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Analyst
Peter Heckmann
Period: Reporting periods mapped to calendar 2024 Q3 – 2026 Q2 (8 quarters; questions recorded in 7).
- Questions
- 13on tracked calls
- Challenge rate
- 0%none of 13 questions
- Companies
- 3questioned at least once
- Reporting periods
- 7with questions
These figures cover the whole profile: every tracked question, all reporting periods.
How to read these numbers
Challenge rate is the share of questions that pushed back, pressed for specifics or questioned management’s assumptions. It describes how questions were asked on the calls tracked here; it does not measure whether any view turned out to be right.
Rounding. Rates are rounded to whole percentages, so a small share can show as 0% even when some questions were challenging. The count beside each rate is exact; “none of N questions” means no question was challenging.
No questions recorded. “—” means there is nothing to calculate: no questions were recorded for that period on the calls tracked here. It does not mean there was no activity.
Fewer than 3 questions. A company-level rate is withheld when fewer than 3 questions were recorded for that company; the questions are still counted everywhere else.
Small samples. Profiles with fewer than 10 questions are marked Limited sample.
Reporting periods. Questions are grouped by the calendar quarter each company’s fiscal reporting period maps to, not by the date of the call. Periods without a calendar mapping are listed separately under their fiscal label.
Questions asked
Grouped by company, most questions first. Open a company to read its questions, newest reporting period first.
Showing 13 of 13 questions from 3 companies
BRBroadridge Financial Solutions6 questions · 3 reporting periods · 0 of 6 challenging
Calendar 2026 Q2
Any other difficult or easy compares you'd call out on the license side within GTO to think about during fiscal 2027?
Show response
Ashima said full-year license revenue is not a big driver (the Q1 compare is the main one) and reminded that first-half acquisitions, other than CQG, will lap after Q2.
In the first quarter, Ashima, you mentioned 400 basis points from rev rec license.
Show response
Ashima confirmed it's a fiscal '27 benefit and a renewal, a roughly 4-point Q1 tailwind split across Capital Markets and Wealth.
Calendar 2025 Q1
whether there's, you view this as a relatively attractive or unattractive market to go hunting for tuck-in deals?
Show response
Tim noted M&A pipeline uncertain with some processes postponed, but proprietary deal flow continues. Same capital allocation principles apply: invest, dividend, then M&A or buybacks.
do you have any early thoughts on some of the public-private kind of retail investment vehicles that are being discussed
Show response
Tim sees increasing private assets in 40 Act funds and ETFs as positive for Broadridge, aligned with Larry Fink's letter on retirement access. Professional management via fund structures preferred.
Calendar 2024 Q4
event driven proxy revenue for the year, is that tracking towards the low $300 million range?
Show response
Ashima confirmed math directionally right at $55-60M/quarter for H2 and expects FY2026 event-driven to revert to long-term averages.
I'm just trying to get a better feel of how that affects margins. When do you lap that postage rate increase?
Show response
Ashima noted postage increase effective July drives most of distribution growth; ex-postage growth is low single-digit. Distribution impact is baked into 20% AOI margin and 50bps+ core expansion guidance.
JKHYJack Henry & Associates5 questions · 3 reporting periods · 0 of 5 challenging
Calendar 2026 Q1
Has Jack Henry been able to set up a timetable to access Mythos to use -- look at their own systems to identify any cyber vulnerabilities
Show response
Greg said Jack Henry teams heavily involved with Mythos Workshop (formerly Project Glasswing) and industry-wide cybersecurity coordination. Operational readiness steps underway. Some delays from April 29 administration objections. All competitors and Jack Henry working together with Washington. Mimi added significant cybersecurity investments in zero trust and observability over recent years.
