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The 5 Most Interesting Analyst Questions From S&P Global’s Q1 Earnings Call
S&P Global (SPGI) reported strong first-quarter results, surpassing analyst estimates for revenue, adjusted EPS, and adjusted EBITDA, primarily driven by growth in Ratings and Indices and increased demand for subscription products. The article highlights key analyst questions from the earnings call, focusing on S&P Global’s AI partnership strategies, AI-driven efficiency gains, and subscription growth drivers. It also outlines catalysts to watch in upcoming quarters, including AI product adoption, the impact of geopolitical events on energy revenues, and progress in private markets data offerings.