罗宾侠第四季度财报亮点:创纪录的收入,每股收益超过分析师预期,加密货币收入增长超过700%

财报速递
13 Feb

罗宾侠市场公司(纳斯达克:HOOD)周三收市后发布了第四季度财务业绩。 以下是主要亮点。 事件概述:罗宾侠报告第四季度收入为10.1亿美元,同比增长115%,创公司新纪录。根据Benzinga Pro的数据,这一收入数值超过了华尔街一致预期的9.4462亿美元。 公司报告创纪录的季度每股收益为1.01美元,超过了华尔街一致预期的每股收益0.43美元。 第四季度基于交易的收入为6.72亿美元,同比增长超过200%。以下为分类收入: - 加密货币收入:3.58亿美元,同比增长超过700% - 期权收入:2.22亿美元,同比增长83% - 股票收入:6100万美元,同比增长144% 罗宾侠净存款在第四季度达到了创纪录的160亿美元。 第四季度加密货币名义交易量同比增长超过400%,达到710亿美元。 公司表示,第四季度其罗宾侠黄金订户同比增长86%,达到了创纪录的260万会员。 调整后的息税折旧摊销前利润在第四季度同比增长300%,达到创纪录的6.13亿美元。 罗宾侠CEO弗拉德·特内夫表示:“我们在2024年加快了产品开发,新平台面向活跃交易者,推出了黄金卡,扩展了英国和欧盟产品套件等。” 罗宾侠CFO杰森·沃尼克表示,第四季度打破了多个记录,包括“托管资产、净存款、黄金订户、收入、净利润、调整后的息税折旧摊销前利润和每股收益的新高。” 公司在季度末拥有2520万名有资金账户的客户,同比增长8%,以及2620万个投资账户,同比增长10%。 在整个财政年度,罗宾侠的收入为29.5亿美元,同比增长58%。公司全年每股收益为1.56美元,相比2023年的每股亏损0.61美元有所上涨。 未来展望:公司表示不提供2025年总运营费用的指导。公司为2025财年的调整后运营费用和SBC给出的指导值为20亿到21亿美元。 罗宾侠的2025年费用计划包括对新产品的投资、国际扩张和提高效率。这些调整后的运营费用不包括与收购TradePMR或Bitstamp相关的成本。公司表示预计收购Bitstamp将在2025年上半年完成。 特内夫表示:“我们看到巨大的机会在眼前,我们努力使任何人在任何地方都能够通过罗宾侠买卖或持有任何金融资产,并进行任何金融交易。” 沃尼克表示,罗宾侠正进入2025年“势头强劲”,并专注于“另一个盈利增长年”。 HOOD股价走势:周三盘后交易中,罗宾侠股价上涨6%至59.49美元,相比52周交易区间11.43美元至57.27美元。 照片:Shutterstock

以上内容来自Benzinga Earnings专栏,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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