FICO · Full Picture

FAIR ISAAC CORP — the full picture

Trailing window · 2026-05-11 to 2026-08-09

One earnings window, everything merged: the filing, the call, press releases and news digests, folded into ranked threads.

What to look at first

  1. Guidance and Outlook · Guidance & outlookPriority 65
    quote_verified
    Management raised full-year revenue guidance following Q2 results.
  2. Revenue Performance and Mix · Revenue growth & mixPriority 65
    quote_verified
    Pacer Advisors Inc. reduced its stake in Fair Isaac Corporation by 94.7% in the first quarter, selling over 239,000 shares.
  3. FICO Platform Adoption · UnclassifiedPriority 33
    2 forward row(s); quote_verified
    The FICO Financial Empowerment Fellowship will offer ten $1,500 scholarships as part of the partnership with Seeds of Fortune Inc. and Marsai's Way Foundation.
  4. Credit Scoring Competition · Competition & market sharePriority 23
    quote_verified
    Wolfe Research downgraded FICO to Peer Perform and the stock dropped 6.8% that day, citing competitive pressure from VantageScore and a recent revenue miss.
  5. Mortgage Market Demand Trends · Demand, orders & backlogPriority 23
    quote_verified
    Analysts flagged mortgage origination revenue deceleration during the Q2 earnings call.

Threads by pillar

Revenue & Demand Priority 66 · 2 threads

Guidance & Outlook Priority 65 · 1 thread

Macro & Market Conditions Priority 23 · 1 thread

Unclassified Priority 33 · 1 thread