Find the Thesis HereHOOD · NASDAQ
Can Prediction Markets Become a Durable Revenue Engine?
A published thesis separating prediction-market durability from broad asset growth, customer activity, product mix and regulatory conditions.
PublishedUpdated August 10, 2026
Open thesis →Q2 2026 snapshotCompany reported
Total platform assets$369B32% year over year
Funded customers28.4M+1.9M year over year
Gold subscribers4.84M17% adoption
Net deposits$21.7B28% annualized growth
Source: Robinhood Q2 2026 earnings presentation. Figures are company reported and are not forecasts or recommendations.