Will you buy HOOD after Q3 Earnings dip?
$Robinhood(HOOD)$ 的股票在周三盘后公布Q3财报后跌超12%,Q3业绩低于市场预期。
但其股价在创下52周新高之后,市场对公司的期望更集中于未来业务的增量,比如数字货币。
值得注意的是, $ARK Innovation ETF(ARKK)$ 基金的木头姐,最近已经在Robinhood股价创下52周高点抛售了150万股Robinhood股票,目前对其持仓在历史地位。
业绩概况
营收6.37亿美元,同比+36.7%,但低于6.582亿美元预期,较Q1峰值的6.82亿美元有所下降。EPS为0.17美元,低于市场预期的0.18美元;
每月活跃用户从第二季度的1180万降至1100万,不及市场预期1230万相比。ARPU为105美元,低于预期的107.12美元,也低于Q2的113美元;
基于交易的收入为3.19亿美元,同比增长 72%;
加密货币收入为6100万美元,较Q2的8100万美元有所下降,同比增长 165%;
期权收入为2.02亿美元,同比增长63%;股票收入为3700万美元,同比增长 37%。
加密货币交易的用户参与度上升,显示出市场对其平台的信任和使用频率增加。公司增加更多的加密资产供用户交易,推出的新功能和教育资源帮助提高了用户对加密货币的理解和参与。
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