Fair Isaac reported fiscal 2025 revenue of $1.99 billion and fiscal 2026 year-to-date revenue of $1.20 billion through March. The thesis turns on whether FICO Scores, software and analytics pricing power can keep producing exceptional margins and cash flow despite leverage and regulatory scrutiny.
Fair Isaac: the scoring toll road has to justify its leverage and pricing power
NYSEFICOCoverage BootstrapFair Isaac Corporation
Thesis summary
Fair Isaac reported fiscal 2025 revenue of $1.99 billion and fiscal 2026 year-to-date revenue of $1.20 billion through March. The thesis turns on whether FICO Scores, software and analytics pricing power can keep producing exceptional margins and cash flow despite leverage and regulatory scrutiny.
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