IDC competes with Bloomberg in evaluated bond pricing but doesn’t really compete with FactSet or SPGI.
Thanks for the write up. I like the summary of the data biz - its hard to understand the value of ICE’s products if you never interact with them. Im long ICE but i think competition is a real threat - FactSet, SPGI and Bloomberg are all gunning for the same clients and products.
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Other parts of ICE’s data biz (feeds, desktop applications, etc...) compete with FDS and SPGI. Bloombeg is the main rival in bond pricing, as u point out
End of conversation
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