ND

Nasdaq, Inc. stock research

Jun 30, 2024

FY2024 Q2

Nasdaq (NDAQ) Gross Margin — Quarter Ended Jun 30, 2024

Revenue and gross profit both increased compared to the prior quarter and the same quarter last year. Gross margin weakened slightly from the prior quarter but was stable compared to the same quarter last year.

Gross margin takeaway

Quarter ended Jun 30, 2024 · FY2024 Q2

Revenue and gross profit both increased compared to the prior quarter and the same quarter last year. Gross margin weakened slightly from the prior quarter but was stable compared to the same quarter last year.

  • Gross profit grew faster than cost of revenue when compared to the same quarter last year, supporting margin stability. The slight sequential weakening in gross margin was driven by cost of revenue increasing at a faster rate than revenue.
  • Compared to the prior quarter, revenue and gross profit were higher, but gross margin was lower. Compared to the same quarter last year, revenue, gross profit, and gross margin were all higher or stable.

Gross margin snapshot

The selected quarter's reported revenue, gross profit, direct costs, and margin comparisons.

Gross margin

64.7%

Gross profit

$1.2B

Revenue

$1.8B

Cost of revenue

$633.0M

Quarter-over-quarter change

-2.1 pts

Year-over-year change

+0.1 pts

Quarterly gross margin trend

A four-quarter view of the revenue and direct-cost bridge behind gross margin.

PeriodRevenueGross profitCost of revenueGross margin
Sep 30, 2023$1.5B$940.0M$511.0M64.8%
Dec 31, 2023$1.6B$1.1B$530.0M67.8%
Mar 31, 2024$1.7B$1.1B$557.0M66.7%
Jun 30, 2024$1.8B$1.2B$633.0M64.7%

Quarterly comparisons

Compare the selected margin with the preceding quarter and the same fiscal quarter one year earlier.

Previous-quarter change

Mar 31, 2024

-2.1 pts

Year-over-year change

Jun 30, 2023

+0.1 pts

What the margin says

Filing-constrained interpretation of margin direction, comparisons, and what to monitor next.

Gross profit grew faster than cost of revenue when compared to the same quarter last year, supporting margin stability. The slight sequential weakening in gross margin was driven by cost of revenue increasing at a faster rate than revenue.

Compared to the prior quarter, revenue and gross profit were higher, but gross margin was lower. Compared to the same quarter last year, revenue, gross profit, and gross margin were all higher or stable.

Monitor the relationship between cost of revenue growth and revenue growth in upcoming quarters.