Financial Data and Key Metrics Changes - The company ended fiscal 2023 with organic ASV plus professional services growth of 7% and delivered annual revenue of $2.1 billion with adjusted EPS of $14.55 [7][50] - GAAP revenue for Q4 increased 7% to $536 million, while organic revenue also increased 7% to $535 million, primarily driven by Analytics & Trading [21][50] - Adjusted EBITDA increased to $172 million, up 8.6% year-over-year, and free cash flow for the quarter was $156 million, an increase of 15% over the same period last year [67] Business Line Data and Key Metrics Changes - Analytics & Trading organic ASV grew by 9%, with growth among asset owners driven by middle office solutions, workstations, and feeds [37] - Content & Technology Solutions (CTS) grew fastest, with organic ASV growth slightly over 9%, driven by channel partners and asset management clients [37] - Research & Advisory grew organic ASV by 5%, with private equity and venture capital clients continuing double-digit growth despite market headwinds [17] Market Data and Key Metrics Changes - Organic ASV growth in the Americas was 7%, driven by asset owners and CTS wins, but offset by weakness among asset and wealth management clients [36] - EMEA saw organic ASV growth close to 8%, with growth in asset owners driven by analytics and middle office solutions [16] - Asia Pacific delivered organic ASV growth of 8%, primarily driven by strong growth in Japan [60] Company Strategy and Development Direction - The company is focusing on enhancing its portfolio manager bot and developing solutions for wealth managers to drive client engagement [10][11] - Strategic investments in generative AI are among the top initiatives for fiscal 2024, with expectations to improve user experience and operational efficiency [29][32] - The company aims to capture additional market share in underpenetrated areas with solutions for senior bankers and investor relations professionals [34] Management's Comments on Operating Environment and Future Outlook - Management expects fiscal 2024 to be a tale of two halves, with continued caution in the first half but an improved operating environment in the second half [19][62] - The company anticipates organic ASV growth of 7% for fiscal 2024, with expectations for improved client sentiment and budget resets at the turn of the calendar year [62] - Management noted that while macro uncertainty contributes to elongated sales cycles, the sales team successfully executed several large wins and renewals [15] Other Important Information - The company repurchased 264,400 shares for $109.6 million and authorized a new share repurchase program of up to $300 million [68] - Adjusted operating margin improved by 210 basis points to 33.6%, exceeding previous guidance [55] - The company expects an effective tax rate of 17% to 18% for fiscal 2024 due to higher pre-tax income and changes in foreign tax rates [48] Q&A Session Summary Question: Insights on the wealth business - Management expressed bullishness on the wealth space, noting opportunities in adjacent workflows and a healthy pipeline despite some client cost-cutting [64][65] Question: Clarification on fiscal 2024 guidance - Management indicated that the guidance assumes improved budgets in the second half, with a focus on technology investments and pricing realization [75][80] Question: Long-term margin expansion strategies - Management highlighted control over costs and the need for continued investment in technology to drive margin expansion [86][87] Question: Growth in employee count and hiring focus - Management plans for a 5% increase in hiring for FY '24, focusing on Centers of Excellence and technology talent [135][138]

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 ...

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 ...

THURSDAY, SEPTEMBER 22, 2022 Fiscal 2022 & Q4 2022 FactSet Earnings Call Copyright © 2022 FactSet Research Systems Inc. All rights reserved. FactSet Business Use Only Forward-Looking Statements and Non-GAAP Measures This presentation, and other statements that FactSet may make in connection with this presentation, contains forward-looking statements based on management's current expectations, assumptions, estimates, forecasts and projections about future events and circumstances. All statements that address ...