Fair Isaac (FICO) Q2 2026 Earnings Call Transcript

Motley Fool Transcribing, The Motley Fool

Wed, April 29, 2026 astatine 9:39 AM CDT 48 min read

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DATE

Tuesday, April 28, 2026 astatine 4:30 p.m. ET

CALL PARTICIPANTS

• Chief Executive Officer — William Lansing

• Chief Financial Officer — Steven Weber

• Vice President, Investor Relations — Dave Singleton

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Full Conference Call Transcript

Will Lansing; our CFO, Steve Weber. Today, we issued a property merchandise that describes fiscal results compared to the anterior year. On this call, absorption volition besides sermon results successful examination with the anterior 4th to facilitate knowing of the tally complaint of the business. Certain statements made successful this presumption are forward-looking nether the Private Securities Litigation Reform Act of 1995. Those statements impact galore risks and uncertainties that could origin existent results to disagree materially. Information concerning these risks and uncertainties is contained successful the company's filings with the SEC, peculiarly successful the hazard factors and forward-looking statements portions of specified filings. Copies are disposable from the SEC, from the FICO website oregon from our Investor Relations team.

This telephone volition besides see statements regarding definite non-GAAP fiscal measures. Please notation to the company's net merchandise and Regulation G docket issued contiguous for a reconciliation of these non-GAAP fiscal measures to the astir comparable GAAP measure. The net merchandise and Regulation G docket are disposable connected the Investor Relations leafage of the company's website astatine fico.com oregon connected the SEC's website astatine sec.gov. And a replay of this webcast volition beryllium disposable done April 28, 2026. We person refreshed our quarterly capitalist presumption with further content, which is disposable connected the Investor Relations conception of our website. We volition notation to this presumption during today's net announcement.

I volition present crook the telephone implicit to our CEO, Will Lansing.

William Lansing: Thanks, Dave, and convey you, everyone, for joining america for our 2nd 4th net call. We had a precise beardown 4th and a large commencement to the archetypal fractional of our fiscal year. Based connected our results and outlook, we are expanding our fiscal 2026 guidance. We reported Q2 revenues of $692 million, up 39% implicit past year, arsenic shown connected Page 5 of our capitalist presentation. For the quarter, we reported $264 cardinal successful GAAP nett income successful the quarter, up 63% and GAAP net of $11.14 per share, up 69% from the anterior year. We reported $297 cardinal successful non-GAAP nett income, up 54% and non-GAAP net of $12.50 per share, up 60% from the anterior year.