Dun & Bradstreet(DNB)

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Dun & Bradstreet(DNB) - 2021 Q4 - Earnings Call Transcript
2022-02-16 20:05
Financial Data and Key Metrics Changes - For Q4 2021, total company revenues were $598 million, a 25% increase compared to the prior year quarter [50] - Full year 2021 revenues reached $2,166 million, also a 25% increase [52] - Adjusted EBITDA for Q4 2021 was $243 million, a 19% increase [54] - Full year adjusted EBITDA was $847 million, a 19% increase [56] - Net loss for Q4 2021 was $12 million, compared to a net income of $2 million in the prior year [51] Business Line Data and Key Metrics Changes - North America revenues for Q4 2021 were $429 million, a 7% increase [59] - International segment revenues for Q4 2021 increased 114% to $170 million, primarily driven by the Bisnode acquisition [67] - Finance and risk revenues in North America for Q4 2021 were $231 million, a 6% increase [60] - Sales and marketing revenues in North America for Q4 2021 were $198 million, an 8% increase [61] - International finance and risk revenues for full year 2021 were $430 million, a 76% increase [70] Market Data and Key Metrics Changes - Organic constant currency revenue growth for Q4 2021 was 4.8% [13] - International organic revenues increased $26 million or 9% for full year 2021 [70] - North America organic revenue increased $31 million or 2% for full year 2021 [63] Company Strategy and Development Direction - The company aims to maximize the potential of its assets through operational execution and strategic investments [8][12] - Focus on enhancing digital marketing solutions and expanding audience targeting capabilities internationally [17][31] - Continued investment in data and technology to drive organic growth, particularly in third-party risk management and digital marketing [86] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in capturing growth opportunities despite challenges from the GSA contract expiration [80][84] - The company is well-positioned to accelerate organic growth in 2022, with expectations of increased revenues and EBITDA [78][86] - Management highlighted the importance of supporting small and medium-sized businesses through innovative solutions [42][114] Other Important Information - The company has doubled its contribution from multiyear contracts, now accounting for 50% of sales [11][111] - The strategic agreement with Google Cloud aims to enhance infrastructure and develop new industry-specific solutions [20][21] - The company has launched 10 additional solutions across international markets, bringing the total to nearly 40 for 2021 [44] Q&A Session Summary Question: What is the headwind from the GSA contract? - The headwind is approximately $24 million on a full-year basis, expected to impact the second and third quarters of 2022 [88] Question: How do the new fraud capabilities differ from credit bureaus? - The company focuses on B2B fraud solutions, addressing commercial fraud risks and providing predictive analytics for business identity theft [93][94] Question: What percentage of Bisnode's revenue has been replaced with D&B products? - Approximately $10 million to $15 million of Bisnode's revenue was transitioned in 2021, with the remainder expected to transition in 2022 [101] Question: What are the capital allocation priorities for the coming year? - The company prioritizes organic growth through innovation, followed by debt repayment and potential M&A opportunities [110] Question: Does the FTC settlement pose ongoing risks to revenue? - Management does not foresee significant risks from the FTC settlement, emphasizing confidence in the SMB space and ongoing innovations [113][114]
Dun & Bradstreet(DNB) - 2021 Q3 - Earnings Call Transcript
2021-11-05 21:56
Dun & Bradstreet Holdings, Inc. (NYSE:DNB) Q3 2021 Earnings Conference Call November 4, 2021 8:30 AM ET Company Participants Deb McCann - Treasurer and Senior Vice President of Investor Relations Anthony Jabbour - Chief Executive Officer Bryan Hipsher - Chief Financial Officer Conference Call Participants Mario Cortellacci - Jefferies Kevin McVeigh - Credit Suisse Ashish Sabadra - RBC Capital Markets Andrew Jeffrey - Truist Securities Gary Bisbee - Bank of America Securities Manav Patnaik - Barclays Kyle Pe ...
Dun & Bradstreet(DNB) - 2021 Q3 - Quarterly Report
2021-11-03 16:00
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q (Mark One) ☒ 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 1-39361 Dun & Bradstreet Holdings, Inc. | --- | --- | |--------------------------------------------------------|------------------------------------------| | | | ...
