Dun & Bradstreet Holdings Inc
NYSE:DNB
Dun & Bradstreet Holdings Inc
In the bustling realm of business information and analytics, Dun & Bradstreet Holdings Inc. stands as a venerable giant, connecting businesses with insights that drive growth and manage risk. With a legacy dating back to 1841, the company has transformed from a conventional credit reporting agency into a powerhouse of business intelligence. The heart of their operation lies in an extensive database, which houses a wealth of data points covering millions of companies worldwide. Through sophisticated analytics, they convert raw data into actionable insights, used by clients to make informed decisions on credit, compliance, and marketing. This meticulous process is supported by a robust technical infrastructure and an expert team capable of discerning patterns from millions of transactions, enabling them to predict trends and mitigate risks.
The economic engine driving Dun & Bradstreet is fueled by the diverse range of products and services offered to various sectors, including financial services, technology, and government agencies. Primarily, they monetize their data and insights through subscription-based models, which provide clients with continuous access to their data platforms. Additionally, the company provides tailored consulting and risk management solutions, further enhancing their value proposition. As businesses face an increasingly complex competitive landscape, Dun & Bradstreet offers an edge by empowering decision-makers with the clarity needed to strategize effectively. Steering through the global data maze, Dun & Bradstreet not only supports businesses in navigating uncertainty but also cements its stature as an essential partner in the modern economy.
In the bustling realm of business information and analytics, Dun & Bradstreet Holdings Inc. stands as a venerable giant, connecting businesses with insights that drive growth and manage risk. With a legacy dating back to 1841, the company has transformed from a conventional credit reporting agency into a powerhouse of business intelligence. The heart of their operation lies in an extensive database, which houses a wealth of data points covering millions of companies worldwide. Through sophisticated analytics, they convert raw data into actionable insights, used by clients to make informed decisions on credit, compliance, and marketing. This meticulous process is supported by a robust technical infrastructure and an expert team capable of discerning patterns from millions of transactions, enabling them to predict trends and mitigate risks.
The economic engine driving Dun & Bradstreet is fueled by the diverse range of products and services offered to various sectors, including financial services, technology, and government agencies. Primarily, they monetize their data and insights through subscription-based models, which provide clients with continuous access to their data platforms. Additionally, the company provides tailored consulting and risk management solutions, further enhancing their value proposition. As businesses face an increasingly complex competitive landscape, Dun & Bradstreet offers an edge by empowering decision-makers with the clarity needed to strategize effectively. Steering through the global data maze, Dun & Bradstreet not only supports businesses in navigating uncertainty but also cements its stature as an essential partner in the modern economy.
Organic Growth: Dun & Bradstreet delivered 3% organic revenue growth for 2024, though Q4 came in soft due to deal delays and partnership exits.
Q4 Disruption: Revenue was affected by $9 million in delayed deals, $6 million from partnership exits, and $3–$4 million in usage delivery timing, most of which is expected to recover in early 2025.
Margins: EBITDA margin expanded by 30 basis points for the year, but North America margin declined year-over-year due to higher cloud costs.
2025 Guidance: The company expects 2025 revenue growth of 2.5%–5% (total), organic constant currency growth of 3%–5%, and improved free cash flow conversion.
Strategic Review: The ongoing process triggered client hesitancy and internal distraction, but management expects to share an outcome in Q1 2025.
Transformation Progress: Major client migrations to modern cloud platforms are complete, expected to drive future growth and more ratable revenue.
Go-to-Market Shift: D&B is launching a vertical-specific approach and AI-powered products to deepen client relationships and drive growth in targeted segments.
