EWS Long Term Growth Framework slide image

EWS Long Term Growth Framework

Revenue Trends - US % BU Rev² 4Q21 Online / Verific. -81% 29% EWS -44% EFX Rev² -Mortgage 6% 1Q22 2Q22 3Q22 33% 28% 13% 3% (13%) (28%) 4Q22 1Q23 2Q23 (7%) (11%) (6%) 3Q23 1% (38%) (38%) (20%) (15%) -Non-Mortgage 64% 90% 90% 72% 23% 16% 4% 11% Employer Svcs -19% 28% 33% (3%) (7%) 5% 4% 4% 13% -UC / ERC 6% 6% (33%) (33%) (11%) (6%) 2% 7% -WFA, W2, Talent M.³, others Online -87% 62% 56% 42% (3%) (5%) (7%) 29% (9%) 21% 9% 5% 17% (8%) (5%) 6% 8% -Mortgage (18%) (21%) (29%) (34%) (46%) (25%) (1%) 4% USIS ~32% EFX Rev² -Non-Mortgage, Non-Consumer 11% 10% 9% 9% 19% 9% 9% 10% -US Consumer Solutions 1% 2% (3%) (1%) 8% 8% 10% 12% Financial Mktg Svcs ~13% 14% (14%) (5%) (8%) (9%) 4% 1% (1%) Online¹ >55% 13% 14% 10% 2% (6%) (8%) (1%) 4% EWS Employer Services -8% 28% 33% (3%) (7%) 5% 4% 4% 13% US Total USIS Fin. Mktg. Services ~4% 14% (14%) (5%) (8%) (9%) 4% 1% (1%) Total -78% 14% 14% 8% Flat (5%) (6%) Flat 5% 1. USIS Online + USIS Mortgage Solutions + US Consumer Solutions + EWS Verification Services. Note: Revenue trends are based EQUIFAX 2. Based on 3Q23 revenue on non-GAAP revenue figures. 3. Includes 19/Onboarding PROPRIETARY | 51
View entire presentation