Here are 1-2 brief analogies to describe Mobility Global:

• It's like S&P Global, but entirely focused on providing critical data and analytics for the automotive industry.
• Think of it as the Bloomberg Terminal for the car market, offering deep data, insights, and forecasts across the full vehicle lifecycle.

• CARFAX: Offers comprehensive vehicle history reports and data insights to consumers, dealers, and other automotive stakeholders.
• automotiveMastermind: Provides predictive analytics and marketing automation platforms specifically designed for automotive dealerships.
• Polk Automotive Solutions: Delivers extensive automotive data, market insights, and forecasting tools for automakers and suppliers.
• Market Scan: Specializes in automotive pricing, payment data, and analytical solutions for dealers, lenders, and manufacturers.

Mobility Global (MBGL) sells primarily to other companies, providing critical data and analytics across the full vehicle lifecycle to various industry stakeholders. Its major customers, as identified in the company description, include:

• Automakers
• Suppliers
• Dealer groups
• Media
• Financial institutions

Additionally, the company also serves Consumers with its data, forecasts, and insights, notably through brands like CARFAX.

Bill Eager, Chief Executive Officer

Bill Eager was President of S&P Global Mobility from August 2025 until July 2026. Prior to that, he held various leadership roles at CARFAX for more than 20 years, serving as Chief Executive Officer since 2021. He also previously served as Vice President of CARFAX's Dealer Business for 17 years. Before joining CARFAX, Mr. Eager was part of the leadership team at The Cobalt Group, an automotive digital retailing company.

Matthew A. Calderone, Chief Financial Officer

Matt Calderone previously served as Chief Financial Officer of Booz Allen Hamilton from October 2022 to January 2025. Before that, he held various roles at Booz Allen from 2010 to 2022, including Chief Strategy Officer, leading Strategic Finance, FP&A, Business Finance, and Corporate Development. Earlier, he led part of Booz Allen's national security business after working in its global commercial business from 2000 to 2007. He was with The Boston Consulting Group from 2007 to 2010.

Tasha K. Matharu, Chief Legal Officer

Tasha Matharu previously served as Chief Legal Officer of S&P Global Mobility since January 2026. Before that, she was Deputy General Counsel of S&P Global since September 2020 and Corporate Secretary for S&P Global since November 2017. Ms. Matharu was an associate at Shearman & Sterling LLP from 2008 to 2016.

Scott Fredericks, President, CARFAX

Scott Fredericks previously served as President of CARFAX at S&P Global Mobility since September 2025 and as Chief Operating Officer of CARFAX from June 2022. He joined CARFAX as Vice President of Marketing in 1997. Earlier in his career, he served as a Communications Director for the U.S. Air Force from 1986 to 1996.

Joseph S. LaFeir, President, Mobility Business Solutions

Joe LaFeir previously served as President of Mobility Business Solutions at S&P Global Mobility since August 2025 and as President of Automotive Insights from 2016 to 2025. Earlier in his career, he held management roles in product development and technology at R.L. Polk, where he served as Chief Information Officer from 2011 to 2016. He began his career at Ernst & Young in 1992 and transitioned to Capgemini in 1999.

Here are the key risks to Mobility Global (MBGL):

1. Cybersecurity Threats and Data Integrity: Mobility Global's business is centered on providing critical data and analytics across the full vehicle lifecycle, making it highly susceptible to cyber attacks and other cybersecurity risks. The company's size, scale, and role in global markets increase its exposure to such threats, which could have a material adverse effect on its business, financial condition, or results of operations. Furthermore, the quality, accuracy, and protection of its data are paramount. Any inability to adequately obtain, protect, and maintain its intellectual property and other proprietary rights, or issues with data accuracy, could pose significant reputational, litigation, and financial risks, impacting its competitive position.
2. Macroeconomic Trends and Automotive Market Volatility: The company's performance is significantly influenced by general economic conditions and volatility in global financial markets. As a provider of data and analytics to the automotive industry, Mobility Global's business is intrinsically linked to the health of this sector. Economic downturns, shifts in consumer spending, or other volatilities impacting vehicle sales, production, or related financial activities could lead to a material adverse effect on its business, financial condition, or results of operations.
3. Competition and Operational Challenges as a New Standalone Entity: Mobility Global faces competition in its markets, which could adversely affect its business, financial condition, or results of operations and lead to a decline in its market share. As a recently listed and currently unprofitable public company, Mobility Global also faces inherent operational and financial challenges. Its limited public track record, negative return on equity, and reliance on external borrowing for liabilities could quickly diminish investor confidence if early execution disappoints. Additionally, successful expansion into new and growing markets is crucial for its growth, and a failure to do so could have a material adverse effect.

• Automakers increasingly retaining and directly monetizing their own connected vehicle data, potentially bypassing or limiting third-party data and analytics providers. As original equipment manufacturers (OEMs) develop more sophisticated in-house software and data platforms, they could choose to offer critical vehicle lifecycle data, forecasts, and insights directly to their dealer networks, financial partners, and even consumers, diminishing the value proposition and data access for companies like Mobility Global.
• The accelerating industry shift towards autonomous, shared, and subscription-based mobility models. As individual vehicle ownership potentially declines in favor of fleet-managed autonomous vehicles and mobility-as-a-service providers, the traditional "full vehicle lifecycle" for individual consumers and conventional dealerships, which Mobility Global's brands like CARFAX and automotiveMastermind serve, could undergo fundamental changes, reducing the demand for current forms of vehicle history and market intelligence.

