S&P Global Inc at Bernstein Strategic Decisions Conference Transcript

May 27, 2026 / 03:00PM GMT
Christian Bolu
Sanford C Bernstein & Co LLC - Equity Analyst

All right. We'll get started here. So thanks, everyone, for the session. I'm pleased to have -- welcome back Martina Cheung, President and CEO of S&P Global for a second time. So thanks for making it back.

We're in after the first time last year. As always, on this, if you have a question, you can send it through a pigeonhole, and -- or you can do it through the scan in the QR code, I believe, on your screen somewhere. Okay.

So with that, I'll get started with questions for Martina. So Martina, let's just start on growth at the company. At Investor Day, you laid out three strategic pillars for the company. Advance in market leadership, expanding into high-growth adjacencies and amplifying enterprise capabilities through AI. You are guiding to 6% to 8%-ish type top line growth, some amount of margin expansion over time.

At a high level, which of those three pillars is most likely to surprise you think over the next 12 months -- 12 to 18 months? And is there a scenario where you think growth could be better

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