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Kevin McVay

Research Analyst at UBS Asset Management Americas Inc.

Kevin McVay is an analyst at UBS, specializing in equity research with a focus on consumer and retail companies. He has delivered insightful coverage of major firms in these sectors, leveraging strong industry expertise to inform investment strategies and portfolio recommendations. Throughout his career, McVay has demonstrated a track record of rigorous analytical performance and client-focused research, supported by professional credentials and relevant securities licenses. His experience includes analyst roles at leading financial institutions prior to joining UBS, highlighting a progression marked by recognized industry achievement.

Kevin McVay's questions to FAIR ISAAC (FICO) leadership

Question · Q4 2024

Kevin McVay of UBS asked how much of the 2025 pricing increase is factored into the fiscal 2025 guidance and how the phasing of prior-year pricing might affect the outlook.

Answer

CEO William Lansing explained that the impact is not immediate due to two main factors: the mismatch between FICO's fiscal year (starting October 1) and the calendar year pricing (starting January 1), and the fact that many channel partners are on multi-year contracts with legacy pricing, which FICO honors. This creates a gradual, 'feathered-in' effect on revenue.

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