Fair Isaac Corp reported record third-quarter fiscal 2026 revenue of $674 million, a 26% year-over-year increase, and raised its full-year guidance. GAAP net income rose 30% to $237 million, with GAAP earnings per share up 41% to $10.45, while non-GAAP earnings per share climbed 42% to $12.18. The Scores segment drove growth with revenue surging 41% to $459 million, fueled by a 49% jump in B2B revenue from higher mortgage origination score unit prices, while the Software segment saw a modest 2% increase to $215 million as a 66% surge in platform revenue was partially offset by a 25% decline in non-platform revenue. The company also announced that platform annual recurring revenue exceeded non-platform ARR for the first time, reaching $413 million. FICO raised its fiscal 2026 outlook to revenue of $2.53 billion, GAAP net income of $850 million, GAAP EPS of $36.86, non-GAAP net income of $979 million, and non-GAAP EPS of $42.43, citing a better-than-expected mortgage market and the delayed launch of its Direct Licensing Program.
Fair Isaac CorporationRecord Q3 revenue and raised full-year guidance driven by strong Scores segment and mortgage market.
Qualcomm Incorporated