MSCI Inc. (MSCI) UBS Global Technology and AI Conference 2025 December 2, 2025 10:55 AM EST
Company Participants
Andrew Wiechmann – Chief Financial Officer
Conference Call Participants
Alex Kramm – UBS Investment Bank, Research Division
Presentation
Alex Kramm
UBS Investment Bank, Research Division
Hello, everyone. Thank you very much. I’m Alex Kramm, Senior Research Analyst at UBS, covering exchanges and business services. With me here to kick off my portion of the program is Andy Wiechmann, CFO at MSCI. Thanks for being here. got set for the first time.
Andrew Wiechmann
Chief Financial Officer
Great to be here. Amazing event. Thank you for having us.
Question-and-Answer Session
Alex Kramm
UBS Investment Bank, Research Division
Yes. A lot of interest in tech and AI these days. But look, in the interest of time, why don’t we just jump in with the conversation here. And from my perspective, always helpful for the audience to start very big picture. So look, MSCI has had some pretty impressive long-term targets out there, double-digit subscription revenue growth and low double digits — sorry, low to mid-teens EBITDA growth, correct me if I’m there. We’ll get into the business details here in a minute. But maybe in very broad strokes, why don’t you outline? Why the business is positioned for that type of growth in particular, given the results in the last couple of years have not been quite there?
Andrew Wiechmann
Chief Financial Officer
Yes, sure. So I think you hit the there the , which is a big picture. And I think to understand the opportunity set that fuels that growth trajectory, it’s important to start with the big picture. As you know, we are a provider to the investment management industry, more broadly, the capital markets. .
And if you look at the
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