Fair Isaac Corp FICO

Revenue Intelligence Report • 50 quarters of SEC filing data • Updated 2026-03-06

Fair Isaac Corp demonstrates a robust revenue model driven by strategic investments in SG&A, which yield a significant 10.29% increase in revenue for every 1% increase in spending, compared to a less favorable return from R&D investments. With a strong quarterly revenue of $512 million and an impressive FY forecast of $2.604 billion, reflecting a 31.0% year-over-year growth, the company is well-positioned for continued success. The model's accuracy, evidenced by a 2.5% MAPE and a close holdout test prediction, underscores the reliability of its revenue projections. Investors can expect solid returns as Fair Isaac continues to optimize its spending strategies to drive growth.

Next FY Revenue

$2604.03M

+31.0% YoY

R&D Elasticity

-8.77x

SG&A Elasticity

10.29x

Model Accuracy

2.5% MAPE

Holdout validation: The model predicted $523M vs the actual $512M — an error of 2.2%.

⚠ Model limitation: This company shows negative spending multipliers, meaning increases in spending have not directly translated into revenue growth. This typically occurs with commodity-driven companies or hypergrowth companies.

Revenue Forecast

Quarterly Detail

Quarter	Model Forecast	Actual	95% Range	YoY Growth	Status
Q3 2025	$523M	$512M	$492M – $557M	+16.9%	✓ In range
Q4 2025	$598M		$548M – $653M	+36.0%
Q1 2026	$631M		$567M – $703M	+26.6%
Q2 2026	$649M		$574M – $735M	+21.1%
Q3 2026	$725M		$631M – $833M	+41.6%

How Spending Drives Revenue

Reading this chart: Each line shows the cumulative elasticity — how a 1% increase in spending translates to revenue growth over subsequent quarters. The effect builds over 4-5 quarters as investments compound.

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