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Earnings Callsⓘ
Q3 2026August 7, 2026
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This quarter's results beat expectations, driven primarily by strong B2B Scores revenue growth and accelerated Software platform transformation.
Key figures: Revenue $674M (+26%), non-GAAP EPS $12.18 (+42%), Platform ARR +62%, surpassing non-platform for the first time.
Business progress: GSE released the FICO Score 10T dataset; Milliman validated its superiority over Vantage 4; UltraFICO became fully available through the Plaid partnership; launched a partnership with Accenture; DLP still awaits GSE certification.
Guidance: The company raised full-year revenue to $2.53B (+20%), non-GAAP EPS $42.43 (+42%).
Risks/Highlights: Vantage "score shopping" has not led to FICO volume losses, but DLP implementation timing and elevated debt levels warrant attention.