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    James Tate

    Vice President and CFA at Goldman Sachs

    James Tate is a Vice President and CFA at Goldman Sachs, specializing in equity research with a primary focus on the German and French markets. He covers specific companies such as JCDecaux SA, providing investment ratings with a notable track record that includes a 50% success rate and an average return of -7.8% per rating over the past year, according to TipRanks rankings. Ranked #6,807 out of 9,284 Wall Street analysts, Tate joined Goldman Sachs after prior progression in financial analysis roles and brings several years of industry experience to his current position. He holds the Chartered Financial Analyst (CFA) designation, affirming his expertise in investment analysis and portfolio management.

    James Tate's questions to PEARSON (PSO) leadership

    James Tate's questions to PEARSON (PSO) leadership • H1 2025

    Question

    Asked about the performance of new Pearson VUE contracts and the potential for Gen AI to drive cost efficiencies across the business.

    Answer

    The company confirmed that new VUE contracts are performing as expected and are factored into guidance, but declined to provide a 2026 outlook. For Gen AI, they highlighted its use in content generation (e.g., translation) and customer service to drive cost savings and improve customer experience.

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    James Tate's questions to PEARSON (PSO) leadership • H1 2025

    Question

    James Tate inquired about the performance of new Pearson VUE contracts, such as Salesforce and ServiceNow, their contribution to H2 growth, and the potential for Gen AI to drive cost efficiencies across the business.

    Answer

    Art Valentine, President of Assessment & Qualifications, confirmed that new VUE contracts are performing in line with expectations and will support H2 growth. CEO Omar Abbosh and CFO Sally Johnson detailed how Gen AI is being used for both customer-facing product innovation and internal cost savings in areas like content generation, translation, and customer service, ultimately improving efficiency and the customer experience.

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    James Tate's questions to PEARSON (PSO) leadership • H1 2025

    Question

    James Tate of Goldman Sachs inquired about the performance of new Pearson VUE contracts and the potential for mid-single-digit growth in 2026. He also asked about the use of Gen AI for driving cost efficiencies across the business.

    Answer

    President of Assessment & Qualifications, Art Valentine, confirmed that new VUE contracts are performing in line with expectations. CEO Omar Abbosh discussed the strategic application of AI in learning products, while CFO Sally Johnson highlighted AI-driven cost efficiencies in content generation and customer service, which also improve top-line potential.

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