羅賓俠第四季度財報亮點:創紀錄的收入,每股收益超過分析師預期,加密貨幣收入增長超過700%

財報速遞
02-13

羅賓俠市場公司(納斯達克:HOOD)週三收市後發佈了第四季度財務業績。 以下是主要亮點。 事件概述:羅賓俠報告第四季度收入爲10.1億美元,同比增長115%,創公司新紀錄。根據Benzinga Pro的數據,這一收入數值超過了華爾街一致預期的9.4462億美元。 公司報告創紀錄的季度每股收益爲1.01美元,超過了華爾街一致預期的每股收益0.43美元。 第四季度基於交易的收入爲6.72億美元,同比增長超過200%。以下爲分類收入: - 加密貨幣收入:3.58億美元,同比增長超過700% - 期權收入:2.22億美元,同比增長83% - 股票收入:6100萬美元,同比增長144% 羅賓俠淨存款在第四季度達到了創紀錄的160億美元。 第四季度加密貨幣名義交易量同比增長超過400%,達到710億美元。 公司表示,第四季度其羅賓俠黃金訂戶同比增長86%,達到了創紀錄的260萬會員。 調整後的息稅折舊攤銷前利潤在第四季度同比增長300%,達到創紀錄的6.13億美元。 羅賓俠CEO弗拉德·特內夫表示:“我們在2024年加快了產品開發,新平臺面向活躍交易者,推出了黃金卡,擴展了英國和歐盟產品套件等。” 羅賓俠CFO傑森·沃尼克表示,第四季度打破了多個記錄,包括“託管資產、淨存款、黃金訂戶、收入、淨利潤、調整後的息稅折舊攤銷前利潤和每股收益的新高。” 公司在季度末擁有2520萬名有資金賬戶的客戶,同比增長8%,以及2620萬個投資賬戶,同比增長10%。 在整個財政年度,羅賓俠的收入爲29.5億美元,同比增長58%。公司全年每股收益爲1.56美元,相比2023年的每股虧損0.61美元有所上漲。 未來展望:公司表示不提供2025年總運營費用的指導。公司爲2025財年的調整後運營費用和SBC給出的指導值爲20億到21億美元。 羅賓俠的2025年費用計劃包括對新產品的投資、國際擴張和提高效率。這些調整後的運營費用不包括與收購TradePMR或Bitstamp相關的成本。公司表示預計收購Bitstamp將在2025年上半年完成。 特內夫表示:“我們看到巨大的機會在眼前,我們努力使任何人在任何地方都能夠通過羅賓俠買賣或持有任何金融資產,並進行任何金融交易。” 沃尼克表示,羅賓俠正進入2025年“勢頭強勁”,並專注於“另一個盈利增長年”。 HOOD股價走勢:週三盤後交易中,羅賓俠股價上漲6%至59.49美元,相比52周交易區間11.43美元至57.27美元。 照片:Shutterstock

以上內容來自Benzinga Earnings專欄,原文如下:

Robinhood Markets (NASDAQ:HOOD) reported fourth-quarter financial results Wednesday after market close.

Here are the key highlights.

What Happened: Robinhood reported fourth-quarter revenue of $1.01 billion, up 115% year-over-year and a new company record. The revenue figure beat a Street consensus estimate of $944.62 million according to data from Benzinga Pro.

The company reported record quarterly earnings per share of $1.01, beating a Street consensus estimate of 43 cents per share.

Transaction-based revenue was $672 million in the fourth quarter, up over 200% year-over-year. This total came from the following:

  • Cryptocurrency revenues: $358 million, up over 700% year-over-year
  • Options revenue: $222 million, up 83% year-over-year
  • Equities revenue: $61 million, up 144% year-over-year

Robinhood net deposits hit a record $16 billion in the fourth quarter.

Crypto notional volumes were up more than 400% year-over-year in the fourth quarter, reaching $71 billion.

The company said its Robinhood Gold subscribers were up 86% year-over-year to a record 2.6 million members in the fourth quarter.

Adjusted EBITDA was up 300% year-over-year in the fourth quarter to a record $613 million.

"We hit the gas on product development in 2024 with a new platform for active traders, Gold Card launch, an expanded UK and EU product suite, and much more," Robinhood CEO Vlad Tenev said.

Robinhood chief financial officer Jason Warnick said the fourth quarter was full of broken records with "new highs for Assets Under Custody, Net Deposits, Gold Subscribers, Revenues, Net Income, Adjusted EBITDA and EPS."

The company ended the quarter with 25.2 million funded customers, up 8% year-over-year and 26.2 million investment accounts, up 10% year-over-year.

For the full fiscal year, Robinhood had revenue of $2.95 billion, up 58% year-over-year. The company had full-year earnings per share of $1.56, up from a loss of 61 cents per share in 2023.

Read Also: Robinhood Q4 Earnings Preview: Can Company Rebound From Q3 Miss? Key Items To Watch

What's Next: The company said it is not providing guidance for 2025 total operating expenses. The company's guidance for adjusted operating expenses and SBC is $2.0 billion to $2.1 billion for fiscal 2025.

Robinhood's 2025 expense plan includes growth investments in new products, international expansion and increasing efficiency. The adjusted operating expenses does not include costs related to acquisition of TradePMR or Bitstamp. The company said it expects the acquisition of Bitstamp to close in the first half of 2025.

"We see a huge opportunity ahead of us as we work toward enabling anyone, anywhere, to buy, sell, or hold any financial asset and conduct any financial transaction through Robinhood," Tenev said.

Warnick said Robinhood is entering 2025 "with strong momentum" and is focused on another year "of profitable growth."

HOOD Price Action: Robinhood stock is up 6% to $59.49 in after-hours trading Wednesday versus a 52-week trading range of $11.43 to 57.27.

Read Next:

  • Robinhood Stock Holds Bullish Trend As Q4 Earnings Approach

Photo: Shutterstock

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