Informa plc (INF) Q4 2023 Earnings Call

Investor webinar replay

Replay transcript excerpt

Hang on one second. Are we ready to go? It's a bit like church. No one ever wants to sit in the front pew. Are you ready to go? Will I? Well, just give you a minute. Good. Good morning, everyone. who's here in person. We were having a bit of a book as to how many people would turn up in person, given it's A, we've actually announced our results before in the pre-close, and B, it's Friday. So we thought we'd do our results on Friday to see if we could stimulate less working from home. So well done for everyone who's turned up. And to those who are on the webcast, which does slightly outnumber the people in the room, I hope you can follow very clearly. Usual format, myself and Gareth, and then we'll throw it open to questions. We'll try and do this as a bit of a click because some of it will be familiar. But we've also tried in the second half of the presentation to give a little bit more color on how we're thinking about the future of the business. So hopefully that will be useful and interesting for everyone. We theme today's presentation Momentum and Growth. We feel that's a pretty fair and objectively accurate summary of where the business is. We've been recovering through COVID, building momentum, and we step into 24 from 23 with a real sense of momentum in all parts of the business. And as you can see in the hard numbers, a clear path to continuing growth. The backdrop for us is no different than it is for everybody else. We're all living in an increasingly uncertain world, whether it's uncertainty over the cost of capital, whether it's uncertainty about the horror of military conflicts in some parts of the world, whether it's the fact that half the world is deciding who should be responsible for governing them. in 2024. So there's a lot of change that we're faci...