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.

2 matches for “Blockchain”; 2 quoted, at least 25 words apart.

Vlad Tenevcompanyprepared · 8:42Hear it 8:36, Vlad Tenev

…a smartphone, you have an internet connection, you can connect to our blockchain, you can get exposure to U.S. stocks, and that's very exciting. Overall,…

Vlad Tenevcompanyqa · 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.

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” · qa · 29:10Hear it 29:04, Vlad Tenev

…things that we've been pushing hard on, as you saw earlier, is tokenization. We've been investing in our tokenized offerings. We think that's going to…

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“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,…

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