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12:30
Aug 04 ◎

BR FY2026 Q4 Watch

Broadridge Financial Solutions, Inc. (BR) FY2026 Q4 Earnings Call

GLXY ONDO ALPACA BR ▾

Tim Gokey

Galaxy benefits from having the first on-chain voting solution for tokenized equities, which could differentiate its issuance services.

"For native issuance, we've completed the first and only on-chain voting for tokenized equities with Galaxy."

GLXY WATCH

Tim Gokey

Ondo gains governance infrastructure for its synthetic tokenized products, likely increasing its attractiveness to institutional holders.

"We are pleased to announce our relationship with Ondo, The leading issuer of synthetic tokenized U.S. equities and ETFs to provide a market-leading solution to enable holders of synthetic tokens to exercise governance."

ONDO WATCH

Tim Gokey

Alpaca's network will gain access to full governance services, enhancing its value proposition as a custody and clearing provider for tokenized assets.

"We also signed an agreement with Alpaca, A leading provider of custody, clearing, and other infrastructure services supporting tokenized assets to provide a full suite of governance and shareholder communication services to clients on"

ALPACA WATCH

Ashima Ghei

Guidance is for continued recurring revenue growth of 6-8% and adjusted EPS growth of 8-12%, supported by a strong backlog and AI-driven cost savings.

"We expect to drive another year of steady growth while continuing to fund their digital, agente platform, and tokenization investments."

BR WATCH

HIGH

12:30
Apr 30 ◎

BR FY2026 Q3 Watch

Broadridge Financial Solutions, Inc. (BR) FY2026 Q3 Earnings Call

XOM ▾

Tim Gokey

BR's standing voting instruction solution achieved nearly a 10% enrollment from Exxon's retail base, with 30% being new voters. — The success with Exxon could increase shareholder engagement for other large caps, potentially driving demand for BR's new solution.

"Nearly 10% of Exxon's retail shareholder base enrolled in just one year. and 30% of respondents had not voted at the prior meeting"

XOM WATCH

HIGH

13:30
Feb 03 ◎

BR FY2026 Q2 Watch

Broadridge Financial Solutions, Inc. (BR) FY2026 Q2 Earnings Call

JPM COIN WFC XOM GLE.PA ▾

Tim Gokey

Broadridge sees tokenized equities as an opportunity, not a threat, and expects to integrate them into proxy capabilities by the end of the year. — This positions Broadridge to be a critical service layer for the new tokenized share model, potentially capturing revenue as the asset class scales.

"We are also rolling out our AI native custom policy engine and vote implementation capabilities for institutional investors like J.D. Morgan and Wells Fargo, who are seeking to reduce their reliance on proxy advisors."

JPM WATCH COIN WATCH

Tim Gokey

Wells Fargo is adopting Broadridge's AI-native voting capabilities, indicating a shift away from proxy advisors and deepening Broadridge's role as a key technology partner.

WFC WATCH

Tim Gokey

ExxonMobil is piloting Broadridge's standing voting instruction solution, a new form of shareholder engagement that could expand across the market.

"And we continue to build on our pilot program, first launched with ExxonMobil, to enable retail shareholders to provide standing voting instructions for annual meetings."

XOM WATCH

Tim Gokey

Société Générale used Broadridge's DLR platform for its first US digital bond issuance, validating the platform's multi-asset capability and expanding its client base.

"I'm also pleased to note that we completed SocGen's first digital bond issuance in the US during the second quarter."

GLE.PA WATCH

Tim Gokey

DTCC's move towards tokenized equities will increase the complexity of asset servicing, a core competency of Broadridge, potentially making them a more central actor.

"The last several weeks have seen announcements by the major exchanges and the DTCC on their plans to build tokenized trading capabilities for equities..."

DTCC WATCH

Tim Gokey

Management is bullish, raising its EPS guidance and reaffirming revenue/margin guidance while pointing to accelerating momentum from new products like tokenization.

"We are reaffirming our 26 guidance for recurring revenue growth, margins, and closed sales, and we are raising our outlook for adjusted EPS growth to 9 to 12 percent."

BR WATCH

HIGH

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