Revenue Growth - The company reported a significant increase in revenue, with a year-over-year growth of 15% to $2.5 billion[5] - RELX PLC reported total revenue of £8,553 million for the year ended December 31, 2022, representing a 18% increase from £7,244 million in 2021[54] - Total revenue increased from £7,244 million in 2021 to £8,553 million in 2022, representing an 18% growth[95] - Reported revenue increased by 18% from £7,244 million in 2021 to £8,553 million in 2022, with underlying revenue growth at 9%[115] User Engagement - User data showed a 20% increase in active users, reaching 10 million by the end of the quarter[5] Future Projections - The company provided an optimistic outlook, projecting a revenue growth of 10-12% for the next fiscal year[5] - New product launches are expected to contribute an additional $300 million in revenue over the next year[5] - The company plans to implement a new subscription model, which is expected to increase recurring revenue by 15%[5] Market Expansion - The company is expanding its market presence in Asia, targeting a 25% increase in market share by 2025[5] Acquisitions and Investments - A recent acquisition of a tech startup is anticipated to enhance the company's product offerings and drive innovation[5] - Total cash spent on acquisitions over the three years ended December 31, 2022, amounted to £1,596 million, with £460 million spent in 2022 alone[66] - Total acquisitions in 2022 amounted to £460 million, up from £262 million in 2021, representing a 75.7% increase[158] - The company is investing $50 million in research and development for new technologies[5] - Cash outflow on internally developed intangible assets increased from £309 million in 2021 to £400 million in 2022, indicating a 29.5% rise in investment in new products[157] - The Group's capitalized development costs rose from £309 million in 2021 to £400 million in 2022, marking a 29.5% increase in R&D investment[188] Operational Performance - Operating margins improved to 30%, up from 28% in the previous year[5] - Adjusted operating profit grew from £2,210 million in 2021 to £2,683 million in 2022, marking a 21% increase[112] - Reported operating margin improved from 26.0% in 2021 to 27.2% in 2022, with an overall adjusted operating margin of 31.4%[120] Segment Performance - The Risk segment generated £2,909 million in revenue, maintaining a 34% share of total revenue, consistent with previous years[54] - The Risk segment revenue increased by 18% from £2,474 million in 2021 to £2,909 million in 2022[102] - The Scientific, Technical & Medical segment revenue rose by 10% from £2,649 million in 2021 to £2,909 million in 2022[102] - The Legal segment revenue increased by 12% from £1,587 million in 2021 to £1,782 million in 2022[102] - The Exhibitions segment saw a significant revenue increase of 78%, from £534 million in 2021 to £953 million in 2022[102] - In the Risk segment, revenue grew by 18%, with underlying growth at 8% and strong contributions from Financial Crime & Compliance[130] - The Legal segment reported a revenue increase of 12%, with underlying growth at 5%, driven by enhancements in legal analytics[140] - Revenue from the Exhibitions segment surged by 78%, driven by a significant increase in face-to-face activity as venues reopened[146] Financial Health - The company employs over 35,000 people, with more than 40% based in North America, highlighting its significant operational presence in the region[51] - The Group's cash generated from operations increased from £2,476 million in 2021 to £3,061 million in 2022, reflecting a growth of 23.6%[156] - Currency translation effects increased the Group's revenue by £543 million in 2022, positively impacting profit before tax by £110 million[153] - The Group's debt increased from £6,167 million in 2021 to £6,730 million in 2022, a rise of 9.1%[162] - Net debt rose from £6,017 million in 2021 to £6,604 million in 2022, reflecting an increase of 9.7%[162] Regulatory Challenges - The company is facing regulatory challenges that could impact its data privacy practices and operational costs[5] - The company is subject to evolving laws and regulations regarding data protection and consumer information, which may impact its operations[81] Shareholder Returns - Total dividends paid to shareholders rose from £920 million in 2021 to £983 million in 2022, with the proposed final dividend increasing from 35.5p to 38.9p per share[127] - Ordinary dividends paid to shareholders increased from £920 million in 2021 to £983 million in 2022, a growth of 6.8%[161] - The company repurchased a total of 21.7 million shares for £500 million during 2022, with further repurchases in 2023[128]

Legal revenue, profit and margin progression 25 26 | --- | --- | --- | --- | |-------|-----------------------------------------------------------------------------|-------|----------------------------------------------------------------------------------------| | | Appendices | | 28 RELX revenue by segment 39 Reconciliation of adjusted to reported profit before tax | | | 29 RELX revenue by category 40 Balance sheet | | | | | 30 RELX revenue by format 41 Return on invested capital | | | | | 31 Risk: revenue ...

