Revenue Performance - For Q3 2023, total revenues increased by $174 million, or 4.9%, to $3,736 million compared to Q3 2022, driven by a $126 million increase in Research & Development Solutions[90]. - For the first nine months of 2023, total revenues rose by $445 million, or 4.2%, to $11,116 million compared to the same period in 2022, with a $400 million increase in Research & Development Solutions[91]. - For the three months ended September 30, 2023, consolidated revenues increased to $3,736 million, up 4.9% from $3,562 million in the same period of 2022[105]. - For the nine months ended September 30, 2023, consolidated revenues reached $11,116 million, a 4.2% increase from $10,671 million in the same period of 2022[106]. - Research & Development Solutions' revenues for the third quarter of 2023 were $2,122 million, an increase of $143 million, or 7.2%, compared to $1,979 million in the same period of 2022[119]. - Technology & Analytics Solutions' revenues for the third quarter of 2023 were $1,431 million, an increase of $31 million, or 2.2%, from $1,400 million in the same period of 2022[108]. - Contract Sales & Medical Solutions' revenues for Q3 2023 were $183 million, consistent with Q3 2022, with a constant currency revenue growth of approximately $9 million, or 4.9%[128]. - For the first nine months of 2023, revenues were $541 million, a decrease of $20 million, or 3.6%, compared to the same period in 2022, despite a constant currency revenue growth of approximately $7 million, or 1.2%[128]. Cost and Expenses - Cost of revenues for Q3 2023 was $2,426 million, representing 64.9% of revenues, a slight decrease from 65.2% in Q3 2022[92]. - Selling, general and administrative expenses for Q3 2023 decreased by $15 million to $502 million, or 13.4% of revenues, compared to 14.5% in Q3 2022[94]. - Restructuring costs for Q3 2023 were $30 million, up from $4 million in Q3 2022, as the company continues to streamline operations[98]. - Technology & Analytics Solutions' cost of revenues increased by $31 million, or 3.7%, in the third quarter of 2023 compared to the same period in 2022[111]. - Research & Development Solutions' selling, general and administrative expenses increased by $18 million, or 9.0%, in the third quarter of 2023 compared to the same period in 2022[125]. - Cost of revenues, exclusive of depreciation and amortization, decreased by $1 million, or 0.6%, in Q3 2023 compared to Q3 2022, with a constant currency increase of approximately $1 million, or 0.6%[129]. - Selling, general and administrative expenses decreased by $3 million, or 17.6%, in Q3 2023 compared to Q3 2022, with a constant currency decrease of approximately $2 million, or 11.8%[131]. Financial Position - Cash balance as of September 30, 2023, was $1,224 million, an increase from $1,216 million as of December 31, 2022[135]. - Net cash provided by operating activities decreased by $298 million to $1,402 million in the first nine months of 2023 compared to $1,700 million in the same period in 2022[144]. - Net cash used in investing activities decreased by $138 million to $(1,391) million in the first nine months of 2023 compared to $(1,529) million in the same period in 2022[145]. - As of September 30, 2023, total indebtedness was $13,689 million, excluding $1,745 million of additional available borrowings under the revolving credit facility[139]. - During the nine months ended September 30, 2023, the company repurchased 3.9 million shares for $763 million under the equity repurchase program[138]. Tax and Other Financial Metrics - The effective income tax rate for the third quarter of 2023 was 14.6%, down from 19.4% in the same period of 2022, influenced by a $21 million reversal of uncertain tax positions[103]. - The company expects to reverse the valuation allowance related to foreign tax credits, potentially creating a material discrete tax benefit in the near term[104]. Backlog and Future Expectations - Research & Development Solutions' contracted backlog increased from $27.2 billion as of December 31, 2022, to $28.8 billion as of September 30, 2023, with an expected revenue conversion of approximately $7.4 billion in the next twelve months[118]. - The company anticipates ongoing restructuring actions throughout 2023 and into 2024 to adapt to changing market conditions and integrate acquisitions[98]. - Interest expense for Q3 2023 increased to $181 million from $108 million in Q3 2022, primarily due to higher base rate interest costs[99]. - Depreciation and amortization for Q3 2023 increased by $49 million to $297 million, representing 7.9% of revenues, compared to 7.0% in Q3 2022[96].

