预测市场反超加密货币:Robinhood第二季度收入13.1亿美元

cryptonews.ruPublished on 2026-07-30Last updated on 2026-07-30

Abstract

Robinhood公布2026年第二季度财报,营收创纪录达13.1亿美元,净利润5.73亿美元。调整后EBITDA为7.41亿美元,利润率57%。不过,近23%的季度利润来自一次性投资操作(如Robinhood Ventures Fund I的并表调整),而非核心业务。 本季度结构性变化显著:预测市场成为交易业务的关键驱动力。事件合约收入达1.56亿美元,同比增长超十倍,超过股票收入(1.29亿美元)和加密货币收入(1亿美元)。事件合约交易量亦激增至136亿份。公司还与Susquehanna合作推出了受CFTC监管的交易平台Rothera。整体交易收入增长44%,占公司总营收约59%,其中期权收入占比最大。 加密货币业务表现疲软:收入下降38%至1亿美元,平台内有机交易量下滑35%至180亿美元。虽然通过收购Bitstamp使总加密货币交易量达到400亿美元,但超一半来自此次收购。与此同时,Robinhood仍在积极扩展加密基础设施,包括收购加拿大公司WonderFi、启动Robinhood Chain主网、在120多个国家推出代币化股票、在欧盟推出永续期货,并计划进军英国加密货币市场。

Robinhood公司公布了2026年第二季度的财务业绩。营收达到创纪录的13.1亿美元,净利润为5.73亿美元。调整后的EBITDA为7.41亿美元,利润率为57%。

与此同时,净利润部分得益于一次性因素。其中包括1.29亿美元的收入,主要得益于Robinhood Ventures Fund I的合并报表剥离。这为稀释后每股收益增加了约0.14美元。因此,根据新闻稿所述,公司季度利润的近23%来自一次性的投资操作,而非主营业务。

预测市场反超加密货币和股票

报告中的一个结构性转变是预测市场已成为交易业务的关键组成部分之一。事件合约收入达到1.56亿美元——同比增长超过十倍。作为对比:股票业务收入为1.29亿美元(+95%),加密货币收入为1亿美元(-38%)。事件合约数量增长了超过十倍——达到136亿份。公司还与Susquehanna International Group合作,推出了获得美国商品期货交易委员会许可的交易所和清算平台Rothera。

整体交易收入增长了44%,达到7.76亿美元,约占其总收入的59%。最大的组成部分仍然是期权——3.42亿美元(+29%)。

加密货币:当前业绩下滑与战略扩张

在季度财务业绩中,加密货币业务表现疲软:收入下降38%至1亿美元,应用程序内的有机交易量下降35%至180亿美元。加密货币总交易量为400亿美元,但其中220亿美元来自新收购的Bitstamp——这意味着超过一半的合并交易量并非由有机活动产生。

与此同时,公司正在积极扩展加密货币基础设施:完成了对加拿大WonderFi的收购,推出了Robinhood Chain公共主网,在120多个国家提供了代币化股票,推出了去中心化借贷产品Robinhood Earn,在欧盟添加了永续期货,并计划在英国推出加密货币产品。

回顾一下,我们之前曾报道,自Robinhood Chain网络启动以来,其代币化股票板块的规模增长了近七倍。

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Related Questions

QRobinhood在2026年第二季度的总营收和净利润分别是多少?

A总营收达到创纪录的13.1亿美元,净利润为5.73亿美元。

Q在Robinhood第二季度的交易业务收入中,哪个新业务的收入表现最为突出?

A预测市场(合约事件)业务收入最为突出,达到1.56亿美元,同比增长超过十倍。

QRobinhood的加密货币业务在第二季度表现如何?

A加密货币业务财务表现疲软,收入下降38%至1亿美元,平台内的有机交易量下降35%至180亿美元。

Q尽管加密货币业务收入下降,Robinhood在该领域进行了哪些战略性扩张?

ARobinhood战略性地扩大了加密货币基础设施,包括收购加拿大WonderFi、推出Robinhood Chain主网、在120多个国家提供代币化股票、推出去中心化借贷产品Robinhood Earn,并计划在英国推出加密货币产品。

Q报告中提到公司净利润有部分来自非经常性项目,具体是什么项目及其贡献是多少?

A净利润中包含了1.29亿美元的收入,主要得益于Robinhood Ventures Fund I的去整合化。这为每股稀释收益贡献了约0.14美元,占当季利润的近23%。

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