Informa plc (INF) Q2 2026 Earnings Call

Investor webinar replay

Replay transcript excerpt

Okay, are we live? We're live. Everyone feeling live? Good morning everybody and for those who are here today, thanks very much for joining in person. For those who are on the live stream, welcome to our half year results which we announced this morning and hopefully some people have had a chance to read it. I'm going to give a quick canter through an update and then try and use most of the time for questions if we could. Just to kind of step out, to step in, this is designed just to remind us why we're in the markets we're in. These are the two markets we operate in as a business, B2B live events and specialist knowledge. I just wanted to pick out two points on both as to why these are good markets with good macro conditions and forward runway. On live events, There's absolutely no doubt at all that specialist market categories are in growth. You'll see it later if you just stop and look at our portfolio. We're servicing at scale markets that 10, 15 years ago, when I started trying to do this for a living, didn't really exist as markets. And that methodization of market categories and extended supply chains provides us with significant forward growth potential. The other side, which maybe we didn't predict so much, but really is coming home to roost, is the power of life. and for those of us who did watch the World Cup with enthusiasm, live events in sport, in entertainment, in music and in business are having more and more traction, more and more value and more and more uniqueness. Lots of reasons for that, we can get into it, but there's absolutely no doubt that live is a great market to be in. On specialist knowledge, trust and trusted content, the more knowledge that's available, the more important finding trusted content is. and beyond trust, the thing that rea...