S&P Global Mobility Launches Mobility Pulse 360 to Help Automakers Optimize Incentives, Boost Sales, Adapt to Market Change and ensure they have the right programs in market for their customers with Confidence.
Rhea-AI Summary
S&P Global Mobility (NYSE:SPGI) launched Mobility Pulse 360 on Jan 16, 2026, a new analytics platform that combines in-market incentive programs, transaction price, unsold dealer inventory and sales into a single interface.
The platform uses real-time connected datasets to deliver granular insights by make, model, model year, fuel type and DMA, with weekly and month-end updates and coverage of over 90% of the US light-vehicle market. Mobility Pulse 360 is positioned to help OEM sales operations optimize incentives, pricing and inventory decisions and aims to surface efficiencies the company estimates could reach the hundreds of millions to billions spent on vehicle incentives.
Positive
- Integrates incentives, transaction price, dealer inventory and sales into one view
- Real-time connected datasets with weekly and month-end updates
- Granular insights by make/model/model year/fuel type and DMA
- Covers over 90% of the US light-vehicle market
- Aims to help optimize incentive spending that the company cites as potentially saving hundreds of millions to billions
Negative
- None.
Key Figures
Market Reality Check
Peers on Argus
Core peers like MCO (+0.77%), ICE (+3.91%), CME (+1.84%), MSCI (+1.36%) and NDAQ (+2.02%) showed positive moves, but no peers appeared in the momentum scanner and pre-news SPGI moved only +0.52%, suggesting stock-specific rather than a strong sector-wide momentum move.
Historical Context
| Date | Event | Sentiment | Move | Catalyst |
|---|---|---|---|---|
| Jan 12 | Business divestiture | Neutral | +0.5% | Completion of EDM and thinkFolio sale with immaterial financial impact. |
| Jan 09 | Earnings scheduling | Neutral | +0.1% | Announcement of Q4 and full-year 2025 results release and call date. |
| Jan 08 | Sector study | Neutral | +0.8% | Copper demand/supply study highlighting potential long-term deficits. |
| Jan 07 | Dividend overview | Neutral | -0.4% | Report on Q4 and 2025 U.S. dividend payment increases and records. |
| Dec 30 | Housing data | Neutral | -0.5% | Release of October 2025 Case-Shiller home-price indices. |
Recent SPGI news over the last few weeks has generally seen small, aligned price moves, with no large positive or negative dislocations around announcements.
Over the last few weeks, SPGI has reported several incremental developments. On Dec 30, 2025, its Case-Shiller home-price report showed modest U.S. home-price gains. A Jan 7, 2026 update from S&P Dow Jones Indices highlighted $13.1 billion in Q4 2025 net dividend increases and $46.4 billion for 2025. A copper study on Jan 8, 2026 outlined long-term supply-demand imbalances. The company then scheduled its Q4 and full-year 2025 earnings call for Feb 10, 2026 and completed the sale of its EDM and thinkFolio businesses on Jan 12, 2026. Each event was followed by relatively small price reactions.
Market Pulse Summary
This announcement highlights continued product and data innovation within SPGI’s broader franchise, set against a stock trading above its $511.12 200-day MA and below its $579.05 52-week high. Recent news, including divestitures, research studies, and index updates, has produced relatively small price reactions. Investors may focus on how new offerings integrate with existing analytics platforms, upcoming earnings on February 10, 2026, and any incremental regulatory or filing activity disclosed in recent Forms 3 and 4.
Key Terms
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AI-generated analysis. Not financial advice.
New platform is the first to offer an intuitive user interface with analytics built off real-time connected data that includes in market-incentive programs, transaction price, unsold dealer inventory and sales enabling faster, more confident strategic decisions in a rapidly changing market.
By connecting these critical information streams, Mobility Pulse 360 unlocks a new layer of strategic intelligence, allowing OEMs to move from observing market trends to understanding the drivers behind them. For example, a user can now instantly visualize how a competitor's regional incentive change directly impacts their own inventory levels and sales share, all in one place. This capability is powered exclusively by S&P Global Mobility's comprehensive, internally sourced datasets, creating an unrivaled solution that combines a sophisticated platform with data recognized as the industry benchmark for accuracy and depth.
Automakers today face a convergence of pressures: intense competition, fluctuating consumer demand, and the intricate transition to electric vehicles. While rich data exists, it is often fragmented across different systems, creating delays and strategic blind spots. This makes it difficult to accurately plan inventory, optimize pricing, or structure effective incentive campaigns. Mobility Pulse 360 solves this by providing a holistic view of the market, turning disconnected data points into a powerful strategic asset.
"We've listened to our customers to better understand how to help their sales operations gain confidence in the decisions they make and visualize how their vehicles perform in a competitive market place. ," said Matthew Weiss, VP, Analytics & Pricing Solutions at S&P Global Mobility. " Mobility Pulse 360 is designed to solve their problems with intuitive UI, advanced Analytics all built on the industries best in month connected data that include in market incentive programs, transaction price, unsold dealer inventory and sales data. . The '360' in the name represents the complete, holistic perspective it provides—connecting an OEM's Sales Operations teams with external market dynamics through intuitive user interface. This integrated view allows for smarter strategies and surgical tactical decisions. For instance, by optimizing inventory and incentive spending based on real-time competitive pressures, an OEM can uncover significant efficiencies. This not only strengthens their market position but also gives them the strategic levers to help address pressing industry issues, such as vehicle affordability for buyers. We're moving our clients from looking at a fragmented dashboard to having a full cockpit view of their business. Our goal is to help our customers optimize and find efficiencies to the hundreds of millions to billions they are spending in vehicle incentives"
Key capabilities of Mobility Pulse 360 include:
- Intuitive UI : Easy to access complex datasets built with our customers in mind. Seamlessly integrates connected datasets, allowing teams to focus on strategy rather than data compilation.
- Advanced Analytics: Ability to accelerate strategic response and built off our real-time connected datasets offering intuitive insights in a rapidly changing and diverse market place. These include new views of measuring offered monthly payments, transaction level insights, dealer inventory measurement and how these all impact your share performance. These allow users to anticipate competitive actions by monitoring regional risks and fine-tune pricing strategies in response to market shifts.
- Real time Connected Data: Industry leading granular datasets built off of our In market incentive programs, transaction price, dealer inventory and sales performance
- Granular, Actionable Detail: The platform provides insights by make, model, model year, fuel type, and geography (down to the DMA level), with weekly and month-end updates ensuring a current view of performance.
- Comprehensive Market Coverage: Mobility Pulse 360 offers exceptional insights into over
90% of the US light vehicle market, covering both premium and mainstream segments.
The launch of Mobility Pulse
For more information about Mobility Pulse 360, please visit: S&P Global Mobility
About S&P Global Mobility: At S&P Global Mobility, we provide invaluable insights derived from unmatched automotive data, enabling our customers to anticipate change and make decisions with conviction. Our expertise helps them to optimize their businesses, reach the right consumers, and shape the future of mobility. We open the door to automotive innovation, revealing the buying patterns of today and helping customers plan for the emerging technologies of tomorrow.
S&P Global Mobility is a division of S&P Global (NYSE: SPGI). S&P Global is the world's foremost provider of credit ratings, benchmarks, analytics and workflow solutions in the global capital, commodity and automotive markets. With every one of our offerings, we help many of the world's leading organizations navigate the economic landscape so they can plan for tomorrow, today. For more information, visit www.spglobal.com/mobility.
Media Contact:
MobilityComms@spglobal.com