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자본지출
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NDAQ
FY2026 Q1
개선
Nasdaq, Inc. 실적 발표
Buzzberg 분석
Q1 ACV bookings grow over 50% year-over-year in FinTech
Nasdaq reported a strong Q1 2026 with 13% net revenue growth, record fintech revenue (+18%), and raised expense guidance due to outperformance. Management highlighted robust demand across all divisions, particularly in financial crime management and capital markets tech, and pointed to tailwinds from always-on markets, tokenization, and AI adoption. Cross-company signals include new partnerships with BlackRock, State Street, FIS, and Databricks, and accelerating cloud migration among bank clients. Net revenue $1.4B (+13% YoY), diluted EPS $0.96 (+21%).
Buzzberg 분석 Q1 ACV bookings grow over 50% year-over-year in FinTech Nasdaq reported a strong Q1 2026 with 13% net revenue growth, record fintech revenue (+18%), and raised expense guidance due to outperformance. Management highlighted robust demand across all divisions, particularly in financial crime management and capital markets tech, and pointed to tailwinds from always-on markets, tokenization, and AI adoption. Cross-company signals include new partnerships with BlackRock, State Street, FIS, and Databricks, and accelerating cloud migration among bank clients. Net revenue $1.4B (+13% YoY), diluted EPS $0.96 (+21%). 전체 분석 보기분석 접기
Nasdaq reported a strong Q1 2026 with 13% net revenue growth, record fintech revenue (+18%), and raised expense guidance due to outperformance. Management highlighted robust demand across all divisions, particularly in financial crime management and capital markets tech, and pointed to tailwinds from always-on markets, tokenization, and AI adoption. Cross-company signals include new partnerships with BlackRock, State Street, FIS, and Databricks, and accelerating cloud migration among bank clients. Net revenue $1.4B (+13% YoY), diluted EPS $0.96 (+21%).
- Fintech revenue record, ACV bookings >50% growth, 80% cloud-based.
- Verifin revenue +21%, signed 58 new SMB clients; enterprise pipeline strong.
- Index ETP AUM record $877B, early Q2 inflows $15B after a muted Q1.
매출$2.137B+3% 전분기 대비
주당순이익(EPS)$0.96+0% 전분기 대비
매출총이익률65.84%보고값
영업이익률30.74%보고값
근거 있는 핵심 내용 6개
지금 중요한 점
이번 발표에서 가장 의미 있는 변화를 정리했습니다.
AI
Agentic AI workforce deployed by 500+ clients
Flows
Nasdaq 100 inflows accelerated to $15 billion in early April
핵심 내용 3개 더 보기
Product
Expanded Nasdaq 100 licensing partnerships with BlackRock and State Street
Regulatory
23.5 trading launch set for December 6, 2026
Capital Return
Share repurchases accelerated to $548 million in Q1
보고 기간
보고 실적
| 지표 | 보고값 | 변화 |
|---|---|---|
| 매출 | $2.137B | +3% 전분기 대비 |
| 주당순이익(EPS) | $0.96 | +0% 전분기 대비 |
| 매출총이익률 | 65.84% | 보고값 |
| 영업이익률 | 30.74% | 보고값 |
| 잉여현금흐름 | $0.629B | +17% 전분기 대비 |
| 자본지출 | $0.06B | 보고값 |
AI, 자본지출 및 수요 분석
경영진 분석
Confident
Management highlighted record revenue growth, strong bookings, and positive forward momentum across divisions, expressing confidence in long-term strategic positioning.
경영진의 AI 분석
Management emphasized strong AI-driven demand across products, with AI-ready data adopted by asset managers representing over $9 trillion in AUM and 74% of IR Insight users and 51% of BoardVantage users leveraging AI solutions. They also highlighted the agentic AI workforce deployed by 500+ clients and internal AI-driven efficiency targets of $100 million by 2027.
투자 및 생산능력
Nasdaq expanded its data center footprint two years ago and is investing in liquid cooling and other innovations to support clients' trading strategies. No explicit capex guidance was provided, but the tone suggests continued infrastructure investment to support growth areas like 23.5 trading and tokenization.
아래에 언급된 기업 8개 모두 표시
기업발표 이후 수익률
파트너
파트너
Adena Friedman
FIS integrates Nasdaq's Verifin anti-fraud tools into its client base, enhancing FIS's compliance offering.
근거
“Our recently announced partnership with FIS expands our ability to deliver leading AML and fraud solutions to FIS's banking and payments clients.”
파트너
Sarah Youngwood
Nasdaq's index revenue is affected by mix shift from CME's e-mini to micro e-mini contracts, relevant to CME's volume composition.
근거
“the volume in futures was actually good, and then there is a second, but it's a smaller driver, which is a little bit of a continuous mixed shift”
DATABRICKS
파트너
Adena Friedman
Databricks gains distribution to Nasdaq's institutional investor data, strengthening its position as a data analytics platform for asset managers.
근거
“we integrated our data with Databricks to broaden entitled access to investments, comprehensive institutional investor data.”
파트너
Adena Friedman
Early Q2 ETP inflows for Nasdaq 100 ETFs reached $15 billion as of April 20, rebounding from a weak Q1, driven by institutional and international adoption. — Robust ETF issuance for Nasdaq 100 boosts AUM and fee revenue for BlackRock, State Street, and Invesco as they launch new products.
근거
“we continue to work closely with our longstanding partner, Invesco.”
파트너
Adena Friedman
Early Q2 ETP inflows for Nasdaq 100 ETFs reached $15 billion as of April 20, rebounding from a weak Q1, driven by institutional and international adoption. — Robust ETF issuance for Nasdaq 100 boosts AUM and fee revenue for BlackRock, State Street, and Invesco as they launch new products.
근거
“we will expand access to the NASDAQ 100 later in the spring with two new carefully selected partners, BlackRock and State Street”
파트너
Adena Friedman
Nasdaq's fintech ACV bookings grew >50% YoY, with 80% cloud-based, signaling accelerating client migration to cloud infrastructure for mission-critical solutions. — Cloud hyperscalers (AWS, Azure) benefit as Nasdaq's clients adopt cloud platforms, while Nasdaq's own pricing power and cross-sell momentum strengthen.
근거
“We do leverage Bedrock, which is AWS's AI platform infrastructure, to support a lot of our AI infrastructure here at NASDAQ”
파트너
Adena Friedman
Nasdaq's fintech ACV bookings grew >50% YoY, with 80% cloud-based, signaling accelerating client migration to cloud infrastructure for mission-critical solutions. — Cloud hyperscalers (AWS, Azure) benefit as Nasdaq's clients adopt cloud platforms, while Nasdaq's own pricing power and cross-sell momentum strengthen.
근거
“we work with Microsoft and Microsoft Azure”
외부 신호
공급망 알파 · 2발표 이후 수익률
Nasdaq's fintech ACV bookings grew >50% YoY, with 80% cloud-based, signaling accelerating client migration to cloud infrastructure for mission-critical solutions.
Early Q2 ETP inflows for Nasdaq 100 ETFs reached $15 billion as of April 20, rebounding from a weak Q1, driven by institutional and international adoption.
방법론 및 범위
경영진 발언만 분석합니다. 검증된 기업 언급 8개를 모두 표시하며, 보고 실적과 향후 가이던스를 분리합니다. 공개 근거는 화자가 표시된 짧은 인용문 8개로 제한됩니다. AI 분석은 불완전하거나 틀릴 수 있으므로 중요한 주장은 원문에서 확인하세요.