Q1 2026 MSCI Inc Earnings Call Transcript
Key Points
- MSCI Inc (MSCI) reported strong organic revenue growth of over 13%, with adjusted EPS growth of nearly 14% and adjusted EBITDA growth of almost 19%.
- The company completed three strategic bolt-on acquisitions in key growth areas, enhancing its capabilities in index calculation and private capital solutions.
- MSCI Inc (MSCI) achieved a record asset-based fee run rate of $872 million, growing 25%, and recurring subscription run rate growth of 9%.
- The company saw significant growth in the Asia Pacific region, with recurring sales in APAC up 46% from the previous year.
- MSCI Inc (MSCI) is leveraging AI to enhance its product offerings and operational efficiencies, with AI-driven tools being integrated across various business functions.
- The sustainability and climate segment experienced muted growth due to higher cancellations and clients focusing on critical priorities.
- Real assets faced headwinds with property transaction solutions, although there was some improvement in cancels and sales.
- The analytics segment is expected to see a slowdown in revenue growth to around 5% in Q2 2026, compared to over 10% in Q1.
- Despite strong performance, the asset manager segment saw a slight moderation in subscription run rate growth from 7% to 6%.
- The company faces challenges in maintaining momentum in the Gulf region due to geopolitical tensions, impacting client interactions.
Good day, ladies and gentlemen, and welcome to the MSCI first quarter 2026 earnings conference call. As a reminder, this call is being recorded. (Operator Instructions) I would like to now turn the call over to Jeremy Ulan, Head of Investor Relations and Treasurer. You may begin, sir.
Thank you, operator. Good day, and welcome to the MSCI first quarter 2026 earnings conference call. Earlier this morning, we issued a press release announcing our results for the first quarter of 2026. This press release, along with an earnings presentation are available on our website, msci.com, under the Investor Relations tab.
Let me remind you that this call contains forward-looking statements, which are governed by the language on the second slide of the presentation. You are cautioned not to place undue reliance on forward-looking statements, which speak only as of the date on which they are made are based on current expectations and current economic conditions and are subject to risks and
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