Dun & Bradstreet (DNB) Raymond James & Associates’ 46th Annual Institutional Investors Conference 2025 summary

Business overview and strategy

• Operates a proprietary database of over 550 million companies, using unique identifiers to manage data and solve financial risk and compliance use cases.

• Expanding into third-party supply chain risk management, regulatory compliance, sustainability, and cyber risk.

• Leverages data for sales and marketing, including digital marketing initiatives targeting decision makers.

• Focused on both defensive (risk management) and offensive (growth, marketing) business strategies.

Strategic review and portfolio evaluation

• Initiated a strategic review in response to inbound interest and ongoing evaluation of smaller assets.

• Process involves gathering information, board review, and a decision expected by end of March.

• Not actively seeking a sale but responding to market interest and fiduciary responsibilities.

Financial performance and recent challenges

• Fourth quarter revenue miss attributed to transitory factors: client delivery timing, non-renewal of partnerships, and deal timing.

• $4 million in revenue shifted due to delivery schedules; some partnerships not renewed due to unfavorable economics.

• Delayed enterprise deals due to market uncertainty, with some now closed and others ongoing.