Broadridge Financial Solutions, Inc.
broadridge.com ↗In their words
“Our revenue retention rate was 98% for the quarter.”
“Our retention rate was 98% for the quarter. Our 97% full year retention rate included a 1-point impact from the E*TRADE deconversion.”
“Our recurring revenue retention rate was 97% for the quarter and for the full year. Adjusting for the E-Trade deconversion, retention rates remained at 98%.”
NPS disclosures (7)
Our annual client satisfaction survey uses a Net Promoter Score to provide client insight into our products and services. The Net Promoter Score is a metric that takes the form of a single survey question asking respondents to rate the likelihood that…
The fiscal year 2025 target midpoint was set at a 3% increase from actual performance in fiscal year 2024. In fiscal year 2025, we achieved 100% of target for this component of the Officer Bonus Plan.
The Compensation Committee sets threshold, target, and maximum Net Promoter Score goals for the Officer Bonus Plan at the beginning of the fiscal year.
…IMMENSE GROWTH OPPORTUNITY Data from Broadridge Annual Client Satisfaction Survey Process for years 2020-2023 Robust NPS program with an enterprise process to address and action feedback A breadth of client listening posts – Advisory Boards,…
In fiscal year 2023, we achieved a Net Promoter Score within the targeted range, resulting in achievement of 100% of target for this component of the Officer Bonus Plan.
Our annual client satisfaction survey uses a Net Promoter Score to provide client insight into our products and services. The Net Promoter Score is a metric that takes the form of a single survey question asking respondents to rate the likelihood that…
In fiscal year 2020, Broadridge introduced a significantly revised client satisfaction survey using a Net Promoter Score designed to provide deeper client insight into our products and services.
Retention disclosures (26)
Broadridge reported 98% client retention, supporting its recurring revenue model and providing high visibility on durable growth.
Net revenue retention: 98% (Q2 2026) — “Our revenue retention rate was 98% for the quarter.”
Net revenue retention: 97% (FY2025) — “Our retention rate was 98% for the quarter. Our 97% full year retention rate included a 1-point impact from the E*TRADE deconversion.”
Net revenue retention: 98% (Q3 2025) — “98% revenue retention rate and a $450 million revenue backlog”
Net revenue retention: 97% (FY2024) — “Our recurring revenue retention rate was 97% for the quarter and for the full year. Adjusting for the E-Trade deconversion, retention rates remained at 98%.”
Net revenue retention (recurring revenue): 99% (Q4 2023) — “Our recurring revenue retention rate was 99% in the quarter and 98% for the full year.”
Net revenue retention (recurring revenue): 98% (Q2 2022) — “Those sales and a consistently high 98% revenue retention rate are the direct result of the investments we have made.”
Net revenue retention (recurring revenue): 98% (Q4 2021) — “marking another year of 98% client revenue retention rates.”
Net revenue retention: 97% (Q2 2019) — “our 97% revenue retention rate, which has been a key driver in our success”
Retention rate: 97% (Q3 2018) — “high 97% client retention rate”
Retention rate: 97% (FY2018 expected) — “client revenue retention rate to tick down from 98% in fiscal 2017 to 97%”
Retention rate: 98% (Q2 2017) — “Broadridge's 98% retention rate can generate recurring revenues for decades”
Retention rate: 98% — “our 98% client retention rate that we can continue to deliver consistent revenue growth”
Retention rate: 98% (Q2 2016) — “our client revenue retention rate was again 98% in the quarter or 2 points of”
Retention rate: 98% (Q3 FY2014) — “a client retention rate of 98%, a testament to our reputation in the markets”
Gross revenue retention: 98% (Q1 FY2014) — “client revenue loss rate is at our expected 2% or by the way a 98% retention rate for the quarter”
Retention rate (Securities Processing): 96% (FY2014) — “Looking at this segment, a 96% retention rate for next year.”
Retention rate (Investor Communications): 99% (FY2013) — “margin expansion in the business, which is driven primarily from new recurring sales and a 99% client retention rate.”
Retention rate (overall): 97% (FY2013) — “Moving to client revenue retention rates of just over 97%.”
Gross revenue retention (SPS): 98% — “SPS has a client revenue retention rate of approximately 98%”
Gross revenue retention (Investor Communications): 99% (Q2 FY2013) — “7% recurring revenue growth, and that's all organic, coming from net new business and increased stock record positions with a 99% client retention rate”
Retention rate: 99% (FY2013 outlook) — “a 99% client retention rate”
Retention rate: 99% — “marketing leading services with 99% client retention rates”
Retention rate: 99% (FY2011) — “Expect client revenue retention rate around 99% in FY11”
Retention rate: 98% (FY2010) — “client revenue retention rate was 98%”
Retention rate: 90% — “it has a customer retention rate of over 90%”
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About these figures
Every figure here was publicly disclosed by the named company: press releases, annual reports, SEC filings, earnings calls and news coverage. Companies tend to publish their NPS when it is good, so these numbers run higher than a true industry average: read them as what leading companies in this vertical say publicly, not as an industry benchmark.
NPS runs from −100 to +100. Retention figures are reported as the company defines them (net revenue retention, gross revenue retention, customer retention rate, churn). Every entry links to its source in the full database.