SPGI: Mobility Investor Day Takeaways

Research evidence excerpt

SPGI: Mobility Investor Day Takeaways

S&P Global Inc.

The core Mobility business generates 5-7% annual revenue growth, driven by increasing

adoption and retention of existing products and solutions, as well as capturing additional value

from customers through upsells and new offerings. The business is expanding its products and

solutions into international markets, particularly Europe and Asia. This expansion leverages

existing brand recognition and data assets to address similar consumer needs in these regions.

Exhibit 6 - TAM Overview

Source: Company reports

Mobility is positioned to expand its market leadership through three complementary growth

vectors: deepening its core business, launching innovative solutions, and pursuing international

expansion.

• Core Growth focuses on maximizing value from Mobility's existing customer relationships

and data assets. The company plans to deepen market penetration and increase wallet

share within current segments while expanding cross-selling opportunities across its product

portfolio. A key priority involves fully monetizing the company's extensive data and audience

assets, ensuring that its proprietary information generates optimal returns.

• New Solutions leverage Mobility's analytical capabilities and growing data infrastructure to

address emerging customer needs. The strategy centers on deploying predictive intelligence

to enable smarter business decisions, extracting additional insights from Mobility's expanding

data estate, and launching adjacent products to unlock new market opportunities. This

approach allows Mobility to apply its core competencies to adjacent segments while

maintaining its competitive advantage.

• International Expansion extends Mobility's proven U.S. business model to global markets. The