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    Wahid Amin • Bank of America

    Wahid Amin's questions to MSCI Inc (MSCI) leadership

    Wahid Amin's questions to MSCI Inc (MSCI) leadership • Q2 2025

    Question

    Wahid Amin inquired about the current pricing environment, the nature of client conversations, and whether there are any areas where clients are less receptive to price increases.

    Answer

    CFO Andrew Wiechmann reported no major changes to the pricing approach, with the contribution from price increases remaining consistent with recent quarters. He noted a slightly higher price contribution in Analytics to monetize new capabilities and in Sustainability due to lower overall sales. The core strategy remains aligning price with the value and enhancements delivered to clients.

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    Wahid Amin's questions to Dun & Bradstreet Holdings Inc (DNB) leadership

    Wahid Amin's questions to Dun & Bradstreet Holdings Inc (DNB) leadership • Q2 2024

    Question

    Wahid Amin, on for Heather Balsky, asked about the external macro-related issues in Digital Marketing Solutions and what internal actions the team is taking to offset these challenges. He also questioned the cause of the sequential revenue decline in the international Sales and Marketing segment.

    Answer

    CEO Anthony Jabbour stated that while macro factors are impacting the industry, D&B is benefiting from Google's decision to not deprecate cookies, which will drive traditional volumes. He also highlighted internal efforts, including penetrating new channels like connected TV and social media, and leveraging direct client relationships. Regarding the international segment, both CEO Anthony Jabbour and CFO Bryan Hipsher noted it is a smaller business prone to quarter-to-quarter fluctuations and that a broader view over the full year would show more consistent performance.

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    Wahid Amin's questions to Dun & Bradstreet Holdings Inc (DNB) leadership • Q1 2024

    Question

    Wahid Amin from Bank of America inquired about the drivers for lower data acquisition costs and whether it was a timing issue. He also asked about the spending and timeline for generative AI initiatives and when their benefits would materialize in the P&L.

    Answer

    CFO Bryan Hipsher explained that the lower data acquisition costs are a result of ongoing efficiency and effectiveness efforts, including the use of AI tools for data collection, and are not a timing issue. CEO Anthony Jabbour added that while the company is actively investing in generative AI within its current guidance, significant revenue impact of 1 to 2 points of growth is not anticipated until 2025 and 2026.

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