| Quarter | Call date | Disclosure | Financial quality | Kept | Missed | |
|---|---|---|---|---|---|---|
| Q2'26 | July 30, 2026 | 4/12 | 2 high, 4 medium, 2 low flags | 2 | 1 | Call sheet → |
| Q1'26 | April 30, 2026 | 11/12 | 6 low flags | 6 | 0 | Call sheet → |
| Q4'25 | February 5, 2026 | 11/12 | 1 medium, 5 low flags | 6 | 0 | Call sheet → |
| Marked | Status | Promise |
|---|---|---|
| Q2'26 | Exceeded | Accelerate investment in data center footprint Pulled forward 2027 CapEx into 2026, now $850M total. |
| Q2'26 | Pending | Private credit intelligence to establish common reference data No metrics provided, shifted to future tense 'going to bring in clients.' |
| Q2'26 | Pending | Treasury clearing actively building repo rulebook Still building five months later, no participants or volumes disclosed. |
| Q2'26 | Missed | Leverage AI to enhance data utility for clients Launched MCP server but only for non-proprietary data. Proprietary still 'being explored.' |
| Q2'26 | Delivered | Continue to win new logos and take share in mortgage Signed Huntington Bank and others, but no revenue impact quantified. |
| Q2'26 | Pending | Hall 6 data center revenue recognition in early 2027 Confirmed on track, but creates H2 2026 comp pressure they're now warning about. |
| Q1'26 | Delivered | Continue working through 2020-2021 vintage contract renewals Worked through vast majority, substantially reducing headwinds |
| Q1'26 | Delivered | United Wholesale Mortgage to go live on MSP Went live approximately 9 months after signing |
| Q1'26 | Exceeded | Expense synergies from Black Knight to reach $200M Achieved $230M by year-end, now targeting $275M by 2028 |
| Q1'26 | Delivered | Mortgage technology revenue growth low to mid-single digits Delivered 6% growth, in line with guidance range |
| Q1'26 | Delivered | Exchange recurring revenue growth in mid-single digits Achieved 10% growth, solidly in mid-single digit range |
| Q1'26 | Exceeded | Mid-single digit FIDS recurring revenue growth trending toward high end Delivered 8% growth vs mid-single digit guidance, clearly at high end |
| Q4'25 | Delivered | Continue strategic investments in data center infrastructure (Q3) $250M real estate investment disclosed for data centers across multiple locations |
| Q4'25 | Exceeded | Full year exchange data growth towards high end of 4-5% guidance range (Q3) Exchange data services grew 16% in Q4, well above guidance range |
| Q4'25 | Delivered | MSP implementations and product adoption momentum (Q3) UWM went live, 2 new MSP wins in Q4, continued strong adoption |
| Q4'25 | Exceeded | Total segment recurring revenue between 5% and 6% for Q4 and full year (Q3) FIDS recurring revenue grew 7%, above the 5-6% range |
| Q4'25 | Exceeded | Fourth quarter revenue growth in data and network technology to be in high single-digit range (Q3) Achieved 10% growth, above the high single-digit guidance |
| Q4'25 | Delivered | Continue to drive high single-digit growth across consolidated feeds business (Q3) Data and network technology grew 10% in Q4, maintaining high single-digit momentum |
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