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Will that be deployed organic or inorganically? And what are the main areas that you think you might deploy that additional capital to drive improving returns from next year?
Noemie, you cut out some headwinds around slowing retention and sales driving that slowdown in insurance ARR
this is the fourth consecutive quarter of decline in Banking ARR within Decision Solutions, and that's come at a time where you're rolling out new upgrades
Could you square the guidance for a decrease in issuance versus flat to increased revenue growth for 2025
Can you talk about what's driving a reacceleration of growth in that area and how sustainable is in the high teens range
have you made any progress in integrating any more of S&P's data sets into that platform? Are you seeing any sort of notable uptick in data usage
Was that a competitive displacement? And exactly what products did that entail? I wanted to know, did you take like a bundled or enterprise approach when it came to pricing
I wanted to pick up on the 9% growth in data and custom subscription revenues in Q1 within the index business. That looks like the highest print you've ever reported
Can you provide an update on where you are in terms of executing on this opportunity. Wondering if you can be specific perhaps around how much revenue private credit is contributing to Ratings
are there any of your large carriers that are talking to you about how they want to leverage AI to garner greater insights from their own sort of large amount of data they hold
what is the hurdle rate you've considered when making these 2 acquisitions recently?
maybe you could give a clearer breakdown on the various drivers of the 4% year-on-year fall in transaction revenue and disclose perhaps what the growth in transactional revenue was excluding the im...
I noted that CapEx came in quite far below the prior guidance range in '24. I think it was about 10% below the midrange of what you're guiding for. I'm trying to square that with your comments that...