Financial Data and Key Metrics Changes - Underlying revenue growth was 9%, with underlying adjusted operating profit growth at 15% [1][13] - Adjusted earnings per share increased by 10% at constant currencies, with a proposed full-year dividend increase of 10% [1][20] - Adjusted operating margin improved by almost 1 percentage point to 31.4% [13][41] - Net profit was just under £2 billion, up 10% at constant currency and up 16% in sterling [42] Business Line Data and Key Metrics Changes - In Insurance, underlying revenue growth was strong at just under 40% of divisional revenue, supported by improved market factors [2] - STM saw underlying revenue growth improve to 4%, up from 3% last year, with adjusted operating profit growth at 5% [3] - Legal experienced a further improvement in underlying revenue growth to 5%, driven by higher-growth legal analytics, with adjusted operating profit growth at 8% [4] - Exhibitions reported a remarkable 64% underlying revenue growth, driven by venue reopenings and improved profitability [5] Market Data and Key Metrics Changes - Across all market segments, the shift towards higher growth analytics and decision tools is driving long-term growth [6] - North America generated 60% of revenue, benefiting from a stronger dollar, with sterling revenue up 18% overall [14] Company Strategy and Development Direction - The company aims to sustain strong growth in Risk, continue improving growth trajectories in STM and Legal, and capture growth opportunities in Exhibitions [12][36] - The strategic focus remains on organic development of sophisticated information-based analytics and decision tools [36] Management's Comments on Operating Environment and Future Outlook - Management expects underlying growth rates in revenue and adjusted operating profit to remain above historical trends, driving strong growth in adjusted earnings per share [23] - The company is leveraging AI and machine learning to enhance operations and customer interactions, viewing this as a competitive advantage [33][140] Other Important Information - Total free cash flow was up by 18% to just under £2 billion, with significant cash utilized for acquisitions, dividends, and share buybacks [18][43] - The company achieved net zero carbon emissions across Scopes 1 and 2, with ongoing improvements in corporate responsibility metrics [46][47] Q&A Session Summary Question: What is driving the increase in article submissions? - The increase in submissions is driven by the growing number of researchers and the increasing information intensity of science, with direct open access submissions growing close to 30% [25][26][54] Question: What are the expectations for the Legal division's growth? - The Legal division is expected to maintain strong renewal rates and positive momentum in new sales, with a long-term improving growth trajectory [30][57] Question: What is the outlook for the Exhibitions division? - The Exhibitions division is recovering towards pre-pandemic levels, with margins expected to return to around 26% [66][105] Question: How is the company addressing the impact of generative AI? - The company views generative AI as an opportunity to enhance products and internal processes, with ongoing experimentation and development [87][140] Question: What are the expectations for tax rates in 2023? - The effective tax rate for 2022 was 21.3%, with expectations for it to settle in the 22% to 23% range due to changes in the UK corporation tax rate [94]

| --- | --- | --- | |----------------------|----------------------------------------|--------------| | | | | | | | | | | | | | | | | | Interim results 2022 | | | | | | | | | Erik Engstrom, CEO, and Nick Luff, CFO | | | | | | | | | 28 July 2022 | 1 | --- | |-------| | | | | | | | | | 2 | 2 | --- | --- | --- | |-------|--------------------|-------| | | | | | | | | | | | | | | | | | | | | | | | | | | Erik Engstrom, CEO | | | | | | | | | | | | & RELX | 3 | 3 | --- | --- | |-------------------------------------- ...

