For the quarter ended March 2025, Nasdaq (NDAQ) reported revenue of $1.24 billion, up 10.7% over the same period last year. EPS came in at $0.79, compared to $0.63 in the year-ago quarter. The reported revenue compares to the Zacks Consensus Estimate of $1.24 billion, representing a surprise of +0.14%. The company delivered an EPS surprise of +2.60%, with the consensus EPS estimate being $0.77. While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expec ...

Core Viewpoint - Nasdaq reported quarterly earnings of $0.79 per share, exceeding the Zacks Consensus Estimate of $0.77 per share, and showing an increase from $0.63 per share a year ago, indicating a positive earnings surprise of 2.60% [1][2] Financial Performance - The company achieved revenues of $1.24 billion for the quarter ended March 2025, surpassing the Zacks Consensus Estimate by 0.14%, and up from $1.12 billion in the same quarter last year [2] - Over the last four quarters, Nasdaq has consistently surpassed consensus EPS estimates four times and topped revenue estimates two times [2] Stock Performance - Nasdaq shares have declined approximately 4.9% since the beginning of the year, while the S&P 500 has seen a decline of 8.6% [3] - The current consensus EPS estimate for the upcoming quarter is $0.78 on revenues of $1.25 billion, and for the current fiscal year, it is $3.18 on revenues of $5.04 billion [7] Industry Outlook - The Securities and Exchanges industry, to which Nasdaq belongs, is currently ranked in the top 5% of over 250 Zacks industries, suggesting a favorable outlook [8] - Empirical research indicates a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can be tracked by investors [5]

Company News - Hasbro shares increased over 7% in premarket trading due to better profit margins and the announcement of new Star Wars toys as part of a deal with Disney [3] - Procter & Gamble's shares fell 1.3% after the company reported fiscal third-quarter revenue that missed Street estimates and lowered its guidance [3] - Comcast's shares rose nearly 1% after beating Street expectations on first-quarter profit, although the company continued to lose broadband subscribers [3] - PepsiCo's stock remained relatively unchanged after missing quarterly earnings and cutting its full-year outlook due to the negative impacts of tariffs [4] Market Overview - The S&P 500 added 88 points, or 1.7%, closing at 5,376, while the Dow rose 420 points, or 1.1%, finishing at 39,607, and the Nasdaq jumped 2.5% to 16,708 [5] - The S&P is still down 5.2% since the April 2 'liberation day' announcement, indicating ongoing volatility in the market [6] - Recent tariff relief discussions have led to a flattening of the Treasury yield curve, with 10-year and 30-year Treasury yields down, while the 2-year yield rose to its highest since April 11 [7]

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Exhibit 99.1 Nasdaq Reports First Quarter 2025 Results; Diversified Business Model Driving Broad-Based Revenue Growth NEW YORK, April 24, 2025—Nasdaq, Inc. (Nasdaq: NDAQ) today reported financial results for the first quarter of 2025. First Quarter 2025 Highlights | (US$ millions, except per share) | 1Q25 | YoY change % | Adjusted YoY change % | Organic6 YoY change % | | --- | --- | --- | --- | --- | | Solutions revenue | $ 947 | 9% | 11% | 9% | | Market Services net revenue | $ 281 | 19% | 19% | 19% | | Ne ...

智通财经4月24日电，纳斯达克公司第一季度净营收为12.4亿美元，同比增长11%；第一季度调整后每 股收益为79美分，预期为77美分。 ...

Core Points - Nasdaq, Inc. has declared a quarterly dividend of $0.27 per share, representing a 13% increase from the previous quarter [1] - The dividend is scheduled to be paid on June 27, 2025, to shareholders of record as of June 13, 2025 [1] - Future dividend declarations and payment dates are subject to the approval of the Board of Directors [1] Company Overview - Nasdaq is a leading global technology company that serves corporate clients, investment managers, banks, brokers, and exchange operators [2] - The company aims to enhance liquidity, transparency, and integrity in the global economy through its diverse offerings, including data, analytics, software, and exchange capabilities [2] - Nasdaq provides client-centric services that enable clients to optimize and execute their business vision with confidence [2]

