Mobility Global MBGL

Mobility Global Inc. is a leading global provider of automotive data, insights, and technology solutions. The company serves a diverse client base across the entire automotive value chain, including original equipment manufacturers (OEMs), suppliers, dealerships, finance and insurance firms, and aftermarket businesses. Its offerings are designed to empower customers with critical data and insights to anticipate market changes, optimize operations, and make informed decisions across the vehicle and consumer lifecycles.

Mobility Global Inc. generates revenue primarily through a subscription-based model, supplemented by select transactional streams. Subscription revenue comes from products such as CARFAX dealer offerings (Advantage vehicle history, Car Listings, and CARFAX For Life), Banking & Insurance Group solutions, B2B Marketing & Sales solutions (including automotiveMastermind and Market Scan API), and Planning Solutions (vehicle and supply chain forecasting, powertrain and technology analysis, and global reporting). Non-subscription revenue is derived from one-time or usage-based activities, including CARFAX consumer pay-per-report purchases, Planning Solutions one-time data deliveries, and Marketing & Sales recall campaign outreach that is volume-based. The majority of revenue is recurring, reflecting strong customer retention and broad market penetration.

The company operates through the following segments: CARFAX and B2B.

• CARFAX: This segment is comprised of the CARFAX business line, a premier consumer brand offering vehicle history, valuation, and ownership information. It fosters confidence and transparency for millions of consumers and facilitates informed decisions for over 40,000 dealer customers as of December 31, 2025. Segment revenue is driven by the number of dealer locations enrolled in subscription products such as Advantage, Car Listings, and CARFAX For Life, the average monthly price per location on each product, and the number of Banking & Insurance Group customers and their average monthly price per customer. The brand investment in CARFAX increases consumer trust and awareness, generates direct leads to the listings platform, and expands the Car Care audience, reinforcing credibility with dealers and supporting pricing power and retention across the product suite.
• B2B: This segment comprises the Marketing & Sales and Strategy & Planning business lines. It delivers mission-critical data, analytics, and workflow tools that connect OEMs, dealer groups, suppliers, and adjacent stakeholders, helping them plan products, optimize pricing and incentives, and activate marketing with enterprise-grade accuracy. The segment is predominantly subscription-based with strong retention and broad penetration, differentiated by a unique data estate including registration and ownership data, pricing and incentives, VIN and specs, global forecasts, and supply chain and technology mapping. Key offerings include Polk Auto Solutions, Market Scan, Data Studio, automotiveMastermind for dealer sales platforms, Recall for data-driven safety recall outreach, and Forecast Adjustment and Simulation Tool (FAST), Procurement IQ (PIQ), and strategic investments in Digital Automotive (DA) within the Strategy & Planning line.

Mobility Global Inc. holds a distinctive position as a leading provider of data and insights across the entire vehicle lifecycle. The company competes in each of its business segments and geographic markets, facing competition from firms offering similar data, analytics, and technology solutions. Its competitive advantages stem from its extensive data assets, established relationships, trusted brands such as CARFAX and Polk, and its role as a trusted steward of sensitive data in compliance with data privacy legislation including the Driver's Privacy Protection Act (DPPA). The company leverages its global coverage, breadth of data, and ability to serve multinational customers to mitigate competitive pressures, including those from expanding Chinese car manufacturers in global markets.

The company serves a diverse customer base including OEMs, suppliers, dealerships, F&I firms, and aftermarket businesses. Specific customer highlights include serving 100% of the top 40 global carmakers, 94% of the top 100 automotive suppliers, and 100% of the top 10 investment banks as of December 31, 2025, according to internal data. Additionally, the CARFAX Car Care platform engages over 53 million consumers as of December 31, 2025, providing digital engagement points for vehicle service decisions.