Summary of RELX PLC H1 2022 Results Earnings Conference Call Company Overview - **Company**: RELX PLC (NYSE:RELX) - **Date of Call**: July 28, 2022 - **Participants**: Erik Engstrom (CEO), Nick Luff (CFO), various analysts from Barclays, UBS, Exane BNP Paribas, Goldman Sachs, Citigroup, Credit Suisse, and Bernstein Key Financial Highlights - **Revenue Growth**: 13% at constant currencies - **Adjusted Operating Profit Growth**: 16% at constant currencies - **Adjusted Earnings Per Share Growth**: 14% at constant currencies - **Interim Dividend Increase**: 10% to £0.157 per share - **Total Group Revenue**: Nearly £4 billion, up 17% in sterling - **Adjusted Operating Margin**: Improved to 31.2% [3][10][12][14] Business Area Performance Risk - **Underlying Revenue Growth**: 7%, with business services (45% of revenue) showing strong growth - **Digital Identity Solutions**: Grew around 20% with acquisitions enhancing customer value [4][10] - **Profitability**: Adjusted operating profit growth in line with revenue growth [10][13] Insurance - **Revenue Contribution**: Just under 40% of divisional total - **Market Improvement**: Gradual improvement in US auto insurance market factors [4][5][10] STM (Scientific, Technical, and Medical) - **Revenue Growth**: 4%, with adjusted operating profit growth at 6% - **Open Access Articles**: 40% growth in published articles [6][10][30] Legal - **Revenue Growth**: 4%, with adjusted operating profit growth at 6% - **Electronic Revenue**: Almost 90% of divisional total, driven by legal analytics [7][10] Exhibitions - **Revenue Growth**: Over 200%, driven by venue reopenings - **Adjusted Operating Result**: Positive due to increased activity levels and lower cost structure [8][10] Strategic Outlook - **Future Expectations**: Strong underlying revenue growth anticipated to align with historical trends across all business areas [5][17] - **Focus on Digital Tools**: Continued investment in digital tools to enhance physical events in exhibitions [8][41] Cash Flow and Capital Allocation - **Cash Conversion**: Strong at 103% - **Acquisition Spend**: £342 million on six acquisitions - **Share Buyback**: £300 million in the first half, with a total plan of £500 million for the year [10][16] Risks and Concerns - **US Recession Impact**: Potential exposure of transactional revenue to economic downturns, but historical resilience noted [23][25] - **Inflationary Pressures**: No immediate pricing impact observed, but potential for adjustments in 2023 [31][33] Analyst Questions and Responses - **Growth Trajectory**: Analysts inquired about the sustainability of growth rates in STM and Legal, with management affirming a positive outlook [19][20] - **Insurance Market Factors**: Recent improvements in driving patterns and claims volumes noted as positive indicators [35] - **Exhibitions in China**: Uncertainty remains, but flexibility in scheduling events is emphasized [37][41] Conclusion - **Overall Performance**: RELX PLC reported strong financial results for H1 2022, with positive growth across all business areas and a strategic focus on enhancing customer value through digital tools and acquisitions [17][18]

Table of Contents As filed with the Securities and Exchange Commission on February 17, 2022 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 20-F (Mark One) ☐ REGISTRATION STATEMENT PURSUANT TO SECTION 12(b) or 12(g) OF THE SECURITIES EXCHANGE ACT OF 1934 Or ☑ 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 ...

[Transactions in own shares](index=1&type=section&id=Transactions%20in%20own%20shares) This section details the company's recent purchases of its own ordinary shares, including a summary of the transaction and a detailed breakdown of individual trades [Summary of Share Purchase](index=1&type=section&id=Summary%20of%20Share%20Purchase) On February 17, 2022, RELX PLC purchased 145,022 of its own ordinary shares on the London Stock Exchange through UBS AG London Branch, which will be held in treasury, bringing the total treasury shares to 50,663,925 and total ordinary shares in issue (excluding treasury) to 1,934,542,118 Share Purchase Details | Metric | Value | | :---------------------- | :------------------------ | | **Issuer Name** | RELX PLC | | **Date of Purchase** | 17 February 2022 | | **Intermediary** | UBS AG London Branch | | **Shares Purchased** | 145,022 | | **Avg. Price Paid** | 2245.0132 pence per share | | **Currency** | GBP | - Following the purchase, RELX PLC's capital structure is as follows: - **Treasury Shares:** 50,663,925 ordinary shares - **Shares in Issue (excluding treasury):** 1,934,542,118 ordinary shares[2](index=2&type=chunk) - Cumulatively, RELX PLC has purchased **576,246 shares** since January 4, 2022[2](index=2&type=chunk) [Detailed Transaction Breakdown](index=1&type=section&id=Detailed%20Transaction%20Breakdown) The report provides a disaggregated, trade-by-trade log of the share purchases executed on February 17, 2022, including the precise transaction time, volume, and price for each individual trade conducted on the London Stock Exchange (XLON) in accordance with Market Abuse Regulations - The filing provides a detailed breakdown of individual purchases made by the intermediary, UBS AG London Branch, as required by Article 5(1)(b) of the Market Abuse Regulation[3](index=3&type=chunk)[4](index=4&type=chunk) - All individual transactions listed were executed on the London Stock Exchange, as indicated by the platform code 'XLON'[5](index=5&type=chunk)[6](index=6&type=chunk)[7](index=7&type=chunk) - The granular data shows numerous small trades conducted throughout the day at varying prices, ranging from **2234.00 pence to 2270.00 pence**[5](index=5&type=chunk)[8](index=8&type=chunk)[11](index=11&type=chunk)

RELX PLC (NYSE:RELX) Q2 2021 Results Conference Call July 29, 2021 3:30 AM ET Company Participants Erik Engstrom - Chief Executive Officer Nick Luff - Chief Financial Officer Conference Call Participants Adam Berlin - UBS Nick Dempsey - Barclays Sam Kassab - Exane Matthew Walker - Crédit Suisse Tom Singlehurst - Citi Matti Littunen - Bernstein Patrick Wellington - Morgan Stanley Rajesh Kumar - HSBC Erik Engstrom Good morning, everybody. Thank you taking time to join us on our call today. As you may have see ...

