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Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions.
| Analyst | Firm | Questions · challengingPercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Alex Hess | JPMorgan | 11 questions · 0% challenging |
| Alex Kramm | UBS | 10 questions · 0% challenging |
| Manav Patnaik | Barclays | 8 questions · 0% challenging |
| Faiza Alwy | Deutsche Bank | 8 questions · 0% challenging |
| Ashish Sabadra | RBC Capital Markets | 8 questions · 13% challenging |
| Toni Kaplan | Morgan Stanley | 8 questions · 0% challenging |
| George Tong | Goldman Sachs | 8 questions · 0% challenging |
| Jason Haas | Wells Fargo | 8 questions · 0% challenging |
| Craig Huber | Huber Research Partners | 8 questions · 13% challenging |
| Scott Wurtzel | Wolfe Research | 8 questions · 0% challenging |
| Firm | Analysts | Questions · challengingPercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| JPMorgan | 1 analyst | 11 questions · 0% challenging |
| UBS | 1 analyst | 10 questions · 0% challenging |
| Clear Street | 1 analyst | 8 questions · 13% challenging |
| Deutsche Bank | 1 analyst | 8 questions · 0% challenging |
| Wolfe Research | 1 analyst | 8 questions · 0% challenging |
| Barclays | 1 analyst | 8 questions · 0% challenging |
| Morgan Stanley | 1 analyst | 8 questions · 0% challenging |
| RBC Capital Markets | 1 analyst | 8 questions · 13% challenging |
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MSCI delivered over 13% organic revenue growth and nearly 14% adjusted EPS growth, with the ABF run rate hitting $872 million on $103 billion in record inflows and hedge funds driving subscription acceleration, marking record Q1 results across multiple dimensions. Management updated D&A guidance by $5 million for acquisition intangibles while all other FY2026 guidance remained unchanged, noting the company was trending toward the top half of expense guidance as bolt-on acquisitions expanded capabilities in private capital and hedge fund analytics.
Product Launch | Revenue Growth | Demand | Subscriber Growth | Macroeconomic | Pricing | Cost Pressure | Cloud & AI | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 6 | 6 | 3 | 6 | 1 | 3 | 2 | 1 |
| 2025Q1 | 4 | 7 | 1 | 4 | 1 | 2 | 1 | |
| 2025Q2 | 5 | 7 | 2 | 5 | 4 | 2 | 1 | |
| 2025Q3 | 6 | 4 | 2 | 1 | 3 | 1 | 1 | 4 |
| 2025Q4 | 6 | 2 | 2 | 2 | 3 | 2 | 1 | |
| 2026Q1 | 6 | 4 | 2 | 2 | 4 | 1 | 2 | |
| 2026Q2 | 5 | 7 | 9 | 2 | 1 | 1 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | '26Q2 | |
|---|---|---|---|---|---|---|---|
| Product Launch | 6 | 4 | 5 | 6 | 6 | 6 | 5 |
| Revenue Growth | 6 | 7 | 7 | 4 | 4 | 7 | |
| Demand | 3 | 1 | 2 | 2 | 2 | 2 | 9 |
| Subscriber Growth | 6 | 4 | 5 | 1 | 2 | 2 | |
| Macroeconomic | 1 | 1 | 4 | 3 | 2 | 4 | |
| Pricing | 3 | 2 | 2 | 1 | 3 | 2 | |
| Cost Pressure | 2 | 1 | 1 | 1 | 2 | 1 | 1 |
| Cloud & AI | 1 | 4 | 1 | 2 | 1 |
Calendar quarter Q1 2026Earnings call Apr 21, 2026
FY2026 Q1 in brief
MSCI delivered over 13% organic revenue growth and nearly 14% adjusted EPS growth, with the ABF run rate hitting $872 million on $103 billion in record inflows and hedge funds driving subscription acceleration, marking record Q1 results across multiple…
Newest quarter FY2026 Q3 is part of Pro ·
Sources. Tellvest earnings-call sentiment score for MSCI (MSCI), FY2026 Q1: 8/10. Scores: MSCI’s public earnings-call transcripts and SEC-reported results — the base band is anchored to reported GAAP revenue growth; transcript, EPS and guidance adjustments are applied separately (documented exceptions apply to a few issuers). Price: MSCI daily closing prices for the trailing year; dots mark earnings calls, colored by that quarter’s score; the newest quarter’s score is part of Tellvest Pro. How to read a company earnings-call score.
