Information Services Group (III) Small-Cap Growth Virtual Investor Conference summary

Industry leadership and market insights

• Recognized as the authoritative voice in sourcing, with 87 consecutive quarters of industry analytics and trend reporting.

• Holds over 50% market share in sourcing advisory, advising on $20 billion in contracts annually.

• Quarterly index calls analyze winners, losers, and technology contract trends among major providers.

• Maintains strong analyst and stakeholder engagement through regular industry broadcasts.

Growth strategy and recurring revenue targets

• Aims to reach $150 million in recurring revenue by the end of next year, up from $125 million currently.

• Recurring revenue now represents about 40% of total revenue, with a goal to exceed 50%.

• Growth plan centers on AI, research, advisory, and digital transformation, supported by the ISG Tango platform.

Financial performance and shareholder returns

• Achieved 20% revenue growth over three years, maintaining upper single-digit annual growth.

• Adjusted EBITDA more than doubled revenue growth, driving strong margin expansion.

• EPS increased 43%, aligned with EBITDA growth.

• Returned over $60 million to shareholders since 2020 through buybacks and dividends.

• Maintains a comfortable net debt position at 2x EBITDA.