Robinhood Markets, Inc. · NASDAQ:HOOD

Robinhood Markets — Investor Presentation (September 2026)

14 slides from Robinhood Markets's investor presentation, September 2026

  1. Slide 1: 5 Years Since IPO

    Robinhood Markets, Inc. 5 Years Since IPO September 2026

  2. Slide 2: Disclaimers

    Robinhood Markets, Inc. Disclaimers This Presentation Relates to Financial and Operating Metrics Disclosures This presentation (the “Presentation”) is intended to provide summary information about the business of Robinhood Markets, Inc. (including its consolidated subsidiaries, “we,” “Robinhood,” or

  3. Slide 3: Over the past 5 years, our product velocity has accelerated

    Robinhood Markets, Inc. Over the past 5 years, our product velocity has accelerated — expanding the ways we serve our customers Equities and Options Crypto IPO Access High Yield Retirement 24 Hour Robinhood UK Robinhood ETFs on Gold Accounts Market Wallet Brokerage & Gold Card Cash Sweep With Built-

  4. Slide 4: As our offerings expanded, we have built a large, diverse customer base

    Robinhood Markets, Inc. As our offerings expanded, we have built a large, diverse customer base Funded Customers (in millions) Median Customer Age 36 Customers Earning >$100K 63% Gender (Male/Female) 67% / 33% Customers with Bachelor's Degree or Higher 50% Customers who are Married or Divorced 68% in

  5. Slide 5: Average customer assets have grown ~3x

    Robinhood Markets, Inc. Average customer assets have grown ~3x Average Total Platform Assets per Funded Customer¹ Up ~3x since IPO 1. Defined as end of period Total Platform Assets divided by end of period Funded Customers. investors.robinhood.com 5

  6. Slide 6: Customers are now starting ~4x bigger and bringing ~2x larger asset transfers

    Robinhood Markets, Inc. Customers are now starting ~4x bigger and bringing ~2x larger asset transfers Net Deposit Starting Cohorts¹ Average ACATS In2 Up ~2x since IPO Up ~4x since IPO 1. “Net Deposit Starting Cohorts” reflects the average cumulative Net Deposits of a quarterly Funded Customer Cohort

  7. Slide 7: Customer and asset retention rates have both increased by double digits

    Robinhood Markets, Inc. Customer and asset retention rates have both increased by double digits Customer Retention Rate Asset Retention Rate 93% LTM Q2’26 97% LTM Q2’26 77% 79% LTM Q2’21 LTM Q2’21 Refer to the Appendix for definitions of Customer Retention Rate and Asset Retention Rate. investors.rob

  8. Slide 8: Nearly half of our assets are in ETFs, Advisory, Cash, and Retirement

    Robinhood Markets, Inc. Nearly half of our assets are in ETFs, Advisory, Cash, and Retirement Total Platform Assets $102B $369B Five years ago, 86% of assets were in Single Name Equities or Crypto Today 46% of assets are outside of Single Name Equities or Crypto investors.robinhood.com 8

  9. Slide 9: Our revenues have diversified — now with 13 business lines over $100M

    Robinhood Markets, Inc. Our revenues have diversified — now with 13 business lines that have reached over $100M or more in annualized revenues Business lines that have reached $100M or more in annualized revenues¹ + Credit Card + Fully Paid + Prediction Markets + Robinhood Legend Securities Lending +

  10. Slide 10: New products are also driving an increasing share of revenue

    Robinhood Markets, Inc. New products are also driving an increasing share of revenue Total Net Revenues across Products $4.9B Advisory Prediction Markets Money $3.6B Retirement Cash Sweep Gold Crypto $2.2B Margin $1.7B $1.7B $1.3B Brokerage investors.robinhood.com 10

  11. Slide 11: Our progress has led to nearly 3x revenue growth and over 8x Adjusted EBITDA growth

    Robinhood Markets, Inc. Our progress over the past 5 years has led to nearly 3x revenue growth and over 8x Adjusted EBITDA growth Total Net Revenues Adjusted EBITDA Up ~3x since IPO Up >8x since IPO Adjusted EBITDA Margin Adjusted EBITDA and Adjusted EBITDA Margin are non-GAAP financial measures. Ref

  12. Slide 12: Appendix

    Appendix investors.robinhood.com 12

  13. Slide 13: Definitions

    Robinhood Markets, Inc. Definitions Key Performance Metrics Glossary Terms Funded Customers New Funded Customers We define a Funded Customer as a unique person who has at least one account with a Robinhood entity and, within the past 45 calendar days (a) had an We define a New Funded Customer as a uniq

  14. Slide 14: Adjusted EBITDA and Adjusted EBITDA Margin Reconciliations

    Robinhood Markets, Inc. Adjusted EBITDA and Adjusted EBITDA Margin Reconciliations In millions Q2’21 LTM Q2’26 LTM Net income (loss) attributable to Robinhood ($1,944) $2,072 Net income (loss) attributable to non-controlling interests - 8 Net income (loss) ($1,944) $2,080 Net margin1 (116%) 42% Add:

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