Thomson Reuters announced the launch of two new agentic AI solutions—ONESOURCE+ and next‑generation CoCounsel features—on November 5, 2025. ONESOURCE+ is described as an intelligent compliance network that unifies tax, trade, legal, and risk solutions, while the CoCounsel enhancements add agentic capabilities that automate complex workflows such as tax return preparation, audit tasks, and advanced legal research and drafting.
The company’s Q3 2025 results provide context for the launch. Total revenue reached $1.78 billion, a beat of $10 million over the $1.77 billion consensus estimate, driven by strong demand in the core “Big 3” segments. Adjusted earnings per share were $0.85, exceeding the $0.81 estimate by $0.04. The earnings beat was largely attributable to disciplined cost management and a favorable mix shift toward higher‑margin AI‑enabled services, which helped offset modest pricing pressure in legacy product lines.
Segment analysis shows that the Legal Professionals segment grew 9% organically, the largest contributor to the quarter’s revenue lift. The Tax & Accounting and Corporates segments also posted solid growth, while the legacy print and government segments experienced modest declines, reflecting a slower ramp in commercial print volumes and a reduction in federal government contracts. The mix shift toward higher‑margin AI and professional services underpins the company’s margin expansion.
Management guidance for full‑year 2025 signals a cautious outlook. The company now projects organic revenue growth at the lower end of its previously guided 7.0%–7.5% range, citing a slower ramp in commercial print volumes, federal cancellations, and softer bookings in the Corporates segment. CEO Steve Hasker noted that the company remains confident in its long‑term AI strategy but is adjusting expectations to reflect near‑term headwinds.
Thomson Reuters has committed more than $200 million annually to AI integration and has pursued strategic acquisitions to bolster its capabilities. ONESOURCE+ is expected to reduce tax and compliance preparation time by 40%–60%, while the enhanced CoCounsel platform introduces agentic AI that can plan, reason, and act within professional workflows. These investments are positioned to drive recurring revenue and deepen customer dependence on the company’s trusted content and domain expertise.
Investors have responded cautiously to the guidance revision, but the company’s AI roadmap and the demonstrated efficiency gains from ONESOURCE+ and CoCounsel are viewed as long‑term growth drivers. Management emphasized that the new solutions will enable clients to delegate complex work, reduce manual effort, and focus expertise where it matters most, reinforcing Thomson Reuters’ competitive moat in the legal and tax & accounting markets.
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