Dun & Bradstreet(DNB) - 2021 Q2 - Earnings Call Transcript
2021-08-03 17:41
Dun & Bradstreet Holdings, Inc. (NYSE:DNB) Q2 2021 Earnings Conference Call August 3, 2021 8:30 AM ET Company Participants Debra McCann - SVP, IR Anthony Jabbour - CEO Bryan Hipsher - CFO Conference Call Participants Kevin McVeigh - Credit Suisse Gary Bisbee - Bank of America Merrill Lynch Manav Patnaik - Barclays Hamzah Mazari - Jefferies Ashish Sabadra - RBC Capital Markets Kyle Peterson - Needham Pete Christiansen - Citibank Andrew Steinerman - JPMorgan George Tong - Goldman Sachs Operator Welcome to Dun ...
Dun & Bradstreet(DNB) - 2021 Q2 - Quarterly Report
2021-08-02 16:00
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2021 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Commission file number 1-39361 | --- | --- | |--------------------------------------------------------|------------------------------------------| | | | | Dun & Bradstreet Holdings, Inc. | | ...
Dun & Bradstreet(DNB) - 2021 Q1 - Earnings Call Transcript
2021-05-05 18:31
Dun & Bradstreet Holdings, Inc. (NYSE:DNB) Q1 2021 Earnings Conference Call May 5, 2021 8:00 AM ET Company Participants Debra McCann - Senior Vice President of Investor Relations & Treasurer Anthony Jabbour - Chief Executive Officer & Director Bryan Hipsher - Chief Financial Officer & Treasurer Conference Call Participants Manav Patnaik - Barclays Bank Hamzah Mazari - Jefferies Kevin McVeigh - Crédit Suisse Jeff Silber - BMO Capital Markets George Tong - Goldman Sachs Group Tom Blakey - Truist Securities Ga ...
Dun & Bradstreet(DNB) - 2021 Q1 - Quarterly Report
2021-05-04 16:00
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2021 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Commission file number 1-39361 Dun & Bradstreet Holdings, Inc. (Exact name of registrant as specified in its charter) Delaware 83-2008699 (State of incorporation) (I.R.S. Employer Identific ...
Dun & Bradstreet(DNB) - 2020 Q4 - Annual Report
2021-02-24 16:00
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, 2020 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Commission file number 1-39361 Dun & Bradstreet Holdings, Inc. | --- | --- | |----------------------------------|------------------------------------------| | Delaware | 83-2008699 | | (State of ...
Dun & Bradstreet(DNB) - 2020 Q4 - Earnings Call Transcript
2021-02-08 18:23
Dun & Bradstreet Holdings, Inc. (NYSE:DNB) Q4 2020 Earnings Conference Call February 8, 2021 8:30 AM ET Company Participants Deb McCann - Treasurer & Senior Vice President of Investor Relations & Corporate FP&A Anthony Jabbour - Chief Executive Officer Bryan Hipsher - Chief Financial Officer Conference Call Participants Hamzah Mazari - Jefferies Manav Patnaik - Barclays Gary Bisbee - Bank of America Brett Huff - Stephens Inc. Jeff Silber - BMO Capital Markets George Tong - Goldman Sachs Kevin McVeigh - Cred ...
Dun & Bradstreet(DNB) - 2020 Q3 - Earnings Call Transcript
2020-11-08 08:17
Dun & Bradstreet Holdings, Inc. (NYSE:DNB) Q3 2020 Earnings Conference Call November 5, 2020 8:00 AM ET Company Participants Debra McCann - SVP, IR & Treasurer Anthony Jabbour - CEO & Director Bryan Hipsher - CFO & Treasurer Conference Call Participants Gary Bisbee - Bank of America Merrill Lynch Ryan Gunning - Jefferies Manav Patnaik - Barclays Bank Seth Weber - RBC Capital Markets Kevin McVeigh - Crédit Suisse Brett Huff - Stephens Inc. Thomas Blakey - Truist Securities George Tong - Goldman Sachs Group A ...