MSCI Inc. (NYSE:MSCI ) Q1 2025 Results Conference Call April 22, 2025 11:00 AM ET Company Participants Jeremy Ulan - Head of Investor Relations & Treasurer Henry Fernandez - Chairman & CEO Baer Pettit - President & COO Andy Wiechmann - Chief Financial Officer Conference Call Participants Toni Kaplan - Morgan Stanley Manav Patnaik - Barclays Alex Kramm - UBS Ashish Sabadra - RBC Owen Lau - Oppenheimer Alex Hess - JPMorgan Faiza Alwy - Deutsche Bank Kelsey Zhu - Autonomous Scott Wurtzel - Wolfe Research Craig Huber - Huber Research Partners LLC Jason Haas - Wells Fargo David Motemaden - Evercore ISI Joshua Dennerlein - Bank of America Securities George Tong - Goldman Sachs Russell Quelch - Redburn Atlantic Gregory Simpson - BNP Paribas Exane Operator Good day, ladies and gentlemen, and welcome to the MSCI First Quarter 2025 Earnings Conference Call. As a reminder, this call is being recorded.
MSCI's first-quarter 2025 results reflect strong revenue growth from recurring subscriptions and asset-based fees amid rising expenses.
MSCI (MSCI -0.00%), a global leader in providing investment decision support tools, announced its financial results for the first quarter on April 22. The company reported robust performance, with both earnings per share (EPS) and revenue exceeding analysts' expectations.
![]() MSCI In 2 weeks Estimated | Quarterly | $1.8 Per Share |
![]() MSCI 2 months ago Paid | Quarterly | $1.8 Per Share |
![]() MSCI 5 months ago Paid | Quarterly | $1.6 Per Share |
![]() MSCI 8 months ago Paid | Quarterly | $1.6 Per Share |
![]() MSCI 11 months ago Paid | Quarterly | $1.6 Per Share |
![]() MSCI 15 Feb 2024 Paid | Quarterly | $1.6 Per Share |
21 Apr 2025 Date | | - Cons. EPS | - EPS |
29 Jan 2025 Date | | 3.95 Cons. EPS | 4.18 EPS |
28 Jan 2025 Date | | - Cons. EPS | - EPS |
29 Oct 2024 Date | | 3.77 Cons. EPS | 3.86 EPS |
23 Jul 2024 Date | | 3.55 Cons. EPS | 3.64 EPS |
![]() MSCI In 2 weeks Estimated | Quarterly | $1.8 Per Share |
![]() MSCI 2 months ago Paid | Quarterly | $1.8 Per Share |
![]() MSCI 5 months ago Paid | Quarterly | $1.6 Per Share |
![]() MSCI 8 months ago Paid | Quarterly | $1.6 Per Share |
![]() MSCI 11 months ago Paid | Quarterly | $1.6 Per Share |
![]() MSCI 15 Feb 2024 Paid | Quarterly | $1.6 Per Share |
21 Apr 2025 Date | | - Cons. EPS | - EPS |
29 Jan 2025 Date | | 3.95 Cons. EPS | 4.18 EPS |
28 Jan 2025 Date | | - Cons. EPS | - EPS |
29 Oct 2024 Date | | 3.77 Cons. EPS | 3.86 EPS |
23 Jul 2024 Date | | 3.55 Cons. EPS | 3.64 EPS |
Financial Data & Stock Exchanges Industry | Financial Services Sector | Mr. Henry A. Fernandez CEO | LSE Exchange | US55354G1004 ISIN |
US Country | 5,794 Employees | - Last Dividend | - Last Split | 15 Nov 2007 IPO Date |
MSCI Inc., a pivotal entity in the global investment community, provides a comprehensive suite of decision support tools and services designed to aid investors throughout the investment process. Established in 1998 and based in New York, the company operates on a worldwide scale through its various subsidiaries. MSCI is renowned for supplying indexes, analytics, ESG (Environmental, Social, and Governance) and climate solutions, along with services tailored towards private assets and private capital investors. Through its innovative offerings, MSCI addresses the essential needs in asset allocation, risk management, performance benchmarking, and investment strategy development among others, catering to a broad audience that includes asset managers, owners, and builders.
These services focus on the creation of indexes used across the investment process, particularly in the construction of indexed financial products like ETFs, mutual funds, and derivatives. Indexes also aid in performance benchmarking, portfolio construction, rebalancing, and asset allocation. Additionally, MSCI licenses the Global Industry Classification Standard (GICS) and GICS Direct for sector and industry segmentation.
MSCI's analytics segment offers tools for risk management, performance attribution, and portfolio management. This includes integrated views of risk and return, market, credit, liquidity, counterparty, and climate risk analysis across different asset classes. Managed services and HedgePlatform are also part of this offering, aimed at consolidating portfolio data and enhancing hedge fund investment risk measurement and monitoring.
This segment delivers products and services that assist institutional investors in understanding the impact of ESG factors on portfolio risk and return. It encompasses data, ratings, research, and tools designed to navigate the regulatory landscape surrounding ESG investments, thereby facilitating better investment decisions.
Including real estate and infrastructure segments, these services offer data, benchmarks, return-analytics, climate assessments, and market insights. They provide business intelligence to various stakeholders in the real estate industry and support tools for private capital investors covering essential workflows like sourcing, performance evaluation, risk management, and more.
MSCI addresses the unique needs of private asset investors through tools that assist in various critical activities such as terms and conditions sourcing, operating performance evaluation, and risk management. These solutions support the overarching process of private capital investing.