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Sentiment · FY2026 Q1
What companies say about each other on earnings calls — extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“We have sold more than 8 million paid seats of Gemini Enterprise our enterprise AI platform, to more than 2,800 companies including BNY and Virgin Voyages.”
BNY is named as an adopter of Gemini Enterprise, indicating enterprise AI deployment at the bank.
“such as our recent announcements with BNY and Citi to accept tokenized collateral”
ICE announced arrangements with BNY and Citi to accept tokenized collateral as part of its settlement/tokenization initiatives. Read-through is BNY participating in tokenized-collateral infrastructure.
“We've secured new business and extended contracts with leading brands such as American Express, Bayer, BBVA, BNY, Clarins, Mercedes and NatWest.”
BNY was named among the brands Omnicom won or extended marketing contracts with, indicating BNY's ongoing agency engagement.
“building on existing collaborations with OpenAI and others”
BNY references ongoing AI collaborations with OpenAI alongside Google, a partnership read-through for OpenAI.
“We've got our own NVIDIA hardware and tech, but we've also got the collaborations with Google that I mentioned in my prepared remarks and OpenAI and others.”
BNY cites owning NVIDIA hardware to power its AI compute, a supplier read-through for NVIDIA.
“We recently announced a collaboration with Google Cloud to integrate Gemini Enterprise capabilities into our Eliza platform, enhancing our ability to support deep research, analysis and data-intensive workflows across the company, building on existing collaborations with OpenAI and others.”
BNY is integrating Google Cloud's Gemini Enterprise into its Eliza AI platform, a partnership read-through for Google Cloud.
“WisdomTree selected BNY as their banking as a service provider for the WisdomTree Prime platform.”
BNY names WisdomTree as a new banking-as-a-service client for its WisdomTree Prime platform, a positive read-through for WisdomTree's digital retail push.
“I think we demonstrated last year with the Archer acquisition that we've got the ability to make M&A work for us in a sensible way.”
Management cites last year's acquisition of Archer as evidence its disciplined, capability-focused approach to M&A is working, framing it as the preferred bolt-on model for future deals.
“And last week, Ripple announced that we will act as primary custodian of Ripple's US stablecoin reserves.”
Ripple named BNY as primary custodian of its US stablecoin reserves, another win reinforcing BNY's positioning as a leading custodian in the growing stablecoin market.
“Last month, Societe Generale selected The Bank of New York Mellon Corporation to act as reserve custodian for their first USD stablecoin in Europe.”
Societe Generale selected BNY as reserve custodian for its first USD stablecoin in Europe, evidence of BNY's growing footprint in digital-asset custody services for major banks.
“in June, we expanded our relationship with specialist active UK asset manager, LionTrust. In addition to utilizing our data vault and middle office operating capabilities, LionTrust is fully outsourcing its trading to our buy-side trading solutions team, which delivers 24-hour global trade execution and reaches 100 markets globally across all major asset classes.”
BNY expanded its relationship with UK asset manager LionTrust, which is now fully outsourcing its trading desk to BNY's buy-side trading solutions team, illustrating deepening multiproduct client relationships under BNY's new commercial model.
“clarify the timing and impact of the pending Atria departure just to make sure we have all the moving pieces accounted for.”
An analyst asked about the pending departure of Atria, a Pershing wealth-platform client, and its impact on net new asset flow timing.
“we've practiced some of this with our Archer acquisition. That wasn't huge. But nonetheless, it was a sort of a small to medium-sized thing.”
BNY's CEO cited its bolt-on acquisition of Archer as practice for evaluating future M&A opportunities, a small-to-medium capabilities buy that shaped the firm's acquisition and integration playbook.
“BNY had relationships with Circle, I think, going back a few years ago.”
An analyst noted BNY's multi-year relationship with stablecoin issuer Circle in the context of pending stablecoin legislation; BNY's CEO confirmed the firm provides traditional rails to digital-asset clients like Circle.
“in the first quarter, we announced a multiyear agreement with OpenAI, giving BNY access to cutting-edge tools and working with OpenAI to advance AI use cases in financial services.”
BNY announced a multiyear agreement with OpenAI, giving BNY access to frontier AI tools and jointly advancing AI use cases in financial services, part of its model-agnostic AI platform strategy.
| Analyst | Firm | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Ebrahim Poonawala | Bank of America | 12 (8%) |
| Mike Mayo | Wells Fargo | 12 (8%) |
| Alex Blostein | Goldman Sachs | 11 (0%) |
| Dave Smith | Truist Securities | 10 (10%) |
| Ken Usdin | Autonomous Research | 9 (0%) |
| Gerard Cassidy | RBC Capital Markets | 8 (0%) |
| Brennan Hawken | BMO Capital Markets | 7 (14%) |
| Betsy Graseck | Morgan Stanley | 7 (0%) |
| Steve Chubak | Wolfe Research | 6 (0%) |
| Glenn Schorr | Evercore ISI | 5 (20%) |
| Firm | Analysts | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Bank of America | 1 | 12 (8%) |
| Wells Fargo | 1 | 12 (8%) |
| Goldman Sachs | 1 | 11 (0%) |
| Truist Securities | 1 |
| 10 (10%) |
| RBC Capital Markets | 2 | 10 (0%) |
| Autonomous Research | 1 | 9 (0%) |
| Morgan Stanley | 1 | 7 (0%) |
| BMO Capital Markets | 1 | 7 (14%) |
BNY Mellon closed 2025 with record full-year revenue of $20.1 billion, up 8%, delivering eight consecutive quarters of positive operating leverage. Medium-term targets were raised 500bps to 38% PTM and 28% ROTCE. New FY2026 revenue guidance of approximately 5% growth was introduced. Digital assets innovation including tokenized deposits advanced, AI leadership expanded with 130+ digital employees, and investment and wealth management pretax margin declined as a headwind.
Revenue Growth | Competitive Dynamics | Margin | Demand | Innovation & R&D | Macroeconomic | Capital Allocation | Cloud & AI | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 7 | 3 | 4 | 3 | 4 | 5 | 1 | |
| 2025Q1 | 6 | 3 | 2 | 4 | 2 | 6 | 2 | |
| 2025Q2 | 2 | 4 | 5 | 2 | 2 | 1 | ||
| 2025Q3 | 4 | 6 | 4 | 4 | 6 | 1 | 3 | |
| 2025Q4 | 8 | 4 | 7 | 5 | 1 | 2 | 2 | |
| 2026Q1 | 7 | 7 | 3 | 5 | 4 | 2 | 2 | 6 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Revenue Growth | 7 | 6 | 2 | 4 | 8 | 7 |
| Competitive Dynamics | 3 | 3 | 4 | 6 | 4 | 7 |
| Margin | 4 | 2 | 5 | 4 | 7 | 3 |
| Demand | 3 | 4 | 4 | 5 | 5 | |
| Innovation & R&D | 4 | 2 | 2 | 6 | 1 | 4 |
| Macroeconomic | 5 | 6 | 1 | 2 | ||
| Capital Allocation | 2 | 2 | 3 | 2 | 2 | |
| Cloud & AI | 1 | 1 | 2 | 6 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
BNY BNY Mellon | 9 | +2.2% | |
| AMP Ameriprise Financial | 8 | +9.0% | |
| ARES Ares Management Corporation | 9 | +40.8% | |
| BEN Franklin Resources | 8 | +8.7% | |
| BLK BlackRock | 9 | +26.9% | |
| 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% |