Sentiment · FY2026 Q1
What companies say about each other on earnings calls — extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“we made the difficult decision to terminate the definitive agreement to purchase AccuLinks.”
Verisk terminated its agreement to acquire AccuLinks amid an extended FTC review — the deal will not proceed.
“I would probably use SuranceBay as an example of where we've heard from our life clients that the kind of the regulatory element that SuranceBay provides is very additive and connective to what we're providing on the policy administration side”
Verisk cites its closed SuranceBay acquisition as additive and connective for life-insurance clients on the regulatory/policy-administration side.
“we are seeing better collections and lower DSOs as we take advantage of the Oracle and the ERP implementation that we've had”
Verisk credits its Oracle ERP implementation with better collections and lower DSOs, a positive read-through for Oracle's enterprise software.
“we announced a partnership with them through our Property Estimating Solutions business. And so they integrate through the Xactware platform”
Verisk describes a partnership with ServiceTitan that integrates through its Xactware platform, downplaying that ServiceTitan is a direct competitor of AccuLynx.
“let me share recent developments on the AccuLynx transaction. FTC approval of the transaction has been delayed. We have received a second request for information”
Verisk's pending acquisition of AccuLynx has been delayed by an FTC second request; Verisk removed AccuLynx from 2025 guidance but still believes in the deal.
“ServiceTitan is a competitor. JobNimbus is also in that space. They generally are providing more general contractor services. And so the competitive differentiation for AccuLynx is their specialization on the specific needs, both from a materials and from a process and a job management perspective for those roofing contractors.”
JobNimbus is named alongside ServiceTitan as a general contractor-SaaS competitor to Verisk's newly acquired AccuLynx.
“ServiceTitan is a competitor. JobNimbus is also in that space. They generally are providing more general contractor services. And so the competitive differentiation for AccuLynx is their specialization on the specific needs, both from a materials and from a process and a job management perspective for those roofing contractors.”
ServiceTitan is named as a general contractor-SaaS competitor to Verisk's newly acquired AccuLynx, which management frames as differentiated by its roofing-specific specialization.
“We previously announced the strategic acquisition of SuranceBay, a leading provider of producer licensing, onboarding and compliance solutions for the life and annuity industry.”
Verisk acquired SuranceBay (closed July 17 for $163 million) to extend its life-solutions distribution capabilities for independent agents and general agencies.
“This morning, we announced that we have signed a definitive agreement to acquire AccuLynx for $2.35 billion. AccuLynx is the leading SaaS platform providing end-to-end business management workflow for the residential restoration and repair industry with expertise in roofing.”
Verisk agrees to acquire AccuLynx, the leading roofing-contractor SaaS platform, for $2.35 billion to extend its property estimating solutions network into contractor workflows.
“we closed on the strategic acquisition of Simplitium from NASDAQ, a SaaS platform that will be part of our Extreme Events business”
Verisk acquired the Simplitium SaaS platform from Nasdaq, adding a catastrophe-modeling ecosystem asset to its Extreme Events business.
| Analyst | Firm | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| George Tong | Goldman Sachs | 6 (0%) |
| Andy Nicholas | William Blair | 6 (0%) |
| Jason Haas | Wells Fargo | 6 (17%) |
| Kelsey Zhu | Autonomous Research | 6 (0%) |
| Toni Kaplan | Morgan Stanley | 6 (17%) |
| Alex Kramm | UBS | 5 (20%) |
| Dave Motemaden | Evercore ISI | 5 (20%) |
| Jeff Meuler | Robert W. Baird | 5 (0%) |
| Faiza Alwy | Deutsche Bank | 5 (0%) |
| Andy Steinerman | JPMorgan | 4 (25%) |
| Firm | Analysts | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Autonomous Research | 1 | 6 (0%) |
| RBC Capital Markets | 2 | 6 (0%) |
| Redburn Atlantic | 2 | 6 (33%) |
| Barclays |
| 2 |
| 6 (0%) |
| Wells Fargo | 1 | 6 (17%) |
| Goldman Sachs | 1 | 6 (0%) |
| William Blair | 1 | 6 (0%) |
| Morgan Stanley | 1 | 6 (17%) |
Verisk closed FY2025 with Q4 OCC revenue growth of 5.2% and full-year growth of 6.6%, delivering full-year adjusted EPS of $7.16, up 7.8%, with adjusted EBITDA margin reaching 56.2%. FY2026 guidance was introduced at $7.45-7.75 adjusted EPS with margin expansion to 56-56.5%. The AccuLynx acquisition was terminated after extended FTC review, aggressive capital return included a $1.5B ASR and dividend increase, and the marketing solutions business was divested to sharpen insurance focus while AI product capabilities expanded.
Revenue Growth | Demand | Pricing | Competitive Dynamics | Cloud & AI | M&A | Capital Allocation | Innovation & R&D | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 8 | 6 | 3 | 1 | 1 | 3 | ||
| 2025Q1 | 6 | 6 | 3 | 3 | 1 | 1 | 3 | 2 |
| 2025Q2 | 5 | 4 | 3 | 3 | 1 | 8 | 2 | 2 |
| 2025Q3 | 7 | 5 | 2 | 4 | 3 | 4 | 2 | |
| 2025Q4 | 4 | 4 | 4 | 4 | 4 | 1 | 2 | |
| 2026Q1 | 4 | 5 | 5 | 3 | 7 | 1 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Revenue Growth | 8 | 6 | 5 | 7 | 4 | 4 |
| Demand | 6 | 6 | 4 | 5 | 4 | 5 |
| Pricing | 3 | 3 | 3 | 2 | 4 | 5 |
| Competitive Dynamics | 1 | 3 | 3 | 4 | 4 | 3 |
| Cloud & AI | 1 | 1 | 3 | 4 | 7 | |
| M&A | 1 | 1 | 8 | 4 | 1 | |
| Capital Allocation | 3 | 3 | 2 | 2 | ||
| Innovation & R&D | 2 | 2 | 2 | 1 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
VRSK Verisk | 6 | +3.9% | |
| EFX Equifax | 8 | +14.3% |