Slide 1: Third Quarter 2021 Earnings
v vv TransUnion Third Quarter 2021 Earnings Chris Cartwright, President and CEO Todd Cello, CFO October 26, 2021 Exhibit 99.2
Slide 2: Forward-Looking Statements
© 2021 Trans Union LLC All Rights Reserved | 2 Forward-Looking Statements This presentation contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. These statements are based on the current beliefs and expectations of TransUnion’s management an
Slide 3: | Third quarter 2021 highlights1 Fourth quarter and full year 2021 guidance 4 Strategic
© 2021 Trans Union LLC All Rights Reserved | 3 Third quarter 2021 highlights1 Fourth quarter and full year 2021 guidance 4 Strategic portfolio transformation2 Third quarter 2021 financial results3
Slide 4: Third Quarter 2021 Highlights
© 2021 Trans Union LLC All Rights Reserved | 4 Third Quarter 2021 Highlights • Delivered strong results that exceeded Q3 2021 guidance • Benefited from continued market rebound with growth outpacing market recovery • Raised FY 2021 guidance based on strong Q3 and improved outlook • Announced strateg
Slide 5: Evolving to meet the challenges of global digital commerce
© 2021 Trans Union LLC All Rights Reserved | 5 We are evolving to meet the challenges of global digital commerce, providing identity verification and targeting precision to enable safe, tailored consumer experiences
Slide 6: Neustar Will Significantly Strengthen Our Identity Resolution Capabilities
© 2021 Trans Union LLC All Rights Reserved | 6 Neustar Will Significantly Strengthen Our Identity Resolution Capabilities • Leverages best-in-class OneID platform to deliver real-time identity resolution • Bolsters our existing capabilities and increases scale and scope in Marketing, Fraud and Commu
Slide 7: Neustar Underwent a Transformation Similar to TransUnion
© 2021 Trans Union LLC All Rights Reserved | 7 Neustar Underwent a Transformation Similar to TransUnion Right-Sized Portfolio • Wound down NPAC contract • Sold registry business • Security business staying with current private equity owner Acquiring Neustar at its growth inflection and creating a le
Slide 8: TransUnion + Neustar Will Generate Significant Revenue Synergy Opportunities
© 2021 Trans Union LLC All Rights Reserved | 8 • Sell Neustar products into key verticals like mid-market financial services, insurance, and public sector • Benefit from Neustar’s strength in areas like communications, tech, media and retail Phase 1: Cross-Sell • Leverage combined data sets • Utiliz
Slide 9: TransUnion + Neustar Creates a Powerhouse of Future-Forward Marketing Solutions
© 2021 Trans Union LLC All Rights Reserved | 9 TransUnion + Neustar Creates a Powerhouse of Future-Forward Marketing Solutions • Scales our fast growing investment in marketing solutions • Creates end-to-end capabilities around identity resolution, precision targeting and marketing performance optim
Slide 10: Sontiq Is a Leading Provider of Identity Protection Solutions
© 2021 Trans Union LLC All Rights Reserved | 10 Sontiq Is a Leading Provider of Identity Protection Solutions • Founded in 2017 via combination of EZ Shield and Identity Force and expanded in 2021 with CyberScout and Breach Clarity acquisitions • ~150 employees; headquartered in Nottingham, MD • Ser
Slide 11: Sontiq Will Position TransUnion as a Leader in Identity Protection
© 2021 Trans Union LLC All Rights Reserved | 11 Sontiq Will Position TransUnion as a Leader in Identity Protection • Expands position in large, fast growing ID Protection market • Complements data-driven identity solutions while empowering consumers to protect against identity and cyber threats • Hi
