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- **Revenue Growth Acceleration**: Q1 recurring revenue up 8% YoY, with EPS +51% driven by event-driven revenue and digital assets.
- **Digital Asset Momentum**: $4 million in digital asset revenue and $46 million unrealized gain highlight Broadridge's leadership in tokenization.
- **Strategic Acquisitions**: Signal and iJoin acquisitions add 1% to recurring growth, supporting high-end of 5%-7% guidance.
- **Position Growth Drivers**: Managed accounts (+7%), tokenized equities, and fund engagement innovations fuel long-term equity position growth.
- **Capital Allocation Focus**: $150M share buyback and strategic M&A balance growth with shareholder returns.

### Core Details - Detail Page

**CEO Summary Section**
- **Strong Q1 Results**: Recurring revenue grew 8% YoY (constant currency), with adjusted EPS up 51% to $1.51. Event-driven revenue reached $114 million, driven by a major mutual fund proxy event.
- **Recurring Revenue Guidance**: Raised to the high end of the 5%-7% range, citing contributions from iJoin and Signal acquisitions, offsetting lower interest rates.
- **Digital Assets & Tokenization**: Recognized $4 million in digital asset revenue from Canton Network Super Validator role, with $46 million unrealized gain on Canton Coin holdings. Tokenized equities and repo solutions are key growth areas.
- **Pipeline Strength**: Closed sales of $33 million, with a strong pipeline supporting $290-$330 million in annual sales guidance.

**CFO Financial Commentary**
- **Financial Highlights**: GAAP net income of $420 million, non-GAAP EPS of $1.51. Adjusted operating margin expanded 280bps to 15.8%.
- **Event-Driven Revenue**: Q1 event-driven revenue was 2nd highest on record, expected to normalize to $50-$60 million/Q in 2026.
- **Digital Asset Impact**: Digital asset revenue contributes ~1% to Capital Markets growth, with volatility in Canton Coin valuations affecting GAAP EPS.
- **Capital Allocation**: $150 million share buyback and $56 million in tuck-in acquisitions (Signal, iJoin) to strengthen governance and wealth solutions.

**Q&A Key Highlights**
- **Recurring Revenue Confidence**: CEO emphasizes innovation in governance (AI-driven voting solutions), Capital Markets (tokenized repo), and wealth (SIS integration) as growth drivers.
- **Digital Asset Volatility**: CFO notes GAAP EPS volatility from Canton Coin mark-to-market gains/losses, but reaffirms focus on recurring revenue growth.
- **Position Growth Trends**: Equity positions +12% (managed accounts, direct indexing), fund positions +2% (timing-driven, mid-single-digit growth expected for 2026).
- **Tokenization Strategy**: Broadridge positioning as a leader in tokenized equities, repos, and wealth management solutions, with Canton Network as a potential institutional rails.
- **Sales Cycle Resilience**: No impact from government shutdown; pipeline remains strong, with strategic conversations on digital assets, shareholder engagement, and platform modernization.

Broadridge Financial Solutions, Inc. (BR) Q1 2026 Earnings Call Transcript

Revenue

Sales and Services Revenue

Financing Services Revenue

Other Revenue

Cost of Revenue

Cost of Goods and Services

Cost of Financing Services

Other Cost

Gross Profit

Other Operating Income

Operating Expenses

Selling, General and Administrative Expenses

Selling and Marketing Expenses

General and Administrative Expenses

Research and Development Expenses

Loss on Bad Debts

Loss on Impairment of Other Assets

Loss on Disposal of Assets

Other Operating Expenses

Operating Income

Non-Operating Income (Loss)

Income (Loss) from Affiliates

Income (Loss) from Associates

Income (Loss) from Joint ventures

Gain (Loss) on Other Investment

Gain (Loss) on Change in Fair Value

Gain (Loss) on Foreign Currency Exchange

Other Non-Operating Income (Loss)

Net Interest Expense

Interest Expense

Interest Income

Pretax Income From Continuing Operations

Income Tax Expense

Current Income Tax

Deferred Income Tax

Income Tax Adjustments

Net Income from Continuing Operations

Income from Discontinued Operations

Other Items Before Net Income

Net Income

Net Income Attributable to Minority Interests

Net Income Attributable to Owners of the Company

Preferred Stock Dividends

Other Adjustments

Net Income Attributable to Common Stockholders

Other Comprehensive Income

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Total Comprehensive Income Attributable to Minority Interests

Total Comprehensive Income Attributable to Owners of the Company

Basic EPS

Basic EPS from Continuing Operations

Basic EPS from Discontinued Operations

Diluted EPS

Diluted EPS from Continuing Operations

Diluted EPS from Discontinued Operations

BR

BR fundamentals

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