Latest Thesis
ICE: Exchange and mortgage data scale has to prove durable cash conversion
Intercontinental Exchange reported FY2025 revenue of $12.6 billion and Q1 2026 revenue of $3.7 billion. The thesis depends on exchange volumes, data subscriptions, mortgage technology recovery, leverage and cash conversion.
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ICE: Exchange and mortgage data scale has to prove durable cash conversionIntercontinental Exchange reported FY2025 revenue of $12.6 billion and Q1 2026 revenue of $3.7 billion. The thesis depends on exchange volumes, data subscriptions, mortgage technology recovery, leverage and cash conversion.NYSEJul 22, 20265 minReadSlides