Interim Results 2021 Erik Engstrom, CEO, and Nick Luff, CFO 29 July 2021 DISCLAIMER REGARDING FORWARD-LOOKING STATEMENTS 2 This presentation contains forward-looking statements within the meaning of Section 27A of the US Securities Act of 1933, as amended, and Section 21E of the US Securities Exchange Act of 1934, as amended. These statements are subject to risks and uncertainties that could cause actual results or outcomes of RELX PLC (together with its subsidiaries, "RELX", "we" or "our") to differ materi ...

Financial Performance - Revenue for the year ended December 31, 2020, was £7,110 million, a decrease of 9.7% compared to £7,874 million in 2019[23] - Operating profit for 2020 was £1,525 million, down 27.4% from £2,101 million in 2019[23] - Net profit attributable to RELX PLC shareholders for 2020 was £1,224 million, a decrease of 18.7% from £1,505 million in 2019[23] - Total revenue for the year ended December 31, 2020, was £7,110 million, a decrease from £7,874 million in 2019[66] - Adjusted operating profit decreased by 17% to £2,076 million from £2,491 million in 2019[127] - Reported net profit attributable to RELX PLC shareholders was £1,224 million, down 19% from £1,505 million in 2019[133] Assets and Liabilities - Total assets as of December 31, 2020, were £14,145 million, an increase of 2.6% from £13,789 million in 2019[24] - Non-current borrowings increased to £6,276 million in 2020 from £4,354 million in 2019, reflecting a rise of 44.2%[24] - Net assets decreased to £2,101 million in 2020, down 4.1% from £2,190 million in 2019[24] - Shareholders' equity as of December 31, 2020, was £2,099 million, a decrease of 3.1% from £2,166 million in 2019[24] - As of December 31, 2020, borrowings were £7,123 million, up from £6,414 million in 2019, with net borrowings increasing to £6,898 million from £6,191 million[175][176] Revenue Segmentation - The Scientific, Technical & Medical segment generated £2,692 million in revenue, accounting for 38% of total revenue, up from 34% in 2019[66] - The Risk segment reported revenue of £2,417 million, representing 34% of total revenue, an increase from 29% in 2019[66] - The Legal segment's revenue was £1,639 million, which is 23% of total revenue, up from 21% in 2019[66] - The Exhibitions segment saw a significant decline in revenue to £362 million, down from £1,269 million in 2019, representing only 5% of total revenue[66] - Subscription revenue increased to £4,279 million, representing 60% of total revenue, compared to £4,129 million (52%) in 2019[103] Expenses and Costs - Total operating costs were £5,600 million, down 4% from £5,814 million in 2019[126] - Exceptional costs in the Exhibitions business amounted to £183 million, impacting overall profitability[130] - The operating profit included £376 million in amortization of acquired intangible assets, up from £295 million in 2019[25] Dividends and Shareholder Returns - Dividends per ordinary share increased to 45.7p in 2020, up from 43.3p in 2019, marking a growth of 5.5%[28] - The company proposed a final dividend of 33.4p for 2020, compared to 32.1p in 2019, indicating a 4.0% increase[28] - Total dividends for the year amounted to 47.0p per share, an increase from 45.7p in 2019[134] - Share repurchases in 2020 were £150 million, down from £600 million in 2019, while ordinary dividends paid to shareholders totaled £880 million, an increase from £842 million in 2019[173][174] Impact of Covid-19 - The impact of the Covid-19 pandemic has adversely affected RELX's business performance, particularly in the Exhibitions segment, which faced significant disruptions[32] - The Exhibitions segment experienced a significant decline, with revenue falling 71% to £362 million due to Covid-19 restrictions[155][159] Strategic and Operational Challenges - The company anticipates that ongoing economic uncertainties may lead to further declines in customer demand for its products and services[33] - RELX's ability to implement strategic plans may be hindered by challenges in recruiting and retaining skilled employees, particularly in technology and data analytics[53] - Trends affecting revenue and operating profit include customer renewal rates, migration to online services, and economic conditions impacting customer budgets[198] Acquisitions and Investments - Total cash spent on acquisitions in 2020 was £874 million, compared to £437 million in 2019 and £960 million in 2018[77] - The acquisition of Shadow Health enhanced the electronic healthcare education offering, contributing to growth in the healthcare segment[141] - In 2020, the Group spent £319 million on capitalized development costs, slightly down from £333 million in 2019, reflecting ongoing investment in new products[201] Currency and Economic Factors - Currency differences increased the Group's revenue by £29 million and profit before tax by £42 million in 2020 compared to 2019[166] - The company faces risks related to changes in tax laws and fluctuations in exchange rates, which could adversely affect its reported results[55][56]