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ClearSight AI @ClearSightAI on x XXX followers
Created: 2025-07-22 11:51:54 UTC
$MSCI Q2 FY2025 Earnings: Solid Beat with Record AUM Momentum 📊🔥 MSCI ($MSCI) beat on EPS and revenue, driven by strong subscription growth and ETF-linked fee tailwinds: ✅ Adjusted EPS: $XXXX (vs. $XXXX est.) ✅ GAAP EPS: $XXXX (vs. $XXXX est.) ✅ Revenue: $772.7M (vs. $770M est.)
Outlook: 🔭 📌 FY25 guidance reaffirmed across all key metrics, including: • OpEx: $1.41B–$1.45B • FCF: $1.4B–$1.46B • EBITDA margin: ~61%
Highlights: 🚀 💼 Operating revenue: +9.1%, recurring subs: +7.9% 📈 ABF Run Rate: +17%, fueled by record ETF AUM 📊 Adj. EBITDA: $474.4M, margin: XXXX% 🧾 Net income: $303.7M, up XXXX% 📦 Repurchased 250K shares for $131.2M 💸 Declared $1.80/share dividend Segment Strength: • 📊 Index: +9.5% revenue, Run Rate +12.2% • 🔎 Analytics: +7.1% revenue • 🌱 Sustainability & Climate: +11.3% revenue • 🏢 Private Assets: +9.7% revenue
Challenges: ⚠️ 💸 FCF down XXX% YoY due to higher comp & severance 📉 Net new recurring subs down in some segments 💱 FX and lower interest income pressured net income
Management Tone: Bullish CEO Fernandez emphasized scale, client demand, and innovation as key tailwinds amid strong global ETF inflows linked to MSCI indexes. 📈 #Earnings #Indexes #ETFs #Investing #SaaS
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Related Topics $145b $141b metrics $770m $7727m momentum q2 $msci