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12:30
Jul 29 ◎

VRSK FY2026 Q2 Watch

Verisk Analytics, Inc. (VRSK) FY2026 Q2 Earnings Call

ANTHROPIC MSCI ▾

Lee Shavel

Verisk is the first insurance data provider with MCP connectors for Claude; a top 10 carrier is already using them, showing early adoption and deepening the partnership.

"In May, we announced our first collaboration with Anthropic, launching two Verisk MCP connectors for Claude, which bring our trusted regulatory-grade data and analytics directly into conversational AI workflows in an underwriting and"

ANTHROPIC WATCH

Lee Shavel

The 2026 global catastrophe losses are tracking below $100 billion for the first time since 2020, leading to a slowdown in hurricane season activity and potential pressure on Q3 transactional revenues. — Low catastrophe activity reduces demand for claims and restoration services, impacting both Verisk and MSCI's catastrophe-related transactional revenue streams.

"With the on-time and on-budget launch of our re-engineered U.S. tropical cyclone model and Verisk Synergy Studio, our new cloud-native platform for integrated catastrophe modeling and risk analytics."

MSCI WATCH

HIGH

12:30
Apr 29 ◎

VRSK FY2026 Q1 Watch

Verisk Analytics, Inc. (VRSK) FY2026 Q1 Earnings Call

VRSK AM BEST ▾

Elizabeth Mann

Management reaffirmed FY2026 guidance and maintained that Q1 was the trough, with gradual improvement expected through the year. While growth is below historical levels due to temporary headwinds, the overall tone is cautiously confident.

"we expect the first quarter of 2026 to be a trough, both in terms of organic constant currency revenue growth rates and absolute dollars, and forecast a gradual improvement as we move through the year."

VRSK WATCH

Lee Schabel

This is likely a mis-transcription of 'AM Best'; if it is a real report, it suggests rating agency AM Best is tracking AI readiness in insurance, which could influence risk assessments for carriers and providers like Verisk.

"I note in an AMBEST report on AI and insurance released this week, surveyed insurers identified data readiness as the top impediment to AI implementation, even ahead of security and privacy."

AM BEST WATCH

HIGH

13:30
Feb 18 ◎

VRSK FY2025 Q4 Watch

Verisk Analytics, Inc. (VRSK) FY2025 Q4 Earnings Call

VRSK ▾

Lee Schabel

Management expresses confidence in hitting long-term growth targets in 2026, buoyed by strong industry health and AI-driven product opportunities, though Q1 is guided as a trough.

"We are excited about the growth opportunities ahead and have confidence in delivering a year of growth in 2026 that is in line with our long-term growth targets and compounds the solid year in 2025."

VRSK WATCH

HIGH

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