Wpp Plc · LSE:WPP
Wpp — Investor Presentation (December 2025)
13 slides from Wpp's investor presentation, December 2025
Slide 1: 2025 Global End-of-Year Forecast
2025 GLOBAL END-OF-YEAR FORECAST DECEMBER 2025
Slide 2: Overview
OVERVIEW 8.8% in 2025 Global ad revenue growth ex-U.S. political advertising 7.1% in 2026 Global ad revenue will top $1.2 trillion Source: WPP Media
Slide 3: 2026 Market Forecasts
2026 MARKET FORECASTS 03 U.K 08 Canada 7.0% 8.8% Ad Growth 05 Germany 02 China Ad Growth 06 3.6% 6.9% France Ad Growth Ad Growth 01 04 U.S 4.9% Japan 7.4% Ad Growth 09 4.5% Ad Growth Ad Growth India 9.7% 07 Ad Growth Brazil 10 14.4% Australia Ad Growth 6.5% Ad Growth
Slide 4: Drivers of Forecast Changes
DRIVERS OF FORECAST CHANGES Diminished tariff impacts Retailers, consumers and manufacturers mitigated the effects, and the U.S. administration softened the blow. The AI Boom Advances in AI have led to investment by tech companies, and new AI- endemic advertisers. Source: Company Filings, WPP Media
Slide 5: We Expected This Growth
WE EXPECTED THIS GROWTH TYNY December 2024 As these [new AI] companies and large established “incumbents” look to grow [their] categories and consolidate market share, we expect many will rely heavily on marketing and advertising (as we saw with digital disruptors such as Airbnb, Uber, and Booking H
Slide 6: Furthering the Shift to Digital
FURTHERING THE SHIFT TO DIGITAL 83.7% Digital in 2026 Including the digital extensions of TV, Audio, Print, OOH 59.0% Content-driven in 2026 Commerce and Intelligence gaining share Source: WPP Media
Slide 7: Intelligence, TV, Social, Commerce, Audio, OOH, Print, Gaming
INTELLIGENCE TV SOCIAL COMMERCE As consumers utilize Consolidation Age restrictions Closed-loop measurement chat interfaces and AI expected as media and declining usage are holds appeal, and benefits platforms become more owners fight headwinds, but revenue from shift out of TV/other proactive, we e
Slide 8: Channel growth forecasts for 2026
INTELLIGENCE TV SOCIAL COMMERCE As consumers utilize Consolidation Age restrictions Closed-loop measurement chat interfaces and AI expected as media and declining usage are holds appeal, and benefits +10.3% +2.1% +7.8% +9.4% platforms become more owners fight headwinds, but revenue from shift out of
Slide 9: The Inevitable Outcome
THE INEVITABLE OUTCOME Consolidate or collapse TV - National (ITV, Nexstar), regional (MFE), and global (WBD, Netflix) media owners are looking at mergers as a way to compete with global platforms. COMMERCE - The “messy middle” of retail networks must merge (Valiuz), partner (Etsy/OpenAI), or cede m
Slide 10: Now Is the AI Era of Advertising
NOW IS THE AI ERA OF ADVERTISING
Slide 11: The Future of Advertising Is...
THE FUTURE OF ADVERTISING IS... Personalized - uses quality and quantity of data insights Pervasive - engages across multiple surfaces, contexts and need states Proactive - offers suggestions that are helpful and relevant to consumers
Slide 12: Future of Advertising Intelligence
FUTURE OF ADVERTISING INTELLIGENCE A WPP Media Framework AI / TECH TRANSACTION CONTENT / DATA ASSETS DISTRIBUTION CAPABILITY CAPABILITY MEDIA Full scoring framework and detailed rankings to be shared in January 2026 180 Total Points Planned updates on a quarterly basis, with additional companies 2x
Slide 13: Thank You
THANK YOU