Robinhood Could See Strong Tailwinds as World Cup Drives Record Prediction Market Volumes (3 minute read)
Bernstein projects Robinhood's prediction market revenue will reach $586 million in 2026, up from $150 million in 2025, a near-4x increase the firm attributes to World Cup-driven record volumes pulling retail participants into the asset class at scale. The analysis frames major sporting events as the primary on-ramp for mainstream adoption, extending prediction market reach beyond the crypto-native user base that currently dominates platforms like Polymarket. At that revenue trajectory, prediction markets shift from a speculative product line to a core segment of Robinhood's business, with implications for how traditional brokerages approach event-contract offerings ahead of potential US regulatory clarity.