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Donnelley Financial Solutions
Donnelley Financial Solutions (DFIN) investor relations material
Donnelley Financial Solutions 28th Annual Needham Growth Conference Virtual summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.28th Annual Needham Growth Conference Virtual summary13 Jan, 2026
Business overview and transformation
Provides regulatory compliance solutions, primarily for SEC requirements, serving public and pre-IPO corporations, mutual funds, ETFs, and insurance companies.
Business has shifted from tech-enabled services to nearly 50% software, with further migration planned based on client preferences.
Three main software products: ActiveDisclosure (corporate compliance), Venue (data room for deals), and ArcSuite (financial reporting for funds).
Recurring revenue comprises 75% of the business, with event-driven revenue at 25%.
Strong market share, ranking in the top three across all offerings, supported by robust software, sales force, and distribution channels.
Market dynamics and growth strategy
Competitive landscape varies by product, with both diversified and point-solution competitors.
Targeting 60% of sales from software by 2028, up from just under 50% currently, through market share gains, price increases, and migration from traditional services.
Exploring non-SEC use cases and leveraging the compliance platform for incremental growth.
Tech-enabled services remain a significant segment, especially for clients preferring a do-it-for-me model.
Print and distribution now represent 15% of revenue, down from 40% in 2016, with a shift to a variable cost model and higher margins.
Capital markets, regulation, and innovation
Capital markets activity is expected to rebound in 2026, potentially restoring over $100 million in revenue and driving high incremental margins.
Regulatory changes, such as Tailored Shareholder Reports and EDGAR Next, provide growth opportunities.
New Venue product launched in Q4 2025 to address more market segments.
AI investments include Active Intelligence for benchmarking and document management, with a balanced approach to opportunities and risks.
AI and technology are leveraged for both client-facing products and internal efficiency improvements.
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Next Donnelley Financial Solutions earnings date
Q4 202518 Feb, 2026
Donnelley Financial Solutions
Next Donnelley Financial Solutions earnings date
Q4 202518 Feb, 2026
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Frequently asked questions
Donnelley Financial Solutions Inc provides risk and compliance solutions, including regulatory reporting software, data management platforms, and financial communication services. The company serves public and private companies, law firms, and investment firms across global markets. The company is headquartered in Chicago, Illinois, and its shares are listed on the NYSE.
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