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Sentiment · FY2026 Q2
| Analyst | Firm | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Alex Hess | JPMorgan | 9 (0%) |
| Alex Kramm | UBS | 8 (0%) |
| Manav Patnaik | Barclays | 7 (0%) |
| Faiza Alwy | Deutsche Bank | 7 (0%) |
| Ashish Sabadra | RBC Capital Markets | 7 (14%) |
| Toni Kaplan | Morgan Stanley | 7 (0%) |
| George Tong | Goldman Sachs | 7 (0%) |
| Jason Haas | Wells Fargo | 7 (0%) |
| Craig Huber | Huber Research Partners | 7 (14%) |
| Scott Wurtzel | Wolfe Research | 7 (0%) |
| Firm | Analysts | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| JPMorgan | 1 | 9 (0%) |
| UBS | 1 | 8 (0%) |
| Clear Street | 1 | 7 (0%) |
| Deutsche Bank | 1 |
| 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 |
| 7 (0%) |
| Wolfe Research | 1 | 7 (0%) |
| Barclays | 1 | 7 (0%) |
| Morgan Stanley | 1 | 7 (0%) |
| RBC Capital Markets | 1 | 7 (14%) |
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 | Subscriber Growth | Macroeconomic | Demand | Pricing | Cost Pressure | Cloud & AI | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 6 | 6 | 6 | 1 | 3 | 3 | 2 | 1 |
| 2025Q1 | 4 | 7 | 4 | 1 | 1 | 2 | 1 | |
| 2025Q2 | 5 | 7 | 5 | 4 | 2 | 2 | 1 | |
| 2025Q3 | 6 | 4 | 1 | 3 | 2 | 1 | 1 | 4 |
| 2025Q4 | 6 | 2 | 2 | 2 | 3 | 2 | 1 | |
| 2026Q1 | 6 | 4 | 2 | 4 | 2 | 1 | 2 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Product Launch | 6 | 4 | 5 | 6 | 6 | 6 |
| Revenue Growth | 6 | 7 | 7 | 4 | 4 | |
| Subscriber Growth | 6 | 4 | 5 | 1 | 2 | 2 |
| Macroeconomic | 1 | 1 | 4 | 3 | 2 | 4 |
| Demand | 3 | 1 | 2 | 2 | 2 | 2 |
| Pricing | 3 | 2 | 2 | 1 | 3 | |
| Cost Pressure | 2 | 1 | 1 | 1 | 2 | 1 |
| Cloud & AI | 1 | 4 | 1 | 2 |
| $793M |
| +9.5% |
| $4.24 |
| +18.8% |
| 56.4% |
| 41.0% |
| FY2025 Q4 | $823M | +10.6% | $3.68 | -5.6% | 56.4% | 34.6% |
| FY2026 Q1 | $851M | +14.1% | $5.53 | +49.1% | 53.7% | 47.7% |
| FY2026 Q2 | $867M | +12.2% | $4.70 | +19.9% | 56.2% | 39.4% |
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).
What MSCI and other companies said about each other on FY2026 Q1 earnings calls — 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 |
|---|---|---|---|
MSCI MSCI | 8 | +14.1% | |
| CBOE Cboe Global Markets | 10 | +6.5% | |
| CME CME Group | 7 | +14.5% | |
| COIN Coinbase Global | 1 | -30.5% | |
| FDS FactSet | 6 | +7.1% | |
| ICE Intercontinental Exchange | 9 | +13.5% | |
| MCO Moody's Corporation | 7 | +8.1% | |
| NDAQ Nasdaq, Inc. | 8 | +2.3% | |
| SPGI S&P Global | 8 | +10.4% |