Attached files
| file | filename |
|---|---|
| EX-99.2 - EXHIBIT 99.2 - BROADRIDGE FINANCIAL SOLUTIONS, INC. | ex992presentation8k1q201.htm |
| EX-99.1 - EXHIBIT 99.1 - BROADRIDGE FINANCIAL SOLUTIONS, INC. | ex991earningsrelease1q2018.htm |
| 8-K - 8-K - BROADRIDGE FINANCIAL SOLUTIONS, INC. | form8-kre1q2018earnings.htm |
BROADRIDGE FINANCIAL SOLUTIONS
SUPPLEMENTAL REPORTING DETAIL
FIRST QUARTER FISCAL YEAR 2018
ADDITIONAL PRODUCT LINE REPORTING
Quarter Ended September 30, $ %
$ in millions 2018 2017 Change Change
Investor Communication Solutions ("ICS")
Equity proxy $30.0 $30.8 ($0.9) -3%
Mutual fund interims 49.2 44.2 5.0 11%
Customer communications & fulfillment 181.5 183.7 (2.2) -1%
Other ICS 79.2 70.4 8.9 13%
Total ICS recurring fee revenues $339.9 $329.1 $10.8 3%
Equity & other 30.8 17.6 13.2 75%
Mutual fund interims 28.5 19.8 8.7 44%
Total event driven revenues $59.3 $37.5 $21.8 58%
Distribution 334.2 356.7 (22.5) -6%
Total ICS revenues $733.5 $723.3 $10.1 1%
Global Technology & Operations ("GTO")
Equities & other 171.9 154.8 17.1 11%
Fixed income 35.9 33.0 2.9 9%
Total GTO recurring fee revenues $207.9 $187.8 $20.0 11%
Foreign currency exchange (16.5) (15.9) (0.7) 4%
Total revenues $924.8 $895.3 $29.5 3%
Revenues by Type
Recurring fee revenues $547.8 $516.9 30.9 6%
Event driven revenues 59.3 37.5 21.8 58%
Distribution revenues 334.2 356.7 (22.5) -6%
Foreign currency exchange (16.5) (15.9) (0.7) 4%
Total revenues $924.8 $895.3 $29.5 3%
Amounts may not sum due to rounding
EXHIBIT 99.3
BROADRIDGE FINANCIAL SOLUTIONS
SUPPLEMENTAL REPORTING DETAIL
FIRST QUARTER FISCAL YEAR 2018
RECURRING FEE REVENUE GROWTH DRIVERS
Quarter Ended September 30,
ICS GTO Broadridge
Internal growth 1% 2% 1%
Net new business 2% 6% 3%
Organic recurring fee revenue growth 3% 8% 5%
Acquisitions 0% 3% 1%
Total recurring fee revenue growth 3% 11% 6%
Amounts may not sum due to rounding
BROADRIDGE FINANCIAL SOLUTIONS
SUPPLEMENTAL REPORTING DETAIL
FIRST QUARTER FISCAL YEAR 2018
SELECT OPERATING STATISTICS
Quarter Ended September 30, % Three Months Ended September 30, $ %
$ in millions 2018 2017 Change 2018 2017 Change Change
Closed Sales $22.9 $21.7 6% $22.9 $21.7 $1.2 6%
Record Growth1
Equities proxy 3% 1% 0% 1%
Mutual fund interims 9% 1% 0% 1%
Internal Trade Growth2
Equity 6% -3% 4% 2%
Fixed income 0% -2% 1% 0%
1
2
who were on Broadridge's trading platforms in both the current and prior year period
periods.
Stock record growth and interim record growth measure the annual change in total positions for equity proxies and mutual fund
interims, respectively, for equities and mutual funds’ position data reported to Broadridge in both the current and prior year
Internal trade growth represents the growth in trade volumes for clients whose contracts are linked to trade volumes and