Mobility Global Inc.
Mobility Global Inc. is a U.S.-based automotive data, analytics, and workflow technology company serving vehicle manufacturers, dealers, financial institutions, insurers, suppliers, and consumers. Its portfolio includes CARFAX-branded vehicle history and ownership services, dealer and consumer automotive products, and B2B solutions for automotive forecasting, pricing, marketing, supply chains, and market planning across the United States and international markets.
Business
Share of revenueVehicle history, ownership, car-care, listings, and consumer automotive research products.
Subscription products supporting dealer marketing, listings, customer acquisition, and retention.
Data and workflow tools for OEM, dealer, supplier, and marketing decisions.
Forecasting, pricing, incentives, supply-chain, and market analytics for automotive enterprises.
Customers
Mobility Global serves automotive OEMs, dealers, dealer groups, suppliers, financial institutions, insurers, and consumers. Enterprise customers use its registration, ownership, pricing, VIN, forecasting, and supply-chain data to plan products, manage incentives, optimize marketing, underwrite risk, and manage claims. Dealers and consumers use CARFAX and related products to support vehicle purchasing, listings, ownership, and maintenance decisions.
Buy forecasting, market analytics, pricing, incentives, and competitive intelligence for product and sales planning.
Buy subscriptions, listings, vehicle history, and marketing tools to acquire customers and manage inventory.
Use vehicle and ownership data for marketing, insurance underwriting, claims management, and risk decisions.
Use production forecasts, vehicle specifications, and supply-chain mapping to plan capacity and market opportunities.
Purchase or access vehicle history, listings, car-care, and ownership information when buying or maintaining vehicles.
Strategy
Mobility Global’s strategy centers on expanding recurring automotive data subscriptions, increasing cross-product adoption, and extending its proprietary data assets across automotive workflows. The company is investing in brand awareness, new products, international expansion, and capabilities supporting EVs, autonomous vehicles, software-defined vehicles, and artificial intelligence. It also intends to use cash generation for product investment, acquisitions, portfolio management, and shareholder returns.
Recurring subscriptions support retention and deepen customer relationships across automotive workflows.
More comprehensive data strengthens differentiation as vehicles and supply chains become more complex.
Canada and Europe provide additional markets for consumer-led products and automotive analytics.
Acquisitions and divestitures can add capabilities while keeping capital allocation aligned with strategic priorities.
Geography
Q2/2026The United States accounted for 83% of revenue in the six months ended June 30, 2026, while international markets contributed 17%. Operations and customer coverage extend across multinational automotive markets, with stated expansion opportunities in Canada and Europe. The U.S. concentration supports the CARFAX brand and core customer base but leaves the company exposed to domestic automotive activity and regulatory conditions.
Share of the revenue the company reports by geography.
Risks
The business depends on maintaining trusted, differentiated automotive data and converting that data into products customers consider mission-critical. Competition may intensify as Chinese automakers expand globally and as new technology and analytics providers enter the market, while Mobility Global’s U.S. base can complicate OEM penetration amid geopolitical and regulatory changes. Its recent separation from S&P Global also creates execution risk as independently operated systems, processes, and funding arrangements replace historical parent support.
Existing competitors and expanding Chinese automakers may increase pricing pressure and make OEM penetration harder.
Exposure: B2B automotive analytics and OEM relationships
Customers rely on accurate proprietary data for purchasing, planning, manufacturing, pricing, and sales decisions.
Exposure: All subscription and analytics products
The company must replace S&P Global services, systems, and corporate processes after separation while establishing independent infrastructure.
A U.S. base and changing international rules may limit penetration with certain multinational OEMs and affect cross-border operations.
Exposure: International B2B customers
Higher monetization by digital advertising platforms can raise the cost of acquiring CARFAX customers.
Exposure: Consumer products and CARFAX traffic generation
Accounting
Judgemental itemsMost subscription revenue is recognized ratably, affecting the timing of reported revenue and deferred revenue.
Impact: Revenue visibility is higher, while new bookings may enter reported revenue over the contract term.
Transactional data, marketing campaigns, VIN pulls, and recall outreach are recognized based on delivery or activity.
Impact: Quarterly revenue can vary with customer campaigns, vehicle activity, and recall volumes.
Historical periods include S&P Global corporate allocations that may differ from future standalone expenses.
Impact: Historical margins, cash flows, and expense trends are not directly comparable with future standalone results.
The company must account for transition services, standalone infrastructure, related-party transactions, and separation costs.
Impact: Reported operating expenses, cash flows, and liabilities may include non-recurring or transition-related items.
Acquisitions and portfolio changes create valuation and impairment judgments for data assets, technology, brands, and goodwill.
Impact: Impairment charges could reduce earnings and carrying values without an equivalent immediate cash outflow.
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Last updated: 24/09/2026