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JT

James Tate

Vice President and CFA at Goldman Sachs Group Inc.

United Kingdom

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

Question · Q3 2025

James Tate asked about the revenue model for new contract wins in Pearson VUE, specifically if there are upfront implementation fees and if revenues are directly correlated to candidate volumes. He also inquired about the expected growth trajectory for Pearson VUE into 2026, considering new contract ramps and easier comps.

Answer

CFO Sally Johnson clarified that Pearson VUE's revenue model is predominantly on a per-candidate basis, directly correlated to test volumes, with no meaningful upfront implementation fees. CEO Omar Abbosh highlighted the forward visibility and collaborative efforts with partners to drive volume. Sally Johnson stated that Pearson is not providing 2026 guidance but expects mid-single-digit growth in the medium term.

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Question · H1 2025

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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Question · H1 2025

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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Question · H1 2025

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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