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09:00
Jul 01 ◎

FDS FY2026 Q3 Watch

FactSet Research Systems Inc. (FDS) FY2026 Q3 Earnings Call

LPLA GOOGL FDS SNOW DATABRICKS ▾

Sanok Vishwanathan

LPL is expanding its partnership with FactSet for real-time data, indicating continued investment in cloud-native trading infrastructure.

"LPL Financial, the largest independent broker dealer in the US that supports over 32,000 financial advisors, selected our real-time data platform to support their cloud-native trading application and Intraday Portfolio P&L workflows."

LPLA WATCH

Sanok Vishwanathan

Google Cloud gains access to FactSet's financial intelligence for Gemini Enterprise, strengthening its enterprise AI offering.

"We announced a strategic partnership with Google Cloud this week, expanding our distribution through Google Cloud's enterprise channels and unlocking new revenue opportunities."

GOOGL WATCH

Sanok Vishwanathan

FactSet is experiencing accelerating ASV growth driven by AI adoption and commercial excellence initiatives, with margin investments expected to yield long-term operating leverage.

"Q3 performance was strong with our fifth consecutive quarter of acceleration in organic ASV growth. We grew ASV by 7.1% to $2.48 billion across all regions and client types."

FDS WATCH

Sanok Vishwanathan

Snowflake is a key data infrastructure partner for FactSet's enterprise knowledge graph solutions.

"FactSet's unique strengths in entity resolution, ontology, and concordance in partnership with Snowflake, Databricks, Google, and AWS position us well to help clients build out their enterprise knowledge graphs."

SNOW WATCH

Sanok Vishwanathan

Databricks is a key data infrastructure partner for FactSet's enterprise knowledge graph initiatives.

DATABRICKS WATCH

Sanok Vishwanathan

AWS is a key data infrastructure partner for FactSet's enterprise knowledge graph solutions.

AMZN WATCH

Sanok Vishwanathan

Anthropic's platform is part of FactSet's data distribution ecosystem, benefiting from high-quality financial data availability.

"Clients can now access our data through all major Frontier Lab platforms, including Anthropic, OpenAI, Google and Microsoft."

ANTHROPIC WATCH

Sanok Vishwanathan

OpenAI's platform is integrated with FactSet's MCP, enabling AI workflows using trusted financial data.

"Clients can now access our data through all major Frontier Lab platforms, including Anthropic, OpenAI, Google and Microsoft."

OPENAI WATCH

Sanok Vishwanathan

Microsoft's AI ecosystem gains access to FactSet's data, supporting enterprise AI adoption.

"Clients can now access our data through all major Frontier Lab platforms, including Anthropic, OpenAI, Google and Microsoft."

MSFT WATCH

HIGH

09:00
Mar 31 ◎

FDS FY2026 Q2 Watch

FactSet Research Systems Inc. (FDS) FY2026 Q2 Earnings Call

FDS JPM SNOW DATABRICKS ANTHROPIC ▾

Sanok Vishwanathan

Management raised FY2026 guidance for ASV, revenue, and EPS, citing accelerating growth across all geographies and firm types, strong AI adoption, and early productivity gains, indicating a positive and improving trajectory.

"We are well positioned to be a winner in an AI-intensive world and to deliver attractive ongoing financial returns"

FDS WATCH

Sanok Vishwanathan

FactSet is adding JPMorgan's research content to its platform, strengthening its sell-side data offering and potentially increasing FactSet's stickiness with buy-side clients.

"integrating premier research firms like JPMorgan, Barclays, and Kepler directly into our platform"

JPM WATCH

Sanok Vishwanathan

FactSet integrates its data with Snowflake's cloud platform, enabling joint client workflows; partnership is complementary and likely expands Snowflake's ecosystem among financial institutions.

"partnerships with Snowflake and Databricks enable clients to seamlessly combine fact-set data with their own sources and operate AI-driven workflows"

SNOW WATCH

Sanok Vishwanathan

FactSet partners with Databricks to allow clients to combine FactSet data with their own in a secure cloud environment; could drive incremental usage of Databricks in finance.

"partnerships with Snowflake and Databricks enable clients to seamlessly combine fact-set data with their own sources and operate AI-driven workflows"

DATABRICKS WATCH

Sanok Vishwanathan

FactSet is making its datasets available in Anthropic's AI marketplace, which may increase adoption of Anthropic's models for financial AI applications.

"partnering with Anthropic, OpenAI, and other leading frontier labs to ensure that facts and data sets are readily available in their marketplaces"

ANTHROPIC WATCH

Sanok Vishwanathan

FactSet lists its data in OpenAI's marketplace, potentially driving more financial workloads on OpenAI's platform.

"partnering with Anthropic, OpenAI, and other leading frontier labs to ensure that facts and data sets are readily available in their marketplaces"

OPENAI WATCH

Sanok Vishwanathan

Barclays research content is now available on FactSet, expanding content breadth and potentially reducing reliance on other distributors.

"integrating premier research firms like JPMorgan, Barclays, and Kepler directly into our platform"

BCS WATCH

Helen Shan

UBS was a major new client win a year ago, contributing to tough comps but demonstrating FactSet's ability to land large global asset managers.

"despite the challenging year-over-year comparison given our landmark UBS win a year ago"

UBS WATCH

Helen Shan

Schroders deepened its relationship with FactSet by adopting a managed service, signaling trust and expansion within a key asset management client.

"expanded our longstanding Schroeder relationship to provide a managed service to enable greater scale"

SDR.L WATCH

HIGH

09:00
Dec 18 ◎

FDS FY2026 Q1 Watch

FactSet Research Systems Inc. (FDS) FY2026 Q1 Earnings Call

FDS ▾

Helen Shan

Management struck a cautiously optimistic tone, reaffirming full-year guidance and increasing the buyback authorization, while acknowledging the need for prudent execution given the early stage of the fiscal year.

"We are reaffirming our previously issued FY26 guidance across all metrics, both GAAP and adjusted. Clearly, Q1 was a solid start, and we are encouraged by continued client demand. This sets us up well to deliver on full year targets."

FDS WATCH

HIGH

09:00
Sep 18 ◎

FDS FY2025 Q4 Watch

FactSet Research Systems Inc. (FDS) FY2025 Q4 Earnings Call

FDS ▾

Helen Shan

Management is cautiously optimistic, guiding in line with prior year ranges while signaling continued investment in AI and data. The tone is balanced—no dramatic acceleration or deterioration, but a watchful stance on client buying behavior.

"We're taking a conservative approach to our guidance to reflect the current environment of longer sales cycles and more rigorous client approval processes, and not due to reduced confidence in our competitive positioning or market demand."

FDS WATCH

HIGH

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