S&P Global (SPGI) Investor Day 2026 summary

Strategic vision and market opportunity

• Preparing for a mid-2026 spin-off to become an independent public company, targeting the $8 trillion global automotive market and addressing a $78B total addressable market by 2025, with $40B in core and extended segments and $38B in adjacent opportunities.

• Positioned as a scaled industry leader with $1.75B revenue and 8.6% CAGR from 2023–2025, serving OEMs, suppliers, dealers, and over 53 million consumers globally.

• Major growth vectors include unifying five legacy businesses, infusing AI across operations, expanding internationally, and leveraging cross-sell opportunities.

• Significant white space remains in both B2B and consumer markets, with less than 50% penetration of existing offerings among current customers.

• International expansion is underway, with new launches in Germany and ongoing growth in China and India, leveraging local partnerships and regulatory changes.

Business segments and growth drivers

• B2B Solutions generated $608M in FY25, with 82% subscription revenue and 4.5% CAGR, covering nearly all global OEMs and top suppliers.

• CARFAX delivered $1.14B in FY25, with 81% subscription revenue and ~11% CAGR, 96% in-market awareness, and 53M+ Car Care customers.

• Both segments leverage proprietary data, AI-driven insights, and strong network effects to drive adoption, upsell, and international expansion.

• New solutions include AI-powered planning, predictive analytics, and agentic tools, enhancing customer value and operational efficiency.

• Secular trends—rising vehicle prices, longer vehicle lifespans, and increasing demand for transparency—fuel ongoing growth.

Data, technology, and AI leadership

• Proprietary data estate comprises 177,000 sources, powering 90%+ of revenue and enabling unique, decision-grade insights for customers.

• Over 100 dedicated data scientists and AI experts, with AI embedded in all core products and workflows, driving productivity and new predictive solutions.

• Four AI engines and a unified enterprise AI data fabric accelerate value creation, enabling faster time-to-market and lower unit costs.

• AI-driven solutions deliver measurable customer value, such as 10–15% faster engineering velocity and 80% time savings in planning.

• The company is preparing for the agentic AI revolution, building infrastructure to support autonomous workflows and agent-based decision-making.