Mobility Global, Inc. addresses significant markets with its portfolio of brands and products:

• CARFAX: The U.S. used car market, where CARFAX's vehicle history reports are integral, was valued at approximately USD 99.79 billion in 2025, with projections to reach USD 152.17 billion by 2034. Globally, the used vehicle market was valued at USD 132.18 billion in 2024 and is expected to grow to USD 212.28 billion by 2032. North America held the largest share of the global used vehicle market in 2024, accounting for 33.3% of the revenue.
• automotiveMastermind: This brand operates within the automotive predictive analytics market. The global automotive predictive analytics market size was valued at USD 1.7 billion in 2024 and is projected to grow to USD 12.9 billion by 2034. Specifically in the U.S., this market was valued at USD 0.64 billion in 2025 and is anticipated to reach USD 7.85 billion by 2035. North America, where automotiveMastermind primarily operates, dominated the global market with a 33.62% revenue share in 2024.
• Polk Automotive Solutions: Providing automotive data and insights, Polk Automotive Solutions serves the broader automotive data analytics market. The global automotive data analytics market is expected to be valued at USD 6.79 billion in 2026 and reach USD 29.13 billion by 2035. The U.S. automotive data management market, a related segment, was approximately USD 803.88 million in 2024 and is projected to grow to about USD 5.35 billion by 2034. Additionally, U.S. automotive media ad spend, which Polk helps optimize, is projected to exceed $31 billion in 2025.
• Market Scan: As a provider of solutions for financial institutions in the automotive sector, Market Scan operates in the automotive finance and leasing market. The U.S. auto leasing, loans & sales financing market was valued at USD 170 billion in 2024 and is expected to reach USD 271.9 billion by 2032. Another estimate places the U.S. Car Finance & Auto Leasing Market at USD 185 billion. The global automotive finance market size is estimated at USD 449.24 billion in 2026 and is projected to reach USD 908.55 billion by 2035.

Mobility Global (MBGL) is expected to drive future revenue growth over the next 2-3 years through several strategic initiatives focused on leveraging its data and analytics capabilities across the automotive lifecycle.

Here are 3 key drivers of future revenue growth for Mobility Global:

1. Expansion of B2B Cross-selling and Upsell Initiatives: Mobility Global sees substantial potential in its business-to-business (B2B) segment by cross-selling and upselling additional products and services to its existing relationships. The company's products are already utilized by major automakers, top automotive suppliers, and thousands of U.S. dealers, providing a strong foundation for expanding revenue within these established customer bases, particularly in marketing and sales solutions.
2. Growth of CARFAX through the "Lifetime Dealer Program" and Increased Consumer Adoption: CARFAX, a core brand for Mobility Global, is expected to continue its growth trajectory. The "Lifetime Dealer Program" is a strategic initiative designed to increase subscription revenue per dealer as more customers integrate various CARFAX products. Additionally, the overall growth of the used vehicle market, which is significantly larger and expanding as vehicles last longer, provides a structural tailwind for CARFAX, with opportunities for improved consumer attach rates and price adjustments.
3. Product Innovation, Advanced Data Analytics, and Strategic Integrations: Mobility Global is focused on enhancing its product offerings and leveraging advanced data analytics across its portfolio, including CARFAX and automotiveMastermind. This includes launching new features like CARFAX's "Future Reliability," which provides VIN-specific predictions of vehicle dependability. AutomotiveMastermind is evolving into a customer data platform (CDP) that delivers predictive insights across marketing and customer relationship management (CRM). Strategic partnerships and integrations with CRM platforms (such as DriveCentric) and marketing agencies (like Force Marketing) are also crucial to enhancing dealer efficiency, generating demand, and enabling personalized digital advertising campaigns.

Share Repurchases

• Mobility Global plans to initiate share repurchases in 2027.

Share Issuance

• Mobility Global completed its separation from S&P Global Inc. on July 1, 2026, becoming an independent public company through a pro rata distribution of shares.
• S&P Global stockholders received one share of Mobility Global common stock for every share of S&P Global common stock held on the record date of June 15, 2026.
• Fractional shares of Mobility Global common stock were not distributed but were sold in the open market, with stockholders receiving cash for their pro rata portion of the net proceeds.

Inbound Investments

• Ahead of the separation, Mobility Global priced a $2 billion private offering of senior notes and entered into a $500 million senior unsecured revolving credit facility.
• The net proceeds from the $2 billion senior notes offering were primarily used to fund a cash payment to S&P Global as consideration for the transfer of certain assets, liabilities, and entities, with any remaining proceeds for separation fees, expenses, and general corporate purposes.

Capital Expenditures

• Capital expenditures in the most recent quarter totaled -6.00 million USD.
• Expected capital expenditures for the current year ending December 31, 2026, are 24 million USD, and 25 million USD for the year ending December 31, 2027.
• The company plans targeted investments in products, technology, and talent specific to its automotive-focused business.