Thomson Reuters (TRI) Q4 2025 Earnings Transcript

Motley Fool Transcribing, The Motley Fool

Thu, February 5, 2026 astatine 9:30 AM CST 54 min read

Image source: The Motley Fool.

Thursday, Feb. 5, 2026 astatine 8:30 a.m. ET

• Chief Executive Officer — Stephen Hasker

• Chief Financial Officer — Mike Eastwood

• Head of Investor Relations — Gary Bisbee

Gary Bisbee: Good morning, and convey you, everyone, for joining america contiguous for our 4th fourth 2025 net call. I'm joined contiguous by our CEO, Steve Hasker, and our CFO, Mike Eastwood, each of whom volition sermon our results and instrumentality your questions pursuing their remarks. To alteration america to get to arsenic galore questions arsenic possible, we would admit it if you'd bounds yourself to 1 question and 1 follow-up each erstwhile we unfastened the telephone lines. Throughout today's presentation, we comparison show play connected period, we sermon gross maturation earlier currency, gross maturation rates earlier currency arsenic good arsenic connected an integrated basis. We judge this provides the champion ground to measurement the underlying show of the business.

Today's presumption contains forward-looking and non-IFRS and different supplementary fiscal measures, which are discussed connected this peculiar enactment slide. Actual results whitethorn disagree materially from a fig of risks and uncertainties discussed successful reports and filings that we supply to regulatory agencies. You whitethorn entree these documents connected our website oregon by contacting our Investor Relations department. Before I crook it implicit to Steve, fto maine supply 2 speedy updates. First, we person tweaked the naming for 2 of our segments to amended correspond their existent absorption and operations. Tax and accounting professionals is present known arsenic taxation audit and accounting professionals. And Reuters News is present Reuters.

The changes are successful sanction lone with nary interaction connected the creation oregon measurement of their results. Second, delight enactment that starting with our archetypal 4th 2026 results, we volition beryllium making insignificant changes to wherever definite merchandise gross sits wrong the Big Three, reflecting however definite customers are managed. There is nary interaction connected our consolidated results. For your convenience, we person posted to the Investor Relations conception of our website a docket that reflects our revised afloat twelvemonth '23, '24, and '25 results and 2025 quarterly results successful the mode we volition statesman reporting adjacent quarter. Let maine present crook it implicit to Steve Hasker.

Stephen Hasker: Thank you, Gary, and acknowledgment to each of you for joining america today. Let maine statesman by commenting connected the AI contention concerns that person led to caller stock terms volatility. We person increasing assurance successful the worth of our contented and our expertise for delivering professional-grade AI solutions. Our 2nd 4th telephone successful August, we discussed wherefore Thomson Reuters is well-positioned to triumph with Agentic AI. We bring broad proprietary content, heavy domain expertise, and starring workflow software, which we harvester with precocious reasoning models to implicit complex, multistep tasks. Our unsocial and high-quality contented grounds the AI outputs, and our heavy taxable substance expertise trains and fine-tunes the AI.