S&P Global Mobility

The leading provider of automotive data, analysis, and insights

Mobility is a leading provider of solutions serving the full automotive value chain, including vehicle manufacturers (OEMs), automotive suppliers, mobility service providers, retailers, consumers, and finance and insurance companies.

Our Focus Forward

Drive sustainable growth by investing in data leadership, customer partnerships,
and our brands

Continue to innovate by developing must-have products

Lead through disruptions reshaping
Mobility­—electrification, autonomy, digital retail

How S&P Global Mobility Generates Revenue

  • Subscription revenue:
    Data and insights to Global OEMs on future vehicles sales and production; predictive analytics and marketing automation software to carmakers and dealers; vehicle-history based products to dealers; insurance underwriting and claims management activities to financial institutions
  • Non-subscription revenue:
    Sales of products supporting data tied to underlying business metrics such as OEM marketing activities and spend or safety recalls; one-time data sales; consulting and advisory services

Revenue by Type

(dollars in millions)

N/M (1)
Pro forma (2)
76%
24%
78%
22%
'21
'21
'22
Subscription
–
$953
$1,055
Non-subscription
–
$293
$296
Total
–
$1,246
$1,351
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S&P Global Mobility enables customers to anticipate change, optimize their businesses, reach the right consumers, and shape the future of mobility. Leveraging technology and data science, we provide unique insights, forecasts, and advisory services spanning every major market and the entire automotive value chain—from product planning to marketing, sales, and the aftermarket.

With a legacy dating back to the 1920s when R. L. Polk published the first vehicle registration reports, our solutions are used by nearly every OEM, more than 95% of tier-one suppliers, technology companies, media agencies, governments, insurance companies, and lenders.

Dealer Revenue (2)

(dollars in millions)

'21
'22
$711
$785
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Dealer Client Base­

  • Dealership Owners 
  • Car Sales Managers 
  • Service Managers
  • Offerings: 
  • Used Car Listings
  • Vehicle History Reports
  • Service Retention
  • Recall Management
  • Sales & Marketing Solutions

Manufacturing Revenue (2)

(dollars in millions)

'21
'22
$316
$331
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Manufacturing Client Base

  • Original Equipment Manufacturers (OEM)
  • National Sales Companies
  • Suppliers
    – Technology companies
  • Offerings:
  • Vehicle Sales Forecasts
  • Vehicle, Powertrain, and Parts Forecasts
  • Technology Insights
  • Predictive New Car Marketing Solutions
  • Aftermarket Management

Financial/Other Revenue (2)

(dollars in millions)

'21
'22
$218
$236
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Financial/Other Client Base

  • Insurance Companies 
  • Financial Analysts 
  • Lenders
  • Offerings:
  • Vehicle History Reports 
  • Sales & production forecasts
  • VIN Decoding 
  • Sustainable Mobility

Data Leadership

8+ billion

registration records

30+ billion

vehicle history records

75 million

lines of monthly forecasts

4 million

consumer ratings and reviews

250 million

cars valued biweekly

Customer Partnerships

100%

of top global automakers

45,000

dealer customers

28 million

CARFAX Car Care users

1,200+

suppliers

5,500

police agencies

75,000+

service shops

S&P Global Mobility is leveraging technology and data science to provide unique insights and shape the future of mobility

Notes:
(1)

Mobility was formed upon the completion of the merger with IHS Markit on February 28, 2022

(2)

2021 and 2022 results on a non-GAAP pro forma adjusted basis as if the merger completed on January 1, 2021

Mobility was formed upon the completion of the merger with IHS Markit on February 28, 2022. It was previously IHS Markit’s Transportation division (minus the Maritime & Trade business which is now part of S&P Global Market Intelligence)