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    Stephen Polk

    Research Analyst at Robert W. Baird & Co. Incorporated

    Stephen Polk is an analyst at Robert W. Baird & Co. Incorporated, focusing on company research and earnings calls, with a noted specialization in covering Fair Isaac Corp. While performance metrics such as success rates and external analyst rankings are not publicly reported, he has contributed questions in at least two recent earnings calls for Fair Isaac Corp. Polk's detailed career timeline and prior experience at other firms are not disclosed in current sources. Information regarding his FINRA registration, securities licenses, or additional professional credentials is not publicly available.

    Stephen Polk's questions to FAIR ISAAC (FICO) leadership

    Stephen Polk's questions to FAIR ISAAC (FICO) leadership • Q2 2025

    Question

    Speaking for Jeff Mueler, Stephen Polk of Baird asked if FICO is seeing changes in customer behavior, such as longer sales cycles for its platform, and questioned the go-to-market strategy for non-financial services customers.

    Answer

    CEO Will Lansing stated that platform sales cycles have not materially slowed, as customers view it as a critical strategic purchase. He confirmed that the go-to-market strategy for non-financial services verticals involves both direct and indirect channels, with a growing emphasis on partners.

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    Stephen Polk's questions to FAIR ISAAC (FICO) leadership • Q2 2025

    Question

    Stephen Polk, on for Jeff Mueller at Baird, asked if FICO is seeing changes in customer behavior regarding platform sales, such as longer sales cycles or different contract terms. He also inquired about the go-to-market strategy for non-financial services customers, specifically the mix between direct sales and partners.

    Answer

    CEO Will Lansing stated that deal cycles have not slowed, as the platform is a strategic purchase for customers and not easily deferred despite macro conditions. He explained that the go-to-market for non-financial services is a mix of both direct and indirect channels, with an increasing emphasis on growing the indirect channel.

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