Mobility Global (MBGL) Goldman Sachs Communacopia + Technology Conference 2026 summary

Strategic transformation and integration

• Transitioned from five siloed businesses to a unified entity, leveraging shared assets and expertise across teams.

• Accelerated international product launches, such as CARFAX Germany, by utilizing existing platforms and knowledge.

• Focused exclusively on automotive information, enabling more targeted resource allocation and prioritization.

• Enhanced collaboration between business units, leading to joint product plans and data sharing.

• Expectation set for full benefits of independence to materialize over the next one to two years.

Data, AI, and competitive advantage

• Proprietary data and analytics, supported by 177,000 sources and 60 billion vehicle records, are core assets.

• AI accelerates value extraction from data, enabling new predictive products and deeper insights.

• Brand trust is increasingly important as data overload grows, enhancing consumer confidence.

• AI-driven efficiencies are improving product development and operational scale.

• Application-agnostic approach embeds products across hundreds of industry platforms.

Growth strategy and revenue drivers

• Medium-term organic revenue growth target is 7.5%-10%, with 5%-7% from core, 1%-2% from new products, and 1%-2% from international expansion.

• Short-term growth expected from enhancing existing products and launching new offerings.

• International expansion, especially in Europe and Canada, is a mid- to long-term growth lever.

• Recent launches include new B2B and consumer products, with AI enabling faster innovation cycles.

• Listings and Service Loyalty products present significant incremental revenue opportunities.