TransUnion at Robert W Baird Global Consumer, Technology & Services Conference Transcript

Feb 11, 2024

Jun 06, 2023 / 01:05PM GMT
Jeffrey P. Meuler - Robert W. Baird & Co. Incorporated, Research Division - Senior Research Analyst

I'm Jeff Meuler, Baird's information solutions analyst. Thanks for joining. The next company in this room is TransUnion, which is a leading consumer information solution company. They have a breadth of solutions addressing credit and risk, fraud solutions and marketing, about $4 billion or almost $4 billion of revenue, over 36% EBITDA margins. With me on stage is Todd Cello. He's been TransUnion's CFO since 2017. He's been at the company since '97, so wins the award for the longest tenure of any of the execs I get to introduce this week. But makes him a terrific resource having seen several cycles, especially right now when that's on people's minds. Also with us from the company, Greg Bardi, the Senior Director of IR. Not sure where he went to, but we're off.

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Jeffrey P. Meuler - Robert W. Baird & Co. Incorporated, Research Division - Senior Research Analyst

So we'll get going. Information solutions companies, they tend to

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