Verisk Analytics, Inc. (VRSK) Earnings Call Transcripts

Verisk Analytics, Inc.'s Latest Earnings Call - September 15, 2026

In the Q3 2026 earnings call for Verisk Analytics, management highlighted a resilient performance despite weather-related revenue headwinds. Revenue for the first half of 2026 was impacted by these short-term factors, but management expects to achieve organic constant currency growth within the long-term guidance range of 6% to 8% for the second half of the year. The company reported strong subscription growth, which now constitutes 83% of total revenue, and management signaled confidence in sustaining this momentum moving forward.

Reported metrics

Guidance from management

Management maintained their guidance for organic constant currency growth of 6% to 8% for the full year 2026, indicating confidence in overcoming near-term revenue headwinds.

What management said

Yes. So I think we've announced the AccuLynx transaction, which had been under litigation. We have appealed the decision now, and so that is under appeal. The hearings would start in late October. So it is continuing to be handled on an expedited basis as the original trial was.

Yes. I think we will continue to see the benefit of those out over a long term, meaning a couple of years. Both of those businesses as some of our largest businesses have very long-term contracts with customers, meaning 3 years to 5 years for some of the largest customers. And so the benefits and enhancements that we've built in are being monetized in the subscription renewals. And so we do anticipate continued stren...

What analysts pressed on

Analysts expressed concerns about the potential impact of ongoing litigation related to the AccuLynx transaction and the implications of weather variability on revenue. There were also questions regarding the sustainability of subscription growth amid changing market conditions.

Main topics on the call

• Subscription Revenue Strength — Verisk's subscription revenue, which accounts for 83% of total revenue, continues to perform well, with management noting, "We expect to see continued accelerating growth into the second half of the year." This reflects ...
• Impact of Weather on Revenue — Management acknowledged that the first half of 2026 faced revenue headwinds due to weather, stating, "2025 was a very light weather year... that is a good thing for homeowners... but a headwind for revenue associated wit...
• Core Lines Reimagine Completion — The Core Lines Reimagine initiative is nearing completion, with management stating, "By the end of the year, we will have delivered the full program that was envisioned then." This is expected to enhance product offering...
• AI Integration and Innovation — Verisk is leveraging AI across its platforms, particularly with XactAI, which enhances the estimation process for property claims. Management noted that these innovations will be monetized through pricing uplifts on core...

Read the full Verisk Analytics, Inc. transcript (September 15, 2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 69 Verisk Analytics, Inc. earnings call transcripts on record, spanning February 19, 2020 to September 15, 2026. Based on this history, Verisk Analytics, Inc. reports quarterly. The most recent call on file is dated September 15, 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

69

First call

February 19, 2020

Most recent

September 15, 2026

Reporting cadence

quarterly