On this Dialogue episode of The Synopsis, we give an update on CoStar Group and Evolution after 1Q25 earnings. Check out our written business updates for $CSGP and $EVO below!

CoStar Group 1Q25 Business Update

Evolution 1Q25 Business Update

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Show Notes

(0:00) Intro

(1:05) — William deGale Interview Comments

(6:50) — CoStar Update, Growth vs S&M

(25:11) — Importance of BoD, Capital Allocation Committee

(33:23) — Evolution Update, Revenue Growth Deceleration

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For full access to all of our updates and in-depth research reports, become a Speedwell Member here.

Please reach out to info@speedwellresearch.com if you need help getting us to become an approved research vendor in order to expense it.

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Disclaimer

Nothing in this podcast is investment advice nor should be construed as such. Contributors to the podcast may own securities discussed. Furthermore, accounts contributors advise on may also have positions in companies discussed. At the time of publication, one or more contributors to this report has a position in CSGP and EVO. Furthermore, accounts one or more contributors advise on may also have a position in CSGP and EVO. This may change without notice. Please see our full disclaimers here: https://speedwellresearch.com/disclaimer/

Dialogue. CoStar and Evolution 1Q25 Update, Negative EU Growth, S&M at 50% of Revenues

The Synopsis