TORONTO, Oct. 22, 2024 /PRNewswire/ -- Thomson Reuters Corporation ("Thomson Reuters") (TSX/NYSE: TRI), a global content and technology company, today announced it has acquired Materia, a US-based startup that specializes in the development of an agentic AI assistant for the tax, audit and accounting profession. This transaction, which is complementary to Thomson Reuters AI roadmap, accelerates Thomson Reuters vision for the provision of generative AI tools to the professions it serves.Founded in 2022, Mate ...

TORONTO, Oct. 3, 2024 /PRNewswire/ -- Thomson Reuters (TSX/NYSE: TRI), a global content and technology company, today announced it has entered into a definitive agreement to sell its FindLaw business to Internet Brands. Internet Brands is a fully integrated online media and software services company that is a leading operator of digital platforms in high-value vertical categories, including Health and Legal. Over the last 20 years, FindLaw has established itself as a premier destination for legal assistance ...

Conference call and webcast scheduled for 8:30 a.m. EST TORONTO, ON, Oct. 1, 2024 /PRNewswire/ -- Thomson Reuters (TSX/NYSE: TRI) announced today its third-quarter 2024 earnings will be issued via news release on Tuesday, November 5, 2024. Steve Hasker, president and chief executive officer, and Mike Eastwood, chief financial officer, will host a conference call and simultaneous webcast that morning at 8:30 a.m. EST. Discussions may include forwardlooking information. You can access the webcast by visiting ...

GOTHENBURG, Sweden, Sept. 25, 2024 /PRNewswire/ -- Pagero, a provider of e-invoicing and continuous transaction controls compliance solutions for the global market and part of Thomson Reuters, has been recognized as a Leader in the IDC MarketScape: European Compliant e-Invoicing 2024 Vendor Assessment (doc #EUR151806424, September 2024). We believe this prestigious recognition underscores Pagero's position as a trusted partner for companies seeking comprehensive, compliant and innovative e-invoicing solutio ...

文章核心观点 - 公司推出了新一代的CoCounsel AI助手CoCounsel 2.0,该助手可以大幅提升专业人士的工作效率和生产力 [3][4][5] - CoCounsel 2.0相比上一代产品有三大升级:工作速度提高3倍、操作更加直观、结果更加全面细致 [5] - CoCounsel 2.0可以与多家领先的LLM模型进行融合,以发挥各自的优势,提高准确性和用户体验 [10] - CoCounsel 2.0将集成到多个Thomson Reuters产品中,并支持与常见的文档管理系统进行直接对接 [5] - CoCounsel 2.0还针对法律专业人士推出了一些新功能,如简化案件研究、加速合同起草等 [6][7][9] 行业洞察 - 行业普遍认为GenAI是一个重要的机遇,可以提升服务质量和客户体验 [7] - 根据Thomson Reuters的报告,GenAI有望在未来5年内为专业人士每周节省12个小时的工作时间 [4] - 公司正在不断评估和整合最新的LLM模型,以确保客户能够获得最先进的GenAI技术 [10][11] - 公司正在大力投资GenAI平台和相关人才,以确保能够持续为客户提供最新的产品和服务 [11]

JHVEPhoto Investment action I recommended a buy rating for Thomson Reuters (NYSE:TRI)(TSX:TRI:CA) when I wrote about it two months ago in June, as I expected organic EPS to grow robustly given the strong adoption of AI products. Based on my current outlook and analysis, I recommend a buy rating. TRI organic growth profile continues to trend in my expected direction, and with the step-up in GenAI investments that is resulting in new innovative products, I continue to see organic growth improving. Review TRI ...

