FactSet Research Systems
30 named things its latest annual report says its results depend on, each in the company's own words. 18 of them are also named by other companies we've read.
Customers
Buy-side clients
earns from · approximately 82% of our Organic ASVBuy-side clients accounted for approximately 82% of our Organic ASV as of August 31, 2025.Business (Item 1)
Sell-side clients
earns from · approximately 18% of our Organic ASVSell-side clients accounted for approximately 18% of our Organic ASV as of August 31, 2025.Business (Item 1)
Suppliers
Third-party data suppliers
depends on · two data suppliers each representing more than 10% of our total content costsnamed as a riskWe are not dependent on any one third-party content supplier to meet the needs of our clients, with two data suppliers each representing more than 10% of our total content costs for fiscal 2025.Risk factors (Item 1A)
Primary cloud computing provider
depends on · the majority of our cloud computing supportnamed as a riskWhile we believe this provider to be reliable, we have limited control over its performance, and a disruption or loss of service from this provider could impair our system's operation and our ability to operate for a period of time.Risk factors (Item 1A)
Partners and platforms
Microsoft Office
depends onWe deliver comprehensive solutions to sell-side clients including workstations, data feeds, web and mobile solutions, APIs, proprietary and third-party content, and productivity tools for Microsoft® Office.Business (Item 1)
Also named by ZM
Other companies
Dinosaur Financial Group LLC et al. v. S&P Global, Inc. et al
named as a riskWe are party to lawsuits in the normal course of our business, including a purported class action relating to our acquisition, and operation of, the CGS business (Dinosaur Financial Group LLC et al. v. S&P Global, Inc. et al).Risk factors (Item 1A)
CUSIP Global Services (CGS)
earns fromCGS is the exclusive issuer of CUSIP and CINS identifiers globally.Business (Item 1)
Competitors
Bloomberg L.P.
competes withOur largest competitors are Bloomberg L.P., S&P's Market Intelligence division, and London Stock Exchange Group's ("LSEG's") Data & Analytics division (formerly known as Refinitiv).Business (Item 1)
Also named by BGC
S&P Global Market Intelligence
competes withOur largest competitors are Bloomberg L.P., S&P's Market Intelligence division, and London Stock Exchange Group's ("LSEG's") Data & Analytics division (formerly known as Refinitiv).Business (Item 1)
London Stock Exchange Group (LSEG) Data & Analytics
competes withOur largest competitors are Bloomberg L.P., S&P's Market Intelligence division, and London Stock Exchange Group's ("LSEG's") Data & Analytics division (formerly known as Refinitiv).Business (Item 1)
BlackRock Aladdin
competes withOther competitors and competitive products include online database suppliers and integrators and their applications, such as BlackRock Aladdin, MSCI Inc. and Morningstar Inc.Business (Item 1)
MSCI Inc.
competes withOther competitors and competitive products include online database suppliers and integrators and their applications, such as BlackRock Aladdin, MSCI Inc. and Morningstar Inc.Business (Item 1)
Morningstar Inc.
competes withOther competitors and competitive products include online database suppliers and integrators and their applications, such as BlackRock Aladdin, MSCI Inc. and Morningstar Inc.Business (Item 1)
Places
Non-U.S. operations
earns from · approximately 39% of our revenuesnamed as a riskIn fiscal 2025, approximately 39% of our revenues related to operations located outside the U.S.Risk factors (Item 1A)
India
concentrated in · approximately 68% of our employeesTo support sustainable growth, we continue to invest in our global centers of excellence ("COEs"), primarily located in India and the Philippines, which accounted for approximately 68% of our employees.Business (Item 1)
Also named by A, AAPL, ACN, AJG, AKAM, AMZN, AOS, AVGO and 54 more
Asia Pacific
earns from · 10% of total revenuesRevenues from Asia Pacific represented 10% of total revenues during fiscal 2025.Business (Item 1)
Also named by AIG, AVY, BLK, BNY, CCK, CL, COHR, DCI and 17 more
Americas
earns from · 65% of total revenuesRevenues from the Americas represented 65% of total revenues during fiscal 2025.Business (Item 1)
Also named by BLK, CYRX, DELL, EMR, FICO, GGG, GS, HLIO and 6 more
Philippines
concentrated in · approximately 68% of our employeesTo support sustainable growth, we continue to invest in our global centers of excellence ("COEs"), primarily located in India and the Philippines, which accounted for approximately 68% of our employees.Business (Item 1)
Also named by ACN, ADI, AEHR, COF, HRL, INTU, LITE, MCHP and 5 more
EMEA
earns from · 25% of total revenuesRevenues from EMEA represented 25% of total revenues during fiscal 2025.Business (Item 1)
China
