Sign in

    Dun & Bradstreet Holdings Inc (DNB)

    You might also like

    Dun & Bradstreet Holdings, Inc. (DNB) is a leading global provider of business decisioning data and analytics. The company empowers clients to make informed decisions by offering trusted data, insights, and solutions that support critical business operations such as risk management, compliance, sales, and marketing. DNB's offerings are built on its proprietary Data Cloud, which contains information on over 550 million organizations worldwide, and its unique D-U-N-S® Number system, which links corporate entities for a holistic view of businesses.

    1. Finance & Risk - Provides data, analytics, and insights to help clients manage risk, ensure compliance, and make financial decisions effectively.
    2. Sales & Marketing - Offers data and analytics to optimize customer acquisition, retention, and growth strategies, including CRM data cleansing and targeting high-probability prospects.
    Revenue by Segment - in Millions of USDQ2 2020Q3 2020Q4 2020FY 2020Q1 2021Q2 2021Q3 2021Q4 2021FY 2021Q1 2022Q2 2022Q3 2022Q4 2022FY 2022Q1 2023Q2 2023Q3 2023Q4 2023FY 2023Q1 2024Q2 2024Q3 2024Q4 2024FY 2024
    North America421.4456.81644.5386.6404.6432.5448.61,672.3
    - Finance & Risk113.6116.4448.6120.0116.5121.6126.4484.5
    - Sales & Marketing53.557.2220.957.955.155.056.9224.9
    International167.1173.6669.5177.9171.6176.6183.3709.4
    Corporate and Other--------
    Total Revenue588.5630.42314.0564.5576.2609.1631.92,381.7
    Revenue by Geography - in Millions of USDQ2 2020Q3 2020Q4 2020FY 2020Q1 2021Q2 2021Q3 2021Q4 2021FY 2021Q1 2022Q2 2022Q3 2022Q4 2022FY 2022Q1 2023Q2 2023Q3 2023Q4 2023FY 2023Q1 2024Q2 2024Q3 2024Q4 2024FY 2024
    North America421.4456.81,644.5386.6404.6432.5448.61,672.3
    International167.1173.6669.5177.9171.6176.6183.3709.4
    - United Kingdom (U.K.)----120.5--11 (incremental growth)
    - Europe----110.8--12 (incremental growth)
    - Greater China----58.1---
    - WWN Alliances----58.1--5 (incremental growth)
    Corporate and Other--------
    Total Revenue588.5630.42,314.0564.5576.2609.1631.92,381.7
    KPIs - Metric (Unit, Scale)Q2 2020Q3 2020Q4 2020FY 2020Q1 2021Q2 2021Q3 2021Q4 2021FY 2021Q1 2022Q2 2022Q3 2022Q4 2022FY 2022Q1 2023Q2 2023Q3 2023Q4 2023FY 2023Q1 2024Q2 2024Q3 2024Q4 2024FY 2024
    Revenue allocated to unsatisfied performance obligations for remainder of 2024 (USD millions)988.5--1,124.5799.7426.4--
    Revenue allocated to unsatisfied performance obligations for 2025 (USD millions)529.7--781.0565.7623.5--
    Revenue allocated to unsatisfied performance obligations for 2026 (USD millions)297.8--498.3260.4300.2--
    Revenue allocated to unsatisfied performance obligations for 2027 (USD millions)148.2--220.9167.9178.8--
    Revenue allocated to unsatisfied performance obligations for 2028 (USD millions)---156.6271.3282.8--
    Revenue allocated to unsatisfied performance obligations for periods thereafter (USD millions)2,772.9--3,046.02,958.02,872.5--
    Total revenue allocated to unsatisfied performance obligations (USD millions)2772.9--3046.02958.02872.5--
    Data acquisition costs as percent of total revenue (percentage)---13.513.112.7--
    Total organic revenue increase in dollars (USD millions)26.9-94.123.023.619.7--
    Total organic revenue growth rate in percentage (percentage)4.8-4.34.34.33.4--
    NamePositionExternal RolesShort Bio

    Anthony M. Jabbour

    ExecutiveBoard

    Chief Executive Officer

    Director of Paysafe

    CEO of DNB since 2019; previously CEO of Black Knight and held leadership roles at FIS.

    View Report →

    William P. Foley, II

    ExecutiveBoard

    Executive Chairman

    Chairman of Cannae Holdings, FNF, F&G; Non-Executive Chairman of Alight; Managing Member of Trasimene Capital

    Founder of FNF; instrumental in DNB's strategy shifts, cost savings, and product innovation.

