Research
FORUM TRANSCRIPT

Informa – Intelligence Division Spin-off & Strategic Outlook – 14 January 2022

  • Multi Asset
  • TMT
  • Europe
PREMIUM

Specialist

Former executive, Informa Business Intelligence at Informa plc

Agenda

  • ARPU growth trends across Pharma, Maritime and Financials
  • Sources of pricing power within the Informa (LON: INF) Intelligence portfolio
  • Strategic options for potentially non-core assets
  • Content and data cost trends across the portfolio
  • Product development needs and possible future CAPEX

Questions

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