BR · Earnings call · 2026Q2T · Full report

Market Demand Trends

BROADRIDGE FINANCIAL SOLUTIONS, INC. · 2026-08-04 · Importance 55 · Surprise 56

Broadridge reported strong demand across governance, capital markets and wealth, with fiscal 2026 closed sales reaching a record $305 million and fourth-quarter closed sales reaching $158 million. Management said the year-end sales pipeline was up more than one-third year over year, with healthy renewals and strong deal origination indicating that prior delays reflected timing rather than weaker demand. Platform-enabled AI and next-generation products, including shareholder engagement, DLR and digital communications, represented nearly 40% of closed sales, while half of the pipeline was platform-enabled. The company expects continued demand from new sales onboarding its $470 million recurring-revenue backlog.