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MSCI logoMSCI MSCI

The company said total operating revenues rose 15.9% for the 3 months ended September 30, 2024. It said that, excluding the impact of foreign currency exchange rate fluctuations and recent acquisitions, the increase was 11.1%.

10-QQuarterly reportFiled Period of report Summary published (UTC)

Key points

AI summary
  1. The company said total operating revenues rose 15.9% for the 3 months ended September 30, 2024. It said that, excluding the impact of foreign currency exchange rate fluctuations and recent acquisitions, the increase was 11.1%.

  2. The company said asset-based fees rose 19.5% over the 3 months, and that average AUM in ETFs linked to MSCI equity indexes for the 3 months increased $300.5 billion, or 21.8%. Its filing said the increase was in line with these results.

  3. MSCI said total operating expenses rose 18.8% over the 3 months. It also said that within recurring subscriptions, All Other - Private Assets products increased $27.5 million, including $26.7 million of Burgiss revenue.

  4. MSCI said that as of September 30, 2024, it had $4,200.0 million of Senior Notes and $311.9 million of borrowings under its revolving credit facility outstanding. It also said the remaining authorization under its 2022 Repurchase Program was $405.4 million.

Key figures

Quarter ended September 30, 2024

Revenue
$725M
Operating income
$401M
Net income
$281M
EPS
$3.57

From the XBRL financial data filed with the SEC · not processed by AI.

Summary

AI-written

Analysis scope · Management's discussion (MD&A)We analyzed excerpts of the Management's Discussion and Analysis (MD&A) section (with omissions). Other sections of the report, such as the notes to the financial statements and risk factors, were not reviewed.

Q3 2024 Operating Revenue Growth

The company said total operating revenues rose 15.9% for the 3 months ended September 30, 2024. It said that, excluding the impact of foreign currency exchange rate fluctuations and recent acquisitions, the increase was 11.1%.

Source · Based on the MD&A text of the filing

Asset-Based Fees and Average ETF AUM

The company said asset-based fees rose 19.5% over the 3 months, and that average AUM in ETFs linked to MSCI equity indexes for the 3 months increased $300.5 billion, or 21.8%. Its filing said the increase was in line with these results.

Source · Based on the MD&A text of the filing

Operating Expenses and Burgiss Revenue

MSCI said total operating expenses rose 18.8% over the 3 months. It also said that within recurring subscriptions, All Other - Private Assets products increased $27.5 million, including $26.7 million of Burgiss revenue.

Source · Based on the MD&A text of the filing

Debt and Remaining Share Repurchase Authorization

MSCI said that as of September 30, 2024, it had $4,200.0 million of Senior Notes and $311.9 million of borrowings under its revolving credit facility outstanding. It also said the remaining authorization under its 2022 Repurchase Program was $405.4 million.

Source · Based on the MD&A text of the filing

AI summarized the filing and translated the summary into English; it may differ from the original. For reference only, not investment advice. AI translated the published Korean report into English. Figures are copied as filed, not recalculated.

Original filing

The filing as submitted to SEC EDGAR. You can check the figures and statements of this summary against it.

Source: SEC EDGAR (U.S. Securities and Exchange Commission). Item captions are the SEC's. The summary is for reference only and is not investment advice.