Fair Isaac Q4 revenue slightly beats estimates on B2B scores pricing
FICO•FICO•FICO•FICO•Fair Isaac's fiscal fourth-quarter revenue rose 27% year over year to $657.05 million, slightly above the $651.68 million consensus estimate. The company said it would not provide fiscal 2027 guidance because of mortgage market uncertainty and a pricing transition.
Fiscal fourth-quarter revenue increased 27% year over year to $657.05 million, slightly exceeding analysts' $651.68 million estimate. Net income was $174.96 million, and non-GAAP earnings per share increased year over year.
B2B scores revenue grew 39% year over year, primarily because of a higher unit price for mortgage origination scores, partly offset by lower mortgage origination volume. Software revenue rose 19%; platform annual recurring revenue increased 72%, while non-platform annual recurring revenue fell 18%.
Fair Isaac did not provide fiscal 2027 guidance, citing mortgage market uncertainty and its pricing transition.
