The market expects MSCI (MSCI) to deliver a year-over-year increase in earnings on higher revenues when it reports results for the quarter ended September 2024. This widely-known consensus outlook is important in assessing the company's earnings picture, but a powerful factor that might influence its near-term stock price is how the actual results compare to these estimates.The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on ...

If you are looking for a stock that has a solid history of beating earnings estimates and is in a good position to maintain the trend in its next quarterly report, you should consider MSCI (MSCI) . This company, which is in the Zacks Business - Software Services industry, shows potential for another earnings beat. This maker of software tools to help portfolio managers make investment decisions has an established record of topping earnings estimates, especially when looking at the previous two reports. The ...

Core Insights - Zacks Premium offers various tools and resources for investors to achieve long-term success in the stock market [1] - The Zacks Focus List is a curated portfolio of 50 stocks expected to outperform the market over the next 12 months [3][4] Performance Metrics - In 2020, the Focus List gained 13.85% on an annualized basis, outperforming the S&P 500's return of 9.38% [5] - Cumulatively, the Focus List has returned 2,519.23% from February 1, 1996, to March 31, 2021, compared to the S&P 500's return of 854.95% [5] Methodology - The selection for the Focus List relies on earnings estimate revisions, which are crucial for predicting a company's future earnings [6][7] - The Zacks Rank, a proprietary stock-rating model, uses changes in quarterly earnings expectations to help investors build a successful portfolio [8] Zacks Rank Factors - The Zacks Rank is based on four primary factors: Agreement, Magnitude, Upside, and Surprise, which are recalculated nightly [9] - Stocks in the Focus List are primarily from 1 (Strong Buy) or 2 (Buy) ranked companies, indicating a bullish consensus among analysts [9] Spotlight on MSCI - MSCI Inc. was added to the Focus List on October 10, 2018, at a price of $166.96 per share, and has since increased by 253.6% to $590.37 [11] - The Zacks Consensus Estimate for MSCI's earnings has increased by $0.01 to $14.79, with a forecasted earnings growth of 9.4% for the current fiscal year [11]

MSCI (MSCI) shares moved up 6.7% in the past year compared with the broader Zacks Computer and Technology sector's return of 39.8% and the Zacks Business - Software Services sector's rise of 29.2%. The underperformance is likely to have been caused by a tighter spending environment and longer sales cycles due to challenging macroeconomic conditions. Increasing pricing pressure is also a major concern, primarily due to the growing availability of free indices from providers like Morningstar (MORN) . As Morni ...

Ca-ssis/iStock via Getty Images Investment thesis MSCI (NYSE: NYSE:MSCI) has always been one of the go-to financial services provider that most of the world's largest money managers rely on to make investment decisions. It provides informed decisions from offering research and advisory services that enable clients to understand and analyze drivers of risk in various markets while building portfolios. By the year's end, MSCI had a clientele of approximately 7,000 clients across ninety-five countries. MSCI Du ...

� H I ALL BOOK THE I 1 I I IN REAL P 11 ANTIQUE THE PERSONAL PRODUCTION OF THE CONTRACT OF CHANGE OF the state I ■ I T t E I H I r THE LEA I ALL BOX H E H i H wh F n littleclie MSCI (NYSE:MSCI) reported results that were in line with my base case for the company, reaffirming my thesis that the weakness we saw in the business in the first quarter was not the start of a worsening trend, but rather, more of a one-off and short-term occurrence. Management demonstrated in the quarter that despite the tough marke ...

A month has gone by since the last earnings report for MSCI (MSCI) . Shares have added about 5.1% in that time frame, outperforming the S&P 500. Will the recent positive trend continue leading up to its next earnings release, or is MSCI due for a pullback? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at the most recent earnings report in order to get a better handle on the important drivers. MSCI Q2 Earnings Beat, Recurring Subscriptions Rise Y/Y MSCI secon ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 ___________________________________ FORM 10-Q ___________________________________ x QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2024 OR o TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from____________to____________ Commission file number 001-33812 _____________________ ...

Financial Data and Key Metrics Changes - MSCI achieved 10% organic revenue growth, 14% adjusted EBITDA growth, and 21% free cash flow growth in Q2 2024 [8][15] - Adjusted earnings per share grew by 12%, with asset-based fee revenue growth of 18% driven by record AUM balances in ETFs and non-listed products linked to MSCI indices [14][15] - The company reported a retention rate of almost 95% across MSCI [15] Business Line Data and Key Metrics Changes - In the Index segment, MSCI achieved 9% subscription run rate growth, with 10% growth in EMEA and APAC, and 17% growth in custom indexes and special packages [10][39] - The Analytics segment saw organic subscription run rate growth of 7% and revenue growth of 11% [13] - The ESG and Climate segment reported organic run rate growth of 13%, excluding FX impacts [13][18] Market Data and Key Metrics Changes - MSCI captured over $28 billion in ETF inflows during Q2, marking the highest cash flows in over two years [10] - Open interest in derivatives linked to MSCI indexes reached nearly $300 billion, up 9% year-over-year [11] - Fixed income ETFs AUM linked to MSCI and Bloomberg partnership indexes is now at $64 billion, with year-to-date inflows exceeding $6 billion [13] Company Strategy and Development Direction - MSCI aims to become a leader in private market indices, launching MSCI Private Capital Indexes to support investors seeking standardized benchmarks [7][16] - The company is focused on aligning its long-term strategy with secular trends, including the rising demand for high-quality data-driven models and insights [16] - MSCI is leveraging partnerships, such as with Moody's, to expand its ESG and sustainability content and enhance its private company ESG coverage [16][35] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about strong client engagement and the potential for growth despite near-term headwinds and longer sales cycles [28][25] - The company anticipates continued lumpiness in sales and cancels, particularly in Q3, which is typically a seasonally softer quarter [28][30] - Management highlighted the importance of capital allocation and the ongoing focus on creating shareholder value through share repurchases [15][25] Other Important Information - MSCI's cash balance remains over $450 million, with more than $200 million readily available in the U.S. [24] - The company has repurchased $290 million worth of shares at an average price of $484 per share, representing almost 40% of total outstanding shares [15] Q&A Session Summary Question: Sales growth in the quarter - Management noted that strong sales growth was driven by client engagement and momentum in equity markets, although longer sales cycles and elevated cancels are expected to persist [28][30] Question: Moody's partnership details - The partnership with Moody's is expected to enhance MSCI's ESG offerings and provide access to a significant private company database, benefiting both parties [35][36] Question: Cyclical versus secular challenges in asset management - Management acknowledged ongoing budget pressures but emphasized the potential for double-digit growth if market conditions improve [34] Question: Technical challenges in private indexes - MSCI is confident in its ability to tackle technical challenges related to data access and index construction methodologies, leveraging its extensive experience [44][50] Question: AI's role in driving revenues - AI is being integrated across various business segments to enhance efficiency and drive revenue growth, particularly in data management and analytics [75][76]

Non-recurring revenues of $23.2 million fell 15% year over year and contributed 3.3% to revenues. At the end of the reported quarter, average assets under management (AUM) were $1.631 trillion in ETFs linked to MSCI indexes. The total retention rate was 94.8% in the quarter under review. Top-Line Details In the second quarter, Index revenues of $397.2 million surpassed the Zacks Consensus Estimate by 7.21% and increased 9.6% year over year. Recurring subscriptions and asset-based fees increased 8.1% and 18. ...