Broadridge reported $4.88 billion in recurring revenue and set fiscal 2027 targets of 6%-8% recurring-revenue growth and 8%-12% adjusted EPS growth, which supports steady cash flow and planned growth; the story notes Broadridge is less flashy than AI accelerators, but that observation does not reduce those revenue and guidance facts.
Broadridge is called out for its large recurring revenue, embedded market role, and explicit fiscal 2027 growth targets. Those facts support a favorable read because they describe steady cash flow and clear growth plans. The piece notes Broadridge is less flashy than AI accelerators, but that does not change its recurring-revenue strength.
Veeva provides cloud software for life sciences and is expanding AI into those workflows, giving it recurring revenue and customer stickiness even if it draws less excitement than AI chips.
Verisk supplies data and analytics to the insurance industry, which embeds its services and makes customers harder to dislodge; the article highlights these steady, specialized revenues over flashy AI stories.
The article uses Nvidia as the prototypical AI winner but provides no new company-specific facts about Nvidia, so this commentary does not change how we read Nvidia today.
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