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in a tokenized world, you know, companies can directly engage with shareholders maybe through smart contracts. They're gonna cut you out of the process. Or at the very least, it's gonna drive prici...
is there a big pipeline behind the JPMorgan and Fargo's of the world? How do you view the TAM? How quickly do you think this can ramp?
just wondering if you see a pickup in conversations, if you're feeling more optimistic around end markets?
obviously the tone and the year-to-date performance really, really strong, but then no real change in the outlook
I was hoping you could refresh us on your latest thoughts around share repurchases or any other use of capital over the next kind of twelve to eighteen months
one of the most important relationships that Cboe has is probably the one with S&P Global on your index relationship
over the last couple of months, there's been a lot more of this theme of capital flow into other global regions, into Europe, Asia, etcetera, and away from the US
your index volumes while they're up a lot quarter over quarter, year over year, they're lagging probably some other markets out there, equities, futures, etcetera
Noticed you didn't buy back any stock in the quarter, but then Fred, you also talked about obviously thinking about M&A a little bit differently over the last year or so
So maybe you can just expand on what you're seeing right now in the pipeline. Any changes in the competitive dynamics in that market
On the savings side, Bob, you gave some opportunities to have savings. Can you expand on that a little bit
can you just talk about your BOE outlook and pipelines a little bit more. I know earlier this year with all the tariffs
On the data center divestment, I don't think you've sized that. Can you just -- the one that potentially is going to slip into 2026
Anything you can comment on in terms of the discussion you've been having with various constituents. Any sort of pause you're seeing already
Can you also unpack what you're seeing on the industrial side a little bit? It sounded like things have been getting better
can you just remind us about your exposure to the U.S. government
how do you think about the ultimate potential for that business? I heard you talk about slightly below 2019
where you're spending your time. Where do you see opportunities on both of those issues? And are there any potential risks as well that you see here?
can you maybe break down the remainder of the growth between some of the price increases, but also, you know, core subscription growth and any other one-timers
can you just elaborate a little bit on how you're thinking about buying back stock? Is it consistent? Is it more dependent on what the stock is doing?
maybe you can start by maybe breaking down how much of the kind of margin decline is really due to incremental investing versus just cost inflation and where those investments are ultimately going ...
relative to last year, can you just like contrast where things are significantly better and where they may be a little bit weaker to kind of get a sense where there could actually be upside or down...
does that mean you don’t need banking to pick up to hit the low end? Or are you talking about the midpoint? Because clearly, post-election there was a lot of enthusiasm about capital markets pickin...
shouldn't we be positioned for acceleration in ASV growth already in the second quarter, or how should we be thinking about the cadence from here
can you maybe broaden that answer for pricing in general since you obviously just went through the budget process?
there's clearly sales cycles are lengthening in some parts. So just wondering what you're seeing there
maybe you can just give us a little bit more color on what you expect to do with that asset. I mean, you talked about similar clients as in Mortgage
the transactional side of that business, I think, is the lowest quarter on record, I think $17 million
it does not sound like it is really translating into ARR revenue yet. Maybe it is. But, obviously, if we look at the guidance and the results, relative to your medium-term outlook, those have, you ...
It seems that things are maybe tracking a little bit slower than your expectations at the beginning of the year
just wondering what you're seeing on that side in particular because it seems like the deals are getting larger, they are more frequent
I didn't fully understand the commentary you made from a seasonal pattern perspective. So maybe you can just give a little bit more detail
maybe you can dig a little bit deeper for 2025, the puts and takes. On the range, where do you think some upside can come from
is that fully in the run rate? Or is that still coming out of I think you mentioned a 4% onetimer
do you think there is a role for Nasdaq? Do you have any ambitions and anything you can share that, you may be doing to help you and your listed clients?
maybe you can kind of flesh out a little bit more what exactly is driving the maybe slower-than-expected expectation? And what gives you confidence to accelerate here in the fourth quarter?
I think you added $39 million quarter-over- quarter in ARR. So I think that's the largest sequential increase that we've seen
if I look at the ARR additions from 4Q to 1Q, 25 million, I think, pretty respectable and definitely better than what we thought
Just wondering if we should be expecting any sort of lengthening of sales cycles as it comes to selling into this end-market
Just wondering what kind of underlying growth rates you're seeing and any on how that asset is performing
I think in Market Intelligence, you think maybe just 12% of the business is maybe not as proprietary as the rest of it. So can you just speak to that a little bit more
just wondering how you think you can find the same leadership position in that market that you have, for example, on the public corporate side
you've come from a lower margin company, and look, I think over if you compare some of the peers in particular market intelligence, the margins don't compare as well anymore
on ACV growth, can you be more specific how much that ACV growth actually was and how much of revenue that typically encompasses
you mentioned this, I think, underwriting platform that you're developing with 1 client
maybe some general perspective on how that -- how your M&A outlook has changed over the last 3 months? Do you feel like you have capacity for other things?
it looks like you really just brought it up for the contribution from M&A by that $40 million to $50 million. I think FX should also be helpful given everything that's going on
across the business, are you seeing any delays in decision-making? Or is it true as it always been that the insurance industry seems to be very immune to some of what's going on?
just curious if you can maybe bracket a little bit the kind of low end and the high end. Is it all transactional volatility, which you talked about earlier?