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it sounds like the acquisitions for -- will be upwards of $5 billion. I think that was from $3 billion last quarter. Is that right?
is there any way to think about how that is relative to kind of the existing pool and how that scales over time?
Should we use that in terms of a leading indicator or goalposts of what the revenue and bookings should scale?
the 17.3% margin, I mean, went back, I think that's the highest Q1 you've ever had. Is that a function of the efficiencies?
Can you just remind us of what that sensitivity is in terms of what the impact is Q1 to Q2
the balances are pretty meaningfully different in terms of the principal rate. Just remind us why -- because both went up about $10 million
can we talk maybe just reconcile the improving retention with the lower pays per control? Is that a function of the client mix
you increased – it was a similar amount for kind of client funds and then the extended strategy as well
Any puts and takes on what drives that reacceleration? I think it was specifically around ES or maybe the business overall
any thoughts on what quarter seasonally would have the most outsized retention
how much revenue it can contribute versus, I guess, what the multiplier effect could potentially be
Great. I guess obviously, the big focus on mortgage, but I wonder if you had any thoughts as to how the VantageScore cou
That's helpful. And then just from a pricing perspective, I know you adjusted the VantageScore pricing for mortgage, any
Great. And congratulations on the execution. It's obviously a lot of moving parts out there.
Very helpful. Thank you.
I wonder if you could give us a sense of -- I don't know if you said this or not, John, but for '26, the revenue, could
That's very helpful. And then, Mark or John, I don't know, this may be a tough question, but any thoughts on what you de
Great. Can you give us a sense, has the mortgage pricing been fully seasoned so far?
Great. Thank you.
Got it. Terrific outcome. And then just if I can real quick, is there any way to think about how much some of the pricin
Thanks so much. Just given the uncertainty, it's really terrific to see the results, but what gave you confidence to ini
do you feel like that's pretty much contained at this point? Or is there anything else you're kind of focused on
would you expect the big 5 to go live simultaneously or one sequential?
there was some incremental headcount investment in FICO and then increased marketing. Maybe help us understand, was that related to the reseller adoption?
are the resellers on pace for the 1/1 adoption? And if you're helping them with the implementation
The amount of the raise on the guidance relative to the beat looks like you beat by more than you raised
are there any goalposts in terms of timing or just events that you could kind of point us to where there may just be some clarification
with the partner channel on the implementation work, is that explaining some of the recent trends in the professional services
Would you expect some of the lower kind of usage in CCS to kind of capture that in the back half of this year? Or is that something that you think potentially gets pushed out to '26
with the 2025 pricing, how much of that is factored into the guidance already just directionally
when a client shifts like that, I guess, what drives that decision? And given kind of how diversified you folks are, would you expect more of that going forward?
on the megawatts, kind of the targets this year, is it $20 million to $80 million? What was the initial targets?
can you maybe disaggregate the $90 million of increase on the revenue and the EBITDA? How much of that was currency versus revenue management?
the churn in Q4 was 4.4%. I don't think that was related to the client you passed on, but just any thoughts on what drove that
As you think about AI across a 100-person client as opposed to an 8, is the go-to-market strategy on that different in terms of the consumption patterns
can you just remind us what the initial Paycor revenue and expense synergies were and where we are today on those?
Where do you think that's coming from? I wanted to kind of start there because I thought that was an interesting data point.
is that primarily less headwinds from ERTC, John? Or is it maybe a little bit better-than-expected client interaction
can we talk about the AI-related ACV, you've seen pretty good momentum there. I think the number is 30%, which is up from last quarter
the complexity of the data aggregation. And then, ultimately, the overlay of your in-house counsel to draw kind of conclusions
the Agentic launches you did over the summer of '25, are they already starting to kind of permeate the base?
Is there any way to think about the experiences of maybe the Big 4 as opposed to maybe the top 10 and maybe mid-market