Growth and Engagement Acceleration at Robinhood in Q3 2025

The company reported $1.27 billion in revenue compared to the consensus estimate of $1.17 billion, and diluted EPS of $0.61 versus $0.30 expected. Growth was driven by rising customer engagement and stronger performance in crypto and options trading.

Customer assets and deposits are accelerating.
Net Deposits reached $20.4 billion in the quarter, supported in part by the Bitstamp integration. Funded customers grew to 26.8 million (+10 percent YoY) and Total Platform Assets reached $333 billion, up 119 percent YoY.

Key business drivers continued to expand.
Net interest revenue increased to $456 million (+66 percent YoY), while transaction-based revenue climbed to $730 million (+129 percent YoY), led by crypto revenue of $268 million (+300 percent YoY) and options revenue of $304 million (+50 percent YoY).

Overall takeaway:
Robinhood is benefiting from rising user activity and asset inflows, with deposits and trading engagement reinforcing platform revenue growth across multiple segments.

Source – https://investors.robinhood.com/static-files/0b1a9484-a168-4c17-962f-2f370840f486