Ipsos SA
OTC:IPSOF

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Ipsos SA Logo
Ipsos SA
OTC:IPSOF
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Price: 37.22 USD Market Closed
Market Cap: 1.6B USD

Ipsos SA
Investor Relations

Ipsos SA, a stalwart in the realm of market research, was founded in 1975 by Didier Truchot and Jean-Marc Lech in Paris, embarking on a journey to decode human behavior and attitudes with a scientific lens. From its modest beginnings, the company has grown into a global powerhouse, operating in over 90 markets. Ipsos embraces a comprehensive approach, blending traditional methodologies with cutting-edge technology to gather and analyze data. Their mission is to illuminate the motivations, preferences, and perceptions of consumers, enabling businesses and governments to make informed decisions. By using a variety of tools, including surveys, social media monitoring, and observational research, Ipsos delivers insights that are crucial for clients navigating the ever-changing landscapes of consumer behavior and public opinion.

Revenue generation at Ipsos is intricately tied to their ability to provide actionable insights that translate into strategic advantages for their clients. Their business model hinges on customized research, wherein organizations commission studies tailored to specific needs, be it for new product development, brand positioning, or market entry strategies. With a firm grip on the pulse of global trends and consumer sentiments, Ipsos charges fees for these bespoke research services. Additionally, Ipsos benefits from syndicated reports and data solutions that offer clients a panoramic view of industry trends. As companies across sectors increasingly rely on data-driven strategies, Ipsos occupies a pivotal role, leveraging its extensive experience and innovative tools to remain indispensable in the analytic ecosystem.

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Last Earnings Call
Fiscal Period
Q3 2025
Call Date
Oct 23, 2025
AI Summary
Q3 2025

Organic Growth Recovery: Ipsos reported improved organic growth of 2.9% in Q3, rebounding from -1.8% in Q1 and 0.7% in Q2.

Public Affairs Drag: Performance continues to be weighed down by the Public Affairs segment, which is down 15% year-to-date and facing political headwinds, especially in the US and France.

Guidance Lowered: Ipsos revised its full-year 2025 organic growth target to around 0.7%, citing weaker order books in Public Affairs and ongoing political instability.

Private Sector Strength: Growth among private sector clients remains solid, with organic growth at 2.3% year-to-date and 4.2% in Q3 when excluding Public Affairs.

Digital Outperformance: Ipsos.Digital continues to grow strongly, up 28% year-to-date, and is targeting EUR 140 million revenue in 2025.

Operating Margin Maintained: Operating margin guidance is confirmed at around 13%, excluding a temporary 60 basis points dilution from recent acquisitions.

Strategy Update Coming: Management will present a new strategy and priorities on January 22, with a focus on speed, innovation, and technology.

Key Financials
Revenue
EUR 1.8 billion
Organic Growth (Q3)
2.9%
Total Growth (Q3)
7.6%
Organic Growth (YTD, first nine months)
0.7%
Organic Growth (US, YTD)
0.9%
Organic Growth (EMEA, YTD)
1.6%
Organic Growth (EMEA, Q3)
3.2%
Organic Growth (France, Public Affairs impact)
Down 4%
Organic Growth (Citizens/Public Affairs, YTD)
Minus 9.2%
Organic Growth (Doctors & Patients, YTD)
5%
Organic Growth (Private Sector, YTD)
2.3%
Organic Growth (Private Sector, Q3)
4.2%
Organic Growth (Ipsos.Digital, YTD)
28%
Operating Margin
Around 13%
Profitability Dilution from Acquisitions
Around 60 basis points for 2025
Organic Growth (Public Affairs, YTD)
Minus 15%
Earnings Call Recording
Other Earnings Calls

Management

Mr. Didier Truchot
Founder & Chairman
No Bio Available
Mr. Ben Page
CEO & Director
No Bio Available
Ms. Sylvie Mayou
Deputy Executive Director of Ipsos Marketing in France & Director
No Bio Available
Mr. Andre Lewitcki
Head of Surveys & Director
No Bio Available
Mr. Dan Levy
Chief Financial Officer
No Bio Available
Mr. Michel Guidi
Chief Operating Officer
No Bio Available
Mr. François Malin
Head of Investor Relations
No Bio Available
Ms. Sheryl Goodman
Group General Counsel & General Counsel Americas
No Bio Available
Ms. Caroline Ponsi-Khider
Chief Communications & Brand Officer
No Bio Available
Perrine Dufros
Chief People Officer
No Bio Available

Contacts

Address
ILE-DE-FRANCE
Paris
35 Rue du Val de Marne
Contacts
+33141989000.0
www.ipsos.com