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Mar 31, 2022

MSCI Q1 2022 Earnings Report

MSCI's financial results for Q1 2022 were announced, showing revenue growth and strong performance across segments.

Key Takeaways

MSCI reported a strong first quarter with a 17.0% increase in operating revenues, driven by growth in recurring subscriptions and asset-based fees. The company saw significant growth in its ESG and Climate segment, as well as strong performance in its Index business. Despite economic turmoil, MSCI posted its best first quarter ever for new recurring subscription sales.

Operating revenues increased by 17.0% to $559.9 million, with organic operating revenue growth of 13.7%.

Recurring subscription revenues were up 18.4%, and asset-based fees increased by 14.5%.

Diluted EPS rose by 17.8% to $2.78, and adjusted EPS increased by 21.1% to $2.98.

The company's retention rate was 95.9%, demonstrating strong client loyalty.

Total Revenue
$560M
Previous year: $478M
+17.0%
EPS
$2.98
Previous year: $2.46
+21.1%
Retention Rate
95.9%
Previous year: 96.3%
-0.4%
Gross Profit
$457M
Previous year: $393M
+16.4%
Cash and Equivalents
$679M
Previous year: $1.75B
-61.1%
Free Cash Flow
$229M
Previous year: $205M
+11.6%
Total Assets
$4.16B
Previous year: $5.63B
-26.1%

MSCI

MSCI

MSCI Revenue by Segment

Forward Guidance

MSCI provided full-year 2022 guidance based on macroeconomic and capital market assumptions, with no changes from the previously published guidance on January 27, 2022.

Revenue & Expenses

Visualization of income flow from segment revenue to net income