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  "documentTitle": "MSCI Inc. (MSCI)",
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  "authorName": "Spruce Point Capital Management",
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  "presentationDate": "2024-01-17 00:00:00",
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  "notes": "Uses a CEO quote from 2016 to contrast with 2016-2023 performance data.",
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      "kind": "callout",
      "text": "Heavily influenced By Price Increases",
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      "text": "It has been almost seven years since MSCI laid out aspirations for high single digit growth in the Analytics segment, and while it is making progress, MSCI is still stuck in the mid single digit growth range and this includes the effect of recent price increases.",
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      "text": "Analytics Segment Reported Organic Growth",
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      "text": "organic growth: 4.5%",
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      "text": "It has been almost seven years since MSCI laid out aspirations for high single digit growth in the Analytics segment, and while it is making progress, MSCI is still stuck in the mid single digit growth range and this includes the effect of recent price increases.",
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      "kind": "quote",
      "text": "Analytics is our long-term target to move from being a lower revenue generator in the low to mid-single digits to a medium revenue grower in the upper single digits over the long term.",
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      "text": "Analytics is our long-term target to move from being a lower revenue generator in the low to mid-single digits to a medium revenue grower in the upper single digits over the long term. — CEO & Chairman Fernandez, Investor/Analyst Call, April 28, 2016",
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      "kind": "source-note",
      "text": "Source: MSCI financials",
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      "kind": "title",
      "text": "Analytics Revenue Growth Goals Are Not Materializing According To Plan",
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