Skip to navigationSkip to main contentSkip to right columnADVERTISEMENTMoby IntelligenceTue, June 23, 2026 at 10:43 PM GMT+2 3 min readKorn Ferry Q4 2026 Earnings Call Summary - MobyStrategic Evolution and Performance DriversOur analysts just identified a stock with the potential to be the next Nvidia. Tell us how you invest and we'll show you why it's our #1 pick. Tap here.Achieved a fifth consecutive quarter of top-line growth, driven by a diversified business model that management claims outperforms contracting industry peers.Transitioning from a '1 Korn Ferry' to a 'We Are Korn Ferry' framework to prioritize client-centricity and cross-solution integration over siloed service delivery.Restructured external reporting into three regional segments (Americas, EMEA, APAC) to reflect how clients consume services and to empower regions as 'integrators'.Executive Search growth of 7% was attributed to moving 'up-brand' into higher-level organizational roles, reflected in a 10% increase in average fees over two years.The Interim solution reached a $400 million annual run rate, benefiting from a synergistic referral ecosystem where 10% of its business originates from other firm segments.Management attributes the firm's resilience to its shift from a transactional search firm to a data-driven talent advisory with multiple recurring revenue streams.Outlook and Strategic InitiativesQ1 FY27 guidance assumes stable geopolitical and economic conditions, targeting fee revenue between $725 million and $745 million with a 17% adjusted EBITDA margin.Management anticipates a 'pent-up demand' recovery in the Middle East and EMEA as regional conflicts stabilize, though timing remains uncertain.The firm is exploring a shift toward value-based pricing and 'Search as a Service' models to modernize archaic industry billing practices over the next three years.AI implementation is focused on 17 internal workstreams to drive efficiency while strictly protecting proprietary data from 113 million executive assessments.Future reporting will group solutions into three categories: Search (Executive/Professional), Talent & Organizational (Digital/Consulting), and Workforce Solutions (RPO/Interim).Operational Context and Risk FactorsNew business growth (excluding RPO) moderated to 2% due to the direct impact of the conflict in the Middle East on EMEA and APAC activity.Q4 adjusted EBITDA margins remained flat year-over-year at 17% because revenue overperformance triggered higher variable bonus expenses.The firm intensified its share repurchase program in Q4, buying 1.24 million shares for $78 million as part of a shift toward heavier buyback activity.Invested $85 million in CapEx during FY26, primarily for the development of 'TalentSuite' and other digital productivity tools.Terms and Privacy PolicyEU DSA contactPrivacy & Cookie SettingsMore Info