Financial Performance & Growth - Informa projects a group underlying revenue growth of 5%+ [47] - B2B Live Events are expected to grow at 6%+ [47], contributing to compounding profit growth [47] and an 8%+ compounding earnings growth [47] - Academic Markets are projected to have a 3-4% underlying revenue growth [47], with an ambition to reach 5% [47] - B2B Digital Services are expected to return to growth in 2026 [47], with increasing operating margins and compounding cashflows [47] - The company anticipates £630 million+ in additional revenue from compounding growth over three years [47], resulting in £250 million+ in additional operating profit [47] B2B Live Events Strategy - B2B Live Events represent a $30 billion+ annual market [52] with structural growth dynamics [52] - Informa's B2B Live Events revenue is projected to reach approximately £3 billion in 2025 [56] - The top 10 brand franchises generate $1.2 billion+ in revenue [65] - Informa is focusing on improving yield through customer experience and value [71] Academic Markets (Taylor & Francis) - Taylor & Francis aims for a 5% underlying revenue growth [42, 138, 202] - The company emphasizes the increasing value of trust and verified content in an AI-driven world [167]

Acquisition and Portfolio Optimization - Emerald acquired This is Beyond and Insurtech Insights, expecting approximately $40 million in Revenue and $15 million in Adjusted EBITDA in 2025[10] - The company is strategically shifting its portfolio towards high-growth industry categories through acquisitions and discontinuing underperforming events[10] - Emerald has completed and integrated over 30 acquisitions over the last decade, deploying over $900 million in capital[20] Financial Performance and Liquidity - Q4 2024 revenues reached $106.8 million[22] - Q4 2024 net income was $5.1 million, resulting in a diluted income per share of $0.03[22] - Q4 2024 Adjusted EBITDA, excluding insurance proceeds, was $32.6 million[22] - Free cash flow for Q4 2024 was $17.9 million[22] - As of December 31, 2024, Emerald had $194.8 million in cash and cash equivalents and full availability on a $110 million revolver[22] Capital Allocation and Dividends - Emerald repurchased $8.4 million of its common stock in Q4 2024[10] - The Board of Directors declared a dividend of $0.015 per share for the quarter ending March 31, 2025[10] 2025 Guidance - Full Year 2025 revenue is projected to be in the range of $450 to $460 million[10] - Adjusted EBITDA for Full Year 2025 is expected to be in the range of $120 to $125 million[10]