Wed, Apr 30, 11:01 AM (23 days ago)
**Dun & Bradstreet Holdings, Inc. (DNB) - Summary** **Financial Performance:** - **Revenue:** $2,381.7 million (2.9% increase) - **Adjusted EBITDA:** $926.6 million (3.9% increase) - **Net Income:** GAAP net loss of $28.6 million, Adjusted net income of $429.1 million - **Earnings per Share:** GAAP loss per share of $0.07, Adjusted diluted earnings per share of $0.98 **Strategic Overview:** - Focus on master data management and AI innovation. - Launched ChatD&B™, a Gen AI assistant. - Received TrustArc’s TRUSTe Responsible AI Certification. - Strong revenue retention at 96% and significant progress in back-office and cloud migration. **Future Outlook:** - Continued focus on AI innovation and data integration. - Expansion of Data Cloud into delivery platforms. - Collaboration with top cloud and GenAI companies. - Emphasis on high-quality revenues and disciplined capital allocation. **Risk Factors:** - Market competition and operational challenges. - Evolving regulatory requirements. - Focus on mitigating risks related to cybersecurity, data privacy, and emerging business risks. **Financial Condition:** - Strong profitability and disciplined capital allocation. - Emphasis on long-term value creation and sustainable growth. **Market Position Changes:** - No significant changes in market position reported. - Continued focus on data-driven decisioning and client value proposition. **Executive Compensation:** - Performance-based compensation with a focus on long-term results. - Significant portion of compensation tied to performance goals. - Emphasis on aligning executive interests with shareholder value. **Board and Governance:** - Independent board members and robust governance practices. - Review of related party transactions and potential conflicts of interest. **Shareholder Engagement:** - Non-binding advisory vote on executive compensation. - Engagement with top institutional investors on compensation and governance matters. **Ticker:** DNB