Bernstein: Robinhood can earn $586 million in forecast markets thanks to the 2026 FIFA World Cup

6/15/2026, 12:53 PMЕвгения Слив

Broker Robinhood will benefit from a record level of activity in the fortune markets during the World Cup. Bernstein estimates that the company’s revenue from this segment will grow from $150 million in 2025 to $586 million in 2026 - by 286%. In 2026, markets predict borrowing about 17% of Robinhood’s commission income and 10% of its total revenue. In the first few days of trading, daily platform trading volume jumped from $2.2 billion to $4.8 billion, significantly exceeding last year’s Super Bowl ($1.4 billion).

Robinhood’s partnership with Rothera, a CFTC-licensed exchange and clearing house, was key. Since its launch on 28 May, the platform has processed around 200 million contracts, almost all of which have been handled by FIFA and MLB events. Among the advantages of Robinhood, analysts highlighted access to their own user base and low commissions - up to $0.01 per contract with a discount of up to 50% for Gold subscribers.

As Robinhood grows, competitors are also becoming more active: Polymarket has launched contracts for private-sector events, and Kalshi has offered CFTC-regulated perpetual futures on major cryptocurrencies.

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The material is prepared solely for informational purposes and does not constitute a financial advice or recommendation.

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