Question · Q3 2025
Will Qi (on behalf of Ashish Sabadra) from RBC Capital Markets inquired about the drivers behind the anticipated ACV acceleration in Q4, specifically asking which segments would be primary contributors and where the largest room for improvement lies.
Answer
Jonathan Collins, EVP and CFO, noted that ACV improved across all segments, with the most notable improvement in Life Sciences due to better retention and new sales traction. He identified Life Sciences and the IP segment as having the most headroom for continued improvement, expecting IP to transition from flat ACV to growth driven by investments in products like Derwent Patent Search, Derwent Patent Monitor, and IP Management Software.