Verisk Analytics, Inc. (VRSK) Earnings Call Transcripts

Verisk Analytics, Inc.'s Latest Earnings Call - Q2 FY2026

In the second quarter of 2026, Verisk Analytics reported revenue of $806 million, a 4% increase year-over-year, and diluted GAAP earnings per share of $1.75, down 3% from the previous year. The company reaffirmed its full-year guidance, expecting consolidated revenue between $3.19 billion and $3.24 billion. Notably, organic constant currency revenue growth accelerated to 5.8%, driven by an 8% increase in subscription revenues, indicating strong client engagement and value realization from new AI-driven products. Management highlighted ongoing investments in AI and data solutions as key growth drivers, despite challenges in transactional revenues due to lower weather-related activity and softening market conditions.

Reported metrics

Guidance from management

Verisk reaffirmed its 2026 financial guidance, expecting consolidated revenue in the range of $3.19 billion to $3.24 billion and adjusted EBITDA between $1.79 billion and $1.83 billion. Management noted a gradual recovery in organic growth rates for the remaining quarters of the year.

What management said

Thanks, Scott. I'm going to turn this over to Saurabh Khemka, who runs our underwriting businesses to give you a perspective on the commercial property, what we're experiencing, what we're hearing from clients. .

Absolutely. So overall, in the commercial property line and the insurance industry, what we're seeing is soft pricing, and it's a cyclical thing that happens. And what the behavior that it's driving is that our clients are looking at their business, they're looking at maybe not quoting as many of the opportunities that are out there. And then when they do make the quotes, they're also looking at how much they're spen...

What analysts pressed on

Analysts expressed concerns about the potential for continued softness in transactional revenues due to lower weather-related activity and the impact of a softening market on growth. There were also questions regarding the sustainability of AI-driven growth amid increasing competition and internal development of LLMs by clients.

Main topics on the call

• Organic Revenue Growth — Verisk achieved organic constant currency revenue growth of 5.8%, up from 7.9% in the prior year period. Management noted, "This growth was underpinned by an 8% increase in subscription revenues," reflecting the stabilit...
• AI Integration and Client Engagement — The company emphasized the critical role of AI in enhancing client engagement, with discussions around AI adoption increasing significantly. Management stated, "AI remains one of the most important topics" in client conv...
• Subscription Revenue Resilience — Subscription revenues, which account for 83% of total revenue, grew 8% on an organic constant currency basis. This growth was attributed to strong price realization and expanded relationships with existing clients, demon...
• Challenges in Transactional Revenue — Transactional revenues declined 4.2% on an organic constant currency basis, primarily due to tough comparisons and lower volumes in the commercial property business. Management noted, "The declines were primarily driven ...

Read the full Verisk Analytics, Inc. transcript (Q2 FY2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 68 Verisk Analytics, Inc. earnings call transcripts on record, spanning February 19, 2020 to July 29, 2026. Based on this history, Verisk Analytics, Inc. reports quarterly. The most recent call on file is dated July 29, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

VRSK

Exchange

NasdaqGS

Country

US

Sector

Industrials

Industry

Professional Services

Calls on record

68

First call

February 19, 2020

Most recent

July 29, 2026

Reporting cadence

quarterly