SPGI
Financial Data & Stock Exchanges · Financial Services
Analyst
Mizuho
Equibles does not estimate personal net worth.
Sean Kennedy is recorded as Analyst at Mizuho. Sean Kennedy has spoken on 13 earnings calls across 6 companies, most recently for Genpact LTD on November 5, 2026. Those appearances were for S&P Global Inc. (SPGI), Genpact LTD (G), Globant S.A. (GLOB), Moodys Corp (MCO), EPAM Systems, Inc. (EPAM) and 1 other company. The companies whose calls Sean Kennedy spoke on are classified in the Financial Services and Technology sectors.
“So I had a similar question to Maggie's. I was wondering if you could discuss a bit more about any early customer learnings as your agentic services ramp.”
“So I was wondering if you could just discuss a bit more about the types of services in these deals, what you're specifically doing for these customers, and EPAM's right to win.”
“I wanted to ask if you're seeing any incremental pressure from customer insourcing trends or crowding out due to AI token infrastructure spend as some of your peers are experiencing.”
“So, in ratings for your M&A-related issuance outlook, I believe you said double digits for the year. I was wondering how M&A-related issuance have progressed so far this year and how you're thinking about its growth in the second half and any visibility there.”
“So I was wondering if you could discuss a bit more about the early customer feedback from AI pods. And specifically, what are they saying are the greatest benefits from the program?”
Mizuho
Analyst
Source not stated
SPGI
Financial Data & Stock Exchanges · Financial Services
Information Technology Services · Technology
GLOB
Information Technology Services · Technology
MCO
Financial Data & Stock Exchanges · Financial Services
EPAM
Information Technology Services · Technology
ACN
Information Technology Services · Technology