YouGov PLC
LSE:YOU
YouGov PLC
YouGov Plc engages in the provision of market research and data analytics. The firm provides its clients with the data and insights to help them plan, develop and evaluate the impact of their marketing and communication activities. The Company’s suite of products and services is made up of syndicated data products, including YouGov BrandIndex and YouGov Profiles and data services including YouGov Omnibus and YouGov Custom Research. YouGov BrandIndex is a daily brand perception tracker. YouGov Profiles is its planning and segmentation tool. YouGov Omnibus finds out people's opinions, attitudes and behaviors. YouGov Custom Research conducts quantitative and qualitative research. The firm operates in approximately 24 countries. The firm has operations in the United Kingdom, North America, Europe, the Nordics, the Middle East and North Africa and Asia.
YouGov Plc engages in the provision of market research and data analytics. The firm provides its clients with the data and insights to help them plan, develop and evaluate the impact of their marketing and communication activities. The Company’s suite of products and services is made up of syndicated data products, including YouGov BrandIndex and YouGov Profiles and data services including YouGov Omnibus and YouGov Custom Research. YouGov BrandIndex is a daily brand perception tracker. YouGov Profiles is its planning and segmentation tool. YouGov Omnibus finds out people's opinions, attitudes and behaviors. YouGov Custom Research conducts quantitative and qualitative research. The firm operates in approximately 24 countries. The firm has operations in the United Kingdom, North America, Europe, the Nordics, the Middle East and North Africa and Asia.
Revenue Growth: H1 FY24 revenue was just over GBP 143 million, up 9% reported and 2% underlying, reflecting the CPS acquisition.
Profitability: Operating profit reached GBP 27.9 million with a 19% margin; adjusted EPS was 20.4p, up 4% reported.
CPS Acquisition: The integration of CPS is progressing well, already contributing to revenue and margin, and exceeding initial expectations.
Strategic Targets Raised: YouGov increased its midterm revenue target from GBP 500 million to GBP 650 million (3-5 years), maintaining a 25% margin goal.
Sales Momentum: Q2 sales grew 12% (after -1% in Q1), with strong forward revenue commitments and robust order book signaling a back-end weighted year.
Panel Quality & Product Innovation: Continued focus on panel quality, product innovation (including AI-driven tools), and commercial rigor, especially in the U.S.
Margin Pressure: Core business margins faced pressure from pricing competition and increased investment, but overall margin benefited from CPS's high profitability.
Politics & U.S. Growth: Anticipating increased political revenue in FY25, particularly from the U.S. election cycle, and strong technology sector performance.
