BOZEMAN, Mont.--(BUSINESS WIRE)---- $FICO--FICO today announced that Gartner recognized FICO in the 2026 Gartner® Critical Capabilities for Decision Intelligence Platforms. ...

BOZEMAN, Mont.--(BUSINESS WIRE)---- $FICO--FICO today announced that Gartner named FICO a Leader in the 2026 Gartner® Magic Quadrant™ for Decision Intelligence Platforms. ...

Faculty Frontierâ"¢ helps enterprises operationalise Decision Intelligence by integrating seamlessly with existing technologies and data sources to deliver connected insights and recommendations that drive business value LONDON, Jan. 29, 2026 /PRNewswire/ -- Faculty, one of Europe's leading applied AI companies and the developer of Faculty Frontierâ"¢, today announced it has been named a Visionary in the inaugural 2026 Gartner® Magic Quadrant™ for Decision Intelligence Platforms. Decision Intelligence is em ...

Financial Data and Key Metrics Changes - The company reported Q1 revenues of $512 million, up 16% year-over-year [6] - GAAP net income was $158 million, an increase of 4%, with GAAP earnings of $6.61 per share, up 8% from the prior year [6] - Non-GAAP net income reached $176 million, up 22%, and non-GAAP earnings were $7.33 per share, up 27% [6] - Free cash flow for Q1 was $165 million, with a total of $718 million in free cash flow over the last four quarters, a 7% increase year-over-year [7] Business Line Data and Key Metrics Changes - Scores segment revenues were $305 million, up 29% year-over-year, driven by B2B Scores growth [7][16] - B2B revenues increased by 36%, primarily due to higher mortgage origination scores unit price and increased volume [16] - Software segment revenues were $207 million, up 2% year-over-year, with platform revenue growth of 37% and a 13% decline in non-platform revenue [7][19] - Software ACV bookings for the quarter were a record $38 million, with trailing 12-month ACV bookings reaching $119 million, a 36% increase [17] Market Data and Key Metrics Changes - 88% of total company revenues came from the Americas region, while EMEA generated 8% and Asia Pacific delivered 4% [20] - Mortgage originations revenues were up 60% year-over-year, accounting for 51% of B2B revenue and 42% of total scores revenue [16] Company Strategy and Development Direction - The company is focused on expanding its FICO Mortgage Direct Licensing Program and enhancing the FICO Score 10T for better predictive accuracy [9][10] - The strategy includes broadening reach beyond financial services into other verticals, leveraging partnerships and the new platform [52] - The company aims to empower customers with real-time insights and connected decisions throughout the customer lifecycle [14] Management's Comments on Operating Environment and Future Outlook - Management reiterated fiscal 2026 guidance, expressing confidence in exceeding it based on strong execution and market demand [6][24] - The macro environment remains uncertain, influencing the decision not to raise guidance at this time [32] - The company is optimistic about the adoption of new products and innovations, particularly in the mortgage and software segments [24][106] Other Important Information - The company repurchased 95,000 shares for a total cost of $163 million in Q1, viewing share repurchases as an attractive use of cash [23] - The effective tax rate for the quarter was 17.5%, with an expected full-year net effective tax rate of 24% [22] Q&A Session Summary Question: Significance of the 10T and timing for approval - Management noted ongoing adoption on the non-conforming side but could not provide a specific timeline for general availability [30] Question: Concerns regarding FICO Direct and performance model - Management addressed concerns about score calculation accuracy, stating that resellers will use the same algorithm as bureaus [38] Question: Timeline for LLPA grids - Management indicated that no one knows the timeline for LLPA grids, citing challenges in making them work effectively [35] Question: Mortgage revenue growth drivers - Management confirmed that growth was driven by a combination of price, volume, and refinancing activity [85] Question: Trends in software business and customer engagement - Management highlighted strong growth in platform ARR and ongoing efforts to migrate customers to the new platform [62]

Fair Isaac (NYSE:FICO) Q1 2026 Earnings call January 28, 2026 05:00 PM ET Company ParticipantsAlexander Hess - VP of Equity ResearchDave Singleton - VP of Investor RelationsFaiza Alwy - Managing DirectorKevin McVeigh - Managing DirectorKyle Peterson - Managing Director and Equity ResearchOwen Lau - Managing DirectorRayna Kumar - Managing DirectorRyan Griffin - VP of Equity ResearchSammy Zhang - Equity ResearchScott Wurtzel - Director of Equity ResearchSteve Weber - CFOWill Lansing - CEOConference Call Parti ...

Fair Isaac (NYSE:FICO) Q1 2026 Earnings call January 28, 2026 05:00 PM ET Speaker11day, and thank you for standing by. Welcome to the first quarter 2026 FICO earnings conference call. At this time, all participants are in a listen-only mode. After the speaker's presentation, we'll open up for questions. To ask a question during the session, you need to press star one one on your telephone. You'll then hear an automated message advising your hand is raised. To withdraw your question, please press star one on ...

