What Broadridge Financial Solutions's latest 10-Q says: 12 signals
Broadridge Financial Solutions filed its latest 10-Q with the SEC on Apr 30, 2026. It discusses capex increase, cloud investment and legacy modernization.
Public (BR)Financial Services10,000+ employeesbroadridge.comLinkedIn
- Filed
- Apr 30, 2026
- Filings
- 2
- Signals
- 23
10-Q · latest 10
What Broadridge Financial Solutions's 10-Q filings say
- SEC EDGAR
10-Q
Filed · 12 signals
Broadridge's $41.5M+ AWS cloud agreement via Presidio expires in December 2026, triggering a review.
The company's agreement for public cloud infrastructure services from Amazon Web Services, resold by Presidio, is approaching its expiration date.
$41.5M
Fixed minimum commitments remaining under the AWS Cloud Agreement
cloudpublic cloudAmazon Web ServicesAWS
Broadridge extends IT infrastructure deal with Kyndryl to 2031, committing over $576M.
Broadridge amended and extended multiple strategic agreements with Kyndryl for mainframe, private cloud, and other managed services, with total fixed commitments exceeding $576.5M.
$576.5M
Total fixed minimum commitments across multiple Kyndryl agreements ($400.4M + $113.1M + $63.0M)
mainframemidrangenetworkdata center
Broadridge extends Kyndryl IT services contract to 2031 with a $400.4M commitment
Broadridge recently amended and extended its IT Services Agreement with Kyndryl for mainframe, data center, and disaster recovery services through 2031.
$400.4M
Fixed minimum commitments under the ITSA through December 31, 2031
mainframedata centerKyndryl, Inc.IBM
Broadridge commits $63M to Kyndryl for private cloud services through March 2030
Broadridge is spending $63 million on a managed private cloud operated by Kyndryl, indicating a hybrid cloud strategy.
$63M
Fixed minimum commitments remaining under the Private Cloud Agreement through March 31, 2030
private cloudcloudKyndryl
Broadridge has a $113.1M infrastructure services agreement with Kyndryl Canada expiring in 2029
A subsidiary has a $113.1 million commitment with Kyndryl Canada for managed infrastructure services for its SIS Business, running until late 2029.
$113.1M
Fixed minimum commitments remaining under the SIS Services Agreement through October 31, 2029
Kyndryl Canada
The company is actively using large-scale derivative contracts (EUR 880M notional) to hedge its net investment in Euro-based subsidiaries, aiming to protect earnings from currency fluctuations.
$880M
Notional amount of EUR cross-currency swap derivative contracts
cross-currency swapderivatives
Broadridge identifies significant cybersecurity risks for its digital and crypto asset holdings
The company explicitly states its digital assets, like Canton Coins, are subject to high risk of cyberattacks, fraud, and theft of electronic wallet keys.
digital assetscrypto assets
Broadridge spent $77.3M on capital expenditures and software purchases in the last nine months
$77.3M
Capital expenditures and Software purchases for the nine months ended March 31, 2026
software
- SEC EDGAR
10-Q
Filed · 11 signals
Broadridge details massive IT infrastructure dependency on Kyndryl with over $223M in commitments
Broadridge has three separate, long-term agreements with Kyndryl for core IT services, private cloud, and managed infrastructure, totaling over $223.5M in fixed minimum commitments.
$223.5M
Total fixed minimum commitments across three agreements with Kyndryl for IT services, managed infrastructure, and private cloud.
mainframemidrangenetworkdata center
Company commits $57.1M to AWS for public cloud infrastructure, agreement expires in 2026
Broadridge has a fixed minimum commitment of $57.1 million for public cloud services from Amazon Web Services (AWS) via reseller Presidio, expiring on December 31, 2026.
$57.1M
Fixed minimum commitments remaining under the AWS Cloud Agreement.
cloudpublic cloudcloud infrastructureAmazon Web Services, Inc.
Showing 10 of 23 filing signals. The Signal API returns all of them.
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Broadridge Financial Solutions earnings headlines
From earnings call transcripts (Signal API type earnings-transcripts).
| Call date | What the company said |
|---|---|
| Actively investing in tokenization, digital assets, AI, and platform modernization.The CEO explicitly identified tokenization, digital assets, AI, and platforms as four key areas of investment. This signals significant budget allocation for advanced technology solutions and creates opportunities for vendors in these domains. | |
| Raised recurring revenue guidance, signaling strong business momentum and growth.Management raised its fiscal 2026 recurring revenue growth outlook to the higher end of its 5% to 7% range, indicating strong performance and confidence. This growth often necessitates increased spending on technology and infrastructure to support scale. | |
| Investing heavily in tokenization as a 10-year 'megatrend'Broadridge views tokenization as a foundational, long-term trend and is strategically investing to lead in this space across fixed income, repos, and equities. This includes enabling their core engines for digital assets by early next year, signaling a significant, multi-year technology overhaul and budget commitment. | |
| Pursuing growth through tuck-in acquisitions, creating integration needsBroadridge is actively acquiring smaller companies to accelerate product development, spending $56 million on two deals (Signal and iJoin) in Q1. This M&A strategy creates potential pain points and vendor opportunities around system integration, data migration, and platform consolidation. | |
| Launching new data-driven voting solutions to compete with proxy advisers.Broadridge is launching a new solution for asset managers to create independent, data-driven voting policies, positioning it as a technology alternative to traditional proxy advisers like ISS and Glass Lewis. This initiative creates needs for data analytics, platform development, and client-facing tools. | |
| Partnering to create a digital asset treasury for Canton NetworkBroadridge is contributing a significant portion of its Canton Coin holdings to form a publicly traded digital asset treasury (DAT) in partnership with an investor group led by DRW. This strategic move deepens its involvement in the digital asset ecosystem and creates a new entity with a mandate to invest in the Canton Network. |
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Source. Quarterly reports (Form 10-Q) filed with the SEC. Every card links to the filing on EDGAR.
Method. Insights are extracted from the filing text and grouped by category. Numbers are quoted from the filing.
Data as of .