FICO · 10-K · 2026A · Full report

Revenue Performance and Mix

FAIR ISAAC CORP · 2026-11-06 · Importance 59 · Surprise 48 · No source text

Fiscal 2026 revenue was $2.535 billion, up $544.0 million, or 27%, from fiscal 2025. Scores revenue rose $483.6 million to $1.652 billion, driven by higher unit prices and volume of mortgage origination scores in business-to-business revenue; business-to-consumer scores revenue increased $10.0 million. Software revenue grew $60.4 million to $882.7 million as on-premises and SaaS revenue increased $68.0 million, largely from SaaS growth in Platform products, while professional services revenue declined $7.6 million. Software ARR reached $850.9 million at September 30, 2026, up 14% year over year, and Platform ARR increased to $452.6 million from $263.6 million a year earlier.

Key facts

Impact estimates

metricdirectionstageexpectedbasis
revenuepositiverealized+4.1%FAIR ISAAC CORP’s Software segment Annual Recurring Revenue was $850.9 million as of September 30, 2026, up 14% from September 30, 2025.