Robinhood Investors Brace for More Losses After Firm Cuts Jobs
Robinhood exploded in popularity during the pandemic as new investors used its app to trade through wild market swings.
April 28, 2022 at 02:40 PM
3 minute read
Robinhood Markets Inc. dazzled investors with a vision for growth: Entice millions of traders to buy stocks for free, and then sell them on other financial products to be introduced down the line.
So far, that story is eluding the Menlo Park, California-based startup. User adoption has stalled, new offerings aren't yet taking off, and investors are bracing for more losses when Robinhood reports first-quarter results.
It's already been a rocky week for the company. On Tuesday, it cut 9% of staff, roughly 340 employees. Customer experience and marketing were among the departments hit, according to people familiar with the matter, while the crypto team — the great hope for the future — was largely spared.
Robinhood exploded in popularity during the pandemic as new investors used its app to trade through wild market swings, including run-ups in meme stocks and cryptocurrencies. It amassed a stunning 22.7 million users by the end of 2021. But trading activity, which makes up the bulk of its revenue, is starting to wane, and nothing it's tried so far has reversed its decline. The stock, one of last year's hottest public debuts, is down 75% since.
"There's some cynicism that there really is going to be more to come for this company," said Julie Chariell, a Bloomberg Intelligence analyst for financial technology. "I don't think people will start to be believers until the company rolls out steadier products, not tied to the whims of trading volumes."
Casey Becker, a representative for Robinhood, declined to comment, citing the quiet period for publicly traded companies prior to releasing earnings.
Wall Street is expecting another grim quarter. The average analyst estimate calls for an adjusted net loss of $336 million in the period, according to data compiled by Bloomberg. Revenue is expected to be $353 million, the data show. Robinhood lost $423 million in the final three months of 2021, on revenue of $363 million.
Against that backdrop, investors will be zeroing in on key areas, including monthly active users, assets under custody and average revenue per user.
Not all analysts are prepared for the worst. Devin Ryan, director of financial technology research at JMP Securities, said it would be unwise to "over-read" into the job cuts.
"Robinhood does not appear to be on the defensive despite the choppy environment, and is executing on the plan laid out when it became a public company," Ryan wrote in a note to clients.
As it struggles to regain momentum, Robinhood seems to be tying itself more closely to virtual currencies, a stark departure from 2020, when it focused on equities trading. This month saw it list four crypto assets, including the meme fan-favorite Shiba Inu coin. Earlier this month, it agreed to buy U.K.-based crypto platform Ziglu Ltd.
The dive into crypto hasn't yet been enough. Robinhood's monthly active users slipped 8% sequentially in the fourth quarter.
"There's no denying the business is shrinking," said Chariell. "People are going back to work, people aren't trading as much, and the market is under a lot of pressure. All these things combine to say the business is not going to grow as it did before — at least for the foreseeable future."
Annie Massa reports for Bloomberg News.
NOT FOR REPRINT
© 2024 ALM Global, LLC, All Rights Reserved. Request academic re-use from www.copyright.com. All other uses, submit a request to [email protected]. For more information visit Asset & Logo Licensing.
You Might Like
View AllGreenberg Traurig Initiates String of Suits Following JPMorgan Chase's 'Infinite Money Glitch'
Delray Beach Financial Adviser Indicted in Alleged Illegal Tax Shelter Scheme
McGlinchey Opens Third Florida Office in Tampa, Hopes to Tap Region's Talent
2 minute readBuy-Now-Pay-Later Company Affirm Hit With Data Breach Class Action After Cyberattack on Banking Partner
Trending Stories
Who Got The Work
Michael G. Bongiorno, Andrew Scott Dulberg and Elizabeth E. Driscoll from Wilmer Cutler Pickering Hale and Dorr have stepped in to represent Symbotic Inc., an A.I.-enabled technology platform that focuses on increasing supply chain efficiency, and other defendants in a pending shareholder derivative lawsuit. The case, filed Oct. 2 in Massachusetts District Court by the Brown Law Firm on behalf of Stephen Austen, accuses certain officers and directors of misleading investors in regard to Symbotic's potential for margin growth by failing to disclose that the company was not equipped to timely deploy its systems or manage expenses through project delays. The case, assigned to U.S. District Judge Nathaniel M. Gorton, is 1:24-cv-12522, Austen v. Cohen et al.
Who Got The Work
Edmund Polubinski and Marie Killmond of Davis Polk & Wardwell have entered appearances for data platform software development company MongoDB and other defendants in a pending shareholder derivative lawsuit. The action, filed Oct. 7 in New York Southern District Court by the Brown Law Firm, accuses the company's directors and/or officers of falsely expressing confidence in the company’s restructuring of its sales incentive plan and downplaying the severity of decreases in its upfront commitments. The case is 1:24-cv-07594, Roy v. Ittycheria et al.
Who Got The Work
Amy O. Bruchs and Kurt F. Ellison of Michael Best & Friedrich have entered appearances for Epic Systems Corp. in a pending employment discrimination lawsuit. The suit was filed Sept. 7 in Wisconsin Western District Court by Levine Eisberner LLC and Siri & Glimstad on behalf of a project manager who claims that he was wrongfully terminated after applying for a religious exemption to the defendant's COVID-19 vaccine mandate. The case, assigned to U.S. Magistrate Judge Anita Marie Boor, is 3:24-cv-00630, Secker, Nathan v. Epic Systems Corporation.
Who Got The Work
David X. Sullivan, Thomas J. Finn and Gregory A. Hall from McCarter & English have entered appearances for Sunrun Installation Services in a pending civil rights lawsuit. The complaint was filed Sept. 4 in Connecticut District Court by attorney Robert M. Berke on behalf of former employee George Edward Steins, who was arrested and charged with employing an unregistered home improvement salesperson. The complaint alleges that had Sunrun informed the Connecticut Department of Consumer Protection that the plaintiff's employment had ended in 2017 and that he no longer held Sunrun's home improvement contractor license, he would not have been hit with charges, which were dismissed in May 2024. The case, assigned to U.S. District Judge Jeffrey A. Meyer, is 3:24-cv-01423, Steins v. Sunrun, Inc. et al.
Who Got The Work
Greenberg Traurig shareholder Joshua L. Raskin has entered an appearance for boohoo.com UK Ltd. in a pending patent infringement lawsuit. The suit, filed Sept. 3 in Texas Eastern District Court by Rozier Hardt McDonough on behalf of Alto Dynamics, asserts five patents related to an online shopping platform. The case, assigned to U.S. District Judge Rodney Gilstrap, is 2:24-cv-00719, Alto Dynamics, LLC v. boohoo.com UK Limited.
Featured Firms
Law Offices of Gary Martin Hays & Associates, P.C.
(470) 294-1674
Law Offices of Mark E. Salomone
(857) 444-6468
Smith & Hassler
(713) 739-1250