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    Thomas Roesch • William Blair

    Thomas Roesch's questions to S&P Global Inc (SPGI) leadership

    Thomas Roesch's questions to S&P Global Inc (SPGI) leadership • Q1 2025

    Question

    Thomas Roesch, on behalf of Andrew Nicholas, inquired about trends in the Commodity Insights end markets and whether the company expects any pressure from potential tariffs or trade conflicts.

    Answer

    CEO Martina Cheung noted strong growth in Commodity Insights, driven by new price assessments and energy transition products. She explained that market volatility and uncertainty often increase customer reliance on their data, as seen in strong platform usage. While acknowledging some impact from upstream energy consolidation, she stated the business is largely insulated from direct tariff impacts.

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    Thomas Roesch's questions to TransUnion (TRU) leadership

    Thomas Roesch's questions to TransUnion (TRU) leadership • Q1 2025

    Question

    Thomas Roesch, on for Andrew Nicholas, asked for an update on the OneTru platform migration for top customers, any early benefits, and if there is potential upside to the previously stated $35 million in 2026 expense savings.

    Answer

    President and CEO Christopher Cartwright reported that the migration is progressing well, with 90 customers now running in parallel (up from 50). He cited material benefits, including 50% faster processing speeds and quicker development of new analytics. Regarding savings, he noted that planning for the 2026 migration of international markets is underway, which is expected to drive strong efficiencies that could be redeployed for growth and margin expansion.

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