Loading
Sentiment · FY2026 Q2
What companies say about each other on earnings calls — extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“We have sold more than 8 million paid seats of Gemini Enterprise our enterprise AI platform, to more than 2,800 companies including BNY and Virgin Voyages.”
BNY is named as an adopter of Gemini Enterprise, indicating enterprise AI deployment at the bank.
“such as our recent announcements with BNY and Citi to accept tokenized collateral”
ICE announced arrangements with BNY and Citi to accept tokenized collateral as part of its settlement/tokenization initiatives. Read-through is BNY participating in tokenized-collateral infrastructure.
“We've secured new business and extended contracts with leading brands such as American Express, Bayer, BBVA, BNY, Clarins, Mercedes and NatWest.”
BNY was named among the brands Omnicom won or extended marketing contracts with, indicating BNY's ongoing agency engagement.
“or Bitcoin custody for ETF providers—we announced one recently with Morgan Stanley.”
BNY announced a Bitcoin custody arrangement for ETF providers with Morgan Stanley, a digital-asset partnership.
“as does the early access preview capability that OpenAI announced a couple of days ago—again joining the team”
BNY is adopting an early-access OpenAI capability as part of its cyber-defense toolkit.
“in collaboration with NVIDIA, The Bank of New York Mellon Corporation became the first global bank to deploy a DGX SuperPOD”
BNY deployed an NVIDIA DGX SuperPOD as the first global bank to do so, underscoring NVIDIA's penetration into financial-services AI infrastructure.
“The Bank of New York Mellon Corporation will manage the national infrastructure for the program and collaborate with Robinhood, which will provide brokerage and initial trustee services.”
Robinhood will provide brokerage and initial trustee services for the US government's Trump accounts program, partnering with BNY.
“PayPal has selected The Bank of New York Mellon Corporation to provide institutional-grade digital asset custody, supporting their digital payments wallets, financial services for millions of users globally.”
PayPal selected BNY for institutional-grade digital asset custody to support its payments wallets, signaling PayPal's expansion in digital assets.
“AGI has selected The Bank of New York Mellon Corporation to support optimizing their investment operating model, leveraging the breadth of our global capabilities.”
Allianz Global Investors selected BNY to optimize its investment operating model, a competitive win for BNY's asset servicing.
“building on existing collaborations with OpenAI and others”
BNY references ongoing AI collaborations with OpenAI alongside Google, a partnership read-through for OpenAI.
“We've got our own NVIDIA hardware and tech, but we've also got the collaborations with Google that I mentioned in my prepared remarks and OpenAI and others.”
BNY cites owning NVIDIA hardware to power its AI compute, a supplier read-through for NVIDIA.
“We recently announced a collaboration with Google Cloud to integrate Gemini Enterprise capabilities into our Eliza platform, enhancing our ability to support deep research, analysis and data-intensive workflows across the company, building on existing collaborations with OpenAI and others.”
BNY is integrating Google Cloud's Gemini Enterprise into its Eliza AI platform, a partnership read-through for Google Cloud.
“WisdomTree selected BNY as their banking as a service provider for the WisdomTree Prime platform.”
BNY names WisdomTree as a new banking-as-a-service client for its WisdomTree Prime platform, a positive read-through for WisdomTree's digital retail push.
“I think we demonstrated last year with the Archer acquisition that we've got the ability to make M&A work for us in a sensible way.”
Management cites last year's acquisition of Archer as evidence its disciplined, capability-focused approach to M&A is working, framing it as the preferred bolt-on model for future deals.
“And last week, Ripple announced that we will act as primary custodian of Ripple's US stablecoin reserves.”
Ripple named BNY as primary custodian of its US stablecoin reserves, another win reinforcing BNY's positioning as a leading custodian in the growing stablecoin market.
| Analyst | Firm | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Ebrahim Poonawala | Bank of America | 14 (7%) |
| Mike Mayo | Wells Fargo | 14 (21%) |
| Alex Blostein | Goldman Sachs | 13 (0%) |
| Dave Smith | Truist Securities | 12 (8%) |
| Ken Usdin | Autonomous Research | 11 (0%) |
| Gerard Cassidy | RBC Capital Markets | 10 (0%) |
| Brennan Hawken | BMO Capital Markets | 9 (22%) |
| Glenn Schorr | Evercore ISI | 7 (14%) |
| Betsy Graseck | Morgan Stanley | 7 (0%) |
| Steve Chubak | Wolfe Research | 6 (0%) |
| Firm | Analysts | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Bank of America | 1 | 14 (7%) |
| Wells Fargo | 1 | 14 (21%) |
| Goldman Sachs | 1 | 13 (0%) |
| Truist Securities | 1 |
| 12 (8%) |
| RBC Capital Markets | 2 | 12 (0%) |
| Autonomous Research | 1 | 11 (0%) |
| BMO Capital Markets | 1 | 9 (22%) |
| Morgan Stanley | 2 | 8 (0%) |
BNY Mellon delivered record Q1 FY2026 revenue of $5.4 billion with 13% year-over-year growth and 833 basis points of positive operating leverage. Full-year revenue guidance was raised to 6% and NII to 10%, a significant upgrade earning a +2 adjustment. AI leadership expanded with 218 solutions and digital employees, major client wins included AGI, PayPal, and U.S. Treasury, and the platform transformation continued delivering. Investment and wealth management margins remained well below target.
Revenue Growth | Competitive Dynamics | Margin | Demand | Innovation & R&D | Macroeconomic | Cloud & AI | Capital Allocation | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 7 | 3 | 4 | 3 | 4 | 5 | 1 | |
| 2025Q1 | 6 | 3 | 2 | 4 | 2 | 6 | 2 | |
| 2025Q2 | 2 | 4 | 5 | 2 | 1 | 2 | ||
| 2025Q3 | 4 | 6 | 4 | 4 | 6 | 1 | 3 | |
| 2025Q4 | 8 | 4 | 7 | 5 | 1 | 2 | 2 | |
| 2026Q1 | 7 | 7 | 3 | 5 | 4 | 2 | 6 | 2 |
| 2026Q2 | 8 | 3 | 3 | 1 | 1 | 3 | 3 | 1 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | '26Q2 | |
|---|---|---|---|---|---|---|---|
| Revenue Growth | 7 | 6 | 2 | 4 | 8 | 7 | 8 |
| Competitive Dynamics | 3 | 3 | 4 | 6 | 4 | 7 | 3 |
| Margin | 4 | 2 | 5 | 4 | 7 | 3 | 3 |
| Demand | 3 | 4 | 4 | 5 | 5 | 1 | |
| Innovation & R&D | 4 | 2 | 2 | 6 | 1 | 4 | 1 |
| Macroeconomic | 5 | 6 | 1 | 2 | 3 | ||
| Cloud & AI | 1 | 1 | 2 | 6 | 3 | ||
| Capital Allocation | 2 | 2 | 3 | 2 | 2 | 1 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
BNY BNY Mellon | 9 | +13.0% | |
| AMP Ameriprise Financial | 8 | +9.0% | |
| ARES Ares Management Corporation | 9 | +40.8% | |
| BEN Franklin Resources | 8 | +8.7% | |
| BLK BlackRock | 9 | +30.6% | |
| BX Blackstone Inc. | 8 | +39.3% | |
| IVZ Invesco | 8 | +14.1% | |
| KKR KKR | 7 | +31.0% | |
| NTRS Northern Trust | 9 | +7.8% | |
| STT State Street Corporation | 10 | +16.7% | |
| TROW T. Rowe Price | 6 | +5.3% |