Sentiment · FY2026 Q2
As of FY2026 Q1, the Tellvest earnings-call sentiment score for Nasdaq, Inc. (NDAQ) is 8/10.
Nasdaq delivered net revenue of $1.4 billion with 13% growth as FinTech achieved record revenue with ACV bookings surging over 50% and 80% cloud-based, while Capital Markets Technology grew 20% with broad-based demand. Management updated FY2026 expense guidance to $2.485-2.545 billion reflecting strong revenue-driven investment, while Nasdaq-100 licensing expanded to BlackRock and State Street and the 23/5 trading framework was approved for December 2026 launch.
Scored from Nasdaq, Inc.’s FY2026 Q1 earnings call. The newest quarter is available with Tellvest Pro.
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| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Op margin | Net margin |
|---|---|---|---|---|---|---|
| FY2024 Q4 | $2.03B | +23.3% | $0.61 | +69.4% | 25.5% | 17.5% |
| FY2025 Q1 | $2.09B | +24.9% | $0.68 | +70.0% | 26.2% | 18.9% |
| FY2025 Q2 | $2.09B | +16.6% | $0.78 | +105.3% | 27.2% | 21.6% |
| FY2025 Q3 | $1.96B | +2.9% | $0.73 | +37.7% | 29.9% | 21.6% |
| FY2025 Q4 | $2.08B | +2.5% | $0.90 | +47.5% | 30.3% | 25.0% |
| FY2026 Q1 | $2.14B | +2.2% | $0.91 | +33.8% | 30.7% | 24.3% |
| FY2026 Q2 | $2.53B | +21.1% | $0.89 | +14.1% | 28.1% | 20.0% |