Slide 1: ISG Investor Presentation
ISG Investor Presentation September 2026
Slide 2: Forward-Looking Statements
Forward-Looking Statements This communication contains “forward-looking statements” which represent the current expectations and beliefs of management of ISG concerning future events and their potential effects. Statements contained herein including words such as “anticipate,” “believe,” “contemplat
Slide 3: Who We Are
Who We Are $250M A global AI-centered technology research and Revenue advisory firm. 1,500 passionate professionals Differentiated by the industry’s deepest technology $116M benchmark and contracts databases. Recurring Revenue 10 million real-world data points 98% Advising the world’s top enterprise
Slide 4: What We Do
What We Do Using our data-centric and platform-based delivery model, we advise clients on how to achieve operational excellence and faster growth through technology. Contextualize industry Measure the performance, trends and service/tech Benchmar cost, price and quality of Research Benchmarking prov
Slide 5: Proprietary Data is Our Differentiator
Proprietary Data is Our Differentiator We leverage the industry’s deepest technology benchmark and sourcing contract databases. ISG Benchmarking Databases 10 million ISG Contract KnowledgeBase®️ data points The industry’s most comprehensive Authoritative repository of global database of technology c
Slide 6: Our Unique Position
Our Unique Position ISG is a trusted, independent voice within the global technology ecosystem. Influence over $200B in enterprise technology spend annually Service & Global 2000 Technology Enterprises Providers Advise service and technology providers on how to differentiate ISG Confidential. © 2026
Slide 7: Service & Technology Provider Ecosystem
Service & Technology Provider Ecosystem Influencing billions of contract value each year in services, software and cloud for enterprises. Managed Services Market Software & Cloud Market $165 billion TCV $120 billion TCV 50% share of advised sourcing On average reduce client's software transactions;
Slide 8: Our Advisory Services – Grounded in Deep Data Insights
Our Advisory Services – Grounded in Deep Data Insights Optimize existing operations and build new revenue generating opportunities with AI technologies. AI Track and meet your price, cost, performance and quality objectives. Benchmarking Business Processes Transform general and administrative proces
Slide 9: Client Story: Top Global Consumer Company
Client Story: Top Global Consumer Company 1. Services Requested 2. ISG Solutions Enterprise-wide initiative to optimize Tech Sourcing, Cost Optimization technology, sourcing, and operational spend across & Transformation global business functions. $4B of spend ⬤ Technology & sourcing ⬤ AI advisory I
Slide 10: Recurring & Re-Occurring Revenue
Recurring & Re-Occurring Revenue Data-enabled platforms enable us to create long-term relationships with clients. Recurring revenue: Re-Occurring revenue: 46% 84% of overall firm revenue of overall firm revenue Including research, platforms Same clients, prior year and multiyear contracts TTM as of
Slide 11: Serving Global Leaders Across Industries
Serving Global Leaders Across 20 Industries 98% of clients would recommend ISG. 13 13 12 11 10 Health Sciences Energy & Utilities Manufacturing Technology BFSI of the top 15 Fortune 2000 firms ISG Confidential. © 2026 Information Services Group, Inc. All Rights Reserved. 11
Slide 12: The AI Opportunity
The AI Opportunity Bringing our trusted, independent voice to the biggest tech shift in a generation. Today By 2030 75% $175B of G2000 executives are Global spending on increasing AI spending AI-related services Over half of enterprises indicate there is nothing more important they could be working
Slide 13: Artificial Intelligence
“ISG is akin to a fiduciary for us as a client – a trusted, Artificial Intelligence independent third-party with expertise on how to build our GenAI approach.” TOP U.S. FINANCIAL INSTITUTION ISG is accelerating client transformations to an AI-centric enterprise. AI Advisory AI Research AI for ISG St
Slide 14: Competitive Landscape
Competitive Landscape #1 Competitor is Internal Procurement Departments No one competitor matches the breadth of ISG offerings. Research Benchmarking Research Firms Data Firms Technology Providers Audit & Strategy Firms Governance Advisory ISG Confidential. © 2026 Information Services Group, Inc. Al
Slide 15: ISG is the Authoritative Voice for the Industry
“The ISG Index is one of the most ISG is the Authoritative important channel checks for our research on global IT services.” Voice for the Industry RISHI JHUNJHUNWALA, HEAD OF TECHNOLOGY RESEARCH, IIFL ISG recognition is prized by industry Nearly 30,000 industry stakeholders leaders across managed s
Slide 16: Culture and Values
Trust Culture and Values Mentor- Respect ship Entrepre- ISG Passion ⬤ Trusted and long-term partnerships with clients neurship Values ⬤ Business builders ⬤ Born virtual Diversity Balance ⬤ Operational excellence Integrity ISG Confidential. © 2026 Information Services Group, Inc. All Rights Reserved.
Slide 17: Our Growth Plan
Our Growth Plan ⬤ Drive recurring revenue streams, with a continued focus on data and platforms. Adjusted EBITDA ⬤ Lead with AI in Research and Advisory; accelerate AI for ISG. ⬤ Disrupt the sourcing market with AI-powered ISG Tango . 1.5x Revenue Target mid teens ⬤ Continue to grow our digital and
Slide 18: Financial Performance
Financial Performance Revenues ($M) EBITDA ($M) 65.5 9.4 $250M +6% +13% TTM Revenue $34M 61.6 8.3 TTM EBITDA 2Q25 2Q26 2Q25 2Q26 All values are in millions of USD ISG Confidential. © 2026 Information Services Group, Inc. All Rights Reserved. Figures as of June 30, 2026 18
Slide 19: Shareholder Returns
Shareholder Returns 23.6 21.6 20.7 $111M 7.5 4.4 17.1 9.2 14.9 9.4 8.7 8.1 Returned to shareholders 16.3 16.1 5.1 12.4 since 2020 4.5 7.7 5.1 6.2 3.6 2020 2021 2022 2023 2024 2026 1H26 Share Repurchases Dividends All values are in millions of USD ISG Confidential. © 2026 Information Services Group,
Slide 20: Capital Structure
Capital Structure Prudent use of capital: ⬤ Dividends ⬤ Share buybacks ⬤ Debt repayment ⬤ Bolt-on acquisitions to drive recurring revenue and digital focus $23.7M $59.2M Cash Gross Debt $35.5M 49.8M Net Debt Fully Diluted Shares Outstanding ISG Confidential. © 2026 Information Services Group, Inc. A
Slide 21: Investment Thesis
Investment Thesis WHY INVEST IN ISG 1. Unique and leading position in managed services, software and cloud markets 50% market share of advised sourcing transactions 2. Deep and wide data moat The industry’s deepest technology benchmark and sourcing contract databases 3. Market opportunity and client
Slide 22: Let's connect
Let’s connect: michael.sherrick@isg-one.com ISG (Nasdaq: III) is a global AI-centered technology research and advisory firm. A trusted partner to more than 900 clients, including 75 of the world’s top 100 enterprises, ISG is a long-time leader in technology and business services that is now at the f