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    Audey Ashkar • Wells Fargo

    Audey Ashkar's questions to Thomson Reuters Corp (TRI) leadership

    Audey Ashkar's questions to Thomson Reuters Corp (TRI) leadership • Q4 2024

    Question

    Audey Ashkar, on for Jason Haas, asked how GenAI product ACV penetration varies by client size, about pricing power with these new offerings, and for a reminder of the company's government exposure.

    Answer

    CFO Mike Eastwood explained that GenAI adoption is typically strongest and earliest in large law firms, consistent with past product cycles. CEO Stephen Hasker added that they see positive signs for increased pricing as GenAI enables an expanded role in customer workflows. Eastwood also stated that government exposure was nearly $600 million in 2024 revenue and is expected to grow around 8% organically.

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    Audey Ashkar's questions to MSCI Inc (MSCI) leadership

    Audey Ashkar's questions to MSCI Inc (MSCI) leadership • Q4 2024

    Question

    Audey Ashkar, on for Jason Haas, asked about expense guidance, questioning why 2024 expenses were at the low end of the range despite high AUM and seeking clarity on the drivers for the 2025 guidance.

    Answer

    CFO Andrew Wiechmann explained that Q4 expenses can fluctuate due to items like bonus accruals and severance. He guided for a sequential expense increase in Q1 driven by compensation. The full-year 2025 guidance assumes gradually increasing markets and reflects continued investment in key growth areas like private markets and AI, with the pace of spending to be calibrated throughout the year based on performance.

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