Calendar 2024 Q4
in terms of getting to the $16 million of deconversion fees for the year, which, you know, at this point, should we just kinda think about that as equally weighted
Show response
Mimi affirmed $16M full year deconversion target, suggested roughly even weighting between Q3 and Q4.
what are you seeing in terms of volumes? And then, you know, can you tell where those volumes are coming from? Are they primarily coming from ACH
Show response
Greg said no meaningful card-to-RTP migration yet. Growth driven by send transactions with large banks and Moov partnership use cases. Faster payments fraud module reducing fraud for adopters.
Calendar 2024 Q3
you haven't talked too much about the loan origination platform. Can you talk a little bit about some of your thoughts there
Show response
Greg announced Enterprise Account Opening combining LoanVantage with OpenAnywhere, competing with nCino, entering early adopter in January 2025.
how much emphasis are you putting on the modern core modular platform? And how is that resonating with clients
Show response
Greg said prospects are drawn to the overall cloud-native strategy, open philosophy with 250 fintechs at conference, and culture/service differentiation. Mimi added shared services approach gives comfort.
TYLTyler Technologies2 questions · 2 reporting periods · 0 of 2 challenging
Calendar 2025 Q4
In terms of the, amount of acquired revenue in your guidance from the four deals closed last year, is that is it up $14,000,000 $15,000,000
Show response
Brian confirmed ~$10M+ from 2025 acquisitions for full year 2026. FTR in $45-50M annualized revenue ballpark. Lynn cautioned FTR in its own SaaS cloud transition so revenue mix will shift over time from less profitable to SaaS.
Calendar 2025 Q3
should we expect it to plateau and then come down as a percentage as revenue grows? Or would we expect it to continue to maybe grow at an accelerated rate in 2026?
Show response
Brian said long-term R&D grows in line or below revenue, but near-term elevated from COGS geography shift plus incremental AI investment. On transactions ex-Texas: low double digit growth rate.
Challenge rate by company
Every company this analyst questioned, most questions first. A company-level rate is shown from 3 questions; below that it is withheld.
| Company | Questions | Challenge rate |
|---|---|---|
| BR Broadridge Financial Solutions | 6 | 0%none of 6 questions |
| JKHY Jack Henry & Associates | 5 | 0%none of 5 questions |
| TYL Tyler Technologies | 2 | —Rate withheld: fewer than 3 questions |
Activity by reporting period
Questions recorded for each calendar quarter that companies’ reporting periods map to (not the call date), with the challenge rate for that period. Periods inside the range with no questions are shown as “No questions recorded”.
| Calendar period | Questions | Challenge rate | Companies |
|---|---|---|---|
| 2024 Q3 | 2 | 0%none of 2 questions | 1 |
| 2024 Q4 | 4 | 0%none of 4 questions | 2 |
| 2025 Q1 | 2 | 0%none of 2 questions | 1 |
| 2025 Q2 | No questions recorded | — | — |
| 2025 Q3 | 1 | 0%none of 1 question | 1 |
| 2025 Q4 | 1 | 0%none of 1 question | 1 |
| 2026 Q1 | 1 | 0%none of 1 question | 1 |
| 2026 Q2 | 2 | 0%none of 2 questions | 1 |
- 2024 Q32 questions · challenge rate 0% (none of 2 questions) · 1 company
- 2024 Q44 questions · challenge rate 0% (none of 4 questions) · 2 companies
- 2025 Q12 questions · challenge rate 0% (none of 2 questions) · 1 company
- 2025 Q2No questions recorded
- 2025 Q31 question · challenge rate 0% (none of 1 question) · 1 company
- 2025 Q41 question · challenge rate 0% (none of 1 question) · 1 company
- 2026 Q11 question · challenge rate 0% (none of 1 question) · 1 company
- 2026 Q22 questions · challenge rate 0% (none of 2 questions) · 1 company
Topics
Topics tagged on this analyst’s questions.
- Revenue Growth6
- Innovation & R&D5
- M&A3
- Regulation Policy2
- Cost Pressure2
- Cloud & AI1
- Capital Allocation1
- Guidance Reliability1
- Margin1
- Product Launch1
Show all 11 topics
- Competitive Dynamics1