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Users
Count of licensed end users or seats on FactSet’s platform; increasing user totals indicate deeper adoption inside customer organizations and room for recurring revenue growth, while stagnant or falling users suggest competitive pressure or limited product traction.FactSet’s user base has shifted from steady expansion to accelerating growth, with two clear inflection points since 2023 that align with enterprise renewals and MCP/AI product rollouts. Management says AI SKUs materially contributed to ASV growth and AI customers show higher ASP, meaning users are becoming more valuable and stickier via longer contracts and >95% retention. That validates the AI investment despite near-term margin headwinds from token and infrastructure costs; key risks are timing of large deals and rising consumption costs, but the user-growth tailwind underpins revenue and ASV guidance.
Date | Users |
|---|---|
Jun 30, 2026 | 247.00K |
Mar 31, 2026 | 241.35K |
Dec 31, 2025 | 239.86K |
Sep 30, 2025 | 237.32K |
Jun 30, 2025 | 220.50K |
Mar 31, 2025 | 219.14K |
Dec 31, 2024 | 218.27K |
Sep 30, 2024 | 216.38K |
Jun 30, 2024 | 208.14K |
Mar 31, 2024 | 206.48K |