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Nasdaq, Inc. 2025 Q4 - Results - Earnings Call Presentation (NASDAQ:NDAQ) 2026-01-30
Seeking Alpha· 2026-01-30 05:55
Group 1 - The article does not provide any relevant content regarding company or industry insights [1]
X @Poloniex Exchange
Poloniex Exchange· 2026-01-30 05:45
Silver: +270%Gold: +90%Nasdaq: +25%🙃Bitcoin: −15%Altcoins: -50% https://t.co/mnIQ1bHmVF ...
Cold Feet Over AI Spending Brings Nasdaq Down
ZACKS· 2026-01-30 00:40
Market Overview - Major indexes closed off session lows, with the Dow up +55 points (+0.11%) and the S&P 500 down -0.13%. The Nasdaq fell -172 points (-0.72%) before recovering somewhat [1] Microsoft (MSFT) - Microsoft experienced a significant sell-off due to higher-than-anticipated AI spending and OpenAI exposure, resulting in a market cap loss of -$430 billion in one day. Despite beating earnings expectations for fiscal Q2, the outlook on AI spending appears riskier [2][8] Meta Platforms (META) - In contrast to Microsoft, Meta Platforms saw a +10.4% increase in stock price, benefiting from its AI investments in advertising and marketing, which are yielding gains in the social media space [3] Apple (AAPL) - Apple outperformed expectations in its fiscal Q3 report, with earnings of $2.84 per share surpassing the $2.65 consensus. Revenues reached $143.76 billion, exceeding expectations and showing a +16% year-over-year increase. iPhone sales rose +23% year-over-year to $85.27 billion, driven by a +38% surge in China sales [4][5] Visa (V) - Visa reported earnings of $3.17 per share, beating estimates by three cents, with revenues of $10.9 billion, a +15% increase from the previous year. However, concerns about future growth arise from proposed caps on credit card rates [6] SanDisk (SNDK) - SanDisk posted a remarkable earnings beat of $6.20 per share compared to the anticipated $3.54, with revenues of $3.03 billion. The company provided optimistic next-quarter earnings guidance of $12-14 per share, significantly higher than the Zacks consensus of $5.36. SanDisk's Data Center business saw a +64% growth quarter over quarter [7]
Tech Stocks Fall as Microsoft Slump Weighs on Nasdaq | The Close 1/29/2026
Bloomberg Television· 2026-01-29 23:40
WE WERE LISTENING TO GAVIN NEWSOM, THE TWO-TERM GOVERNOR OF THE STATE OF CALIFORNIA, THE MOST POPULOUS STATE, THE LARGEST ECONOMY, $4 TRILLION ECONOMY, WIDELY PRESUMED TO BE A CANDIDATE FOR PRESIDENT IN THE 2028 ELECTION. THAT IS YOUR POLITICAL COVERAGE FOR THE TIME BEING. WILL GET BACK TO THE MARKET COVERAGE.ROMAINE BOSTICK ALONGSIDE KATIE GREIFELD, WITH A CHECK ON THE MARKETS. WE CAME INTO THIS YEAR, A LOT OF BULLISHNESS IN THE MARKET. THE LAST FEW DAYS WE'VE SEEN A BIT MORE CAUTION, SOME OF IT TIED TO TH ...
X @Cointelegraph
Cointelegraph· 2026-01-29 19:56
EXCLUSIVE: “We want to collaborate with BlackRock, NYSE & Nasdaq to bring trillions of dollars on TRON.”@justinsuntron reveals his 2026 plans for @Trondao in an exclusive interview with Cointelegraph’s @gazza_jenks 📽️🎙️👇Timestamps:0:33 - Sun’s $28M Trip To Space2:45 - Offering $30M For 1 hour With Elon Musk4:50 - TRON’s Integration With WalletConnect6:05 - $83B of USDT On TRON7:50 - What Is TRON’s Killer Use Case9:30 - TRON Transaction Batching Proposal On CT Dev Hub13:25 - How Can Batching Benefit TRON14:4 ...
X @Cointelegraph
Cointelegraph· 2026-01-29 18:33
🚨 EXCLUSIVE: “We want to collaborate with BlackRock, NYSE & Nasdaq to bring trillions of dollars on TRON.”@justinsuntron reveals his 2026 plans for @Trondao in an exclusive interview with Cointelegraph’s @gazza_jenks 📽️🎙️👇Timestamps:00:33 - Sun’s $28M Trip To Space02:45 - Offering $30M For 1 hour With Elon Musk04:50 - TRON’s Integration With WalletConnect06:05 - $83B of USDT On TRON07:50 - What Is TRON’s Killer Use Case09:30 - TRON Transaction Batching Proposal On CT Dev Hub13:25 - How Can Batching Benefit ...
X @Bloomberg
Bloomberg· 2026-01-29 18:31
RT Weihua Li 李卫华 (@Weihua_Li1)About 1/4 of IPOs on Nasdaq’s smallest listing tier since 2023 were promoted in WhatsApp chats, and then crashed or were suspended by @SECGov over potential stock manipulation.For @business, how apparent pump and dump schemes thrived on Wall Street.https://t.co/mShRDEYkYD ...
