Robinhood (HOOD): FY26 Q2 earnings call, Jul 29, 2026
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.
UpdatedMarkets
17 words · 13 settled yes · our count agreed on 17 of 17- Kalshi: company speakers + operator
Kalshi
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 | Clip | Market |
|---|---|---|---|---|---|---|---|
| Perp / Perpetual | Yes | 11 | 18 | ✓ | 81%n=2+tx from settlement history blended with transcripts | Hear it 22:59, Perp / Perpetual | – |
| Robinhood Chain | Yes | 10 | 13 | ✓ | 66%transcripts from the transcript model | Hear it 6:51, Robinhood Chain | – |
| Credit Card | Yes | 7 | 8 | ✓ | 88%n=2+tx from settlement history blended with transcripts | Hear it 10:41, Credit Card | – |
| Retirement | Yes | 4 | 4 | ✓ | 91%n=3+tx from settlement history blended with transcripts | Hear it 17:14, Retirement | – |
| Social | Yes | 4 | 5 | ✓ | 90%n=3+tx from settlement history blended with transcripts | Hear it 25:58, Social | – |
| Tokenization | Yes | 3 | 3 | ✓ | 93%n=3+tx from settlement history blended with transcripts | Hear it 8:22, Tokenization | – |
| Acquisition | Yes | 3 | 4 | ✓ | 89%n=3+tx from settlement history blended with transcripts | Hear it 6:35, Acquisition | – |
| Blockchain | Yes | 2 | 2 | ✓ | 58%n=3+tx from settlement history blended with transcripts | Hear it 8:40, Blockchain | – |
| UK / United Kingdom | Yes | 1 | 1 | ✓ | 84%transcripts from the transcript model | Hear it 1:03:52, UK / United Kingdom | – |
| SIG / Susquehanna | Yes | 1 | 1 | ✓ | 68%n=2+tx from settlement history blended with transcripts | Hear it 1:08:42, SIG / Susquehanna | – |
| SpaceX | Yes | 1 | 1 | ✓ | 49%transcripts from the transcript model | Hear it 34:01, SpaceX | – |
| Indonesia | Yes | 1 | 2 | ✓ | 36%n=2+tx from settlement history blended with transcripts | Hear it 1:04:39, Indonesia | – |
| Kalshi | Yes | 1 | 1 | ✓ | 25%n=2+tx from settlement history blended with transcripts | Hear it 1:14:16, Kalshi | – |
| Bitcoin | No | 0 | 0 | ✓ | 71%n=2+tx from settlement history blended with transcripts | – | |
| Concierge | No | 0 | 0 | ✓ | 39%transcripts from the transcript model | – | |
| Convertible | No | 0 | 0 | ✓ | 20%transcripts from the transcript model | – | |
| Memecoin | No | 0 | 1 | ✓ | 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 wordsSpeaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.
8 matches for “Credit Card”; 5 quoted, at least 25 words apart.
…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…
…new more that we added just this quarter, Robinhood Legend and the credit card. As we build out a family of financial apps, we plan…
…our customers. Customers direct deposit into Banking. They can spend with their credit card. Cashback flows back into brokerage, which kick-starts or turbo-charges their investing.…
…helped. We had a lot of new products that came out, banking, credit card, for example. Those contributed strong organic growth. We also had the…
…likely to have a retirement account with Robinhood. Any vector you come in, whether it's banking, prediction markets, credit card, you tend to adopt others.
Where the listed words were said
…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…
…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.
…be good, right? We've rolled out a lot of good products. The credit card has been really great. Value prop's hard to argue with, 3%…
…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.
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…
…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…
…come. Would love to just hear areas you're focusing on for customer acquisition strategy and focus areas, just generally speaking, going forward there. Then just…
…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.
…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…
…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…
…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…
…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