Robinhood (HOOD): FY26 Q2 earnings call, Jul 29, 2026

Wed, Jul 29Earnings callSpeaker-labelled transcriptRobinhood

On its Jul 29, 2026 earnings call (FY26 Q2), Robinhood said 13 of the 17 words Kalshi listed; Parrot’s count agreed with all 17 settlements. Quotes below are at most 25 words each, with timed clips.

Updated

Markets

17 words · 13 settled yes · our count agreed on 17 of 17

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 speakersAgreesProbabilityClipMarket
Perp / Perpetual Yes1118✓81%n=2+tx from settlement history blended with transcriptsHear it 22:59, Perp / Perpetual–
Robinhood Chain Yes1013✓66%transcripts from the transcript modelHear it 6:51, Robinhood Chain–
Credit Card Yes78✓88%n=2+tx from settlement history blended with transcriptsHear it 10:41, Credit Card–
Retirement Yes44✓91%n=3+tx from settlement history blended with transcriptsHear it 17:14, Retirement–
Social Yes45✓90%n=3+tx from settlement history blended with transcriptsHear it 25:58, Social–
Tokenization Yes33✓93%n=3+tx from settlement history blended with transcriptsHear it 8:22, Tokenization–
Acquisition Yes34✓89%n=3+tx from settlement history blended with transcriptsHear it 6:35, Acquisition–
Blockchain Yes22✓58%n=3+tx from settlement history blended with transcriptsHear it 8:40, Blockchain–
UK / United Kingdom Yes11✓84%transcripts from the transcript modelHear it 1:03:52, UK / United Kingdom–
SIG / Susquehanna Yes11✓68%n=2+tx from settlement history blended with transcriptsHear it 1:08:42, SIG / Susquehanna–
SpaceX Yes11✓49%transcripts from the transcript modelHear it 34:01, SpaceX–
Indonesia Yes12✓36%n=2+tx from settlement history blended with transcriptsHear it 1:04:39, Indonesia–
Kalshi Yes11✓25%n=2+tx from settlement history blended with transcriptsHear it 1:14:16, Kalshi–
Bitcoin No00✓71%n=2+tx from settlement history blended with transcripts–
Concierge No00✓39%transcripts from the transcript model–
Convertible No00✓20%transcripts from the transcript model–
Memecoin No01✓20%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 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.

Where the listed words were said

Vlad Tenevcompany“Perp / Perpetual” · qa · 23:01Hear it 22:58, Vlad Tenev

…technology. One of the tabs we have on the bottom there is Perpetual Futures. The Wallet itself is well integrated into Robinhood Chain. The Chain…

Vlad Tenevcompany“Robinhood Chain” · prepared · 6:53Hear it 6:47, Vlad Tenev

…and international event, The World is Flat, we introduced a suite of products, including Robinhood Chain, which is the first chain purpose-built for real-world assets.

Shiv Vermacompany“Credit Card” · prepared · 10:43Hear it 10:38, Shiv Verma

…Interest earning assets also grew, and we had records across margin, our credit card book, and also Robinhood Banking. Finally, other revenues were up as…

Vlad Tenevcompany“Retirement” · qa · 17:16Hear it 17:12, Vlad Tenev

…month, what can we expect to happen with compounding to age 18? You can even see age 60, so you extend it to retirement age.

Vlad Tenevcompany“Social” · qa · 26:00Hear it 25:58, Vlad Tenev

Thanks for the question. I also noticed you are on Robinhood Social, if I'm not mistaken, and there was some discussion on Robinhood Social about…

Vlad Tenevcompany“Tokenization” · prepared · 8:24Hear it 8:24, Vlad Tenev

…allow many people around the globe to experience the idea of ownership. Tokenization makes it possible to expand exposure to high-quality assets like U.S. stocks…

Shiv Vermacompany“Acquisition” · qa · 34:04Hear it 34:04, Shiv Verma

…growth. We also had the SpaceX IPO, which helped. We had an acquisition in the quarter, which provided a couple hundred thousand accounts, and we…

Vlad Tenevcompany“Blockchain” · qa · 24:26Hear it 24:20, Vlad Tenev

…any crypto. This makes it really easy to expand ownership worldwide. All you need is an internet connection and to be connected to the blockchain.

Vlad Tenevcompany“UK / United Kingdom” · qa · 1:03:54Hear it 1:03:51, Vlad Tenev

…over at MAS over there. I think what we've learned from the U.K. is it's better to get more at once rather than just launching…

Vlad Tenevcompany“SIG / Susquehanna” · qa · 1:08:44Hear it 1:08:38, Vlad Tenev

…of course, Rothera is a great joint venture that we have with SIG. That doesn't necessarily mean that we're not going to make all these…

Vlad Tenevcompany“Indonesia” · qa · 1:04:41Hear it 1:04:39, Vlad Tenev

…to lots of other countries in the region. Some of them, like Indonesia, will get direct licensure, depending on just where we see opportunity to…

Vlad Tenevcompany“Kalshi” · qa · 1:14:18Hear it 1:14:17, Vlad Tenev

…first connected to ForecastEx, which is IBKR's DCM. Then we went to Kalshi, then, of course, Rothera. We always are on the lookout for diversifying,…

Agents: this page as TSV at /api/v1/appearances/robinhood:2026-07-29:earnings_call · words: /api/v1/brief?appearance=robinhood:2026-07-29:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP