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    Brendan Popson • Barclays

    Brendan Popson's questions to Gartner Inc (IT) leadership

    Brendan Popson's questions to Gartner Inc (IT) leadership • Q2 2025

    Question

    Brendan Popson, on for Manav Patnaik, questioned the persistence of tariff concerns given other companies saw confidence return, and asked about the drivers behind Gartner's strong new business pipeline.

    Answer

    CEO & Chairman Eugene Hall responded that Gartner's clients remained focused on cost-cutting throughout the quarter to protect margins from potential tariff impacts. He also stated that the double-digit growth in the new business pipeline for both GTS and GBS is driven by strong, broad-based demand for services related to AI, cybersecurity, and other traditional priorities, balanced across new logos and existing client expansion.

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    Brendan Popson's questions to Factset Research Systems Inc (FDS) leadership

    Brendan Popson's questions to Factset Research Systems Inc (FDS) leadership • Q3 2025

    Question

    Brendan Popson, on for Manav Patnaik at Barclays, asked about the drivers behind the recent momentum in data solutions and whether there have been changes to the product or go-to-market strategy.

    Answer

    CEO Philip Snow attributed the momentum to a return to historical growth levels, a broader suite of offerings like real-time data, and the settling of internal organizational changes. Chief Revenue Officer Goran Skoko also highlighted a refocused sales team and strong general market demand for data as contributing factors.

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    Brendan Popson's questions to Factset Research Systems Inc (FDS) leadership • Q2 2025

    Question

    Brendan Popson, on for Manav Patnaik, asked about the adjusted operating margin guidance, noting that achieving the midpoint seems to require significant people cost containment given rising tech spend and acquisition dilution.

    Answer

    CFO Helen Shan confirmed that disciplined cost management is key. She noted that while people costs benefited from certain factors in the first half, expenses are expected to ramp up in the second half due to strategic investments in GenAI, infrastructure, and go-to-market initiatives. She stated that the current guidance successfully absorbs 40-50 basis points of margin dilution from recent acquisitions.

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    Brendan Popson's questions to Equifax Inc (EFX) leadership

    Brendan Popson's questions to Equifax Inc (EFX) leadership • Q1 2025

    Question

    Brendan Popson, on for Manav Patnaik, inquired about the company's visibility into the second quarter and the business trends observed in early April across both mortgage and non-mortgage segments.

    Answer

    CEO Mark Begor indicated that Equifax has clear visibility for Q2 in the vast majority of its business lines, with the main uncertainty being the impact of interest rates on the mortgage market. He noted that non-mortgage businesses have seen no negative impact and that the Q2 guidance reflects the mortgage activity slowdown seen in the most recent weeks as rates increased.

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    Brendan Popson's questions to Dun & Bradstreet Holdings Inc (DNB) leadership

    Brendan Popson's questions to Dun & Bradstreet Holdings Inc (DNB) leadership • Q4 2024

    Question

    Brendan Popson, on for Manav Patnaik, sought to clarify the source of the business 'distractions,' asking how much was due to clients delaying contracts versus internal team dynamics. He also asked about the potential for incremental risk from this in Q1.

    Answer

    CEO Anthony Jabbour specified that the $9 million revenue impact was primarily driven by clients and new prospects delaying decisions due to the strategic review. While acknowledging an internal impact, he emphasized client hesitation was the main factor. He confirmed that some ongoing risk related to this process has been factored into the company's Q1 guidance.

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