Fair Isaac publishes Q4 2026 earnings call transcript
FICO•FICO•FICO•FICO•Fair Isaac reported fourth-quarter revenue up 27% to $657 million and adjusted non-GAAP earnings per share up 43% to $11.10. The company withheld fiscal 2027 guidance as mortgage pricing negotiations remained unresolved.
Fair Isaac’s November 4 earnings call covered fourth-quarter revenue of $657 million, up 27%, and adjusted non-GAAP earnings per share of $11.10, up 43%. CEO William Lansing said the company withheld fiscal 2027 guidance as mortgage pricing negotiations remained unresolved, citing elevated interest rates and affordability pressures.
The Preferred Program freezes 2027 wholesale mortgage score pricing for participating lenders. Lansing declined to disclose expected average pricing trends. Software platform annual recurring revenue grew 72% to $453 million, with growth excluding migrations in the mid-40% range.
