London · Delayed Price · Currency is GBP · Price in GBX YouGov Earnings Call Transcripts
Fiscal Year 2026
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FY 2026 marked a 16th consecutive year of revenue growth, with improved cash conversion and execution of cost and product initiatives. FY 2027 adjusted operating profit guidance is £58m–£61m, while AI products and automation are central opportunities.
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Revenue rose 2% year-over-year to £194.8m, with statutory operating profit up 14%, driven by resilience and AI investment. Adjusted profit fell due to Shopper and AI investments, but margin improvements and a Value Delivery Plan target a 350bps uplift by FY 2027.
Fiscal Year 2025
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Revenue rose 16% to £389 million with stable growth, driven by YouGov Shopper and cost savings. Operating profit increased to £60.7 million, and investments in AI and data science are expected to support future growth. The outlook for FY26 is modest improvement in revenue and margin, with continued focus on innovation and deleveraging.
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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.