Key Takeaways
- • S&P Global Mobility rebranded as Mobility Global (ticker: MBGL) following a spinoff from parent S&P Global, establishing itself as an independent automotive data and intelligence platform serving OEMs, tier-one suppliers, and industry stakeholders.
- • Mobility Global operates three core divisions: Used Vehicle Sales & Service (including CARFAX), Strategy & Product Intelligence, and Planning Solutions, positioning the company as a comprehensive data provider across the automotive lifecycle.
- • Market reach spans 90% of top 100 tier-one suppliers and nearly every major OEM globally, alongside media agencies and government entities, underscoring the company's central role in automotive intelligence infrastructure.
- • Built on over a century of automotive expertise, the company is investing in expanded connectivity, deeper analytics, and unified intelligence systems to support industry decision-making across vehicle planning, marketing, sales, and consumer information.
- • 2025 global automotive sales reached 91.7 million light-vehicle units, exceeding 2019 pre-pandemic levels of 89.9 million, reflecting recovery and growth that leverages Mobility Global's market intelligence and forecasting capabilities.
Summary
Mobility Global has emerged as a standalone automotive data and intelligence company following its separation from S&P Global, rebranding what was previously known as S&P Global Mobility. The spinoff creates a focused, high-margin business positioned as the essential data infrastructure for the global automotive ecosystem. The company operates under ticker symbol MBGL and leverages a century of accumulated automotive expertise to serve the industry's most critical decision-makers.
The company's business model centers on three complementary divisions that address distinct market segments. Used Vehicle Sales & Service, anchored by the CARFAX brand, provides consumer-facing and dealer intelligence. Strategy & Product Intelligence serves OEMs and suppliers with planning and market analysis capabilities. Sales Solutions enable automotive marketing and customer targeting. This portfolio positions Mobility Global as a comprehensive intelligence provider across the entire automotive value chain, from vehicle conception through consumer purchase and maintenance.
Mobility Global's market penetration is substantial and systemic. The company reports that its data supports nearly every major original equipment manufacturer (OEM) globally, as well as 90% of the top 100 tier-one automotive suppliers. Beyond traditional automotive stakeholders, Mobility Global serves media agencies and government entities seeking automotive market insights. This breadth of clientele reflects the company's role as foundational infrastructure for mobility-related decisions across the industry.
The timing of Mobility Global's independence coincides with a recovery in global automotive sales. According to company forecasts, 2025 light-vehicle sales reached approximately 91.7 million units, marking the first year to exceed 2019 pre-pandemic levels of 89.9 million units. This market expansion underscores growing demand for the data, analytics, and forecasting capabilities that Mobility Global provides to support planning, manufacturing, sales, and strategic positioning decisions.
Strategic investment priorities focus on connectivity, analytics depth, and intelligence consolidation. The company emphasizes development of more connected systems, deeper analytical capabilities, and more unified intelligence platforms to address evolving industry needs in an automotive landscape increasingly shaped by electrification, digitalization, and software-defined vehicles.
The company's business model centers on three complementary divisions that address distinct market segments. Used Vehicle Sales & Service, anchored by the CARFAX brand, provides consumer-facing and dealer intelligence. Strategy & Product Intelligence serves OEMs and suppliers with planning and market analysis capabilities. Sales Solutions enable automotive marketing and customer targeting. This portfolio positions Mobility Global as a comprehensive intelligence provider across the entire automotive value chain, from vehicle conception through consumer purchase and maintenance.
Mobility Global's market penetration is substantial and systemic. The company reports that its data supports nearly every major original equipment manufacturer (OEM) globally, as well as 90% of the top 100 tier-one automotive suppliers. Beyond traditional automotive stakeholders, Mobility Global serves media agencies and government entities seeking automotive market insights. This breadth of clientele reflects the company's role as foundational infrastructure for mobility-related decisions across the industry.
The timing of Mobility Global's independence coincides with a recovery in global automotive sales. According to company forecasts, 2025 light-vehicle sales reached approximately 91.7 million units, marking the first year to exceed 2019 pre-pandemic levels of 89.9 million units. This market expansion underscores growing demand for the data, analytics, and forecasting capabilities that Mobility Global provides to support planning, manufacturing, sales, and strategic positioning decisions.
Strategic investment priorities focus on connectivity, analytics depth, and intelligence consolidation. The company emphasizes development of more connected systems, deeper analytical capabilities, and more unified intelligence platforms to address evolving industry needs in an automotive landscape increasingly shaped by electrification, digitalization, and software-defined vehicles.
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