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Cboe Q4 Profit Jumps on Options Boom as It Refocuses for Growth

The operator is assessing an options-based, all-or-none payout design to tap prediction-market demand.

Overview

  • Cboe reported fourth-quarter net income of $312 million, or $2.97 per share, up from $196 million, or $1.86, with total net revenue at $671.1 million and a 2026 organic revenue growth target in the mid single digits.
  • Net revenue from the options unit rose 34% to $433 million as average daily options volume increased 24% during a period of heightened market volatility.
  • Adjusted earnings of $3.06 per share beat estimates near $2.85, while index options volume rose 35% and multi-listed options increased 20%.
  • The company exited businesses in Australia and Canada after winding down its Japanese equities operation last year to concentrate on core, faster-growing offerings.
  • Reuters reported Cboe is in early-stage exploration of an options-structured product with all-or-none payouts intended to compete with fast-growing prediction-market platforms.