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Earnings Data
Report Date
Jul 22, 2026Before Open (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
0.95Last Year’s EPS
0.85Same Quarter Last Year
Strong Buy
Based on 12 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presented a broad set of strong operational and financial wins: double-digit top-line growth, record fintech performance, improved margins, robust ACV bookings, accelerating AI and data adoption, solid cash generation and elevated shareholder returns. Headwinds were largely mix-related (derivatives and capture), a muted corporate solutions environment tied to lower IPO activity, modest short-term index flow volatility, and managed expense growth with near-term timing effects. Overall, the positive growth drivers, scalable ARR momentum, and margin expansion materially outweigh the contained challenges.Company Guidance
Strong Top-Line Growth
Net revenue of $1.4B, up 13% year-over-year; solutions revenue $1.1B, up 14% YoY; annualized recurring revenue (ARR) $3.2B, up 12% YoY.
Outstanding Profitability and EPS Expansion
Operating income $799M, up 17% YoY; diluted EPS grew 21% to $0.96; operating margin 57% and EBITDA margin 60%, each up ~200 basis points year-over-year.
Record Financial Technology Performance
Financial Technology revenue $517M, up 18% YoY (record); ARR growth 16%; ACV bookings grew more than 50% YoY with 64 new clients, 85 upsells and strong cloud adoption (80% of ACV bookings were cloud-based).
Market Services Momentum
Market Services net revenue $317M, up 10% YoY driven by record U.S. equities and U.S. options volumes; index options revenue more than doubled year-over-year and derivative volumes were at record levels.
Data & Index Franchise Strength
Enterprise license agreements grew 32% YoY; index franchise saw $79B net inflows over last 12 months (including $6B in Q1) and ETP AUM of $836B with record average AUM of $877B (+32% YoY).
Financial Crime Management and AI Adoption
Nasdaq Verafin revenue up 21% YoY with >2,800 clients (nearly $12T in collective assets); Agentic-AI deployed at over 500 clients (up 40% since Investor Day); analytics bookings increased 29% YoY.
Cash Generation & Shareholder Returns
Free cash flow $629M in Q1 and $2.1B LTM; repurchased $548M of shares in Q1 (vs $616M in all of 2025); paid $153M in dividends and Board approved dividend increase to $0.31 per share.
Strategic Product & Market Advancements
Progress on 23/5 market approval (projected launch Dec 6, 2026), FCC approval toward tokenized securities, launched 31 new index products and Nasdaq Private Capital indexes, and expanded Nasdaq-100 distribution partnerships with BlackRock and State Street.
NDAQ Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
NDAQ Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Apr 23, 2026 | $86.06 | $86.73 | +0.78% |
Jan 29, 2026 | $98.05 | $97.43 | -0.63% |
Oct 21, 2025 | $88.00 | $89.45 | +1.65% |
Jul 24, 2025 | $87.18 | $92.33 | +5.91% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Nasdaq OMX (NDAQ) report earnings?
Nasdaq OMX (NDAQ) is schdueled to report earning on Jul 22, 2026, Before Open (Confirmed).
What is Nasdaq OMX (NDAQ) earnings time?
Nasdaq OMX (NDAQ) earnings time is at Jul 22, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is NDAQ EPS forecast?
NDAQ EPS forecast for the fiscal quarter 2026 (Q2) is 0.95.
