Group 1 - Andrew Steinerman is a business information services analyst at JPMorgan Chase & Co, and he introduced his team member Alex Hess [1] - An information services data book was published recently, indicating ongoing research efforts by the company [1] Group 2 - The session featured Chris Cartrich, CEO, and Greg Bardy, focusing on the Info Services track at the Ultimate Services Investor Conference [2] - The conference included various tracks, such as business services and payment services, highlighting the diversity of topics covered [2]

Core Insights - Clarivate PLC reported revenue of $623.1 million for the quarter ended September 2025, reflecting a slight increase of 0.1% year-over-year and exceeding the Zacks Consensus Estimate by 9.23% [1] - The company's EPS was $0.18, down from $0.19 in the same quarter last year, but still surpassed the consensus estimate of $0.16 by 12.5% [1] Revenue Breakdown - Intellectual Property revenues were $197.8 million, slightly above the average estimate of $191.24 million, but down 1% year-over-year [4] - Academia & Government revenues reached $332.5 million, significantly exceeding the average estimate of $288.24 million, with a year-over-year increase of 3.5% [4] - Life Sciences & Healthcare revenues totaled $92.8 million, below the average estimate of $94.26 million, marking an 8.2% decline year-over-year [4] - Re-occurring revenues were reported at $105.3 million, slightly below the average estimate of $106.89 million, reflecting a year-over-year decrease of 1.3% [4] - Subscription revenues amounted to $405.4 million, also below the average estimate of $409.61 million, with a year-over-year decline of 1.4% [4] - Transactional revenues were $112.4 million, significantly above the estimated $58.23 million, showing a year-over-year increase of 7.7% [4] Stock Performance - Over the past month, Clarivate's shares have returned -5%, contrasting with the Zacks S&P 500 composite's increase of 3.8% [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating expected performance in line with the broader market in the near term [3]

Group 1 - The core focus of the research service is on identifying Asia-listed stocks that exhibit a significant disparity between their market price and intrinsic value, particularly emphasizing deep value balance sheet bargains and wide moat stocks [1][2] - Thomson Reuters Corporation (NASDAQ: TRI) is assigned a Buy rating, with expectations of future growth driven by accretive mergers and acquisitions (M&As) and the full realization of its Legal unit's potential [1] Group 2 - The investing group provides a range of watch lists with monthly updates, targeting value investors interested in the Hong Kong market and deep value opportunities [2]