S&P Global (SPGI) investor relations material

Reflections on leadership and market dynamics

• Over the past 18 months, the organization has seen its role grow in importance amid geopolitical disruptions and increased client reliance on proprietary data and benchmarks.

• Investor Day in November outlined a plan to leverage existing capabilities for sustainable growth.

AI integration and impact

• AI is being integrated both into products for clients and internal operations, enhancing productivity and speed to market.

• Flexible data distribution through platforms like Snowflake, Databricks, and LLM providers is improving customer experience.

• LLM-ready content and plugins, such as those for Anthropic Claude, have led to competitive wins and increased client engagement.

• AI adoption among clients is uneven, with some at the forefront and others relying on built-in product capabilities.

• AI-driven productivity is expected to yield $100 million in run-rate benefits by 2027, especially in the Enterprise Data Organization.

Kensho and client engagement

• Kensho Labs acts as a forward-deployed engineering team, working with about 25% of CCO accounts to help clients extract value from AI tools.

• Recent client wins include a major global bank standardizing on proprietary data for internal AI tools and expanding CapIQ contracts.

• Kensho is instrumental in demonstrating the value of additional datasets and driving client adoption.