Mobility Global Inc. Goldman Sachs Communacopia + Technology Conference 2026

Thanks for having us. Thank you.

Sure. Thanks, George. As you mentioned, we did spin out of S&P Global on July 1. As you can imagine, there's been quite a bit of excitement throughout the business with the 3,500 people of Mobility Global as we go out on our own. I think it's really showed up in two places. The first one being more structural, and the second one being us really controlling our destiny. From the structural side, what I would say is a year ago or a year and a half ago, we were five separately run businesses. Part of this spin process has been bringing those businesses together into one. Leveraging the assets of the individual siloed businesses across the business. We're starting to see that show up in a bunch of different places.

It's early, but I have a conference room right outside my office, and two months ago, there were folks from automotiveMastermind and the CARFAX business getting together, building some joint product plans, and really talking about how we can share both data and brand assets across the customer base for both.

Especially with the shared customers. Another example would be our plan was to launch the CARFAX product in Germany at the beginning of 2027. Part of the shift was our CARFAX entity in Europe now leveraging some of the CARFAX U.S. platform.

Because they're leveraging that platform and some of the folks and some of the expertise, we were able to move that up, and we launched Germany in early July. Those are just two examples. It's a multi-year process, so I would set expectations that we will see these things coming online. But it'll be another year or two before we really feel the full effect of being out on our own. From a structural standpoint, that's what we're seeing.

The other thing is that S&P Global Inc. was a great parent company, and the four or five years we were with S&P Global Inc., I always felt like we had a great owner. But when it came to competing for resources, a lot of the investments that S&P Global Inc. made over that period of time were geared toward their core divisions and the investments that multiple divisions could take advantage of.

S&P Global Inc. has many customers that they see show up in multiple divisions. Now that we are on our own, everything we go after has to do with automotive information.

As we prioritize, everything is in our world, our category, which is great.

Yeah, great question. When I think about it, I think at our core, we're a data company. On the CARFAX side of our business, we've built the business on unique VIN-level data.

A lot of that data, we have partnerships and relationships to get that data, but the majority of it's sitting behind a firewall or a paywall somewhere. It's not out there readily available for somebody. When I think of AI impacting our business, I really do think about it as an accelerant for our business.

We see that showing up especially in our core assets. If you think of our core assets being our data and our data estate, our brands, and then the networks that we have and the way we're embedded in the industry. I'll just touch on the data and maybe a little bit on the brand. On the data side, the way AI is showing up is, I really see it doing three things for us right now. One, as we ingest data, AI is helping us get so much more out of those feeds that we've established over the last 20, 30 years. When I think of building our product in Europe or in some of the countries we've launched there, those learnings and those tools and those setups, we're able to apply globally now.