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Dec 31, 2022

Nasdaq Q4 2022 Earnings Report

Nasdaq's Q4 2022 results were released, showing a slight revenue increase and consistent non-GAAP EPS.

Key Takeaways

Nasdaq reported a 2% increase in net revenues for Q4 2022 compared to Q4 2021, with solutions businesses revenues increasing by 3% and trading services net revenues increasing by 1%. GAAP diluted EPS decreased by 6%, while non-GAAP diluted EPS remained unchanged.

Net revenues increased by 2% compared to Q4 2021.

Solutions businesses revenues grew by 3%, driven by organic growth.

Trading Services net revenues increased by 1%, also driven by organic growth.

Non-GAAP diluted EPS was unchanged compared to the prior year.

Total Revenue
$906M
Previous year: $885M
+2.4%
EPS
$0.64
Previous year: $0.64
+0.0%
IPOs Nasdaq Stock Market
18
Previous year: 195
-90.8%
IPOs Nasdaq Nordic Baltic
5
Previous year: 63
-92.1%
New Listings Nasdaq Stock Market
74
Previous year: 266
-72.2%
Gross Profit
$654M
Previous year: $648M
+0.9%
Cash and Equivalents
$502M
Previous year: $393M
+27.7%
Free Cash Flow
$460M
Previous year: $334M
+37.7%
Total Assets
$20.9B
Previous year: $20.1B
+3.7%

Nasdaq

Nasdaq

Nasdaq Revenue by Segment

Forward Guidance

Nasdaq initiated its 2023 non-GAAP operating expense guidance to a range of $1,770 to $1,850 million and expects its 2023 non-GAAP tax rate to be in the range of 24% to 26%.

Positive Outlook

  • New corporate structure implemented to amplify strategy.
  • Nasdaq's annualized SaaS revenues increased 13% year over year.
  • Nasdaq maintained listings leadership in the U.S. and Nordics during 2022.
  • Nasdaq led all exchanges in total multiply-listed options traded.
  • Nasdaq cloud progress continued with completing a migration of one of our options exchanges and further customer adoption.

Challenges Ahead

  • Uncertain macroeconomic backdrop.
  • Continued investment in people and businesses leading to increased expenses.
  • Lower marketing and advertising expense due to lower capital markets activity.
  • Impact of changes in FX rates.
  • Unpredictability in the movement in foreign currency rates.