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Fair Isaac (FICO) Q2 Earnings: Taking a Look at Key Metrics Versus Estimates
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For the quarter ended March 2026, Fair Isaac (FICO - Free Report) reported revenue of $691.68 million, up 38.7% over the same period last year. EPS came in at $12.50, compared to $7.81 in the year-ago quarter.
The reported revenue compares to the Zacks Consensus Estimate of $625.17 million, representing a surprise of +10.64%. The company delivered an EPS surprise of +13.33%, with the consensus EPS estimate being $11.03.
While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.
As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.
Here is how Fair Isaac performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
Annual Recurring Revenue (ARR) - Platform: $348.8 million versus the three-analyst average estimate of $319.83 million.
Annual Recurring Revenue (ARR) - Total: $788.8 million versus $769.2 million estimated by three analysts on average.
Annual Recurring Revenue (ARR) - Non-Platform: $440 million compared to the $449.37 million average estimate based on three analysts.
Revenues- Professional services: $17.47 million versus $18.29 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a -2.2% change.
Revenues- Software: $216.7 million versus $209.77 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +7.4% change.
Revenues- Scores: $474.97 million versus the three-analyst average estimate of $415.23 million. The reported number represents a year-over-year change of +59.9%.
Revenues- On-premises and SaaS software: $199.23 million versus the three-analyst average estimate of $191.48 million. The reported number represents a year-over-year change of +8.4%.
Revenues- Scores- Business-to-consumer: $57.34 million versus $57.14 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +5.1% change.
Revenues- Scores- Business-to-business: $417.63 million versus the two-analyst average estimate of $361.71 million. The reported number represents a year-over-year change of +72.2%.
Shares of Fair Isaac have returned -3.3% over the past month versus the Zacks S&P 500 composite's +12.8% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.
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Fair Isaac (FICO) Q2 Earnings: Taking a Look at Key Metrics Versus Estimates
For the quarter ended March 2026, Fair Isaac (FICO - Free Report) reported revenue of $691.68 million, up 38.7% over the same period last year. EPS came in at $12.50, compared to $7.81 in the year-ago quarter.
The reported revenue compares to the Zacks Consensus Estimate of $625.17 million, representing a surprise of +10.64%. The company delivered an EPS surprise of +13.33%, with the consensus EPS estimate being $11.03.
While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.
As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.
Here is how Fair Isaac performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:View all Key Company Metrics for Fair Isaac here>>>
Shares of Fair Isaac have returned -3.3% over the past month versus the Zacks S&P 500 composite's +12.8% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.