London · Delayed Price · Currency is GBP · Price in GBX Future Earnings Call Transcripts
Fiscal Year 2026
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Organic revenues declined 6.5% in H1, with audience-driven segments under pressure from Google changes and PPC inflation. Strategic initiatives and acquisitions are driving growth in other areas, but margins are reset lower. Cash generation remains strong, supporting accelerated share buybacks.
Fiscal Year 2025
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Revenue declined 6% year-over-year to £739 million, but margins and cash generation remained strong. Strategic initiatives in AI, eCommerce, and platform efficiency are expected to drive 2%-4% annual growth from 2028, with a five-fold dividend increase and continued share buybacks.
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Three synergistic initiatives—Collab, Signal, and Future Plus—are set to drive audience growth, engagement, and revenue through innovation, curation, and direct relationships. Financial guidance remains stable, with organic investment prioritized and AI leveraged for efficiency and product development.
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Revenue declined 3% year-on-year, but margins and cash flow remained strong, with robust shareholder returns and new buybacks. U.S. digital ad softness impacted H1, but stabilization is seen in Q3. Cautious outlook for H2 with continued focus on innovation and cost discipline.
Fiscal Year 2024
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FY 2024 saw a return to organic growth, strong cash generation, and robust H2 momentum, with Go.Compare and e-commerce driving UK gains and U.S. digital ads rebounding in Q4. FY 2025 guidance targets 1–2% organic growth and a 28% margin, with continued portfolio optimization and capital returns.