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Jun 30, 2020

Cannae Holdings Q2 2020 Earnings Report

Reported operating results for the three and six-month periods ended June 30, 2020.

Key Takeaways

Cannae Holdings reported operating results for Q2 2020, successfully completing new investments while monetizing legacy investments and nurturing its core portfolio companies. The company added to its liquidity for future opportunistic investments, with holding company cash and short term investments totaling $963.2 million as of June 30, 2020.

Sold 3.7 million common shares of Ceridian HCM Holdings Inc. for gross proceeds of $238.3 million.

Committed to invest $150.0 million in Foley Trasimene Acquisition Corp. and $75.0 million in Trebia Acquisition Corp.

Announced a joint economic interest equivalent to approximately 15% of the outstanding shares of CoreLogic, Inc. and sent a letter to the Company’s Board of Directors outlining a proposal to acquire CoreLogic for $65.00 per share in cash

Participated in a $400.0 million private placement investment in D&B at the time of the IPO with Black Knight, Inc. and CC Capital Partners, LLC. Cannae’s investment was $200 million and the Company now owns 76.6 million common D&B shares valued at $1.95 billion

Total Revenue
$103M
Previous year: $285M
-64.0%
EPS
$0.46
Previous year: $0.27
+70.4%
Gross Profit
-$21.5M
Previous year: $22.6M
-195.1%
Cash and Equivalents
$923M
Previous year: $73.7M
+1152.0%
Total Assets
$3.79B
Previous year: $1.85B
+104.5%

Cannae Holdings

Cannae Holdings

Cannae Holdings Revenue by Segment

Forward Guidance

Cannae team remained active during the second quarter focusing on further opportunities to enhance the Company’s growth profile while in active pursuit of attractive investments.

Revenue & Expenses

Visualization of income flow from segment revenue to net income