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Sentiment · FY2026 Q2
What companies say about each other on earnings calls — extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“we now a partnership with Binance. We have with OKX and Kraken and others where you'll be able to convert from your stable coin into our money market fund.”
Franklin Templeton has partnered with crypto exchange Kraken to enable stablecoin-to-money-market-fund conversion on its platform.
“we now a partnership with Binance. We have with OKX and Kraken and others where you'll be able to convert from your stable coin into our money market fund.”
Franklin Templeton has partnered with crypto exchange OKX to enable stablecoin-to-money-market-fund conversion on its platform.
“we now a partnership with Binance. We have with OKX and Kraken and others where you'll be able to convert from your stable coin into our money market fund.”
Franklin Templeton has partnered with crypto exchange Binance to let users convert stablecoins into its tokenized money market fund, a read-through for Binance's stablecoin ecosystem.
“Yesterday, we announced the launch of Intelligence Hub, a modular AI-driven distribution platform powered by Microsoft Azure.”
Franklin Templeton's new Intelligence Hub AI distribution platform runs on Microsoft Azure, a read-through for Microsoft's cloud/AI enterprise business.
“Actis is sustainable kind of infrastructure.”
Franklin Templeton's infrastructure partnership includes Actis for sustainable-infrastructure exposure distributed to the wealth channel.
“Copenhagen Infrastructure Partners are really greenfield energy manager”
Franklin Templeton's infrastructure partnership includes Copenhagen Infrastructure Partners for greenfield energy exposure distributed to the wealth channel.
“the partnerships with DigitalBridge, which DigitalBridge is known for their sort of data centers, cell towers, fiber networks kind of thing.”
Franklin Templeton formed an infrastructure partnership with DigitalBridge to build wealth-channel products around its digital-infrastructure deals.
“we announced a partnership with Empower, one of the largest U.S. retirement service providers with over $1.8 trillion in assets under administration.”
Franklin Templeton partnered with Empower to bring private-market investments into defined-contribution plans, a growth partnership for the retirement services provider.
“partnering with Binance, the world's largest crypto exchange to develop new products for its global wallet platform.”
Franklin Templeton is embedding tokenized money market funds and building products with Binance for its global wallet platform, a distribution partnership for the crypto exchange.
“there's reporting this week that Schwab is planning to add a 15% platform fee on all of its third-party ETFs.”
Schwab is reportedly adding a 15% platform fee on third-party ETFs, a potential revenue lever for Schwab and a distribution-cost headwind for asset managers like Franklin.
“Microsoft has helped us on distribution, which uses multiple agents and then integrates them.”
Franklin Templeton is deploying Microsoft's platform for agentic-AI distribution use cases, a positive enterprise-AI engagement for Microsoft.
“Having said that, we announced Empower is very focused on this. They're doing an adviser managed account solutions through Morningstar, and we're a participant in that program.”
Retirement recordkeeper Empower is building adviser managed-account solutions for defined contribution plans, and Franklin is a participating manager in that program.
| Analyst | Firm | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Will Katz | TD Cowen | 10 (0%) |
| Dan Fannon | Jefferies | 8 (0%) |
| Alex Blostein | Goldman Sachs |
| Mike Cyprys | Morgan Stanley | 7 (0%) |
| Ben Budish | Barclays | 6 (0%) |
| Patrick Davitt | Autonomous Research | 5 (0%) |
| Brian Bedell | Deutsche Bank | 4 (0%) |
| Ken Worthington | JPMorgan | 4 (0%) |
| Brennan Hawken | BMO Capital Markets | 4 (0%) |
| Glenn Schorr | Evercore ISI | 4 (0%) |
| Firm | Analysts | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| TD Cowen | 1 | 10 (0%) |
| Goldman Sachs | 1 | 8 (0%) |
| Jefferies | 1 | 8 (0%) |
| Morgan Stanley | 1 | 7 (0%) |
| Barclays | 1 | 6 (0%) |
| Evercore ISI | 2 | 5 (0%) |
| Autonomous Research | 1 | 5 (0%) |
| Deutsche Bank | 1 | 4 (0%) |
Franklin Templeton's Q1 FY2026 delivered record long-term inflows of $118.6 billion with $28 billion net, the ninth consecutive positive quarter ex-Western. Revenue grew 3.4% and EPS rose 58.6%. The DOJ declined criminal charges on Western, with outflows expected to stabilize further. Alternatives raised $10.8 billion, ETFs reached $58 billion for the 17th consecutive positive quarter, and Canvas reached $18 billion in personalization assets. Margin expansion was on track to high 20s by year-end.
Margin | Revenue Growth | Competitive Dynamics | Cost Pressure | Product Launch | Demand | M&A | Geographic Expansion | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 2 | 3 | 2 | 1 | 1 | 1 | 1 | |
| 2025Q1 | 5 | 2 | 1 | 2 | 1 | 1 | 3 | |
| 2025Q2 | 2 | 4 | 2 | 1 | 2 | 2 | 2 | 2 |
| 2025Q3 | 3 | 2 | 3 | 2 | 4 | 2 | 1 | 1 |
| 2025Q4 | 3 | 4 | 3 | 4 | 4 | 2 | 1 | |
| 2026Q1 | 7 | 1 | 3 | 4 | 1 | 3 | 2 | |
| 2026Q2 | 2 | 3 | 5 | 4 | 3 | 2 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | '26Q2 | |
|---|---|---|---|---|---|---|---|
| Margin | 2 | 5 | 2 | 3 | 3 | 7 | 2 |
| Revenue Growth | 3 | 2 | 4 | 2 | 4 | 1 | 3 |
| Competitive Dynamics | 2 | 1 | 2 | 3 | 3 | 3 | 5 |
| Cost Pressure | 1 | 2 | 1 | 2 | 4 | 4 | 4 |
| Product Launch | 1 | 1 | 2 | 4 | 4 | 1 | 3 |
| Demand | 1 | 1 | 2 | 2 | 2 | 3 | 2 |
| M&A | 1 | 3 | 2 | 1 | 2 | ||
| Geographic Expansion | 2 | 1 | 1 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
BEN Franklin Resources | 8 | +8.7% | |
| AMP Ameriprise Financial | 8 | +9.0% | |
| ARES Ares Management Corporation | 9 | +40.8% | |
| BLK BlackRock | 9 | +26.9% | |
| BNY BNY Mellon | 9 | +2.2% | |
| BX Blackstone Inc. | 8 | +39.3% | |
| IVZ Invesco | 8 | +14.1% | |
| KKR KKR | 7 | +31.0% | |
| NTRS Northern Trust | 9 | +7.8% | |
| STT State Street Corporation | 9 | +2.2% | |
| TROW T. Rowe Price | 6 | +5.3% |