Q3 2023 Earnings Call November 1, 2023 Legal IQVIA Template (V2.1.0) 1 IQVIA Template (V2.1.0) 2 This presentation should be viewed in conjunction with IQVIA's Q3 2023 earnings call Safe Harbor Statement for Forward-Looking Statements | --- | --- | --- | |------------------|-------------------|--------------------| | | Guidance | VPY% | | Revenue | $3,769 – $3,804 | 0.8% – 1.7% | | Adj. EBITDA | $957 – $967 | 4.0% – 5.1% | | Adj. Diluted EPS | $2.79 – $2.86 | 0.4% – 2.9% (1) | • ~$300M COVID Revenue step do ...

IQVIA Holdings Inc. (NYSE:IQV) Q2 2023 Earnings Conference Call August 1, 2023 9:00 AM ET Company Participants Nick Childs - SVP, IR and Treasurer Ari Bousbib - Chairman and CEO Ron Bruehlman - EVP and CFO Conference Call Participants David Windley - Jefferies Ann Hynes - Mizuho Eric Coldwell - Baird Tejas Savant - Morgan Stanley Luke Sergott - Barclays Shlomo Rosenbaum - Stifel Jailendra Singh - Truist Operator Ladies and gentlemen, thanks for standing by. At this time, I would like to welcome everyone to ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 ______________________________________________________ IQVIA HOLDINGS INC. (Exact name of registrant as specified in its charter) _________________________________________________________ (State or other jurisdiction of incorporation or organization) Delaware 27-1341991 (I.R.S. Employer Identification Number) FORM 10-Q _________________________________________________________ (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) ...

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, 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: 001-35907 ______ ...

IQVIA Holdings Inc. (NYSE:IQV) Q1 2023 Earnings Conference Call April 27, 2023 9:00 AM ET Company Participants Nick Childs - Senior Vice President, Investor Relations and Treasurer Ari Bousbib - Chairman and Chief Executive Officer Ron Bruehlman - Executive Vice President and Chief Financial Officer Eric Sherbet - Executive Vice President and General Counsel Mike Fedock - Senior Vice President, Financial Planning and Analysis Gustavo Perrone - Senior Director, Investor Relations Conference Call Participants ...

