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Simon Berg

Simon Berg

Research Analyst at ING Groep NV

London, GB

Simon Berg is an analyst at ING, specializing in financial sector research with a focus on key European banking and fintech companies. He regularly covers institutions such as ABN AMRO, Deutsche Bank, and ING Group, providing in-depth fundamental analysis and market insight. With a career at ING beginning in the late 2010s and prior experience at other leading financial firms, Simon has established a reputation for sharp analytical skills and actionable investment recommendations. He holds recognized professional credentials, including regulatory securities licenses, and is noted for a strong track record of accurate earnings forecasts and successful stock calls in published industry rankings.

Simon Berg's questions to RELX (RELX) leadership

Question · Q3 2025

Simon Berg from ING inquired about the progress of renewal discussions in the Legal division, particularly concerning the rapid adoption of Lexis+ AI and Protégé, client references to competitor AI solutions, and new expectations. He also asked about the pipeline for new AI-powered products across all divisions and where the biggest opportunities lie.

Answer

CEO Erik Engstrom stated that Legal renewals, largely multi-year, show increasing adoption and conversion to Lexis+ AI and Protégé, with penetration curves slightly faster than previous versions. He affirmed continuous competition but highlighted RELX's role as a technology-enabled challenger. Engstrom outlined significant AI opportunities across divisions: in Risk for fraud defense, in Legal for workflow expansion, in STM for gradual long-term value, and in Exhibitions for data-driven digital tools enhancing customer value.

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