MSCI (MSCI) recently announced a partnership with Moody’s (MCO) , marking a milestone in advancing ESG (Environmental, Social and Governance) transparency in financial markets.The partnership will leverage MSCI’s robust sustainability data and models, widely utilized by major asset managers worldwide, to bolster Moody’s offerings across banking, insurance, and corporate sectors.Moody’s will also integrate MSCI’s industry-leading ESG ratings and content into its solutions, gradually replacing its own ESG dat ...

Jonathan Kitchen 'Compounder' stocks are an interesting breed for a couple of reasons. - First, people have such a wide variety of ways that they like to define and screen for them, and - Second, investing in the right ones can make you a LOT of money over a long-term investing horizon. Many have a view that finding a compounder is a game of 'inputs' - in that, a business that is in the right market, with the right management, and with a highly profitable business model will likely make you a strong ret ...

A month has gone by since the last earnings report for MSCI (MSCI) . Shares have added about 8.4% in that time frame, outperforming the S&P 500.Will the recent positive trend continue leading up to its next earnings release, or is MSCI due for a pullback? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at the most recent earnings report in order to get a better handle on the important catalysts. MSCI Q1 Earnings Beat, Recurring Subscriptions Rise Y/YMSCI’s fir ...

MSCI (MSCI) is one of the stocks most watched by Zacks.com visitors lately. So, it might be a good idea to review some of the factors that might affect the near-term performance of the stock.Over the past month, shares of this maker of software tools to help portfolio managers make investment decisions have returned -15%, compared to the Zacks S&P 500 composite's -0.2% change. During this period, the Zacks Business - Software Services industry, which MSCI falls in, has lost 3.7%. The key question now is: Wh ...

First Quarter 2024 EARNINGS PRESENTATION April 23, 2024 © 2024 MSCI Inc. All rights reserved. Forward-Looking Statements ...

财务数据和关键指标变化 - 公司实现了10%的有机收入增长、12%的经调整每股收益增长和14%的自由现金流增长 [26] - 指数投资相关收入(ABF)增长13%,主要受益于MSCI指数链接ETF和非上市产品的资产管理规模创新高 [29] 各条业务线数据和关键指标变化 - 指数业务订阅收入增长9.3%,其中亚太地区增长12%,对冲基金增长24% [19] - 定制和特殊指数订阅收入增长19% [19] - 分析业务收入增长12%,Q1新增经常性销售额创10年来新高 [21] - ESG和气候业务订阅收入增长13%,其中欧洲和亚洲地区增长较快 [31] - 房地产解决方案业务订阅收入增长4% [31] - 私募股权解决方案业务订阅收入增长17% [23] 各个市场数据和关键指标变化 - 亚太和欧洲地区帮助稳定了ESG业务的订阅收入增长,而美洲地区仍面临一定压力 [12] - 亚太和欧洲地区推动了气候解决方案业务39%的订阅收入增长 [12] 公司战略和发展方向及行业竞争 - 公司将继续专注于投资组合定制、私募资产增长和可持续发展等行业重大趋势 [13] - 收购Foxberry将加强公司的定制指数能力,为机构投资者和中介机构提供指数创建的模拟和回测功能 [13] - 将Fabric平台与MSCI的因子风险模型、ESG和气候数据及指数相结合,大幅提升了财富管理领域的解决方案能力 [13] - 收购Trove Research扩展了公司的气候解决方案,加深了与机构投资者以外的企业、交易部门和银行等客户的互动 [14] 管理层对经营环境和未来前景的评论 - 尽管面临市场波动等挑战,但公司的多元化客户群、产品组合和地域分布有助于提高抗风险能力 [12] - 只要股票市场和资产管理规模保持支持,就应该能够缓解一些客户支出压力 [13] - 公司有信心能够在2024年及以后保持高水平的收入增长和盈利能力 [14] 问答环节重要的提问和回答 问题1 **Toni Kaplan 提问** 询问Q1取消订阅的情况,以及未来是否会持续 [37][38][39] **Andy Wiechmann 回答** Q1取消订阅主要集中在指数和ESG/气候业务,其中大部分来自一家大型银行合并事件。预计未来取消订阅水平不会持续如此高 [38][39] 问题2 **Alex Kramm 提问** 询问资产管理客户群的情况,以及对未来的信心 [41][42][43][44] **Andy Wiechmann 回答** 资产管理客户群预算受到影响,销售周期有所延长,但公司仍看好大型资产管理公司的机会,并看到定制指数等新兴业务的强劲需求 [42][43][44] 问题3 **Manav Patnaik 提问** 询问公司对取消订阅的可见度,以及新业务拓展的可见度 [46][47][48][49] **Andy Wiechmann 回答** 公司对整体客户活动水平有一定可见度,但具体时间点难以预测。新业务拓展方面,公司有较好的销售线索,但受制于当前的预算压力和销售周期延长 [47][48][49]

MSCI Inc.'s (MSCI) first-quarter 2024 adjusted earnings of $3.52 per share beat the Zacks Consensus Estimate by 2.33% and increased 12.1% year over year.Revenues increased 14.8% year over year to $680 million but missed the consensus mark by 0.38%. Organic revenues increased 10.3% year over year.Recurring subscriptions of $513.1 million increased 15.2% year over year and accounted for 75% of revenues.Asset-based fees of $150.3 million increased 12.9% year over year and contributed 21% of revenues.Non-recurr ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 ___________________________________ FORM 10-Q ___________________________________ x QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2024 OR o TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from____________to____________ Commission file number 001-33812 ____________________ ...

For the quarter ended March 2024, MSCI (MSCI) reported revenue of $679.97 million, up 14.8% over the same period last year. EPS came in at $3.52, compared to $3.14 in the year-ago quarter.The reported revenue compares to the Zacks Consensus Estimate of $682.53 million, representing a surprise of -0.38%. The company delivered an EPS surprise of +2.33%, with the consensus EPS estimate being $3.44.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they c ...

MSCI财报分析 - MSCI在2024年3月的季度报告中，每股收益为3.52美元，超过了Zacks Consensus Estimate的3.44美元，同比去年同期的每股收益为3.14美元[1] - MSCI在过去四个季度中，四次超过了市场预期的每股收益[2] - MSCI在2024年3月的季度营收为6.7997亿美元，略低于Zacks Consensus Estimate，但比去年同期的5.9222亿美元有所增长[3] - MSCI股价的未来走势将取决于管理层在财报电话会议中的评论，目前股价自年初以来下跌了约8.9%[4] 投资者关注点 - 投资者关注的问题是MSCI股票的未来走势，其中公司的盈利前景是一个可靠的衡量标准[5] - 研究表明，盈利预期的变化与股票短期走势之间存在强烈相关性，投资者可以通过追踪这些变化来做出决策[6] - 在财报发布前，MSCI的盈利预期变化趋势是混合的，目前的Zacks Rank为3（持有），预计股价将与市场表现一致[7] 行业前景分析 - 投资者应该注意行业前景对股票表现的影响，目前Business - Software Services行业在Zacks行业排名中处于前38%[9] Q2 Holdings财报预测 - 同行业的另一家公司Q2 Holdings（QTWO）即将发布2024年3月季度的财报，预计将于5月1日发布[10] - Q2 Holdings预计在即将发布的财报中每股收益为0.29美元，同比增长107.1%，营收预计为1.636亿美元，同比增长6.9%[11]