Expert Interview
Discuss the outlook for S&P Global following its recent earnings miss, and assess the longer-term AI risk
Ticker(s): SPGI, AMZN, GOOG, NVDA, MSFT, MCO, Anthropic- Currently Co-Founder of Peer Data and Principal AI Solutions Architect at First Coast Intelligence, leading AI-driven product transformation initiatives focused on data monetization, LLM-enabled workflow automation, multi-agent analytics platforms, and rapid prototyping to modernize financial data delivery models.
- Former Product Head at S&P Global Market Intelligence and Managing Director at IHS Markit and Reuters Loan Pricing Corporation, overseeing global product strategy, structured finance analytics, and large-scale data platform. development across subscription-based financial information businesses.
- Brings 25+ years of experience in financial data platforms, product lifecycle management, and P&L ownership, with deep expertise in customer stickiness dynamics, subscription economics, AI-driven workflow enhancement, digital rights management, and the competitive evolution of Ratings, Market Intelligence, Indices, and adjacent analytics businesses.
How significant is the AI-related risk to SPGI in the long term?
Could the Claude AI plug-in meaningfully enhance customer workflows or insights?
How resilient are SPGI’s customer relationships, and could AI-driven disruption lead to churn?
What are the key growth drivers across Ratings, Market Intelligence, Indices, and Mobility in 2026?
What is the potential of the newly independent Mobility business after the spinoff?
Are You Interested In These Questions?
Slingshot Insights Explained
Expert research benefits investors by giving them timely access to unbiased real world perspectives on highly specialized topics. Slingshot Insights' crowdfunded model makes this access available at a fraction of the cost of other expert networks.
Reason
*Slingshot Insights provides access to information, not investment advice. We work to support you and facilitate access to experts; however we are not responsible for monitoring calls for the disclosure of MNPI. You should obtain financial, legal and tax advice from your qualified and licensed advisers before deciding to invest in any security.