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| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Op margin | Net margin |
|---|---|---|---|---|---|---|
| FY2024 Q4 | $744M | +7.7% | $3.90 | -23.1% | 54.5% | 41.1% |
| FY2025 Q1 | $746M | +9.7% | $3.71 | +15.2% | 50.6% | 38.7% |
| FY2025 Q2 | $773M | +9.1% | $3.92 | +16.3% | 55.0% | 39.3% |
| FY2025 Q3 | $793M | +9.5% | $4.25 | +19.0% | 56.4% | 41.0% |
| FY2025 Q4 | $823M | +10.6% | $3.81 | -2.3% | 56.4% | 34.6% |
| FY2026 Q1Selected | $851M | +14.1% | $5.53 | +49.1% | 53.7% | 47.7% |
| FY2026 Q2 | $867M | +12.2% | $4.69 | +19.6% | 56.2% | 39.4% |
| FY2026 Q3 | $892M | +12.4% | $4.86 | +14.4% | 56.3% | 39.3% |
Management’s own words, often on a non-GAAP, constant-currency, or adjusted basis — so these can differ from the GAAP figures above (e.g. constant-currency revenue growth excludes currency swings).
GAAP revenue YoY +14.1% → base 7. The base score is anchored to the GAAP revenue YoY band before transcript, EPS, and guidance adjustments.
What MSCI said about other companies on its FY2026 Q1 call, and what other companies said about MSCI on their calls covering the same calendar quarter (Q1 2026). Each company's own fiscal quarter is shown next to its name. Extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“the credit assessments—in our partnership with Moody’s—what is the market risk of those funds based on factors”
MSCI provides private-credit tools including credit assessments via a partnership with Moody's.
“including our new licensing agreement for options on MSCI Inc. indices listed on the New York Stock Exchange.”
MSCI signed a new licensing agreement for options on MSCI indices listed on the NYSE (owned by ICE).
“the workflow application to help people and help us design these indices, and that is the acquisition of Foxbury.”
MSCI cited its acquisition of Foxbury as the workflow application powering custom-index design at scale.
“our acquisition of PM Insight earlier this month will help us deliver secondary market pricing, liquidity, and reference data, which will support more robust portfolio construction and the development of indices and analytics solutions.”
MSCI acquired PM Insight to deliver secondary-market pricing, liquidity, and reference data for portfolio construction and index/analytics development.
“Our recent acquisition of VantageR, a platform built entirely on AI, accelerates our ability to help clients perform better due diligence when investing in private markets.”
MSCI acquired VantageR, an AI-built platform, to accelerate private-markets due diligence capabilities.
“recent acquisition of Compass Financial Technologies, a Swiss-based provider of index calculation services, extends our customization capabilities into additional asset classes, such as commodities, digital assets, and equity derivatives.”
MSCI acquired Compass Financial Technologies, a Swiss index calculation provider, extending customization into commodities, digital assets, and equity derivatives.
