For my initial coverage of Tradeweb Markets, I called it a strong buy, as it presented a bullish case across 6 categories I considered. A volatile macro environment, global growth, and demand for market data should drive top-line upside while strong margins fuel the bottom line. The firm has been a proven dividend grower, and its expected operating cashflow growth and no long-term debt should be favorable to direct cash to dividend growth.
Tradeweb Markets Inc. (NASDAQ:TW ) Q1 2025 Earnings Conference Call April 30, 2025 9:30 AM ET Company Participants Sameer Murukutla - Managing Director, Investor Relations Billy Hult - Chief Executive Officer Sara Furber - Chief Financial Officer Conference Call Participants Chris Allen - Citi Dan Fannon - Jefferies Alex Blostein - Goldman Sachs Benjamin Budish - Barclays Jeff Schmidt - William Blair Ken Worthington - JPMorgan Michael Cyprys - Morgan Stanley Richard Fellinger - Autonomous Research Operator Good morning and welcome to Tradeweb's First Quarter 2025 Earnings Conference Call. As a reminder, today's call is being recorded and will be available for playback.
The headline numbers for Tradeweb (TW) give insight into how the company performed in the quarter ended March 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Tradeweb Markets (TW) came out with quarterly earnings of $0.86 per share, beating the Zacks Consensus Estimate of $0.85 per share. This compares to earnings of $0.71 per share a year ago.
Looking beyond Wall Street's top -and-bottom-line estimate forecasts for Tradeweb (TW), delve into some of its key metrics to gain a deeper insight into the company's potential performance for the quarter ended March 2025.
Tradeweb (TW) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Trading activity on the Tradeweb European ETF marketplace amounted to an all-time record of EUR 82 billion in March. Equities remained the most actively-traded ETF asset class, comprising 69% of overall platform flow, with "buys" mirroring "sells". In contrast, fixed income and commodity products saw net selling by two and eight percentage points, respectively. Total consolidated U.S. ETF notional value traded in March reached USD 89 billion.
Tradeweb Markets Inc's TW industry leading organic growth is likely to continue, despite tough comps, according to Goldman Sachs.
Record revenue growth sends shares of Tradeweb Markets, Inc. (TW) higher.
Trading activity on the Tradeweb European ETF marketplace amounted to EUR 70.3 billion in February, the platform's third best-performing month on record. In February, European equity- and fixed income-based products continued last month's overall net buying. Total consolidated U.S. ETF notional value traded in February reached USD 68.5 billion.
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Trading activity on the Tradeweb European ETF marketplace amounted to EUR 67.1 billion in January, the platform's third best-performing month on record. All ETF asset classes saw net buying in January and particularly Commodities, where ‘buys' exceeded ‘sells' by 30 percentage points. Total consolidated U.S. ETF notional value traded in January reached USD 59.9 billion.