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.
7 matches for “Token”; 5 quoted, at least 25 words apart.
…which is a competitive rate. $200 million so far, and it's just been a few weeks. Stock tokens, which I'm perhaps the most excited about.
…and place trades. The other thing I'm very excited about is stock tokens. Here I'll show you what they look like. This is NVIDIA. If…
…real-world assets, the RWAs. All kinds of things that utilize the stock tokens in interesting ways, in ways that we haven't thought of. Our roadmap…
…could continue to get better. Just adding in more RWAs, more stock tokens, expanding to all kinds of other asset classes as well, which we're…
…and make them useful. We started with a first set of stock tokens. We're going to grow that over time, make them fully DeFi-enabled, and…
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.
…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…
…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…
…on this. We're working on adding lots more stocks. Really pushing on tokenization of other real-world assets. We have a lot of momentum here, a…
…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…
…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,…
…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