Report
Konrad Zomer

Wolters Kluwer : Build to benefit from AI

In this report we examine the AI opportunities for Wolters Kluwer. More than half of the 82% of group revenues that is digital has some form of AI embedded already. On average, we see fees of +20% to +50% for AI applications, which lifts its growth rate, margins and creates efficiency gains. - >Structurally higher growth fuelled by Expert Solutions and Cloud services - Expert Solutions already generates 58% of group revenues and grows at 8% organically, and 17% of gro...
Underlying
Wolters Kluwer NV

Wolters Kluwer operates through four divisions: Health is a global provider of information for medical and health professionals; Financial & Compliance Services is a U.S. provider risk management, compliance, finance, and audit professionals the services they need to optimize risk and business performance, and ensure compliance with local, regional, and global regulation; Tax & Accounting is a provider of tax, accounting, and audit information, and services; and Legal & Regulatory provides customers with expert content, software, and services in the areas of law, business, and regulatory compliance in Europe, North America and Asia Pacific.

Provider
Oddo BHF
Oddo BHF

​Oddo Securities provides securities brokerage and research services. The company offers equity, economic, and derivatives research and credit analysis services. It focuses on insurance, automotive, building materials, pharmaceuticals, telecommunications, information technology, and agri-food industries.

Analysts
Konrad Zomer

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