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Sep 30, 2023

FICO Q4 2023 Earnings Report

FICO's Q4 2023 earnings were announced, revealing revenue growth and increased EPS compared to the prior year.

Key Takeaways

FICO reported Q4 2023 revenue of $389.7 million, a rise from $348.7 million in the prior year. GAAP EPS increased to $4.01 from $3.55, and non-GAAP EPS grew to $5.01 from $4.40. The company's net income for the quarter was $101.4 million, and free cash flow reached $163.0 million.

FICO's Q4 revenue increased to $389.7 million, up from $348.7 million in the prior year.

GAAP net income rose to $101.4 million, with EPS at $4.01.

Non-GAAP EPS increased to $5.01, compared to $4.40 in the prior year.

Software Dollar-Based Net Retention Rate was 120% year-over-year.

Total Revenue
$390M
Previous year: $349M
+11.8%
EPS
$5.01
Previous year: $4.4
+13.9%
Gross Profit
$307M
Previous year: $266M
+15.3%
Cash and Equivalents
$137M
Previous year: $133M
+2.7%
Free Cash Flow
$163M
Previous year: $144M
+13.2%
Total Assets
$1.58B
Previous year: $1.44B
+9.2%

FICO

FICO

FICO Revenue by Segment

Forward Guidance

FICO provided its FY 2024 guidance, which includes double-digit percentage revenue and EPS growth.

Positive Outlook

  • Double-digit percentage revenue growth expected.
  • Double-digit percentage EPS growth anticipated.
  • Revenue guidance of $1.675 billion.
  • GAAP Net Income $490 million
  • Non-GAAP Net Income $566 million

Revenue & Expenses

Visualization of income flow from segment revenue to net income