FactSet Research Systems Inc. (NYSE:FDS) Q4 2023 Earnings Conference Call September 21, 2023 11:00 AM ET Company Participants Kendra Brown - Senior Vice President, Investor Relations Phil Snow - Chief Executive Officer Linda Huber - Chief Financial Officer Helen Shan - Chief Revenue Officer Conference Call Participants Seth Weber - Wells Fargo Manav Patnaik - Barclays Jeff Silber - BMO Capital Markets Kelsey Zhu - Autonomous Alex Kramm - UBS Faiza Alwy - Deutsche Bank George Tong - Goldman Sachs Andrew Nich ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 _________________________________________________ Form 10-Q _________________________________________________ x QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended May 31, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from ______to ______ Commission File Number: 1-11869 _____ ...

June 22, 2023 Copyright © 2023 FactSet Research Systems Inc. All rights reserved. FactSet Business Use Only Our purpose is to drive the investment community to see more, think bigger, and do its best work | --- | --- | --- | --- | --- | |-------|--------------------------------------------------------------------------------------------------------------------------------------|-------|-------|-------| | | | | | | | 01 | We are a growth company We drive sustainable growth through continued investment and ex ...

FactSet Research Systems Inc. (NYSE:FDS) Q3 2023 Earnings Conference Call June 22, 2023 11:00 AM ET Company Participants Kendra Brown - Senior Vice President, Investor Relations Phil Snow - Chief Executive Officer Linda Huber - Chief Financial Officer Helen Shan - Chief Revenue Officer Conference Call Participants Brendan Popson - Barclays George Tong - Goldman Sachs Alex Kramm - UBS Heather Balsky - Bank of America Hans Hoffman - Jefferies Toni Kaplan - Morgan Stanley Kevin McVeigh - Credit Suisse AG Shlom ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION For the quarterly period ended February 28, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from ______to ______ Commission File Number: 1-11869 _________________________________________________ FACTSET RESEARCH SYSTEMS INC. (Exact name of registrant as specified in its charter) (State or other jurisdiction of incorporation or organization) Washington, D.C. 20549 __ ...

Financial Data and Key Metrics Changes - The company reported a GAAP revenue increase of 19.5% to $515 million for the second quarter, with organic revenue growth of 8.9% to $470 million [66] - Adjusted diluted EPS grew 16.2% to $3.80, driven by higher revenue and margin expansion [81] - GAAP operating margin increased by 430 basis points to 32.9%, while adjusted operating margin improved by 330 basis points to 37% [74] Business Line Data and Key Metrics Changes - Organic ASV plus professional services grew by 9.1% year-over-year, with strong performance from banking, asset owners, and wealth management clients [65][119] - The Analytics & Trading and Content & Technology solutions were primary growth drivers, with double-digit ASV growth from banking, corporate, and private equity clients [119] - The company saw improved retention and expansion among existing clients, with price realization also improving [65] Market Data and Key Metrics Changes - Organic ASV growth in the Americas was 8.2%, driven by increases in Content & Technology solutions and Analytics & Trading [67] - EMEA revenue grew at 8.2%, primarily due to growth in Analytics & Trading [68] - Asia Pacific revenue growth increased by 15.3%, driven by Research & Advisory and Content & Technology solutions [68] Company Strategy and Development Direction - The company is focused on building a leading open content and analytics platform, with significant investments in technology and data to support client digital transformations [90] - The strategy includes ongoing real estate rightsizing and rationalization of third-party content costs to manage expenses effectively [109] - The company plans to resume share repurchases, with $181.3 million available under the existing authorization [105] Management's Comments on Operating Environment and Future Outlook - Management noted a more challenging environment for clients due to rising interest rates and macroeconomic uncertainty, leading to reductions in AUM and constrained budgets [86] - The company expects continued ASV growth but with modest deceleration in the second half of the fiscal year, updating guidance for organic ASV growth to $145 million to $175 million [88] - Management remains confident in long-term growth, citing a diverse pipeline and increased demand for products [111][112] Other Important Information - The company completed a $125 million prepayment of the term loan for the CGS acquisition, reducing the gross leverage ratio to 2.4 times [84] - The company plans to take another real estate charge of approximately $15 million to $20 million later in the fiscal year [71] - The tax rate for the quarter was 16.1%, reflecting higher pre-tax income and lower stock option exercise [78] Q&A Session Summary Question: Impact of banking sector changes on ASV - Management indicated that two-thirds of the ASV reduction is expected from the banking sector, with the remaining third from other firm types [128] Question: Sales cycle and pipeline in banking - Management noted that sales cycles are taking longer, but the quality of the pipeline remains solid, with many deals in the commercial negotiation stage [161] Question: Sustainability of CGS ASV growth - Management confirmed that CGS has exceeded expectations with ASV growth of 8% since acquisition, and they are focused on expanding into new opportunities [167]

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 _________________________________________________ Form 10-Q _________________________________________________ x QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended November 30, 2022 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from ______to ______ Commission File Number: 1-11869 ...

FactSet Research Systems Inc. (NYSE:FDS) Q1 2023 Earnings Conference Call December 20, 2022 11:00 AM ET Company Participants Kendra Brown - Senior Vice President, Investor Relations Philip Snow - Chief Executive Officer Linda Huber - Chief Financial Officer Conference Call Participants Manav Patnaik - Barclays Toni Kaplan - Morgan Stanley Andrew Nicholas - William Blair Alex Kramm - UBS George Tong - Goldman Sachs Craig Huber - Huber Research Faiza Alwy - Deutsche Bank Kevin McVeigh - Credit Suisse Hans Hof ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-K ☒ Annual Report pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the fiscal year ended August 31, 2022 ☐ Transition Report pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the transition period from to Commission File Number: 1-11869 FACTSET RESEARCH SYSTEMS INC. (Exact name of registrant as specified in its charter) Delaware 13-3362547 (State or other juris ...

FactSet Research Systems Inc. (NYSE:FDS) Q4 2022 Earnings Conference Call September 22, 2022 11:00 AM ET Company Participants Kendra Brown - Senior Vice President, Investor Relations Phil Snow - Chief Executive Officer Linda Huber - Chief Financial Officer Conference Call Participants Ashish Sabadra - RBC Capital Markets Faiza Alwy - Deutsche Bank Owen Lau - Oppenheimer Manav Patnaik - Barclays Alex Kramm - UBS Greg Parrish - Morgan Stanley George Tong - Goldman Sachs Craig Huber - Huber Research Russell Qu ...