财务数据和关键指标变化 - 第二季度有机收入增长6%,符合预期 [14] - 有机经常性收入和交易收入分别增长8%和5%,而印刷收入下降7% [14] - 报告收入增长6% [14] - 经调整EBITDA下降2%至6.46亿美元,利润率下降300个基点至37.1% [14] 各条业务线数据和关键指标变化 - 三大业务有机收入增长8% [15] - 法律专业有机收入增长7%,受益于Westlaw Precision和CoCounsel的持续势头 [15] - 企业有机收入增长8%,Practical Law、Indirect Tax、CLEAR、Pagero和国际业务是主要增长驱动因素 [16] - 税务会计有机收入增长10%,受益于拉美业务、SurePrep和审计业务 [16] - 路透社新闻有机收入增长4%,受益于代理业务和与LSEG数据分析业务的新闻协议 [16] - 全球印刷有机收入下降7%,受到客户从全球印刷产品迁移到Westlaw的影响 [17] 各个市场数据和关键指标变化 - 无具体披露 公司战略和发展方向及行业竞争 - 公司正在加大有机和非有机投资,以推动2025年及以后的加速收入增长 [8][12] - 公司推出了两项新的生成式AI功能:CoCounsel Drafting和Checkpoint Edge with CoCounsel,客户反馈良好 [11] - 公司成立100万美元的风险投资基金TR Ventures,投资于与公司业务相关的新兴技术公司,为公司带来战略价值 [18][19][20][21][22][23] - 公司看到传统竞争对手和新兴初创公司在生成式AI领域的竞争活跃,但对此保持尊重和信心 [41][42][43][54][55] 管理层对经营环境和未来前景的评论 - 公司对2024年全年收入增长和利润率保持乐观,预计总收入增长约7%,有机收入增长约6.5% [35] - 三大业务总收入增长约8.5%,有机收入增长约8% [35] - 第三季度有机收入增长约6%,利润率约34% [37] - 公司对2025年及以后的加速收入增长保持信心 [8][43] 其他重要信息 - 公司完成了对伦敦证券交易所集团股权的变现,累计获得约83亿美元 [13] - 公司完成了11月启动的10亿美元股票回购计划 [13] - 公司计划利用手头现金偿还今年9月到期的小额债券 [34] 问答环节重要的提问和回答 问题1 **Drew McReynolds 提问** 关于公司并购环境和TR Ventures的竞争环境,以及CoCounsel的定价策略 [40] **Steve Hasker 回答** - 公司并购管线保持良好,正在评估多个机会,但目前没有可以公布的 [41] - 公司看到传统竞争对手和新兴初创公司在生成式AI领域的竞争活跃,但对此保持尊重和信心 [42][43] - 公司在定价CoCounsel时,注重为客户创造价值,同时确保能覆盖成本并保护利润率 [45] 问题2 **Scott Fletcher 提问** 关于公司是否更倾向于与客户签订全面的企业级协议,还是更多采取分步推进的方式 [47] **Steve Hasker 回答** - 公司看到不同客户群体的反应不一,有些客户非常积极主动,有些则更倾向于试用学习 [50][51][52] - 公司正在努力确保不同客户需求都得到满足 [50] 问题3 **Toni Kaplan 提问** 关于TR Ventures的投资回报和未来投资计划 [71][72] **Mike Eastwood 回答** - 公司将继续在2025年及以后增加对TR Ventures的投资 [72] - 公司在评估TR Ventures投资时,既关注财务回报,也关注战略价值,采用与其他业务相同的财务指标和严格的评估标准 [73]

业绩总结 - 2024年第二季度有机收入增长6%，其中经常性收入增长8%[6] - 2024年总收入增长预期提高至约7.0%，有机收入增长预期提高至约6.5%[6] - 第二季度总收入为17.4亿美元，同比增长6%[8] - 第二季度调整后EBITDA为6.46亿美元，同比下降2%[9] - 第二季度调整后EBITDA利润率为37.1%，较上年下降300个基点[9] - 法律专业收入为7.27亿美元，同比增长3%[18] - 企业收入为4.42亿美元，同比增长13%[18] - 税务与会计专业收入为2.50亿美元，同比增长9%[18] - 2024年第二季度调整后收益为385百万美元，同比下降7%[25] - 2024年第二季度稀释后每股收益为0.85美元，同比下降3%[25] - 2024年第二季度自由现金流为541百万美元，同比下降9.2%[26] - 2024年上半年调整后EBITDA为1,452百万美元，同比增长8%[25] - 2024年上半年自由现金流为812百万美元，同比增长11.4%[26] 财务展望 - 截至6月30日，净杠杆率为0.6倍，预计到2026年将有约80亿美元的资本能力[7] - 2024年调整后EBITDA利润率预期为38%[29] - 2024年自由现金流预期为18亿美元[29]

Thomson Reuters (TRI) reported $1.74 billion in revenue for the quarter ended June 2024, representing a yearover-year increase of 5.7%. EPS of $0.85 for the same period compares to $0.84 a year ago. The reported revenue represents a surprise of -0.11% over the Zacks Consensus Estimate of $1.74 billion. With the consensus EPS estimate being $0.80, the EPS surprise was +6.25%. While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine ...

Thomson Reuters (TRI) came out with quarterly earnings of $0.85 per share, beating the Zacks Consensus Estimate of $0.80 per share. This compares to earnings of $0.84 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of 6.25%. A quarter ago, it was expected that this news and financial information company would post earnings of $0.94 per share when it actually produced earnings of $1.11, delivering a surprise of 18.09%. Over the l ...