Core Insights - Nasdaq, Inc. reported strong financial results for Q1 2025, highlighting resilience and growth across all divisions despite a rapidly changing environment [2][3][5] Financial Performance - Net revenue for Q1 2025 was $1,237 million, an increase of 11% year-over-year, with adjusted net revenue growth of 12.5% [5][6] - Solutions revenue reached $947 million, up 9% year-over-year, and 11% on an adjusted basis, driven by strong growth in Index and Financial Technology [5][6] - Market Services net revenue was $281 million, reflecting a 19% increase compared to the previous year [10] - Non-GAAP operating income was $682 million, a 15% increase year-over-year, with a non-GAAP operating margin of 55% [40] - GAAP diluted earnings per share (EPS) grew 69% to $0.68, while non-GAAP diluted EPS increased 24% to $0.79 [5][29] Annualized Recurring Revenue (ARR) - ARR for Q1 2025 was $2,831 million, an 8% increase year-over-year, with organic growth of 9% [5][6] - Financial Technology ARR grew 12% on an organic basis, indicating strong client engagement and product adoption [11] Strategic Initiatives - Nasdaq is focused on capital allocation strategies, including investing in organic growth, reducing debt, and share repurchases, returning $138 million to shareholders through dividends and $115 million through stock repurchases in Q1 2025 [3][10] - The company aims to enhance its market access with plans for 24/5 trading by 2026, pending regulatory approval [14] - Nasdaq's partnership with Amazon Web Services aims to provide new cloud-based solutions, enhancing its Financial Technology and Market Services divisions [14] Market Position and Client Engagement - Nasdaq maintained its leadership in listings, welcoming 45 operating company listings that raised nearly $5 billion in proceeds during the quarter [14] - The company achieved record cash equities and derivatives volumes in the U.S., with significant market share growth [14] - Nasdaq Verafin's Co-Pilot tool usage grew by 20% sequentially, demonstrating the value of its innovative solutions [14]

Core Insights - Nasdaq and AWS have announced a modernization blueprint aimed at enhancing local market infrastructures through cloud technology while ensuring data sovereignty and resilience [1][3] - The new suite of solutions, Nasdaq Eqlipse, is designed to provide cloud-ready capabilities and data intelligence throughout the entire trade lifecycle [1][11] - The initial adoption of this blueprint will occur in Nasdaq's Nordic markets, with partnerships expanding to the Johannesburg Stock Exchange and Mexico's Grupo BMV [1][8] Market Challenges and Solutions - Market operators face complexities such as technological acceleration, competitive pressures, regulatory standards, and evolving client needs, necessitating advanced technological capabilities for modernization [2] - Nasdaq and AWS are providing infrastructure, software, and data management services to help market operators modernize cost-effectively while maintaining resilience and control [2] Blueprint Components and Benefits - The blueprint includes three key components focused on optimizing resource investments, operational excellence, and regulatory compliance [5] - It aims to enhance liquidity and capital flows by positioning AWS services and trading systems in close proximity, thus addressing latency and security demands [5][6] - The blueprint promotes seamless, high-speed connections for global market participants, fostering interconnected markets based on a common data architecture [7] Partnerships and Market Modernization - Nasdaq has expanded its modernization partnerships with the Johannesburg Stock Exchange and Grupo BMV, with both exchanges looking to leverage the blueprint for technological advancements [8][10] - The Johannesburg Stock Exchange aims to modernize its technology infrastructure, enhancing global market interconnectivity and liquidity [9][10] - Grupo BMV is evaluating its technology partnership with Nasdaq to improve its post-trade infrastructure and explore cloud capabilities [12][13] Nasdaq Eqlipse Platform - Nasdaq Eqlipse integrates client feedback and development investments, featuring cloud-ready applications and standardized APIs for the entire trade lifecycle [11] - The platform includes Nasdaq Eqlipse Intelligence, which focuses on data management and analytics tailored to market operators' workflows, facilitating AI deployment [11] Future Growth and Economic Impact - The modernization blueprint is expected to create a virtuous cycle of value creation, driving economic growth and wealth generation by connecting local markets to global investment opportunities [3][4] - Nasdaq's Nordic markets will incorporate a managed infrastructure model to enhance service offerings and scalability, powered by AWS [13][14]

CoreWeave's (NASDAQ: CRWV ) recent IPO stumble out of the Nasdaq rodeo chute for bucking bulls, combined with current market volatility, may have created an opportunity for long-term investors. The company intended to price its CoreWeave benefits from the catalyst of the AI bull market.NVIDIA is a powerful partner for CoreWeave.RPO revenue model strategy is excellent. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any ...