YouGov Earnings Call Transcripts
Fiscal Year 2026
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Revenue rose 2% year-over-year to £194.8m, with statutory operating profit up 14%, driven by resilient core segments and strong Data Products margins. Significant investments in AI and Shopper are expected to yield margin and efficiency gains, with a share buyback planned post-refinancing.
Fiscal Year 2025
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Revenue grew to £389 million with stable margins and profit up to £60.7 million, driven by YouGov Shopper and cost savings. AI-driven innovation and new qualitative data products are key strategic focuses, with modest growth and margin improvement expected in FY26.
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Record half-year revenue and adjusted profit were achieved, with stable margins and renewed focus on the SP3 platform strategy. Cost optimization and AI-driven product enhancements are underway, with growth led by the U.S. and CPS segments.
Fiscal Year 2024
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FY 2024 delivered revenue and profit slightly above revised guidance, driven by strong recurring revenue, successful acquisitions, and robust U.S. growth, despite challenges in new client acquisition and market competition. Cost optimization and innovation are set to support FY 2025 growth.
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FY 2024 results slightly exceeded revised guidance, with strong custom research and stable data product subscriptions. £20m in annualized cost savings are underway, and AI-driven innovation is being accelerated through the Yabble acquisition. Confident outlook for FY 2025, with a focus on growth and margin improvement.