High data prices and complex licensing driving client frustration and reduced participation
Definition
The SEC notes that between 2010 and 2018, some data fees for the same information increased by 967% to 2,916%, while industry comment letters complain about the burden of these costs on market participants.[2] European research similarly reports that rising and opaque market data prices "burden market participants" and rely on complex user‑type and usage‑based fee structures that make innovators "take on indeterminate financial risk," discouraging use.[3]
Key Findings
- Financial Impact: Lost or downgraded subscriptions by price‑sensitive firms; reduced adoption of advanced data products; and potential migration of order flow to venues perceived as fairer—collectively a recurring revenue hit that is material though not precisely quantified in public sources.[2][3]
- Frequency: Daily (influences ongoing client purchasing and usage decisions)
- Root Cause: Steep, non‑transparent price increases over time; monopolistic control over essential data; and licensing terms that are difficult to predict and budget for as usage scales.[2][3][5]
Why This Matters
This pain point represents a significant opportunity for B2B solutions targeting Securities and Commodity Exchanges.
Affected Stakeholders
Buy‑side and sell‑side trading desks, Retail brokers and neobrokers, Fintech product managers building on exchange data, Exchange sales and account management teams
Deep Analysis (Premium)
Financial Impact
For data vendors, repeated pushback and non-renewals from broker-dealers and market makers over high and opaque data costs lead to downgraded packages and lost advanced data/analytics sales, conservatively bleeding mid- to high six figures to low seven figures in annual recurring revenue per year across the client base ($500k–$5M/yr), plus additional soft loss from order flow and trading activity migrating to venues perceived as offering more transparent or fair data terms.
Current Workarounds
Market surveillance stakeholders, commercial teams, and data licensing specialists manually re-scope data packages, simulate usage, and model alternative licensing combinations in spreadsheets and ad-hoc tools, while using email/IM back-and-forth with clients to negotiate who really needs which feeds, levels, and user entitlements to keep the invoice below an acceptable threshold.
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Methodology & Sources
Data collected via OSINT from regulatory filings, industry audits, and verified case studies.
Evidence Sources:
- https://www.sec.gov/newsroom/speeches-statements/crenshaw-statement-market-data-infrastructure-120920
- https://www.afme.eu/news-insights/press-releases/european-stock-exchanges-over-reliance-on-equity-market-data-revenues-stifling-growth-and-innovation/
- https://news.law.fordham.edu/jcfl/2021/03/05/the-stock-exchanges-vs-sec-how-the-new-market-data-infrastructure-regulations-will-help-the-common-investor/
Related Business Risks
Under‑licensed and under‑reported market data usage causing recurring revenue leakage
Overspending on proprietary feeds and connectivity far above cost to provide
Complex fee and licensing structures driving billing disputes and rework
Delayed collections from disputed and manually reconciled market data invoices
Innovation and trading capacity constrained by high and rigid data licensing costs
Regulatory challenges and rule changes tied to conflicts of interest in market data sales
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