Financial Services · NYSE/NASDAQ: NDAQ

NASDAQ, INC. Earnings Summary — Q1 2026

Sentiment: Positive
AI-generated summary

Nasdaq, Inc. Reports Strong Q1 2026 Growth with Net Profit Surging 31%

Key Takeaways

  • Net income reached $519M in Q1 2026, a significant 31.4% year-over-year increase from $395M in Q1 2025.
  • Total revenue showed steady growth, climbing to $2.14B, maintaining the upward trajectory of the previous fiscal year.
  • Operating income improved to $657M, reflecting a sequential margin expansion to 30.7% from 29.6% in the prior quarter.
  • The company continues to benefit from a lower cost of revenue, which dropped from $859M a year ago to $730M.
  • Interest expenses have trended downward from $96M to $87M YoY, suggesting effective debt management despite high leverage.
  • Shares outstanding decreased 1.4% YoY to 567M, indicating active capital return through share repurchases.
  • Successful SaaS transition continues to drive higher-quality recurring revenue streams and margin resilience.

Management Guidance

Nasdaq's leadership remains focused on a 'Software-as-a-Service' model following the transformative integrations of Adenza and Verafin, targeting anti-financial crime and regulatory technology sectors.

Sentiment Shift

Improving

Outlook

The company is positioned as a high-quality compounder with a strategic shift toward recurring technology and data revenues, reducing sensitivity to trading volume volatility.

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This summary is AI-generated from NASDAQ, INC.'s latest annual report and public disclosures. It is for informational purposes only and is not investment advice.