Information Services : Investor Presentation

ISG Investor Presentation

March 2024

ISG Confidential. © 2024 Information Services Group, Inc. All Rights Reserved.

Forward-Looking Statement

This communication contains "forward-looking statements" which represent the current expectations and beliefs of management of ISG concerning future events and their potential effects. Statements contained herein including words such as "anticipate," "believe," "contemplate," "plan," "estimate," "target," "expect," "intend," "will," "continue," "should," "may," and other similar expressions, are "forward-looking statements" under the Private Securities Litigation Reform Act of 1995. These forward-looking statements are not guarantees of future results and are subject to certain risks and uncertainties that could cause actual results to differ materially from those anticipated. Those risks relate to inherent business, economic and competitive uncertainties and contingencies relating to the businesses of ISG and its subsidiaries including without limitation: (1) failure to secure new engagements or loss of important clients; (2) ability to hire and retain enough qualified employees to support operations; (3) ability to maintain or increase billing and utilization rates; (4) management of growth;

1. success of expansion internationally; (6) competition; (7) ability to move the product mix into higher margin businesses;

1. general political and social conditions such as war, political unrest and terrorism; (9) healthcare and benefit cost management; (10) ability to protect ISG and its subsidiaries' intellectual property or data and the intellectual property or data of others; (11) currency fluctuations and exchange rate adjustments; (12) ability to successfully consummate or integrate strategic acquisitions; (13) outbreaks of diseases, including coronavirus, or similar public health threats or fear of such an event; and (14) engagements may be terminated, delayed or reduced in scope by clients. Certain of these and other applicable risks, cautionary statements and factors that could cause actual results to differ from ISG's forward-looking statements are included in ISG's filings with the U.S. Securities and Exchange Commission. ISG undertakes no obligation
   to update or revise any forward-looking statements to reflect subsequent events or circumstances.

ISG Confidential. © 2024 Information Services Group, Inc. All Rights Reserved.

2

ISG: Who We Are

A leading global technology research and advisory firm (Nasdaq: III) founded as a start-up in 2006.

Experts

Operational

Improvement

and Performance

Cash

$23M

Go-To-Firm

Technology Research

Digital Transformation

Digital Sourcing

20

Countries

1,600

Professionals

Revenue*

$291M

900+

Blue Chip Clients

Adj. EBITDA*

$38M

75+

Top 100 Enterprises

Choose ISG

Research	Subscription,
Custom, Events
Benchmarking	Largest Source of
Validated IT Metrics
Consulting	Strategy, Digital,
Operations, Change

88%

Re-occurring Revenue**

Influences

$200B

in tech spend annually

45%

Recurring Revenue***

Buyers

C-Suite

Technology Services

Governance

Automation

Contract and

Ecosystem

Management

Pure-play IA business

*LTM December 31, 2023

**Share of total firm revenue from repeat clients

***Q4 2023

ISG Confidential. © 2024 Information Services Group, Inc. All Rights Reserved.

3

Leading Research and Advisory Firm

ISG	Research	SaaS
Digital	Platforms

Digital Strategy and Solutions

#1 Sourcing Advisor in the

world: $20B TCV per year

50%+ Share of Advised Market

Technology Provider market	ISG proprietary SaaS platforms:
analysis, benchmarking and
deal pursuit advisory
Enterprise Client Satisfaction
and IT Benchmarking

ISG Confidential. © 2024 Information Services Group, Inc. All Rights Reserved.

4

ISG - Digital

App	Cloud	Cyber
Modernization	Security

Customer	Workplace	Artificial
Intelligence
Experience	of the Future
AI

ISG Confidential. © 2024 Information Services Group, Inc. All Rights Reserved.

5

AI Focus Areas

AI		AI		AI
Advisory		Sourcing		for ISG
Strategy		Identify & Select		SaaS Platforms
Operating Model
	Provider Ecosystem		Smart Contracting
AI Infrastructure

ISG Confidential. © 2024 Information Services Group, Inc. All Rights Reserved.

6

• A proprietary platform that digitizes all elements of ISG's market-leading sourcing transactions business
• Includes ISG data assets, intellectual property and proprietary tools powered by AI providing real-time insights and predictive analytics
• Targeting enterprise clients, tech and service providers and used by ISG client advisors
• Expands TAM - unadvised transactions with current G2000 clients plus expand to underserved mid-market
• Contributes to firm's margin expansion

ISG Confidential. © 2024 Information Services Group, Inc. All Rights Reserved.

7

ISG Addressable Market

$1T		$125B
Global		Managed Services TCV
Services Industry*

More than 600 Service and Technology Providers including:

USA-Based

Europe-Based

India-Based

*Growing faster than GDP

ISG Confidential. © 2024 Information Services Group, Inc. All Rights Reserved.

8

Client Example: From Services to Solutions

$370K 1. Services Requested

Office 365 Strategy

IT Benchmarking

IT Business Issues Revealed

2. ISG Capabilities		3. ISG Solutions
⬤ Digital Strategy	⬤ Software	⬤ Tech Strategy and Roadmap
and Sourcing	⬤ Research	⬤ Execution/Implementation
⬤ Network/5G	⬤ Enterprise	⬤ Multi-Phased Digital Transformation
⬤ Transformation	Change	Solution using full array of
⬤ Governance		ISG capabilities

and Risk
4. Three-Year Results	$13.6M

• Agile Tech Model
• Revamped Provider Ecosystem

over 3 years	$100M
⬤ Client Savings of

ISG Confidential. © 2024 Information Services Group, Inc. All Rights Reserved.

9

Serving Global Leaders Across 20 Industries

Banking &	Energy & Utilities	Health Sciences	Insurance	Manufacturing	Media &
Financial Services	Technology
Managing Disruption	Measuring Digitalization	Digitizing an	Accelerated Digitization	Technology	Migration to High-speed
in the Banking Industry	contribution to Business Value	Expanding Industry	of the Value Chain	Modernization	Networks, Increasing

13	10	15	10	12	12
of the top	of the top	of the top	of the top	of the top	of the top

Global Banking		Global Energy, Oil &		Global Pharma	Global Insurance	Global Auto and Other	Global
& Financial		Gas and Utilities		and Health	Companies		Manufacturers	Media, Telecom,
Services Firms		Companies		Services Companies					Tech Companies

ISG Confidential. © 2024 Information Services Group, Inc. All Rights Reserved.

10