Robinhood Shares Plunge 10% Following Disappointing Q3 Results
MENLO PARK, California - Shares of Robinhood Markets, Inc. (NASDAQ: HOOD) fell by 10% in after-hours trading on Wednesday due to the company's third-quarter results falling below analyst expectations. This decline occurred despite the company showing strong year-over-year growth.
The financial technology firm reported adjusted earnings of $0.17 per share for the quarter ending September 30, falling short of the consensus estimate of $0.18. Revenue came in at $637 million, which, despite a 36% year-over-year increase, was below analysts' expectations of $653.35 million.
Robinhood's total net revenues increased by 36% year over year to $637 million, driven by a 72% rise in transaction-based revenues. Options revenue surged 63% to reach $202 million, while cryptocurrency revenue more than doubled to $61 million. Net interest revenues climbed 9% to $274 million.
Robinhood's CEO and Co-Founder Vlad Tenev stated, "I am really proud of our Q3 results and how smoothly our product engine is working. We have a lot of momentum, and we're just getting started."
The company reported a net income of $150 million, or $0.17 diluted earnings per share. This marks a significant improvement compared to a net loss of $85 million or -$0.09 per share in the same quarter last year. Total operating expenses decreased by 10% year over year to $486 million.
Robinhood's Assets Under Custody (AUC) increased by 76% year over year to $152.2 billion, while Net Deposits for the quarter amounted to $10.0 billion. The company added 1 million Funded Customers year over year, bringing the total to 24.3 million.
Looking ahead, Robinhood has projected Non-GAAP consolidated adjusted operating expenses and SBC for the full-year 2024 to be between $1.85 billion and $1.95 billion.
Despite missing earnings expectations, Robinhood emphasized product innovations, including the recently launched new desktop trading platform, Robinhood Legend, and the forthcoming introduction of index options and futures in the coming months.