Market Value and Stock Information - The company's aggregate market value of voting and non-voting common stock held by non-affiliates was approximately $40.2 billion as of June 30, 2022[7] - The company has approximately 185,722,621 shares of common stock outstanding as of February 6, 2023[7] Data and Information Assets - The company's proprietary data set contains approximately 60 petabytes of data sourced from approximately 150,000 data suppliers and covering over one million data feeds globally[26] - The company's data includes more than 1.2 billion comprehensive, longitudinal, non-identified patient records[26] - The company delivers information and insights on over 85% of the world's pharmaceuticals, as measured by 2021 sales[26] - The company receives approximately 100 billion healthcare records annually[27] - The company's proprietary data set includes product level tracking in 93 markets[27] - The company's data set covers treatments and outcomes on more than 1.2 billion unique non-identified patient records globally[27] - The company has one of the largest and most comprehensive collections of healthcare information, including over 1.2 billion non-identified patient records and approximately 60 petabytes of proprietary data[26] - The company's healthcare-specific global IT infrastructure processes approximately 100 billion healthcare records annually, applying privacy, security, and operational protections[27] - The company's analytics-driven clinical development leverages product-level tracking in 93 markets and information on treatments and outcomes from over 1.2 billion unique non-identified patient records[27] - The company's information networks include more than 1.2 billion unique non-identified patient records globally[39] - The company’s information networks include more than 1.2 billion unique non-identified patient records globally[39] Market Opportunity and Industry Trends - The company's market opportunity is estimated to be greater than $300 billion, consisting of outsourced research and development, real-world evidence, and connected health and technology-enabled clinical and commercial operations markets[28] - The life sciences industry generated approximately $1.48 trillion in revenues in 2022, with expected global revenue growth ranging from 3% to 6% between 2023 and 2027[29] - Pharmaceutical spending in emerging markets is projected to grow at a 5% to 8% CAGR through 2027[29] - Biopharmaceutical spending on drug development totaled approximately $160 billion in 2022, with an outsourced portion estimated at $43 billion[29] - The total addressable market for Real-World Evidence and connected health is approximately $62 billion, with $22 billion in life sciences and $40 billion in connected healthcare[29] - The total addressable market for technology-enabled commercial operations is approximately $78 billion, including IT services and commercial services[29] - Approximately 300 new molecular entities (NMEs) are expected to be approved between 2023 and 2027, averaging 60 per year[30] - The company estimates the total market for research and development and commercial operations to be more than $300 billion in 2022[40] - The company's market opportunity is estimated to be greater than $300 billion, encompassing outsourced research and development, real-world evidence, and technology-enabled clinical and commercial operations markets[28] - The company's market size estimates are derived from third-party sources, internal research, and projected growth rates for various segments[28] - The life sciences industry generated approximately $1.48 trillion in revenues in 2022, with expected global revenue growth ranging from 3% to 6% between 2023 and 2027[29] - Spending on pharmaceuticals in emerging markets is projected to grow at a 5% to 8% CAGR through 2027[29] - Biopharmaceutical spending on drug development totaled approximately $160 billion in 2022, with an outsourced portion estimated at $43 billion[29] - The total addressable market for Real-World Evidence and connected health is approximately $62 billion, split into $22 billion for life sciences and $40 billion for connected healthcare[29] - The technology-enabled commercial operations market is valued at approximately $78 billion, including IT services and commercial services[29] - Approximately 300 new molecular entities (NMEs) are expected to be approved between 2023 and 2027, averaging 60 per year[30] - The company’s client base includes over 10,000 clients in over 100 countries, with a total estimated market for research and development and commercial operations exceeding $300 billion in 2022[40] Workforce and Organizational Structure - The company has a global workforce of approximately 86,000 employees, including 29,000 in Technology & Analytics Solutions and 46,000 in Research & Development Solutions[29] - The company has a global workforce of approximately 86,000 employees, including 29,000 in Technology & Analytics Solutions and 46,000 in Research & Development Solutions[29] Client and Revenue Information - No single client accounted for 10% or more of the company's total revenues in 2022, with the largest client contributing approximately 7%[56] - No single client accounted for 10% or more of the company’s total revenues in 2022, with the largest client contributing approximately 7%[56] Competitive Landscape - The company operates in a highly competitive market for Research & Development Solutions, competing against traditional CROs, biopharmaceutical companies, universities, and teaching hospitals[58] - The company's primary competitors include Labcorp Drug Development, ICON plc, Parexel International Corporation, Pharmaceutical Product Development, Inc. (now part of Thermo Fisher Scientific Inc.), and Syneos Health[58] - The company operates in a highly competitive market for Research & Development Solutions, competing against traditional CROs, biopharmaceutical companies, universities, and teaching hospitals[58] Product and Service Offerings - The company offers hundreds of distinct services, applications, technology platforms, and solutions across three reportable segments: Technology & Analytics Solutions, Research & Development Solutions, and Contract Sales & Medical Solutions[43] - The company's real-world solutions ecosystem includes retrospective database analytics, prospective real-world data collection technology platforms, and scientific expertise[27] - The company's proprietary clinical and commercial applications support clients in increasing clinical operations performance, regulatory compliance, and sales operations management[27] - The company offers hundreds of distinct services, applications, technology platforms, and solutions across three reportable segments: Technology & Analytics Solutions, Research & Development Solutions, and Contract Sales & Medical Solutions[43] - The company's offerings complement each other and can provide enhanced value to clients when delivered together, with each segment driving demand for the other[43]

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 ______________________________________________________ (State or other jurisdiction of incorporation or organization) Delaware 27-1341991 (I.R.S. Employer Identification Number) 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, 2022 or ☐ TRANSITION REPORT PURSUANT TO SECTION ...

IQVIA Holdings (NYSE:IQV) Q3 2022 Earnings Conference Call October 26, 2022 9:00 AM ET Company Participants Nick Childs - Senior Vice President, Investor Relations and Treasurer Ari Bousbib - Chairman and Chief Executive Officer Ron Bruehlman - Executive Vice President and Chief Financial Officer Conference Call Participants Dave Windley - Jefferies John Sourbeer - UBS Sandy Draper - Guggenheim Shlomo Rosenbaum - Stifel Justin Bowers - Deutsche Bank Patrick Donnelly - Citi Luke Sergott - Barclays Operator L ...

| --- | --- | |-----------------------|-------| | | | | | | | | | | Q3 2022 Earnings Call | | | October 26, 2022 | | IQVIA Template (V2.1.0) Legal IQVIA Template (V2.1.0) 1 This presentation should be viewed in conjunction with IQVIA's Q3 2022 earnings call Safe Harbor Statement for Forward-Looking Statements This presentation contains "forward-looking statements" within the meaning of the federal securities laws, including Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securi ...