Havas Earnings Call Transcripts
Fiscal Year 2026
-
Q1 2026 net revenue grew 2.5% organically to €638M, with strong North America performance and limited Middle East impact. Guidance for 2026 is reaffirmed, and recent acquisitions are expected to add €40–50M in revenue.
Fiscal Year 2025
-
Full-year organic growth reached 3.1% with margin and cash flow improvements, driven by strong regional performance, AI investments, and major client wins. 2026 guidance targets 2%-3% organic growth and higher margins, with continued focus on productivity and M&A.
-
Q3 revenue grew to €656M with 3.8% organic growth, led by strong U.S. and Asia Pacific performance. Full-year organic growth guidance was raised to 2.5%-3%, and a new JV with Horizon Media is expected to drive further international expansion and profitability.
-
Net revenue grew 2.9% year-over-year in H1 2024, with Adjusted EBITDA up 8.3% and margin improving to 10.7%. Strong North America growth, strategic AI investments, and targeted acquisitions supported performance. Guidance for organic growth above 2% and margin of 12.5%-13.5% is confirmed.