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    Matthew Walker

    Research Analyst at Credit Suisse

    Matthew Walker's questions to WOLTERS KLUWER N V /FI (WTKWY) leadership

    Matthew Walker's questions to WOLTERS KLUWER N V /FI (WTKWY) leadership • Q2 2023

    Question

    Matthew Walker of Credit Suisse asked about the timeline for launching viable generative AI products, their deployment strategy, and potential for incremental revenue. He also questioned if the higher CapEx guidance for this year signals a new, higher baseline for future investment.

    Answer

    CEO Nancy McKinstry explained that a generative AI application is already live in China and future deployments will be case-by-case, driven by customer needs, with pricing supporting either retention or new revenue streams. CFO Kevin Entricken clarified that while CapEx is at the high end of the 5-6% range for 2023 due to exciting projects, it does not represent a permanent step-change from the long-term model.

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    Matthew Walker's questions to WOLTERS KLUWER N V /FI (WTKWY) leadership • Q2 2017

    Question

    Matthew Walker of Credit Suisse questioned the scale of the UpToDate business in China, the margin profile of the divested UK assets, and whether the interim dividend policy indicated a full-year dividend of approximately €0.80.

    Answer

    CFO Kevin Entricken clarified that while the investment in a Chinese version of UpToDate is meaningful for long-term opportunity, current revenues and investment levels are relatively small. He stated the divested assets were dilutive to earnings, which will be mitigated by an increased share buyback, but did not comment on their specific margin. He declined to provide full-year dividend guidance, reiterating only the interim dividend policy.

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    Matthew Walker's questions to WOLTERS KLUWER N V /FI (WTKWY) leadership • Q4 2016

    Question

    Matthew Walker from Credit Suisse asked for an update on the company's use of artificial intelligence (AI), the percentage of products sold via the cloud and associated pricing benefits, and current trends in the medical journals market.

    Answer

    CEO Nancy McKinstry explained that Wolters Kluwer uses AI components to solve specific customer problems, such as with its CCH iQ product. She noted that all core on-premise software is moving to the cloud, with pricing designed to encourage migration and create upsell opportunities. Regarding journals, she stated they are focused on the health market, where they are competitive by focusing on online and open-access models.

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    Matthew Walker's questions to PUBLICIS GROUPE (PUBGY) leadership

    Matthew Walker's questions to PUBLICIS GROUPE (PUBGY) leadership • Q2 2023

    Question

    Matthew Walker from Credit Suisse asked if Publicis agrees with a competitor's view that AI will boost both organic growth and margins, and whether the H2 2023 exit growth rate of ~3% is an appropriate baseline for 2024.

    Answer

    Chairman & CEO Arthur Sadoun affirmed that AI is already increasing organic growth and improving margins for Publicis. He provided examples, such as combining AI with Epsilon data to win media contracts and using the AI-powered Marcel platform to optimize the workforce and manage personnel costs, contributing to industry-leading margins. He declined to provide a 2024 forecast but expressed confidence in the company's future-proof model.

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