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S&P Global(SPGI) - 2025 Q2 - Earnings Call Presentation

Financial Highlights - S&P Global's revenue increased by 6% year-over-year[18], reaching $3755 million[42] - Subscription product revenue grew by 7% year-over-year[18] - Adjusted operating profit increased by 7% year-over-year[18], from $1749 million to $1823 million[44] - Adjusted diluted EPS increased by 10% year-over-year[18], reaching $4.43[45] - The company returned nearly $950 million to shareholders through dividends and share repurchases[18] Segment Performance - Market Intelligence revenue increased by 5%[42], totaling $1217 million[50], with organic constant currency revenue growth of 7%[51] - S&P Global Ratings revenue increased by 1%[42], reaching $1148 million[56], with transaction revenue decreasing by 4% year-over-year and non-transaction revenue increasing by 8% year-over-year[57] - Commodity Insights revenue increased by 8%[42], totaling $555 million[61], with organic constant currency revenue growth of 8%[62] - Mobility revenue increased by 10%[42], reaching $438 million[65], with organic constant currency revenue growth of 10%[66] - S&P Dow Jones Indices revenue increased by 15%[42], totaling $446 million[70], with organic constant currency revenue growth of 15%[71] Strategic Initiatives - Active users of Spark Assist have increased from approximately 30% to over 65%[33] - The number of internally published use cases, or "Sparks", has increased from 1300 to more than 3000[33] Market Conditions - Billed issuance decreased by 4%[24], from $1062 billion to $1017 billion[22]