Financial Data and Key Metrics Changes - The company repurchased approximately 2.1 million shares at an average price of $20.76, representing a 43% discount to its estimated net asset value [6][7] - Over the past year, the company has repurchased 13.75 million shares, which is about 15% of the company [6][7] - The company raised cash by selling CorroHealth for $80 million and 75% of its stake in AmeriLife for $243 million, achieving a 2.7 times multiple on the initial investment [8][9] Business Line Data and Key Metrics Changes - Dun and Bradstreet reported a 4% growth in organic revenue and a 7% increase in overall revenues in constant currency, maintaining a 40% EBITDA margin [10] - Alight generated approximately 8.7% of overall revenues with nearly 10% growth in its Employer Services segment, and its BPaaS offering grew 56% year-over-year [11][12] Market Data and Key Metrics Changes - Sightline is progressing in cashless gaming, working with Resorts World in Las Vegas to implement its cashless gaming system [13] - JPMorgan Payments made a strategic investment in Sightline, enhancing liquidity and providing a strong endorsement [14] Company Strategy and Development Direction - The company plans to continue share buybacks as long as the stock trades at a significant discount to NAV, while also exploring new investment opportunities [22][25] - The company is committed to finding ways to bring in third-party capital for new investments to preserve its own capital [23] - The company has made new investments in a core processing company for small banks and a Premier League football club, indicating a diversification strategy [15][18] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the future of the gaming market, believing that the liberalization of gaming markets is inevitable [42] - The company is focused on executing its cashless solution in casinos and is not expecting monetization of Sightline in the near term [41] - Management highlighted the potential for significant growth in the sports betting industry, projecting it to be a $50 billion industry by 2025 [43] Other Important Information - The company has authorized an additional 10 million shares for buybacks, indicating a strong commitment to returning value to shareholders [7] - The company is actively participating in upcoming investor conferences, showcasing its commitment to investor relations [50] Q&A Session Summary Question: Plans for cash from AmeriLife sale - Management indicated three options: aggressive share buybacks, new investments, and potential support for existing portfolio companies [22][25] Question: Valuations in private vs public equity - Management stated that public equity offers better valuations currently [22] Question: Details on soccer team investment - Management clarified that the maximum commitment is $125 million with no future obligations, and the investment is structured to align interests with the general partner [31][34] Question: Benefits from JPMorgan partnership for Sightline - Management noted that the partnership will enhance approval rates and provide strategic advice, unlocking significant growth potential for Sightline [38][39] Question: Long-term outlook for sports betting - Management remains optimistic about the liberalization of gaming markets and the continued growth of the industry despite recent challenges [42][43] Question: Future of SPAC activity for Cannae - Management indicated no current plans for SPACs but acknowledged their potential as an alternative to IPOs in the future [46][47]

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q ☑ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2022 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Commission File Number 1-38300 CANNAE HOLDINGS, INC. _____________________________________________________________________________________________________________________________ ...

Cannae Holdings, Inc. (NYSE:CNNE) Q2 2022 Earnings Conference Call August 8, 2022 5:00 PM ET Company Participants Jamie Lillis - SOLEBURY TROUT LLC William Foley - Chairman Richard Massey - Chief Executive Officer Bryan Coy - Executive Vice President & Chief Financial Officer Conference Call Participants John Campbell - Stephens Ian Zaffino - Oppenheimer Chris Sakai - Singular Research John Campbell - Stephens Operator Good afternoon, ladies and gentlemen, and welcome to the Cannae Holdings, Inc. Second Qua ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q ☑ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2022 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Commission File Number 1-38300 CANNAE HOLDINGS, INC. __________________________________________________________________________________________________________________________________ ...

Cannae Holdings, Inc. (NYSE:CNNE) Q1 2022 Earnings Conference Call May 9, 2022 5:30 PM ET Company Participants Rory Rumore - SOLEBURY TROUT William Foley - Chairman Bryan Coy - EVP & CFO Richard Massey - CEO & Director Conference Call Participants John Campbell - Stephens Inc. Ian Zaffino - Oppenheimer Kenneth Lee - RBC Capital Markets Joichi Sakai - Singular Research Operator Good afternoon, ladies and gentlemen, and welcome to the Cannae Holdings Inc. First Quarter 2022 Financial Results Conference Call. ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q ☑ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2022 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Commission File Number 1-38300 CANNAE HOLDINGS, INC. _________________________________________________________________________________________________________________________________ ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-K (Mark One) ☑ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the Fiscal Year Ended December 31, 2021 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Commission File No. 1-38300 | --- | --- | --- | --- | --- | |-----------------------------------------------------------------------------------------------------------------|------------------- ...

Cannae Holdings, Incorporated (NYSE:CNNE) Q4 2021 Earnings Conference Call February 17, 2022 5:00 PM ET Company Participants Jamie Lillis – Investor Relations-Solebury Trout Bill Foley – Chairman Rick Massey – Chief Executive Officer Bryan Coy – Chief Financial Officer Conference Call Participants Kenneth Lee – RBC Capital Markets John Campbell – Stevens Ian Zaffino – Oppenheimer Operator Good afternoon, ladies and gentlemen and welcome to the Cannae Holdings Incorporated Fourth Quarter and Full Year 2021 F ...

Cannae Holdings, Inc. (NYSE:CNNE) Q3 2021 Earnings Conference Call November 9, 2021 5:00 PM ET Company Participants Jamie Lillis - Managing Director, Solebury Trout Rick Massey - Chief Executive Officer Bryan Coy - Chief Financial Officer Conference Call Participants John Campbell - Stephens Ian Zaffino - Oppenheimer Operator Good afternoon, ladies and gentlemen and welcome to the Cannae Holdings, Inc. Third Quarter 2021 Financial Results Conference Call. During today’s presentation all parties will be in a ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q ☑ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2021 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Commission File Number 1-38300 CANNAE HOLDINGS, INC. | --- | --- | --- | |-------------------------------------------------------------------------------------------------------- ...