Fair Isaac Q3 Earnings Call Highlights

Impact · against what's priced in

FICO's strong Q3 results and raised FY2026 guidance provide a positive catalyst, driven by exceptional pricing power in mortgage scores and the Platform business now surpassing non-platform ARR. Accenture sees a minor positive from the expanded partnership to distribute FICO's IP.

FICO+0.70

No priced-in read yet

In context

Raised FY2026 revenue outlook to $2.53B (20% growth) and demonstrated extreme pricing power with mortgage-origination revenue jumping 97% despite low single-digit volume growth.

Read from the article alone

• earnings▲<1%
• guidance
• ACN
• FICO
• credit scores
• interest rates
• mortgage market
• recurring revenue
• share repurchase