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Verisk Analytics: AI Is Extending Sales Cycles And That Constraint Is What The 4.7% Growth Hides!

Verisk Analytics, a data analytics and risk assessment firm serving the insurance sector, reported first quarter 2026 results showing modest but consistent growth amid some short-term challenges. The company delivered 4.7% organic constant currency revenue growth, driven by both underwriting (5.3%) and claims (3.4%) segments, along with a 7% rise in subscription revenues, which account for 84% of total revenue. Despite being slightly below typical growth rates, these figures exceeded management’s expectations considering several headwinds, including low weather-related claim activity carryover from the prior year, a work stoppage affecting a federal government contract, and tough year-over-year renewal comparisons. On the profitability front, adjusted EBITDA increased 5.9% on an organic basis with a 60 basis point expansion in adjusted EBITDA margin to 55.9%, reflecting operational leverage and disciplined cost management. Net income rose 1% to $234 million, while diluted GAAP earnings per share increased 5% to $1.