operates innamed as a riskThere remains uncertainty surrounding tariffs imposed by the U.S. and China and trade relations between the two countries, and we cannot predict whether these policies will continue, or if new policies will be enacted (which may restrict our ability to operate in China, or lead to other consequences, such as the need to comply with data localization requirements).Risk factors (Item 1A)
Also named by A, AA, AAOI, AAP, AAPL, AB, ADI, AEHR and 261 more
Commodities and inputs
SOFR
exposed to its price · $275.0 millionnamed as a riskAs of August 31, 2025, our interest rate exposure equals the Term SOFR applied to $275.0 million, our outstanding floating rate debt, net of our 2025 Swap Agreement.Market risk (Item 7A)
Also named by AAP, AIOT, APG, APH, ARES, AXON, BGC, BR and 82 more
Euro
exposed to its pricenamed as a riskDue to the global nature of our operations, we are exposed to market risk arising from fluctuations in foreign currency exchange rates, particularly in our primary currency exposures, namely the British Pound Sterling, Euro, Indian Rupee and Philippine Peso.Risk factors (Item 1A)
Also named by ABBV, ABNB, ABT, ADBE, ADI, AME, AMG, AMGN and 186 more
British Pound Sterling
exposed to its pricenamed as a riskDue to the global nature of our operations, we are exposed to market risk arising from fluctuations in foreign currency exchange rates, particularly in our primary currency exposures, namely the British Pound Sterling, Euro, Indian Rupee and Philippine Peso.Risk factors (Item 1A)
Also named by AMG, BGC, BKNG, CBRE, CTRE, FCFS, FIS, FSK and 31 more
Indian Rupee
exposed to its pricenamed as a riskDue to the global nature of our operations, we are exposed to market risk arising from fluctuations in foreign currency exchange rates, particularly in our primary currency exposures, namely the British Pound Sterling, Euro, Indian Rupee and Philippine Peso.Risk factors (Item 1A)
Also named by ACN, ADBE, AJG, AVY, BEN, CIEN, CTSH, EEFT and 11 more
Philippine Peso
exposed to its pricenamed as a riskDue to the global nature of our operations, we are exposed to market risk arising from fluctuations in foreign currency exchange rates, particularly in our primary currency exposures, namely the British Pound Sterling, Euro, Indian Rupee and Philippine Peso.Risk factors (Item 1A)
Regulators
Massachusetts Department of Revenue
subject to · approximately $66.2 millionnamed as a riskWe entered into an agreement with the Commonwealth on November 26, 2024 which fully resolved all matters relating to the Sales Tax Dispute, bringing our total charge with respect to that matter to approximately $66.2 million.Risk factors (Item 1A)
Financial Industry Regulatory Authority (FINRA)
subject toOur P.A.N. Securities, LP subsidiary is a member of the Financial Industry Regulatory Authority, Inc. and is a registered broker-dealer under Section 15 of the Securities Exchange Act of 1934.Business (Item 1)
Also named by AB, ADP, AGNC, AMG, AMP, BAM, BEN, BR and 23 more
Laws and programs
EU General Data Protection Regulation (GDPR)
subject tonamed as a riskThese include, for example, the EU's General Data Protection Regulation, an increasing number of U.S. state laws, such as California's Consumer Privacy Act and Connecticut's Personal Data Privacy and Online Monitoring Act, China's Personal Information Protection Law, and India's Digital Personal Data Protection Act.Risk factors (Item 1A)
Also named by ACN, ADSK, AIG, ALK, AMG, ANET, APG, AXON and 61 more
EU Digital Operational Resilience Act (DORA)
subject tonamed as a riskMany of our clients in the financial services sector are also subject to regulations and requirements to adopt risk management processes commensurate with the level of risk and complexity of their third-party relationships (including as required under the European Union ("EU") Digital Operational Resilience Acts ("DORA")), and provide rigorous oversight of relationships that involve certain "critical activities," some of which may be deemed to be provided by us.Risk factors (Item 1A)
Also named by BKNG, BLK, CRM, CRWD, DDOG, EQIX, MCO, MDB and 3 more
Financial Data Transparency Act 2022
subject tonamed as a riskSome recent legislative and regulatory changes that we believe could impact us and our clients include: (a) in the U.S., the Financial Data Transparency Act 2022 ("FDTA"), which requires the FDTA’s sponsoring U.S. government agencies to identify standards, including common identifiers, for reporting financial products and transactions to those agencies; (b) in the EU, the EU’s DORA imposes operational resilience and cyber security standards and obligations, including technical and organizational standards and responsibilities which require technology and/or organizational investment, upon (i) many of our financial market clients, who aim to pass such obligations onto vendors, including us, and (ii) information and communications technology providers designated by the EU as “Critical Third Party Providers.” The United Kingdom ("UK") is advancing similar legislation and other jurisdictions could follow; and (c) in Asia Pacific, we and our clients are subject to a number of regulatory risks.Risk factors (Item 1A)