Core Insights - MSCI is expected to report quarterly earnings of $4.37 per share, reflecting a 13.2% increase year-over-year, with revenues projected at $799.21 million, a 10.3% increase from the previous year [1] Earnings Estimates and Revisions - Changes in earnings estimates are crucial for predicting investor reactions, with empirical studies showing a strong correlation between earnings estimate revisions and short-term stock performance [2] Analyst Forecasts - Analysts forecast 'Operating Revenues- ESG and Climate' to reach $93.75 million, indicating a 12.1% year-over-year increase [4] - The consensus estimate for 'Operating Revenues- Analytics' is $184.18 million, reflecting a 6.9% year-over-year change [4] - 'Operating Revenues- Index' is expected to be $450.99 million, showing an 11.4% increase year-over-year [4] Revenue Breakdown - 'Operating Revenues- Asset-based fees - Total' is projected at $195.89 million, a 16.2% increase year-over-year [5] - Analysts estimate 'Period-End AUM in ETFs linked to MSCI equity indexes' at $2.12 billion, up from $1.76 billion in the same quarter last year [5] Subscription Metrics - The 'Index Run Rate - Recurring subscriptions' is expected to reach $984.65 million, compared to $906.80 million in the same quarter last year [6] - The average prediction for 'Total Run Rate - Total recurring subscriptions' is $2.38 billion, up from $2.21 billion in the previous year [6] Retention Rates and Run Rates - The estimated 'Total Retention Rate' is 94.8%, up from 94.2% a year ago [7] - 'Analytics Run Rate' is projected at $741.96 million, compared to $691.33 million last year [7] - 'All Other - Private Assets Run Rate' is expected to reach $285.02 million, up from $268.58 million in the same quarter last year [7] ESG and Climate Metrics - The 'ESG and Climate Run Rate' is estimated at $372.98 million, compared to $344.02 million in the same quarter last year [8] - The 'Index Retention Rate' is projected to be 96.1%, up from 95.4% in the previous year [8] Stock Performance - MSCI shares have shown a return of -5.1% over the past month, contrasting with the Zacks S&P 500 composite's +0.2% change, indicating a potential alignment with overall market performance [9]