The following is excerpted from the question-and-answer section of the transcript.
(Questions from industry analysts are provided in full, but answers are omitted - download the transcript to see the full question-and-answer session)
Question: Andrew Owen Nicholas - William Blair & Company L.L.C., Research Division - Analyst
: It seems like there's been quite a bit of M&A in the portfolio management space, particularly of late. And so I'm wondering if you could update us
on how you're thinking about your product suite there, how it stacks up competitively? And whether there are any product gaps or opportunities
that you'd like to address in the near to medium term, whether it's organically or via M&A?
Question: Andrew Owen Nicholas - William Blair & Company L.L.C., Research Division - Analyst
: Yes, that and just the portfolio management kind of technology space as well and how that kind of -- if other players are kind of moving up the
chain or adding pieces to their suite, if that's changed, how your offering stacks up competitively?
REFINITIV STREETEVENTS | www.refinitiv.com | Contact Us
consent of Refinitiv. 'Refinitiv' and the Refinitiv logo are registered trademarks of Refinitiv and its affiliated companies.
MARCH 30, 2021 / 3:00PM, FDS.N - Q2 2021 Factset Research Systems Inc Earnings Call
Question: Andrew Owen Nicholas - William Blair & Company L.L.C., Research Division - Analyst
: Okay. And on...
Question: Andrew Owen Nicholas - William Blair & Company L.L.C., Research Division - Analyst
: Got it. Got it. That's all very helpful. And then for my follow-up, and variations of this question have been asked and you've answered some of them.
I guess I'm just wondering, you announced the 3-year investment program in 2019. Obviously, a lot has happened since then. But I'm wondering,
given what seems like a bit more stable sales environment, how you're thinking about that high single-digit ASP growth target? I know it was
originally estimated to be 2022. But how has that time line evolved or changed? And how are you thinking about that over the next couple of
years?
|