Core Viewpoint - Edge Total Intelligence Inc. has successfully completed the acquisition of technology assets from Austal Limited, enhancing its capabilities in aviation and marine applications [1][2]. Group 1: Acquisition Details - The acquisition includes a 100% interest in various software products, including a planning software for aviation, a branched LUSI solution, and an enterprise asset management software suite focused on marine applications [1]. - The company issued 6,075,459 subordinate voting shares to Austal as part of the transaction, representing 9.9% of the issued and outstanding shares at a deemed price of C$1.00 per share [2]. Group 2: Rights and Obligations - Austal has been granted a right of first refusal to partner with the company in utilizing the acquired assets in specific global markets, including Australia, the United States, and several other countries [3]. - Austal has the right to nominate one individual for election to the company's board of directors, which will remain until Austal's shareholding falls below 5% for more than 20 consecutive days [3]. Group 3: Transition and Conditions - Key personnel from Austal will transition to the company to ensure continuity of service for Austal's programs and customers [4]. - If the company does not complete an uplisting transaction to NASDAQ or NYSE within 12 months, or if certain conditions are not met, all rights to the acquired assets will revert back to Austal [4]. Group 4: Company Background - Austal is recognized as a global leader in shipbuilding and defense contracting, having built over 300 vessels for more than 100 operators in 54 countries [6]. - Edge Total Intelligence Inc. specializes in real-time digital operations and decision intelligence solutions, aiming to provide clarity and agility in business operations [7].

Core Insights - BigBear.ai has experienced significant stock growth, rising 50% in six months and over 200% in a year, driven by increasing demand for defense-focused AI tools [1][3] - The company has successfully secured major Army contracts and posted a surprise quarterly profit, showcasing its impressive momentum after a challenging period post-SPAC merger [2][4] Company Overview - BigBear.ai operates in the defense analytics sector, focusing on decision intelligence and modular tools that integrate with existing systems, contrasting with Palantir's end-to-end platforms [5][7] - The company's core products include the "Observe, Orient, Dominate" suite, which processes large volumes of raw data into actionable insights for military planners and analysts [7] Clientele and Contracts - BigBear.ai primarily serves public-sector clients, including the U.S. Defense Intelligence Agency and the Department of Defense, with notable contracts such as a 3.5-year, $13.2 million award for the Pentagon's ORION system [8]

Core Insights - project44 achieved operational cash flow breakeven in Q3 2025 while experiencing over 40% year-over-year growth in new annual recurring revenue (ARR), indicating a strong recovery and growth trajectory post-COVID [1][3] - The company has significantly focused on intelligent automation, with 30% of its ARR now linked to its Intelligent TMS platform [2][3] - Multi-year contract bookings increased by 25% year-over-year, reflecting a deeper commitment from enterprises to project44's platform [3] Financial Performance - The operational cash flow breakeven was not solely due to revenue growth but also resulted from a strategic reduction of $118 million in operating costs and a reduction in headcount from over 1,200 to approximately 575 employees [5] - The company eliminated over $30 million of unprofitable business, particularly from logistics services providers affected by the pandemic [5] Strategic Focus - project44 has shifted from being a visibility provider to a full-stack decision intelligence suite, launching its Intelligent TMS in August 2025 [6] - The Intelligent TMS integrates various functions such as procurement, planning, execution, and visibility, utilizing agentic AI to manage complex workflows [6] Leadership Perspective - CEO Jett McCandless emphasized the company's operational financial independence and rapid scaling, highlighting the delivery of innovations that yield measurable results for customers [4]

Company Overview - BigBear.ai (BBAI) is an AI-powered decision intelligence solutions provider focused on government and national security applications, utilizing predictive analytics, machine learning, and AI to manage complex data sets [1] - BBAI's customer base includes sectors such as defense & intelligence, manufacturing & supply chain, and homeland & border security [1] Revenue Sources - The primary revenue source for BBAI is from national security and defense applications, with specific technologies including: - Biometric Airport Control: BBAI's "Trueface & Veriscan" products streamline air travel processes, which may see increased government investment due to TSA staffing challenges and potential government shutdowns [2] - Edge AI Orchestration: This technology enables real-time decision-making in remote environments without internet connectivity [3] - Decision Intelligence Platform: The "Orient" platform simplifies data collection and organization, helping users identify patterns and predict trends [4] Key Partnerships - BBAI formed a partnership with Palantir in November 2021 to integrate its products with Palantir's Foundry platform, enhancing BBAI's forecasting and predictive capabilities within a leading ecosystem [5] Market Dynamics - BBAI has a high short interest of 27% of its float, and shares are reaching 6-month highs, indicating potential for a breakout as short sellers may need to cover their positions [6][7] Growth Potential - BBAI is positioned as an emerging leader in the high-growth sectors of national security and defense, with successful applications of its technology suggesting rapid growth ahead [9]