Mobility Global (MBGL) investor relations material

Strategic vision and market opportunity

• Plans to complete a spin-off from S&P Global and become an independent public company by mid-2026, targeting the $8 trillion global automotive market and addressing a $78B TAM through deepening core penetration, new solutions, and international expansion.

• Positioned as a scaled industry leader with $1.75B revenue and 8.6% CAGR from 2023–2025, leveraging proprietary data, trusted brands, and a vast customer network.

• Operates in two main segments: B2B solutions (35% of revenue) serving OEMs, suppliers, and dealers, and CARFAX (65% of revenue) focused on consumer automotive information needs.

• Significant growth runway exists, with less than 50% penetration among top OEMs and suppliers, and direct relationships with only 53 million of 1.5 billion global vehicle owners.

• International expansion is a key focus, with plans to scale products in Europe, China, India, and other markets, leveraging unique data access and trusted brands.

Business segments and growth drivers

• B2B Solutions generated $608M in FY25, with 82% subscription revenue and 4.5% CAGR.

• CARFAX delivered $1.14B in FY25, 81% subscription-based, with ~11% CAGR and 96% in-market awareness.

• Both segments leverage unique data estates, embedded workflows, and AI-driven products for growth.

• Growth vectors include higher adoption, upsells, new AI-powered solutions, and international expansion.

• B2B and CARFAX serve OEMs, suppliers, dealers, financial institutions, and consumers globally.

Data, technology, and AI leadership

• Maintains a proprietary data estate with 177,000+ sources and 38B+ vehicle records, powering over 90% of revenue and providing unmatched VIN-level, decision-grade data globally.

• Over 100 AI/data experts drive innovation in productivity, data amplification, product intelligence, and new agentic growth modes, with nearly a decade of AI experience.

• AI is embedded across the business, including core products like Market Response Model and Dealer Valuation Engine, delivering predictive insights, automation, and personalized solutions.

• Unified AI data fabric connects assets, accelerates time-to-market, lowers unit costs, and enables AI-first solutions.

• AI-driven efficiencies enable 84% customer ops efficiency and 10–15% faster engineering velocity.