Fair Isaac

Management has executed a clear strategy: strengthen Scores economics, transition software to platform/ARR, and focus on high-ROIC, low-capex growth while returning cash via buybacks. The October 2025 direct-license initiative demonstrates strategic agility to reset channel economics under regulatory and customer pressure.

CEO Will Lansing’s long tenure and ownership align incentives, though ongoing public scrutiny of pricing underscores the need for careful stakeholder management.