Dun & Bradstreet (DNB) J.P. Morgan Ultimate Services Investor Conference (USIC) 2024 summary

Strategic initiatives and business outlook

• Management is actively evaluating strategic options in response to inbound interest, aiming to maximize shareholder value while maintaining business execution.

• Focus remains on fulfilling medium-term growth targets and closing the year strongly, with ongoing communication to the investment community.

• Leadership is prioritizing both organic growth and potential portfolio adjustments, especially regarding non-core assets.

• Options for the Credibility and Digital Marketing businesses are under review, with decisions expected after further performance evaluation.

• The company is balancing investments in innovation with disciplined portfolio management to drive long-term value.

Data assets and proprietary capabilities

• The D&B Data Cloud now covers over 580 million entities, sourced from tens of thousands of contributors, including exclusive and public data partnerships.

• Proprietary matching algorithms and linkage capabilities underpin the unique value of the data asset, supporting diverse use cases.

• The DUNS number system enables hierarchical data organization, with up to 4,000 data elements per entity.

• Expansion into private and capital markets is underway, leveraging unique private company data.

• Data asset growth supports both horizontal and increasingly verticalized solutions for industry-specific needs.

Growth strategies and partnerships

• Revenue growth has accelerated to mid-single digits, driven by cross-sell, upsell, and improved pricing power.

• New business growth is supported by a mix of internal sales capabilities and strategic partnerships, especially in capital markets.

• Partnerships with LSEG and ICE are seeding data in new markets, with a controlled approach to broader opportunities.

• Verticalization of go-to-market strategies is a key next step, targeting sectors like insurance, healthcare, and financial institutions.

• Multi-year contracts now represent over half of revenues, improving client retention and enabling strategic upselling.