Analysts warn of ‘acute’ Q3 slowdown in Robinhood’s DOGE-reliant growth
Analysts warn of 'acute' Q3 slowdown in Robinhood's DOGE-reliant growth
Wolfe Research has told investors to consider the "outsized contribution" Dogecoin trading has fabricated to Robinhood's recent growth.
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Robinhood's recent disclosure of the major heave that crypto has contributed to its second-quarter fiscal earnings is worrying some financial analysts, largely due to the "outsized" role that Dogecoin (DOGE) trading has played.
In an investor note this week, Wolfe Enquiry's Steven Chubak warned that "Robinhood's growth within crypto is zilch curt of remarkable, but the outsized contribution from Dogecoin simply cannot exist ignored."
As reported, Robinhood's Q2 results revealed that crypto trading had surged to represent 41% of its acquirement and that more than 60% of the app's funded accounts traded crypto in the quarter. The company generated $233 million from crypto trading services for Q2 2022, up from $5 meg for the entirety of 2022.
Related: Robinhood shareholders want crypto wallets and a hat
An astonishing 62% of Robinhood's crypto revenue in Q2 2022 derived from Dogecoin trades during the meme currency'south major social media-fueled pump — representing close to a tertiary of Robinhood's total transaction revenue.
In his note to investors, Chubak traced this exponential growth in Dogecoin's contributions to the company'due south revenue, from 6% in Q1 2022 to the 26% mark by Q2. He added that trading volumes for Dogecoin have dropped by roughly 78% in Q3 and are now tracking below Q1 levels. He warned:
"Nosotros believe the 3Q slowdown could be much more acute than many investors were anticipating [...] This may not phase fintech investors with a longer investment horizon only may give financial investors more conviction in the short thesis."
Having launched its initial public offering this summertime in an initially disappointing debut on Nasdaq, shares in Robinhood rapidly became so volatile that the stock exchange was forced to halt trading multiple times. Robinhood had itself done the same on its app in January, to popular outrage, as DOGE surged past 900%.
Every bit of the time of writing, shares in Robinhood are down just over 5% on the 24-hour interval.
Source: https://cointelegraph.com/news/analysts-warn-of-acute-q3-slowdown-in-robinhood-s-doge-reliant-growth
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