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Robinhood(HOOD.US)Q3净利狂飙271%超预期 但加密货币营收“拖后腿”CFO将于明年接棒
RobinhoodRobinhood(US:HOOD) 智通财经网·2025-11-05 23:47

Financial Performance - Robinhood reported a total net revenue of $1.274 billion for Q3 2025, a year-over-year increase of 100% [1] - The net profit surged by 271% to $556 million, with diluted earnings per share (EPS) rising 259% to $0.61, exceeding analysts' expectations of $0.53 [1] - Trading revenue reached $730 million, up 129% year-over-year, driven by significant growth in cryptocurrency, options, and stock revenues [1] Revenue Breakdown - Cryptocurrency revenue was $268 million, which, despite being over 300% year-over-year, fell short of expectations [1] - Options revenue amounted to $304 million, reflecting a 50% increase year-over-year [1] - Stock revenue was $86 million, showing a 132% year-over-year growth [1] - Net interest revenue grew by 66% to $456 million, benefiting from an increase in interest-earning assets and securities lending, although partially offset by declining short-term rates [1] - Other revenue doubled to $88 million, primarily due to the increase in Robinhood Gold subscription users [1] Management Changes - CFO Jason Warnick will officially leave in Q1 2026, with Shiv Verma set to take over the position [2] Strategic Initiatives - The CEO emphasized ongoing product development and the launch of new business initiatives, including Robinhood Ventures and banking services [2] - Robinhood is diversifying its revenue streams to reduce reliance on trading income, including a partnership with Sage Home Loans for mortgage services and plans to launch a closed-end fund for retail investors [2] Stock Performance - Following the earnings report, Robinhood's stock fell 1.74% to $140, although it has increased nearly fourfold this year, partly due to its inclusion in the S&P 500 [2]