Nasdaq Beats Q4 Earnings & Revenue Estimates, Tweaks Expense View
ZACKS· 2026-01-29 16:55
Core Insights - Nasdaq, Inc. reported fourth-quarter 2025 adjusted earnings per share of 96 cents, exceeding the Zacks Consensus Estimate by 5.5% and reflecting a year-over-year improvement of 26.3% [1][9] - The company's net revenues for the quarter reached $1.4 billion, marking a 13% increase year over year and surpassing the Zacks Consensus Estimate by 1.7% [2][9] - Annualized Recurring Revenue (ARR) grew by 10% year over year, with annualized SaaS revenues rising 11%, accounting for 38% of ARR [2] Performance in Detail - Market Services net revenues were $311 million, up 16% year over year, driven by record industry volumes in U.S. cash equities and equity derivatives, along with a significant increase in index options revenues [3] - The Solutions business saw revenues increase by 13% year over year to $1.1 billion, supported by strong growth in Index and Financial Technology [4] - Adjusted operating expenses rose to $762 million, a 7% increase from the previous year, primarily due to investments in technology and personnel [4] Financial Highlights - The operating margin expanded to 56%, an increase of 100 basis points year over year [5][6] - For the full year 2025, adjusted earnings per share were reported at $3.48, a 23.4% increase year over year, with net revenues of $5.2 billion, also up 13% year over year [6] - Nasdaq welcomed 215 new company listings in Q4 2025, including 63 initial public offerings, bringing the total number of listed companies to 4,480 by the end of the quarter [5][7] Cash Flow and Capital Deployment - Nasdaq generated $625 million in cash flow from operations during the reported quarter [10] - The company returned $153 million to shareholders through dividends and $286 million through share repurchases in Q4 2025 [11] - As of December 31, 2025, Nasdaq had $604 million in cash and cash equivalents, with long-term debt at $8.5 billion, reflecting a 5.6% decrease from the end of 2024 [8] 2026 Guidance - Nasdaq anticipates non-GAAP operating expenses for 2026 to be between $2.455 billion and $2.535 billion, with a non-GAAP tax rate forecasted in the range of 22.5-24.5% [13]
Nasdaq CEO Adena Friedman on Q4 results: See a lot of momentum going into 2026
Youtube· 2026-01-29 15:19
Core Insights - NASDAQ reported fourth quarter earnings of $0.96 per share, exceeding estimates by $0.05, with revenue of $1.39 billion, also ahead of expectations [1][2] - The company experienced a revenue growth of 12% for the year and 13% for the quarter, with solutions businesses growing 12% for the quarter and 11% for the year [3][4] - NASDAQ achieved $99 billion in inflows into its index business for the year and recorded the largest closing cross in notional value at $233 billion traded in December [4][5] Financial Performance - The overall revenue growth of NASDAQ was 12% for the year and 13% for the fourth quarter [3] - Solutions businesses, excluding markets, grew 12% for the quarter and 11% for the year [3] - The company switched $1.2 trillion of market capitalization to NASDAQ, achieving a 72% win rate for IPOs [5] Market Outlook - NASDAQ has a healthy pipeline of companies ready to enter the market, with an active IPO outlook for the upcoming year [6][7] - The company is optimistic about the momentum across its business as it heads into 2026 [5][6] Technological Advancements - NASDAQ is focusing on integrating AI into its operations to enhance efficiency and effectiveness, allowing for better service delivery [10][18] - The company aims to attract younger talent with AI skills to support its growth and transformation [11][12] Business Transformation - The acquisition of Odessa has significantly transformed NASDAQ, broadening its scope beyond just listings [13][15] - The company is committed to organic growth and adapting its services to meet client needs across various financial market risks [17][18] - NASDAQ emphasizes the importance of its listings business as a catalyst for broader business operations [20]
Nasdaq (NDAQ) Tops Q4 Earnings and Revenue Estimates
ZACKS· 2026-01-29 14:15
分组1 - Nasdaq reported quarterly earnings of $0.96 per share, exceeding the Zacks Consensus Estimate of $0.91 per share, and up from $0.76 per share a year ago, representing an earnings surprise of +5.19% [1] - The company posted revenues of $1.39 billion for the quarter ended December 2025, surpassing the Zacks Consensus Estimate by 1.69%, and an increase from $1.23 billion year-over-year [2] - Nasdaq has consistently surpassed consensus EPS estimates over the last four quarters, achieving this four times [2] 分组2 - The stock's immediate price movement will depend on management's commentary during the earnings call and future earnings expectations [3] - Nasdaq shares have increased by approximately 1.6% since the beginning of the year, compared to the S&P 500's gain of 1.9% [3] - The current consensus EPS estimate for the upcoming quarter is $0.91 on revenues of $1.37 billion, and for the current fiscal year, it is $3.85 on revenues of $5.64 billion [7] 分组3 - The Zacks Industry Rank indicates that the Securities and Exchanges industry is currently in the top 10% of over 250 Zacks industries, suggesting strong performance potential [8] - Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can be tracked by investors [5] - The estimate revisions trend for Nasdaq was mixed ahead of the earnings release, resulting in a Zacks Rank 3 (Hold) for the stock, indicating expected performance in line with the market [6]