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finance.yahoo.comOCT 223 min read$NDAQ

Nasdaq (NDAQ) Q3 2026 Earnings Call Transcript

Nasdaq (NDAQ) reported Q3 2026 net revenue of $1.5B, up 14% YoY, with solutions revenue at $1.2B, up 18%. ARR grew 14% to $3.4B. Capital Access Platforms saw 20% revenue growth, while Financial Technology grew 16%. Market Services revenue rose 2%. CEO Adena Friedman highlighted strong listings and data business performance, including 15 new IPOs raising $32B. The company expects continued growth in AI and market infrastructure trends.

Original reporting
finance.yahoo.com
Published Oct 22, 2026, 6:15 PM UTC
Analysis
AlphAI AI DeskAI-generated
Added to AlphAI Oct 22, 2026, 6:29 PM UTC. Informational, not investment advice.
How this was made
AlphAI summarizes source reporting and applies a structured AI analysis for relevance, timing, sentiment and ticker impact. Always verify material claims with the original publisher.
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Nasdaq (NDAQ) Q3 2026 Earnings Call Transcript — source image
Source · finance.yahoo.com
Decision brief

The 30-second read

$NDAQBullishHigh
01

Why it matters

The earnings beat and strong ARR growth reinforce Nasdaq's positioning in AI‑enabled data and fintech solutions, likely supporting its stock price.

02

Market read

Nasdaq's earnings are a primary market mover for exchange and data‑service stocks.

03

What to watch

Potential headwinds from a softening IPO market and higher interest rates may temper future growth.

Relevance 9/10Novelty 9/10Timing: post‑market today

Background

The article is a transcript of Nasdaq's Q3 2026 earnings call, providing the first public disclosure of the quarter's financials.

Company-level read

Ticker impact

$NDAQBullishHigh confidence
Context

Nasdaq reported Q3 2026 results with $1.5B revenue, 14% YoY growth and 19% EPS increase.

Expected impact

likely upward pressure as the market prices in the robust revenue and EPS growth

Evidence & confidence

The disclosed numbers exceed typical expectations for a technology‑focused exchange operator and represent a material scale for a large‑cap stock.

Market effects

Sector

Highlights continued growth in market‑infrastructure and data services, supporting the broader fintech sector.

Regional

U.S. exchange operators may see increased investor interest following Nasdaq's strong performance.

Global

Nasdaq's AI‑driven data products could influence global market‑data providers.

Counterpoint

What could challenge this read

If revenue growth slows in later quarters, the current rally could be short‑lived.

Key entities

  • company
    Nasdaq, Inc.

    U.S. listed exchange operator reporting Q3 2026 results.

Read at source← All news

StoryNasdaq reports Q3 2026 earnings beat with 19% EPS jump and record ARR

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