yes12✓13%n=1+tx from settlement history blended with transcripts–
Blockchain No00✓76%n=2+tx from settlement history blended with transcripts–
Kalshi No00✓28%n=1+tx from settlement history blended with transcripts–

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 20, 2026 15:46 UTC.

Transcript

quotes of at most 25 words

Speaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.

10 matches for “Trade”; 5 quoted, at least 25 words apart.

Vlad Tenevcompanyprepared

…rolled out Robinhood Social to the first 10,000 customers, and what we're hearing is they absolutely love verified profiles. They love verified returns and trades.

Devin Ryananalystqa

…into themes like agentic trading and maybe the ability for customers to trade a lot more than maybe they otherwise would have been able to…

Vlad Tenevcompanyqa

…over and become flagged a pattern day trader, effectively, if you wanna trade, you would have to churn out of your Robinhood account and go…

Shiv Vermacompanyqa

…that the case. What happens to take rates is when active traders trade more, take rates naturally go down because we have tiered pricing. This…

Vlad Tenevcompanyqa

…I mean, some people build up their portfolios, then they kind of trade a little bit less frequently. Some of the other products, like your…

Where the listed words were said

Vlad Tenevcompany“Trump” · prepared

…highlight a historic milestone in our mission to democratize finance for all, Trump Accounts. Okay. We announced a few weeks ago that Robinhood will be…

Vlad Tenevcompany“Perp / Perpetual” · qa

Yeah, absolutely. The perpetuals product, I'm glad you asked about it because in Shiv's answer the last question, I was going to butt in and…

Vlad Tenevcompany“Credit Card” · prepared

…see that this is starting to resonate with customers across retirement, Gold Credit Card, strategies, and banking. Customers added 500,000 funded accounts in Q1 and…

Vlad Tenevcompany“Tokenization” · qa

…assets that have real-world utility. That's why we care so much about tokenization. You should expect that this is gonna be I mean, we're at…

Speaker 24company“Social” · qa

…great quarter. I wanted to ask a little bit more about Robinhood Social. Obviously we got some of the initial people onto that recently. I…

Shiv Vermacompany“Retirement” · prepared

…Net deposits, they're already approximately $5 billion month-to-date. That's great to see. Retirement assets just crossed $30 billion. Really great to see customers continuing to…

Vlad Tenevcompany“Acquisition” · prepared

…launch crypto in Canada around mid-year. Remember, this is via our WonderFi acquisition from last year. We have received in-principle approval from regulators in Singapore…

Vlad Tenevcompany“SIG / Susquehanna” · prepared

…spending time getting ready for the Q2 launch of our JV with Susquehanna. This is our exchange, Rothera, and that's coming later this quarter, so…

Vlad Tenevcompany“Bitcoin” · qa

…but we're still very, very early. Crypto is two things. It's like Bitcoin and other crypto native assets, which I can't tell you what the…

Vlad Tenevcompany“Indonesia” · qa

…and gotten full licensure. That's the in-principle approval in Singapore, you mentioned Indonesia, and obviously the U.K. as well. I also think tokenization, which what…

Agents: this page as TSV at /api/v1/appearances/robinhood:2026-04-28:earnings_call · words: /api/v1/brief?appearance=robinhood:2026-04-28:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP