MSCI Inc. (MSCI) Earnings Call Transcripts

MSCI Inc.'s Latest Earnings Call - September 14, 2026

In the third quarter of fiscal 2026, MSCI Inc. reported strong momentum in recurring net new sales, with a year-to-date increase of 24-25% compared to the prior year. Management highlighted a robust pipeline of opportunities driven by structural changes in the investment industry and a focus on innovation, particularly in AI and sustainability. While the company acknowledged ongoing budgetary pressures in traditional asset management, they noted a more constructive environment compared to previous years. Guidance for the remainder of the year remains optimistic, with expectations for continued growth in subscription run rates and new product contributions.

Reported metrics

Guidance from management

Management expressed confidence in continued growth and momentum, with expectations for recurring net new sales to remain strong and a robust pipeline of opportunities. They maintained their guidance for the year, indicating a positive outlook.

What management said

Yes. As I alluded to, the big areas where we see that is around our data and technology organization. Those are some of the places where we see some of the biggest benefits from AI and some of the retooling and restructuring. Those are oftentimes heavily weighted towards our bigger segments. So analytics, also even on the index side to a certain extent. But it does -- to your point, it touches all parts of the busine...

What analysts pressed on

Analysts expressed concerns about the sustainability of fee rates amidst a shift towards lower-fee products and the potential impact of budgetary pressures on future growth. There were also questions regarding the pace of new product introductions and how they would translate into sales.

Main topics on the call

• Recurring Net New Sales Growth — MSCI reported a year-to-date increase in recurring net new sales of 24-25% compared to the previous year. Management stated, 'We believe we've had good momentum...we see attractive momentum in the business.'
• AI-Driven Innovation — Management emphasized the role of AI in enhancing product offerings and operational efficiency, stating, 'AI has enabled us to invest more within the same expense base.' This has led to a significant increase in new prod...
• Budgetary Pressures — Despite recognizing ongoing budgetary pressures in traditional asset management, management noted a more constructive environment compared to prior years, indicating, 'It's generally more constructive.'
• Fee Rate Adjustments — Management discussed a slight decrease in fee rates due to a mix shift towards lower-fee ETFs, stating, 'What drove that drop in basis points was extraordinary growth in lower fee hyperscale ETFs.'

Read the full MSCI Inc. transcript (September 14, 2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 84 MSCI Inc. earnings call transcripts on record, spanning January 30, 2020 to September 14, 2026. Based on this history, MSCI Inc. reports quarterly. The most recent call on file is dated September 14, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

MSCI

Exchange

NYSE

Country

US

Sector

Financials

Industry

Capital Markets

Calls on record

84

First call

January 30, 2020

Most recent

September 14, 2026

Reporting cadence

quarterly