Robinhood Reports Record Q4 & Full Year 2025 Results, Appoints New CFO

summarizeSummary

Robinhood Markets announced record revenues, EPS, and net deposits for Q4 and full year 2025, driven by strong growth in operating metrics and strategic product expansion, alongside the appointment of Shiv Verma as its new Chief Financial Officer.

check_boxKey Events

• Record Financial Performance

  Robinhood reported record total net revenues of $1.28 billion for Q4 2025 (up 27% YOY) and $4.5 billion for the full year (up 52% YOY). Diluted EPS reached $0.66 in Q4 and $2.05 for the full year.

• Strong Operating Metric Growth

  The company saw significant increases in key operating metrics, including 27.0 million funded customers (up 7% YOY), $324 billion in total platform assets (up 68% YOY), and 4.2 million Robinhood Gold subscribers (up 58% YOY). Net deposits for the full year 2025 reached $68.1 billion.

• Strategic Product Expansion

  Robinhood highlighted successful product expansions, including Prediction Markets, the rollout of short selling, growth in Robinhood Retirement and Banking, and international expansion efforts in the UK and Europe.

• New Chief Financial Officer Appointed

  Shiv Verma, previously Senior Vice President of Finance and Strategy, and Treasurer, was appointed CFO, effective February 6, 2026. This follows the previously disclosed transition of former CFO Jason Warnick to an advisory role.

auto_awesomeAnalysis

Robinhood Markets delivered robust financial performance in Q4 and full year 2025, achieving record revenues, diluted EPS, and net deposits. The company demonstrated significant year-over-year growth across key operating metrics, including funded customers, total platform assets, and Robinhood Gold subscribers. Strategic initiatives like Prediction Markets, short selling, and international expansion are gaining traction, contributing to the positive momentum. While cryptocurrency revenue saw a decline, strong growth in other transaction-based revenues and net interest income offset this. The company also provided a positive expense outlook for 2026, indicating continued investment in growth. The appointment of Shiv Verma as CFO, an internal promotion, finalizes a previously announced executive transition, ensuring continuity in financial leadership. Investors should monitor the continued execution of product expansion and the impact of these growth investments on future profitability.