| Company | Score | Trend | Rev YoY | Headline |
|---|---|---|---|---|
| MSCIMSCI | 8 | +14.1% | MSCI delivered over 13% organic revenue growth and nearly 14% adjusted EPS growth, with the ABF run rate hitting $872 million on $103 billion in record inflows and hedge funds driving subscription acceleration, marking record Q1 results across multiple dimensions | |
| CBOECboe Global Markets | 10 | +6.5% | Cboe Global Markets posted record net revenue of $729 million, up 29% year-over-year, with adjusted diluted EPS rising 48% to a record $3.70 (GAAP EPS was $3.66) | |
| CMECME Group | 7 | +14.5% | Record Volume Across All Six Asset Classes | |
| COINCoinbase Global | 1 | -30.5% | Coinbase reported a Q1 net loss of $394 million as total revenue declined 21% quarter-over-quarter amid a broad crypto market downturn that crushed transaction revenue across all segments | |
| FDSFactSet | 6 | +7.1% | FactSet delivered its fourth consecutive quarter of ASV growth acceleration at 6.7%, powered by double-digit Data Solutions growth across all firm types and rapid adoption of AI capabilities including the MCP Server with 120+ clients since December launch | |
| ICEIntercontinental Exchange | 9 | +13.5% | ICE delivered record Q1 net revenues of $3 billion, up 18%, with adjusted EPS of $2.35 surging 37% year-over-year as record exchange volumes spanned all asset classes and the global energy franchise underwent structural repricing | |
| MCOMoody's Corporation | 7 | +8.1% | Record Rated Issuance Driven by AI Infrastructure | |
| NDAQNasdaq, Inc. | 8 | +2.3% | Nasdaq delivered net revenue of $1.4 billion with 13% growth as FinTech achieved record revenue with ACV bookings surging over 50% and 80% cloud-based, while Capital Markets Technology grew 20% with broad-based demand | |
| SPGIS&P Global | 8 | +10.4% | S&P Global grew Q1 2026 revenue 10% (9% organic constant currency) with adjusted diluted EPS up 14% year-over-year, as Ratings demonstrated resilience amid macro volatility and Indices delivered double-digit growth across all product lines |
MSCI delivered over 13% organic revenue growth and nearly 14% adjusted EPS growth, with the ABF run rate hitting $872 million on $103 billion in record inflows and hedge funds driving subscription acceleration, marking record Q1 results across multiple dimensions
Cboe Global Markets posted record net revenue of $729 million, up 29% year-over-year, with adjusted diluted EPS rising 48% to a record $3.70 (GAAP EPS was $3.66)
Coinbase reported a Q1 net loss of $394 million as total revenue declined 21% quarter-over-quarter amid a broad crypto market downturn that crushed transaction revenue across all segments
| Company | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 |
|---|---|---|---|---|---|---|
| MSCI | 6 | 7 | 7 | 7 | 7 | 8 |
| CBOE | 7 | 8 | 8 | 9 | 9 | 10 |
| CME | 6 | 8 | 7 | 4 | 7 | 7 |
| COIN | 9 | 7 | 5 | 9 | 1 | 1 |
| FDS | 6 | 6 | 5 | 7 | 6 | 6 |
| ICE | 8 | 8 | 9 | 5 | 8 | 9 |
| MCO | 8 | 4 | 7 | 10 | 9 | 7 |
| NDAQ | 9 | 8 | 8 | 8 | 8 | 8 |
| SPGI | 9 | 7 | 7 | 10 | 8 | 8 |
FactSet delivered its fourth consecutive quarter of ASV growth acceleration at 6.7%, powered by double-digit Data Solutions growth across all firm types and rapid adoption of AI capabilities including the MCP Server with 120+ clients since December launch
ICE delivered record Q1 net revenues of $3 billion, up 18%, with adjusted EPS of $2.35 surging 37% year-over-year as record exchange volumes spanned all asset classes and the global energy franchise underwent structural repricing
Nasdaq delivered net revenue of $1.4 billion with 13% growth as FinTech achieved record revenue with ACV bookings surging over 50% and 80% cloud-based, while Capital Markets Technology grew 20% with broad-based demand
S&P Global grew Q1 2026 revenue 10% (9% organic constant currency) with adjusted diluted EPS up 14% year-over-year, as Ratings demonstrated resilience amid macro volatility and Indices delivered double-digit growth across all product lines