S&P Global (SPGI) came out with quarterly earnings of $4.37 per share, beating the Zacks Consensus Estimate of $4.22 per share. This compares to earnings of $4.01 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 3.55%. A quarter ago, it was expected that this independent ratings and analytics provider would post earnings of $3.44 per share when it actually produced earnings of $3.77, delivering a surprise of 9.59%.Over the last ...

Financial Data and Key Metrics Changes - Total revenue increased by 8% year over year, with subscription product revenue rising by 7% [10][34] - Adjusted diluted EPS grew by 9%, and there was a year-over-year margin expansion of 240 basis points [10][34] - The company returned over $900 million to shareholders through dividends and repurchases in the first quarter [10] Business Line Data and Key Metrics Changes - Market Intelligence revenue increased by 5%, with data analytics and insights products growing by 74% year over year [37] - Ratings revenue rose by 8%, with transaction revenue growing by 7% and non-transaction revenue increasing by 10% [41][42] - Commodity Insights revenue increased by 9%, driven by strong demand in Energy and Resource Data and Insight [43] - Mobility revenue grew by 9%, with dealer revenue increasing by 11% [46] Market Data and Key Metrics Changes - Build issuance increased by 9% year over year in the first quarter, driven by structured finance and bank loans [12] - Active users across Capital IQ platforms, Platts Connect, and Automotive Mastermind increased by 23% year over year [14] - The company expects build issuance to be approximately flat year over year, down from initial expectations of low single-digit growth [22] Company Strategy and Development Direction - The company announced its intent to separate its Mobility division into a standalone public company, expected to be completed in 12 to 18 months [11][27] - The separation aims to maximize shareholder value and enhance strategic focus [27][29] - The company continues to innovate in product offerings and customer engagement strategies [11][24] Management's Comments on Operating Environment and Future Outlook - Management noted unpredictable market movements, geopolitical risks, and regulatory fluidity impacting the operating environment [14][20] - There is optimism for long-term growth despite near-term headwinds, with recurring revenue accounting for approximately 75% of total revenue [18][19] - The company expects lower global GDP growth and slightly higher inflation than previously forecasted [21] Other Important Information - The company plans to host an Investor Day in November to provide updates on the separation and multiyear strategy [12][29] - The company integrated Visible Alpha data into Capital IQ Pro and launched an AI-powered tool for data ingestion [24][25] Q&A Session Summary Question: Timing and implications of the Mobility announcement - Management indicated that the decision was based on a thorough assessment and is expected to create long-term shareholder value [58][60] Question: Confidence in Market Intelligence revenue acceleration - Management expressed confidence due to stable retention rates and a strong sales pipeline, expecting stronger performance in the second half of the year [64][66] Question: Expense management levers - Management discussed monitoring headcount, incentive compensation, and third-party spending as key levers for managing expenses [70][72] Question: Issuance guidance and market conditions - Management expects build issuance to be flat for the year, with potential for opportunistic issuance despite market volatility [76][78] Question: Share count and M&A ambitions - Management confirmed no plans for transformative M&A, focusing instead on high-quality organic growth opportunities [83][84] Question: Performance of private credit ratings - Management noted strong demand for ratings in private credit, with expectations for moderate growth in the remainder of the year [88][89] Question: Holistic cost management approach - Management highlighted ongoing initiatives to simplify operations and improve productivity, indicating room for further cost optimization [92][95] Question: Customer behavior in subscription businesses - Management reported no major changes in customer behavior, with strong engagement and usage of subscription products [99][100]

据介绍，南京数据资源法庭设在雨花台区法院，审理雨花台区的涉数据资源刑事、民事、行政案件。负责审理辖区内涉及个人数据、企业数据、公共数 据，在获取、处理、使用、传输、存储过程中，因数据权益、数据安全等问题引发的案件。 通过组建咨询专家库为数据资源案件审判提供智力支持，同时，制定了《南京数据资源法庭咨询专家库运行章程》，明确了咨询专家为案件审理提供技术 支持的具体方式。目前有12位入库专家，包括了知名高校教授、高新技术人才、数据安全高级工程师等专业人士。 南京数据资源法庭坐落于中国(南京)软件谷科创城，谷内有4000多家高新技术企业。法庭将充分发挥雨花台区软件产业和信息服务业集聚优势，通过"雨 法益企行"平台，为企业提供更加全方位、多层次的司法服务。同时，引入硅基智能技术，借助智能数字人，为企业提供更加精准、及时的法律法规索 引、工作流程指引、具体实践指导，帮助企业预防和解决法律问题。 扬子晚报/紫牛新闻记者任国勇 4月27日，南京数据资源法庭在中国(南京)软件谷科创城揭牌，其获批设立是探索数据资源案件审判规则的重大举措，是为数字产业定分止争、建章立制 的重要尝试。 当前，数据成为新型生产要素，是重要生产力。近年 ...

