Information Services Group (III) Q2 FY26 earnings call

Information Services Group delivered a strong second quarter, driven by broad-based growth across regions and a significant tailwind from AI-related services, which now constitute a substantial portion of firm-wide revenue. The company continues to improve its business quality with record recurring revenues and expanding margins, supported by disciplined cost management and higher-value advisory work. Management remains optimistic about the pipeline and decision-making pace, while also expanding its capital return program.