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Wall Street expects a year-over-year increase in earnings on higher revenues when MSCI (MSCI) reports results for the quarter ended December 2023. While this widely-known consensus outlook is important in gauging the company's earnings picture, a powerful factor that could impact its near-term stock price is how the actual results compare to these estimates.The earnings report, which is expected to be released on January 30, 2024, might help the stock move higher if these key numbers are better than expecta ...

NOTE TO EDITORS: The Following is an Investment Opinion Issued by Spruce Point Capital Management Provides Evidence That Each of MSCI’s Four Business Segments is Under Pressure, Resulting in Client Retention Challenges Expresses Concern That MSCI Uses Aggressive Accounting and Financial Reporting to Place Greater Emphasis on Adjusted EPS While Cash Flow Stagnates and the Dividend Growth Rate Plunges Believes MSCI’s $949 Million Acquisition of Real Capital Analytics Should be Evaluated for Impairment Aft ...

Autthapol Champathong/iStock via Getty Images An investment concept I'll be exploring this year is double-digit dividend growth. There is nothing more motivating for me as an investor than the annual raises we receive from dividend-paying stocks/ETFs. The raises are almost always more than my W-2 increases, which I work thousands of hours more to achieve than managing my investment portfolio. 2%, 3%, and 4% raises aren't really getting you ahead. 7%, 8%, 9% I really start to feel like I'm getting somewhere. ...

NEW YORK--(BUSINESS WIRE)--MSCI Inc. (NYSE: MSCI), a leading provider of critical decision support tools and services for the global investment community, announced today it will release its results for the fourth quarter and full year 2023 on Tuesday, January 30, 2024, before the market opens. A copy of the earnings release, as well as an earnings presentation and a quarterly update, will be made available on MSCI's Investor Relations website. MSCI's senior management will review the fourth quarter and fu ...

NEW YORK--(BUSINESS WIRE)--MSCI Inc. (NYSE: MSCI), a leading provider of mission-critical decision support tools and services for the global investment community, today announced that it has completed its acquisition of Fabric, a wealth technology platform specializing in portfolio design, customization, and analytics for wealth managers and advisors. The acquisition was originally announced on December 20, 2023. Jorge Mina, Head of Analytics, MSCI, said: “ The completion of this transaction is another st ...

Financial Data and Key Metrics Changes - MSCI achieved adjusted EPS growth of over 21% and total revenue growth of 12% in Q3 2023, with a recurring subscription run rate growth of 12% and a retention rate of 95.4% [35][36][55] - The company returned $459 million to shareholders through share repurchases and over $329 million in dividends during the first nine months of the year [36] Business Line Data and Key Metrics Changes - In the Index segment, MSCI posted 11% subscription run rate growth, marking the 39th consecutive quarter of double-digit growth [62] - ESG delivered a 21% run rate growth, reaching $387 million, while Climate achieved a 49% run rate growth, totaling $98 million [63][64] - Equity analytics grew by 11% to nearly $200 million in run rate [63] Market Data and Key Metrics Changes - The Americas saw a subscription run rate growth in ESG and Climate of around 15%, while EMEA experienced a growth rate of 35% and APAC at 22% [102] - In APAC, real assets achieved a 15% run rate growth, reflecting strong sales with asset owners [65] Company Strategy and Development Direction - The acquisition of Burgiss is expected to enhance MSCI's capabilities in private assets, providing a strong foundation for developing investment tools and analytics [5][39] - The company aims to integrate data and analytics from Burgiss and Trove to enhance offerings in private assets and climate solutions [40][52] - MSCI is focused on maintaining high profitability while pursuing strategic acquisitions and investments in high-growth areas [12][17] Management's Comments on Operating Environment and Future Outlook - Management acknowledged the uncertain operating environment but expressed confidence in the company's diversified business model and strong client engagement [2][35] - The company is committed to high levels of profitability and is prepared to implement cost-cutting measures if necessary in response to market downturns [22][35] Other Important Information - MSCI expects Burgiss to generate slightly above $90 million in revenue for the full year 2023, with a standalone adjusted EBITDA margin of around 15% [84] - The company plans to report financial results for Burgiss in the "all other private assets" segment starting in Q4 [83] Q&A Session Summary Question: Early traction from the Burgiss acquisition - Management indicated that the Burgiss acquisition provides a strong foundation for developing private asset classes and enhancing investment tools [5] Question: Capital allocation strategy post-Burgiss acquisition - Management emphasized the importance of disciplined capital allocation, focusing on organic investments and opportunistic acquisitions while managing share buybacks [12][17] Question: Expense growth in ESG and Climate - Management noted that expense growth in ESG and Climate remains aligned with long-term targets, despite some fluctuations [44][79] Question: Impact of market conditions on cost management - Management confirmed the ability to implement cost-cutting measures if necessary, maintaining a focus on profitability [22] Question: Pricing trends and client pushback - Management reported successful price increases contributing to new recurring sales, while being mindful of client pressures in the current environment [126]

$(10.9) $(5.4) $(39.8) ESG & Climate Market Cap Weighted Factors $1,322.8 2Q23 Ending AUM 15 3Q23 YoY AUM Drivers: MSCI-Linked Equity ETFs (US$ in billions) By Geographic Exposure Cash inflows / (outflows): $55.5 $(7.6) $1,081.2 $35.4 $27.7 $51.1 $103.6 $31.5 U.S. EM DM ex. U.S. $186.2 $ 1,322.8 Market Change 3Q23 Ending AUM 3Q22 Ending AUM Developed Markets ex. U.S. U.S. Emerging Markets 16 Total Market Appreciation / (Depreciation) Cash Inflow / (Outflow) AUM of ETFs linked to MSCI Equity Indexes AUM YoY% ...

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 September 30, 2023 Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 ___________________________________ 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 ________________ ...

| --- | --- | --- | --- | --- | |-------------------------------------------|-------|-------|-------|-------| | | | | | | | EARNINGS PRESENTATION Second Quarter 2023 | | | | | | July 25, 2023 | | | | | • This earnings presentation contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995, including without limitation, MSCI's full-year 2023 guidance. These forward-looking statements relate to future events or to future financial performance and involve kno ...