FICO signals robust momentum in Scores and platform ARR growth as direct licensing adoption accelerates

FICO Q1 2026 earnings call: revenue up 16%, Scores growth, platform ARR +33%, and Direct Licensing/Plaid updates.
nationalmortgageprofessional.com

FICO’s Direct License Program Shakes Up Mortgage Credit Scoring

FICO has fired its latest shot in the credit scoring wars, launching a direct license program that promises to slash costs for lenders by cutting out credit bureau markups. But not everyone is ...

Fair Isaac Corporation (FICO): A bull case theory

We came across a bullish thesis on Fair Isaac Corporation on Bullseye Picks’s Substack by Bullseye Investing. In this article, we will summarize the bulls’ thesis on FICO. Fair Isaac Corporation’s ...
Nasdaq

FICO Unveils Groundbreaking Credit Scores That Incorporate Buy Now, Pay Later Data

FICO® Score 10 BNPL and FICO® Score 10 T BNPL incorporate BNPL data to better reflect modern consumer behavior and drive financial inclusion BOZEMAN, Mont.--(BUSINESS WIRE)-- FICO (NYSE: FICO), global ...
Seeking Alpha

FICO targets 18% revenue growth in 2026 as company advances direct licensing and AI innovation

FICO guided for fiscal 2026 revenue of $2.35 billion, representing an 18% increase over fiscal 2025. Lansing stated, "We are guiding the following: revenue of $2.35 billion, an increase of 18% over ...
Orange County Register

Fannie Mae, Freddie Mac adding a dose of competition to FICO credit scoring

Exactly 30 years ago, Fannie Mae and Freddie Mac adopted credit reports and their scores from FICO as a basis for mortgage credit decisions (approval or denial) and risk-based loan pricing. That FICO ...