TransUnion(TRU) - 2025 Q2 - Earnings Call Presentation

Financial Performance & Guidance - Second quarter revenue reached $1.14 billion, a 10% increase[43] - Organic constant currency revenue grew by 9%, or approximately 6.5% excluding mortgage impacts[10, 44] - Adjusted EBITDA for the second quarter was $407 million, up 8%[43] - The company is raising full-year 2025 revenue guidance to $4.432 billion - $4.472 billion, representing a 6% to 7% increase[13, 62] - Full-year Adjusted EBITDA is guided to $1.580 billion - $1.610 billion, a 5% to 7% increase[67] - Adjusted Diluted EPS for the full year is expected to be $4.03 to $4.14, a 3% to 6% increase[67] Segment Performance - U S Markets revenue increased by 10% to $890 million, with Financial Services growing by 17%[10, 45] - International revenue grew by 6%, with India accelerating to 8% growth[10] Strategic Initiatives - Trusted Call Solutions (TCS) revenue is expected to scale from approximately $50 million in 2022 to an expected $150 million in 2025[27] - The company is targeting approximately $250 million in revenue for Trusted Call Solutions by 2028[42] - The company repurchased $47 million in shares year-to-date through mid-July[10, 57]