GlobalData (DATA) Investor Presentation summary

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.