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GlobalData (DATA) investor relations material
GlobalData Investor Presentation summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Investor Presentation summary24 Nov, 2025
Strategic direction and growth transformation
Executing a growth transformation plan for 2024–2026, focusing on digital workers, AI-driven solutions, and platform innovation.
Shifted client offering from product to solutions, and pricing from seat-based to team/enterprise models.
Closed five acquisitions in January 2025, achieving an average post-synergy EBITDA multiple of 8.6x.
Increased investment in sales, technology, and management talent to drive operational agility and customer focus.
Subscription-based model with high recurring revenue and strong upsell opportunities.
Proprietary data and competitive advantage
Over 350 data assets, with 92% independently audited as proprietary, forming a strong competitive moat.
Asset-level data coverage across multiple industries, including consumer goods, retail, automotive, pharma, insurance, construction, oil & gas, mining, and power.
Proprietary data is primary research-backed, not publicly accessible or replicable by generative AI.
Continuous improvement and investment in proprietary data, with a central primary research unit pilot launching in Q1 2026.
Market models and forecasts have less than 1% error margin, supporting superior customer insights.
AI strategy and product innovation
AI is central to the business, driving customer engagement, product usability, and operational efficiency.
Launched AI Hub and Agentic Ava, with ongoing enhancements and new AI-powered offerings.
AI-driven solutions automate data operations, enable predictive intelligence, and expand total addressable market.
Over 100 AI engineers and a decade-long track record in AI deployment and commercialization.
Future roadmap includes new AI assistants, dynamic visualization, integrations, and autonomous agents.
How does proprietary data mitigate AI risks?
Detail AI's impact on revenue growth levers.
How does AI enhance M&A synergy realization?
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Next GlobalData earnings date
H2 20259 Mar, 2026
Next GlobalData earnings date
H2 20259 Mar, 2026
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Frequently asked questions
GlobalData PLC is a UK-based company specializing in data analytics, consulting, and business intelligence services. The company provides a comprehensive suite of proprietary data, analytics, and insights through its integrated platform, which supports a wide range of industries. These industries include aerospace, defense, agribusiness, automotive, healthcare, and financial services, among others. GlobalData's offerings are categorized into Intelligence Centers, which provide sector-specific market and thematic intelligence, Consultancy services for customized solutions, and a Marketplace that includes reports, company profiles, and direct data services. The company is headquartered in London, England, and its shares are listed on the London Stock Exchange.
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