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I just didn't quite get a compilation if [ ad stops ] are changed year-over-year
I just wanted to get a sense of how the current quarter started, just what's already kind of behind us in June, in the first couple of weeks of July
what was energy and fuel cost as a percentage of revenues in the just reported third quarter
could you just give us a sense if price realization has kind of now returned to the long-term average increase
I wanted to ask about EWS mortgage revenue outperformance. What did you see in the first quarter?
Hi, Mark. I wanted to think a little more about Slide 11 and proprietary data.
Makes sense. Thank you.
Based on the higher revenue?
John, could you just go over a little bit more the general corporate expense line in the third quarter and what's drivin
Hi. Two questions. First one is just what is mortgage revenues as a percentage of total revenues in the second quarter j
Good. Thanks, John.
Hi, John. Just two questions. One is, could you just give us in the quarter just reported the percentage of U.S.
21% is a percent of mortgage revenue. It's a percent of mortgage revenue.
Hi. Two quick ones on mortgage. The first one is, John, could you just tell us what mortgage revenues were as a percenta
Okay. Thank you.
if there's any change of where you're spending your CapEx for the year? And do you feel like your data center growth
could you tell us if there are any meaningful restructuring charges to consider for 2026?
Could you comment anything on kind of really forward-looking CapEx targets kind of multiyear?
I wanted to dive a little bit further into your prepared remarks about organic storage revenues being down sequentially in the fourth quarter
you specifically said you're reshaping the portfolio. I was just wondering if that's sort of the past
I also want to understand how they affect the MA ARR figure
the way they portrayed it, was for US companies that there was a decline in refi walls
I just wanted to talk about the contribution of M&A in the quarter for both MA and MIS and also going forward is the Cape acquisition and the guide
What was the organic ACV growth in the first quarter for MI? And then also remind us on the Ratings side
if you could help us compare With Intelligence to BlackRock's Preqin, who I see as the closest peer in terms of relative data coverage across asset classes
I surely saw and heard you say that you pushed up the '25 Rating revenue assumption really by just the second quarter outperformance. That does surprise me a little bit
what's the share count implied in the 2025 guide? And did it change since February? And secondly, you talk a lot about the strong balance sheet and the share buyback activity
do you feel like the ratings revenue market has entered a period of kind of, let's call it, more regular growth over the next few years
I just wanted to know within the revenue guide, particularly for legal professionals for the year, what's assumed in terms of the government practice
Are these clients consuming more or less content? And spending more or less time on Westlaw and why?
Is Westlaw Advantage a separate module from Precision, meaning you have to buy the agentic Deep Research capabilities in addition
you talked about expense timing maybe lower expenses in the first quarter getting shifted. So if you could tell us, how much expenses shifted
auto underwriting growth of their policies has been decelerating. That's kind of been well documented during earnings season. And I thought that might be a headwind as well
Could you just tell us who do they compete with? I'm assuming you're going to say ServiceTitan. But if that's true, how does AccuLynx distinguish itself?
Do you feel like D&A as a percentage of revenues will kind of stay in this range going forward from here? Like is there a bias upwards?
One, is there any share buyback in the guide? Two, the interest expense looks materially stepped-up to me. Like, are you making an assumption about the planned refi in that interest assumption?