    Bryan T. Hipsher

    Executive

    Chief Financial Officer

    None

    CFO of DNB since 2019; previously SVP of Finance at Black Knight and Lender Processing Services.

    Joe A. Reinhardt III

    Executive

    Chief Legal Officer

    None

    Principal legal counsel for DNB; previously EVP and General Counsel at Fidelity National Title Group.

    Neeraj Sahai

    Executive

    President, International

    None

    Leads DNB's international operations; previously President of S&P Ratings and held senior roles at Citigroup.

    Virginia G. Gomez

    Executive

    President, North America

    None

    Joined DNB in 2021 as Chief Product Officer; became President, North America in 2022.

    Chinh E. Chu

    Board

    Board Member

    Managing Partner at CC Capital; Chairman of E2open; Director at CC Neuberger Principal Holdings II & III

    Founder of CC Capital; extensive experience in mergers, acquisitions, and corporate finance.

    Douglas K. Ammerman

    Board

    Board Member

    Director at Cannae Holdings, FNF, F&G, Stantec

    Retired KPMG partner; extensive experience in finance and accounting.

    Ellen R. Alemany

    Board

    Board Member

    Director at FIS and First Citizens BancShares

    Former Chairwoman and CEO of CIT Group; extensive experience in banking and financial services.

    Ganesh B. Rao

    Board

    Board Member

    None

    No detailed bio or external roles provided in the documents.

    James A. Quella

    Board

    Board Member

    Private Investor

    Extensive experience in managing and advising businesses; former Chairman of Michaels Stores.

    Kirsten M. Kliphouse

    Board

    Board Member

    Director at Labcorp and Global Payments

    Former President of Google Cloud Americas; extensive experience in technology and cybersecurity.

    Richard N. Massey

    Board

    Board Member

    Vice Chairman of Cannae Holdings; Director at Alight

    Former CEO of Cannae Holdings; extensive experience in corporate finance and investment banking.

    Thomas M. Hagerty

    Board

    Board Member

    Director at Dayforce, FleetCor, FNF

    Managing Director at THL; extensive experience in corporate finance and strategic planning.

    1. Your credibility and digital marketing businesses have underperformed for over a year; what is your patience level with these units, and are you considering selling or shutting them down if improvements aren't seen soon?
    2. Given the lengthening sales cycles and disciplined client spending you've noted, what specific internal initiatives or external market conditions are you relying on to see these trends begin to improve?
    3. With net leverage remaining flat for three consecutive quarters, can you provide more detail on your deleveraging plans and how confident are you in achieving your target net leverage ratio by year-end?
    4. You've guided to revenue at the low end of your range; can you explain whether the fourth quarter growth rate is a reasonable starting point for organic growth in 2025, or are there factors that could alter your growth rate next year?
    5. Considering the inbound interest you've received, are you exploring divesting underperforming segments like the credibility business separately, or is your focus solely on potential full company transactions?
    Program DetailsProgram 1
    Approval DateApril 30, 2024
    End Date/DurationApril 30, 2027 (3 years)
    Total Authorized10.0 million shares
    Remaining Amount9.038 million shares (as of 2024-09-30)
    DetailsOpportunistic buybacks due to undervaluation; aligns with capital allocation strategy

    Notable M&A activity and strategic investments in the past 3 years.

    CompanyYearDetails

    Eyeota Holdings Pte Ltd

    2021

    The acquisition was valued at approximately $165 million (subject to a net working capital adjustment) and was aimed at enhancing a holistic audience solutions platform by integrating global online and offline data onboarding capabilities for improved audience targeting.

    NetWise

    2021

    The deal was valued at around $69 million (subject to net working capital adjustments) and intended to augment the audience solutions platform by converting both B2B and B2C identity data into actionable online audiences, with the transaction expected to close in Q4 2021.

    Recent developments and announcements about DNB.

    Earnings

    • New Earnings (Q4 2024)

      ·
      Feb 20, 2025, 4:30 PM

      DNB’s Q4 results show continued momentum in AI solutions (25 Chat D&B instances sold) and a shift to more stable, ratable revenue (targeting 85-90% from 75%). However, $9M in delayed deals dragged Q4 revenue, and Q1 2025 guidance remains at the low end.

      View full earnings summary →