Virtu Financial, Inc. Q2 FY2022 Earnings Call
· Earnings call transcript and AI-powered summary
- Adjusted EPS: $0.73 for Q2 2022, down from $1.27 in Q1 2022, but consistent with internal expectations.
- Adjusted Net Trading Income (ANTI): $357 million, or $5.8 million/day — flat compared to last year (+6% YoY), but down 29% sequentially from Q1 2022.
- Market Making Segment: $254 million ANTI, 11% higher YoY; down 34% sequentially.
- Execution Services Segment: $104 million ANTI, down 4% YoY.
- Adjusted EBITDA: $209 million (58.6% margin), down 5% YoY and 39% QoQ. YTD margin remains strong at 64.1%.
- Options Market Making: Continued strong performance with triple-digit growth YTD despite flat market volumes. Expansion in symbol coverage and interaction with options routers underway.
- Crypto Initiative: Record ANTI from crypto Market Making in Q2. Virtu is co-developing a crypto ecosystem in partnership with Citadel Securities, Fidelity, Charles Schwab, Sequoia, and Paradigm.
- ETF Block Trading: ANTI up nearly 20% YTD compared to all of 2021, driven by broader coverage and new client onboarding.
- Capital Return:
- $800 million in total share repurchases to date (27.4 million shares).
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