VeriSign (VRSN) Q1 2025 Earnings Call April 24, 2025 04:30 PM ET Company Participants David Atchley - VP, Treasury & Investor RelationsD. James Bidzos - Executive Chairman, President & CEOGeorge Kilguss - Executive VP & CFOYgal Arounian - Director - Internet Equity ResearchJohn Calys - SVP & Chief Accounting Officer Conference Call Participants Rob Oliver - Senior Research Analyst Operator Good day, everyone. Welcome to VeriSign's First Quarter twenty twenty five Earnings Call. Today's conference is being r ...

The proven Zacks Rank system focuses on earnings estimates and estimate revisions to find winning stocks. Nevertheless, we know that our readers all have their own perspectives, so we are always looking at the latest trends in value, growth, and momentum to find strong picks. Of these, perhaps no stock market trend is more popular than value investing, which is a strategy that has proven to be successful in all sorts of market environments. Value investors use tried-and-true metrics and fundamental analysis ...

MSCI (MSCI) Q1 2025 Earnings Call April 22, 2025 11:00 AM ET Company Participants Jeremy Ulan - Head of Investor Relations & TreasurerHenry Fernandez - Chairman & CEOBaer Pettit - President & COOAndrew Wiechmann - CFOAlex Kramm - Managing Director - Equity ResearchAlexander Hess - Vice President - Equity ResearchFaiza Alwy - Managing Director, US Company ResearchScott Wurtzel - SVP - Equity ResearchJoshua Dennerlein - Head of Business & Information Services equity researchRussell Quelch - Managing Director ...

While the proven Zacks Rank places an emphasis on earnings estimates and estimate revisions to find strong stocks, we also know that investors tend to develop their own individual strategies. With this in mind, we are always looking at value, growth, and momentum trends to discover great companies.Of these, value investing is easily one of the most popular ways to find great stocks in any market environment. Value investors use a variety of methods, including tried-and-true valuation metrics, to find these ...

在都市"硅巷"，科技与C B D碰撞 作 者丨 张晓慧 编 辑丨孙超逸 图 源丨IC 上世纪9 0年代，纽约曼哈顿涌现出一批科技企业，繁忙的金融中心、热闹的百老汇剧场与科 技创新交织辉映，诞生了纽约"硅巷"。 2 0 2 0年，欧盟在《新莱比锡宪章》中提出了"生产型城市"的概念，旨在通过一系列措施保障 小型特色生产商和科技初创企业能够"回归都市、嵌入社区"。 当城市化进展到一定阶段，科技回归都市正在成为全球城市共同的选择。科创企业和人才在 城市空间中集聚，特别是在大都市中心城区集聚的新趋势，被称为"科技回归都市"，也被认 为是大都市的"再中心化"。 由此，科技创新联动着城市更新。在国外，美国的纽约硅巷、肯德尔广场、西雅图南湖联合 区，英国的伦敦国王十字中心区和伦敦硅环，以及西班牙巴塞罗那2 2@街区成为经典案例。 在国内，北上广深等城市均不同程度提出此类规划。 从底层逻辑来看， "科技回归都市"探讨的是科技如何与城市中心区和谐共生，并进一步衍生 出，知识经济时代，城市应该如何达成"人-产-城"平衡的问题。 在深圳，科技回归都市呈现出不同的路径。 不过，无论是像罗湖、福田这样在传统中心区生长出科技中心的"硅巷" ...

Information Services Group, Inc. (NASDAQ:III) Q4 2024 Results Conference Call March 7, 2025 9:00 AM ET Company Participants Will Thoretz - Senior Communications Executive, ISG Michael Connors - Chairman and Chief Executive Officer Michael Sherrick - Executive Vice President and Chief Financial Officer Conference Call Participants Joe Gomes - Noble Capital Markets Vincent Colicchio - Barrington Research Marc Riddick - Sidoti Dave Storms - Stonegate Gowshi Sriharan - Singular Research Operator Good morning an ...

Doximity, Inc. (NYSE:DOCS) Q3 2025 Earnings Conference Call February 6, 2025 5:00 PM ET Company Participants Perry Gold - Vice President of Investor Relations Jeff Tangney - Co-Founder and Chief executive Officer Nate Gross - Co-Founder and Chief Strategy Officer Anna Bryson - Chief Financial Officer Conference Call Participants Brian Peterson - Raymond James Glen Santangelo - Jefferies Ryan Daniels - William Blair Ryan MacDonald - Needham & Company Elizabeth Anderson - Evercore ISI Richard Close - Canaccor ...