Slide 12: Creating Best-in-Class Identity Verification and Targeting Precision Capabilities
© 2021 Trans Union LLC All Rights Reserved | 12 Creating Best-in-Class Identity Verification and Targeting Precision Capabilities Purchase Price = $3.1 billion Minority Investments and Strategic Partnerships Purchase Price = $638 million Leading provider of real-time identity resolution, underpinn
Slide 13: Divesting Healthcare to Sharpen Focus on Core Markets and Capabilities
© 2021 Trans Union LLC All Rights Reserved | 13 Divesting Healthcare to Sharpen Focus on Core Markets and Capabilities • Agreed to sell Healthcare for $1.735 billion and expected ~$1.4 billion after tax1 • Generates proceeds that will fund significant portion of acquisitions of Neustar and Sontiq •
Slide 14: Consolidated Q3 2021 Highlights
© 2021 Trans Union LLC All Rights Reserved | 14 Consolidated Q3 2021 Highlights Year-over-Year Change Revenue 14% Constant Currency Revenue 13% Organic Constant Currency Revenue 12% Adjusted EBITDA 21% Constant Currency Adjusted EBITDA 20% Organic Constant Currency Adjusted EBITDA 20% Adjusted Dilut
Slide 15: U.S. Markets Q3 2021 Year-over-Year Financial Highlights
© 2021 Trans Union LLC All Rights Reserved | 15 Note: Rows may not foot due to rounding. For additional information, refer to the “Non-GAAP Financial Information” section on slide 2. Reported FX Impact Inorganic Impact Organic Constant Currency Revenue 14% — (1)% 12% Financial Services 11% — — 11% E
Slide 16: Consumer Interactive Q3 2021 Year-over-Year Financial Highlights
© 2021 Trans Union LLC All Rights Reserved | 16 Consumer Interactive Q3 2021 Year-over-Year Financial Highlights Reported FX Impact Inorganic Impact Organic Constant Currency Revenue 3% — — 3% Adjusted EBITDA 4% — — 4% Note: For additional information, refer to the “Non-GAAP Financial Information” s
Slide 17: International Q3 2021 Year-over-Year Financial Highlights
© 2021 Trans Union LLC All Rights Reserved | 17 Note: Rows may not foot due to rounding. For additional information, refer to the “Non-GAAP Financial Information” section on slide 2. International Q3 2021 Year-over-Year Financial Highlights Reported FX Impact Inorganic Impact Organic Constant Curren
Slide 18: TransUnion Has Shown a Consistent Ability to De-lever via Adjusted EBITDA Growth
© 2021 Trans Union LLC All Rights Reserved | 18 TransUnion Has Shown a Consistent Ability to De-lever via Adjusted EBITDA Growth • Proven history of de-levering – first after 2015 IPO, and then following 2018 acquisitions • Targeting < 3.5x net debt to Adjusted EBITDA by end of 2022 • $709 million o
Slide 19: Q4 2021 Guidance
© 2021 Trans Union LLC All Rights Reserved | 19 Q4 2021 Guidance Reported Revenue: $764M to $774M +9% to +11% Assumed M&A contribution: No impact Assumed FX contribution: Immaterial impact Organic Constant Currency Revenue: +9% to +11% Adjusted EBITDA: $293M to $301M +9% to +12% Assumed FX contribut
Slide 20: FY 2021 Guidance
© 2021 Trans Union LLC All Rights Reserved | 20 FY 2021 Guidance Reported Revenue: $3.075B to $3.085B +13% to +14% Assumed M&A contribution: ~1pt. benefit Assumed FX contribution: ~1pt. benefit Organic Constant Currency Revenue: ~+12% Assumed Mortgage impact: ~2pt. headwind Organic CC Revenue ex. Mo
Slide 21: | • Delivered strong Q3 results and increased FY 2021 guidance • Acquiring Neustar
© 2021 Trans Union LLC All Rights Reserved | 21 • Delivered strong Q3 results and increased FY 2021 guidance • Acquiring Neustar and Sontiq to diversify portfolio and accelerate long-term growth opportunities • Announced divestiture of Healthcare to sharpen strategic focus while generating significa
Slide 22: Q&A
© 2021 Trans Union LLC All Rights Reserved | 22 Q&A