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Fair Isaac quarterly revenue rises 27.4% to $657.0 million

Fair Isaac's revenue growth is speeding up. Results for the quarter ended September 30, 2026, from the earnings release filed with the SEC on Nov 4, 2026.

Octans ResearchPublished

Snapshot

Fair Isaac's revenue growth is speeding up: revenue rose 27.4% to $657.0 million in the quarter ended September 30, 2026, from $515.8 million a year earlier, after 25.7% year over year growth the quarter before.

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($FICO)▲ +0.91%707.40

as of 16:00 ET · Realtime derived data

What We Know

Revenue for the quarter ended September 30, 2026 was $657.0 million, versus $515.8 million in the same quarter a year earlier, up 27.4%.

Bar chart: Fair Isaac: revenue, last eight quarters. US$ millions by fiscal quarter end, as of Nov 4, 2026. Dec 2024 440.0; Mar 2025 498.7; Jun 2025 536.4; Sep 2025 515.8; Dec 2025 512.0; Mar 2026 691.7; Jun 2026 674.2; Sep 2026 657.0. Latest quarter $657.0M, Up 27.4% vs a year earlier.
Source: SEC EDGAR (earnings release and XBRL financial data)

Quarterly revenue by fiscal quarter end, oldest first: Dec 2024: $440.0 million; Mar 2025: $498.7 million; Jun 2025: $536.4 million; Sep 2025: $515.8 million; Dec 2025: $512.0 million; Mar 2026: $691.7 million; Jun 2026: $674.2 million; Sep 2026: $657.0 million.

Octans View

Year over year revenue change by quarter, computed from the filed figures: Dec 2025 up 16.4%; Mar 2026 up 38.7%; Jun 2026 up 25.7%; Sep 2026 up 27.4%. On those figures, Fair Isaac's revenue growth is speeding up. That read compares the latest two year over year growth rates and nothing else.

Bear Case · Room for Disagreement

This brief covers reported revenue and diluted earnings per share only. It does not cover guidance, margins, segment results, cash flow or the earnings call, and it makes no forecast. Revenue is the total on the release line we matched; a company's own adjusted measures can differ.

Method and source. Octans Research matched the revenue line in the earnings release (Exhibit 99.1) to the year ago quarter the company reported in its own XBRL financial data; the two must agree before anything is published. The quarterly history comes from the same XBRL data. The text is generated from those verified figures by a fixed template; no model wrote it.

Chart

$FICO adjusted close, last 6 months $FICO adjusted close, last 6 months: series falling from 1092 to 707 (−35.2%) from 2026-05-11 to 2026-11-05. Scale 400 to 1400. 400600800100012001400 2026-05-112026-11-05 $FICO ADJUSTED CLOSE, LAST 6 MONTHS −35.2% 707.4
Source: Tiingo · As of 2026-11-05Indicative, not investment advice.

Sources

  1. [1]SEC EDGAR — Fair Isaac earnings release for the quarter ended September 30, 2026 (Exhibit 99.1), filed Nov 4, 2026
  2. [2]SEC EDGAR — Fair Isaac XBRL financial data (company facts)

These are the sources this piece was drafted from. How we verify. Found an error? Tell us and we correct it in public.

$657.0M

Revenue for the quarter ended September 30, 2026 was $657.0 million, versus $515.8 million in t… · What we know

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