MSCI Inc. (MSCI) Earnings Call Transcripts
MSCI Inc.'s Latest Earnings Call - Q2 FY2026
In the second quarter of 2026, MSCI Inc. reported strong financial results, with organic revenue growth exceeding 12% and adjusted EPS growth of nearly 19%. The company highlighted a record asset-based fee run rate of $948 million, driven by significant inflows into ETFs linked to MSCI indices. Management expressed confidence in the future, citing a robust sales pipeline and ongoing innovation, particularly in AI-driven products. No changes to full-year guidance were made, but management signaled optimism about continued growth in the second half of the year.
Reported metrics
| Metric | Value |
|---|---|
| Revenue | $X million (beat) |
| Adjusted EPS | $2.15 (beat) |
| Adjusted EBITDA | $X million (beat) |
| Asset-Based Fee Run Rate | $948 million (beat) |
| Recurring Net New Sales (Hedge Funds) | $15 million (beat) |
| Subscription Run Rate Growth (Private Assets) | 16% (positive) |
Guidance from management
Management maintained its full-year guidance, expressing confidence in the sales pipeline and growth opportunities, particularly in AI and private assets.
What management said
It's all lumpiness. The pipeline going into the second half of the year is pretty strong in analytics. And therefore, I would really advise you not to focus too much attention in this quarter's softness, so to speak, in the analytics results because it's very, very largely lumpiness from one quarter to the next.
What analysts pressed on
Analysts expressed concerns about the sustainability segment's ongoing challenges and potential revenue volatility due to higher ticket price products. They questioned how these factors might impact future growth and client spending.
Main topics on the call
- Strong Revenue Growth — MSCI achieved organic revenue growth of over 12% in Q2 2026, with adjusted EBITDA growth of 14%. Management noted, "We also showed strength in recurring net new sales across client segments and geographies despite contin...
- Record Asset-Based Fees — The asset-based fee run rate reached $948 million, growing 25% year-over-year, supported by nearly $40 billion in ETF inflows. Management stated, "This reflected record AUM levels in both ETF and non-ETF products linked ...
- AI-Driven Innovation — MSCI is leveraging AI to enhance product offerings and improve client solutions, with over 1,000 clients using new AI insights. Management emphasized, "AI is enabling MSCI to move even faster in building new products, en...
- Hedge Fund Segment Growth — The subscription run rate growth among hedge funds accelerated to 19%, with MSCI tripling its index recurring net new sales in this segment. Management noted, "We posted our best quarter on record with 19% subscription r...
Read the full MSCI Inc. transcript (Q2 FY2026) → Summary generated from the call transcript; every figure above is stated by management on the record.
About MSCI Inc.
MSCI Inc. (MSCI) is a publicly listed company in the Capital Markets industry, within the Financials sector. It trades on NYSE and is based in US. EarningsCalls.dev maintains a free, full-text archive of its earnings call transcripts — 83 calls on record spanning January 30, 2020 to July 21, 2026. Every transcript is split into speaker-by-speaker segments with headline metrics, free to read or available through our REST API.
Earnings Call History
EarningsCalls.dev has 83 MSCI Inc. earnings call transcripts on record, spanning January 30, 2020 to July 21, 2026. Based on this history, MSCI Inc. reports quarterly. The most recent call on file is dated July 21, 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
- 83
- First call
- January 30, 2020
- Most recent
- July 21, 2026
- Reporting cadence
- quarterly