F&S Metrics Library & Financials
Earnings Transcript
Robinhood Values & Vision

Product
It's All Relative
100
Was 22.7M at the end of 2021 and grew 81% YoY

What are Net Cumulative Funded Accounts?

100

They are three Robinhood employees you hear on the earnings call.

Who are Vlad, Jason and Irv?

100

The rich don't get a better deal.

What is Participation is Power?

100

The new org launching soon that evolved from our Cash Management business

What is RHY?

100
The nickname given to people who work at Robinhood.

What is Robinhoodie?

200

Was $1.8B at the end of 2021

What is Total Revenue?

200

Vlad said this is the primary way Robinhood customers move money.

What is ACH?

200
We exist to make our customers happy.

What is Radical Customer Focus?

200

The largest contributor to Robinhood's 2021 revenue.

What is Options PFOF?

200

This allows customers to transfer assets from other brokerages into Robinhood

What is ACATs-in?

300

Was a $1.6B expense in 2021 but largely due to a one-time event.

What is share-based compensation?

300

Jason said this will generate approximately $40 million of additional annualized net interest revenue based on balances at YE'21.

What is every 25 bps the Fed rate increases? 

300

How Robinhoodies unpack and solve issues.

What is First-principles Thinking?

300

It costs $5/month for customers.

What is Gold Subscription?

300

Allows customers to own less than 1 share of a company.

What are fractional shares?

400

There were ~254K outstanding in Q4'21

What are Outstanding Margin Borrowers?

400

Jason said this is subject to change from time to time and more than doubled in late December.

What is our crypto rebate rate?

400

Robinhood's value, which guides our approach to regulatory compliance

What is Safety First?

400

We have over 1.9M people on this list.

What is the crypto wallets waitlist?

400

Robinhood's competitor who blends investing with social media.

What is Public?

500

There were 252 instances of this in the full year 2021

What are Equity/Options trading days?

500

He was the first sell-side/Wall Street analyst to ask a question.

Who is Ross Sandler?
500

This is Robinhood's long-term vision.

What is "Trusted by 1B investors?"

500

33 years old

What is the median age of Robinhood customers?

500

A legendary heroic outlaw originally depicted in English folklore and subsequently featured in literature and film who was a skilled archer and swordsman.

Who is Robinhood?