Nasdaq: 3 Key Takeaways for Long-Term Investors

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Nasdaq's Cloud Shift Boosts Recurring Revenue Growth

Nasdaq's Q3 report highlights successful cloud migration and strong recurring revenue, offering long-term growth avenues.

Nasdaq’s recent quarterly figures show a deliberate and effective shift toward cloud-based solutions that now represent 85% of its fintech bookings. For South African investors, this signals how technology infrastructure companies can generate reliable, recurring revenue streams even in volatile markets. With anti-financial crime software gaining importance globally, companies like Nasdaq — which offer 24/7 trading platforms and fraud prevention tools — are becoming indispensable partners to enterprises. This translates into solid free cash flow, which Nasdaq reported at $616 million. South African investors could view this as a proxy for how global tech infrastructure trends might eventually influence counters like Naspers and Prosus, which have stakes in cloud and fintech. The main caution is that geopolitical risks or regulatory clampdowns could slow adoption of these technologies or impact capital market activity worldwide, influencing Nasdaq’s growth. Still, the momentum behind cloud migration and financial security is strong. this is just our opinion and not financial advice