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What Robinhood's Quarter ended Sep 30, 2026 10-Q says: 3 signals

Robinhood filed its latest 10-Q with the SEC on Oct 27, 2026. It discusses AI investment, cloud investment and divestiture.

Public (HOOD)Financial Services10,000+ employeesrobinhood.comLinkedIn

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Filed
Oct 27, 2026
Period
Quarter ended Sep 30, 2026
Filings
3
Signals
16

Source: Autobound Signal API · 105 signals tracked for Robinhood · updated

10-Q · latest 10

What Robinhood's 10-Q filings say

  1. 10-Q · Quarter ended Sep 30, 2026

    Filed · 3 signals

    SEC EDGAR
    • DivestitureNeutral

      Robinhood deconsolidates RVI after reducing ownership to 49% in June 2026

      Robinhood sold shares of RVI post-IPO, decreasing its ownership from 52% to 49% in June 2026 and recognizing a $106 million gain upon deconsolidation.

      49%

      reduced ownership percentage in RVI

    • AI investmentPositive

      Robinhood software expenses jumped $22 million driven by expanded enterprise AI deployment

      Technology and development software expenses increased by $22 million for the quarter and $47 million for the nine months ended September 30, 2026, driven by the expanded use of AI technologies across the business.

      $22M

      increase in software expenses driven by expanded use of AI technologies

      55%

      increase in software and tools expenses for the three months ended September 30, 2026

      AI technologies

    • Cloud investmentNeutral

      Robinhood cloud infrastructure spend grew $6 million driven by acquisition system integration

      Cloud infrastructure services costs rose by $6 million for the quarter and $11 million for the nine months ended September 30, 2026, driven by financial system integration related to acquired businesses.

      $6M

      increase in cloud infrastructure services driven by financial system integration

      11%

      increase in cloud infrastructure services costs for the three months ended September 30, 2026

      Cloud infrastructure services

  2. 10-Q

    Filed · 6 signals

    SEC EDGAR

  3. 10-Q

    Filed · 7 signals

    SEC EDGAR

Showing 10 of 16 filing signals. The Signal API returns all of them.

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Earnings calls

Robinhood earnings headlines

From earnings call transcripts (Signal API type earnings-transcripts).

Earnings call headlines
Call dateWhat the company said
Launching AI-driven products and hosting first-ever AI event.The company is heavily investing in AI, launching 'AI-driven custom indicators powered by Robinhood Cortex' and hosting a dedicated AI event in December. This indicates significant budget and resource allocation for AI/ML technologies, data platforms, and related infrastructure.
Integrating Bitstamp acquisition to build out first scaled institutional businessThe company is actively integrating its Bitstamp acquisition to serve as its first major institutional business. This involves growing capabilities and adding customers, representing a strategic push into the non-retail market which requires investment in enterprise-grade systems.
Acknowledged platform performance issues during recent AWS outage.A recent AWS outage caused 'degraded app performance' for many users. Leadership acknowledged the need to 'further strengthen our resilience,' signaling an active focus on infrastructure stability, multi-cloud strategies, disaster recovery, and observability solutions to prevent future downtime.
Incoming CFO emphasizes lean culture and obsession with capital allocation/ROI.The incoming CFO, Shiv Verma, stressed a continued focus on a 'lean and disciplined culture' and an obsession with 'capital allocation and ROI.' This signals that new vendor proposals will face intense scrutiny on cost-effectiveness, efficiency gains, and measurable returns.
Revenue doubled year-over-year, with record net deposits and customer growthThe company reported record-breaking financial performance, with revenues up over 100% and a significant increase in net deposits of over $20 billion in the quarter, demonstrating strong business momentum and capacity for investment.
Facing new entrants in the rapidly growing Prediction Markets space.Analysts highlighted 'a lot of new entrants recently' in Prediction Markets. The CEO's response outlines a strategy focused on distribution and integration, indicating they are actively working to defend their position and enhance their product to win against rising competition.

Signal API · MCP

Track Robinhood with the Signal API

One POST /v1/companies/enrich call with robinhood.com returns Robinhood 10-Q signals (sec-10q), each with its source. Or ask Claude through MCP.

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curl -X POST https://signals.autobound.ai/v1/companies/enrich \
  -H "X-API-KEY: $AUTOBOUND_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{"domain":"robinhood.com","signal_types":["sec-10q"],"limit":20}'

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Questions about Robinhood 10-Q

When did Robinhood file its latest 10-Q?
Robinhood filed its latest 10-Q (Quarter ended Sep 30, 2026) on Oct 27, 2026. The one before it was filed on Jul 29, 2026.
What did Robinhood disclose in its latest 10-Q?
From the filing dated Oct 27, 2026: Robinhood deconsolidates RVI after reducing ownership to 49% in June 2026
What did Robinhood say on its recent earnings calls?
Q3 FY2025: Launching AI-driven products and hosting first-ever AI event. (dated Nov 5, 2025).
Where can I read Robinhood's 10-Q filing?
The full filing is on SEC EDGAR: https://www.sec.gov/Archives/edgar/data/1783879/000178387926000167/hood-20260930.htm. This page summarizes what the filing says and links to it.

Page updated , the date of the newest row on this page.

Source. Quarterly reports (Form 10-Q) filed with the SEC. Every card links to the filing on EDGAR.

Method. Insights are extracted from the filing text and grouped by category. Numbers are quoted from the filing.

Data as of .

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