Yougov Plc · LSE:YOU
Yougov — FY2025 Earnings Presentation
39 slides from Yougov's earnings presentation, Oct 14, 2025
Slide 1: YouGov
YouGov 14 October 2025
Slide 2: Disclaimer
2 FY25 Results presentation YouGov’ Disclaimer This presentation contains forward-looking statements that reflect YouGov’s current views with respect to future events and financial and operational performance. These forward- looking statements are based on YouGov’s beliefs, assumptions and expectati
Slide 3: Agenda
Agenda Stephan Shakespeare (CEO) Alex McIntosh (CFO) Stephan Shakespeare (CEO) Stephan Shakespeare (CEO) 01 02 03 04 FY25 Overview Financial Review Strategy Update YouGov in the Age of Al YouGov
Slide 4: FY25 Overview
FY25 Overview O1 FY25 Overview "ae
Slide 5: Stable growth driven by data products and research
5 • Stable growth driven by: • Normalised renewal rates and new client wins in Data Products • Modest growth in Research, primarily in the Americas • Continued progress in YouGov Shopper, with some accelerated client deliveries in July • Improvement in margin as 70% of £20 million cost optimisation
Slide 6: Stable revenue and margin recovery as SP3 execution commences
6 FY25 Overview YouGov’ Stable revenue and margin recovery as SP3 execution commences @ YouGov Revenue (Em) © Shopper Revenue (Em) ®®Adj. Operating Profit Margin % 20% 21% ° m% <A 16% 16% ax
Slide 7: H2 FY25 Operational update
H2 FY25 Operational update Public Data and Panel * Continued rollout of ID- verification for panellists, further strengthening fraud prevention + Launched a passive receipt- based panels in the Nordics D Cube-Powered Products + Investment in data science and product teams commenced; will accelerate
Slide 8: Financial Review
Financial Review O2 Financial Review "ae
Slide 9: Revenue by Segment (£m)
Revenue! by Segment (£m) Data Products Research® Shopper 74.2 177.7 FY 2024 Adj. Operating Margin by Division (£m) FY 2025 Data Products 25.8 27.4 (6%) 31% 33% Research 19.5 19.8 (2%) N% 1% Shopper 27.2 19.7 38% 21% 27% Central Costs (11.8) (17.3) (32%) - - Group 60.7 49.6 22% 16% 15%
Slide 10: FY 2025 Revenue (£m) by region
FY 2025 Revenue! (£m) MainlandEurope @ Americas 2% yoy © UK Asia Pacific O% yoy 3% yoy 0% yoy
Slide 11: 3% 2% 4% 4% 3% 4% 5% 4% 4% 5% 6% 5% 5% 6%
11 3% 2% 4% 4% 3% 4% 5% 4% 4% 5% 6% 5% 5% 6% • 7% 7% 9% 9% • 9% 10% 13% 13% • 18% 18%
Slide 12: Cash generation and conversion
Cash generation and conversion Operating cash generation (Em) 70.0 60.0 50.0 40.0 30.0 20.0 10.0 0.0 Capital expenditures (€m) © PPaE 20.0 18.0 16.0 14.0 12.0 10.0 8.0 6.0 4.0 2.0 0.0 © Panel recruitment — Cash conversion 1% 1% FY 2024 FY 2025 Technology 19.3 17.5 FY 2024 FY 2025
Slide 13: Net debt and leverage position
Net debt and leverage position Total Debt 198.8 Less: Cash (54.8) Net Debt 144.0 Net debt / EBITDA 1.7K Interest cover ratio 74x
Slide 14: Current trading and outlook
14 Financial Review YouGov’ Current trading and outlook O1 Investing to drive execution of strategic plan + Entering FY26 with clear executional priorities around panel and product innovation to return the business to strong growth * Strategic investments, focused on technology and data science, wil
Slide 15: Strategy Update
15 ____ Strategy Update O3 Strategy Update "ae
Slide 16: Renewed focus and major innovation
Renewed Major innovation Reomiteanw Innovation around Accelerating Custom research leveraging Al with increasing visibilit panel recruitment execution to to be driven by hi ae an and quentity of y and management become a data alignment with vases panel public data of panel platform company data plat
Slide 17: YouGov in the age of AI
04 YouGov in the age of Al "ae
Slide 18: How data companies operate
18 How data a /TikTok user companies a. operate oP fl /recent graduate /seeking insurance /dance music /swimming
Slide 19: A data company on the flow of data
As YouGov a oe qodsc> nanan A data company — on the flow of data
Slide 20: YouGov has the best panel
20 YouGov Asset #1 YouGov has the best panel. Real. Representative. Engaged.
Slide 21: YouGov has the best data
24 Asset #2 YouGov has the best data. Single source. Connected. Automated daily generation. inities Demographic, attitudinal, behavioral. Qualitative and quantitative.
Slide 22: YouGov has the strongest brand
22 YouGov Asset # YouGov has the strongest brand. Over 4,000 active clients in FY 25 > #1 most quoted research company in the world* > Ranked #2 for aided brand awareness globally** Traffic to YouGov.com over double nearest competitor > The most trusted market research provider**
Slide 23: What changes in the age of AI?
— _ What changes — inthe age of Al?
Slide 24: Andrew Ng quote on data
24 Andrew Ng Google's first Al/Deep Learning Lead Founder of Google Brain that built the first transformer neural network YouGov 66 It’s not who has the best algorithm that wins, it’s who has the most data. > OOO
Slide 25: AI enables data collection and discovery at scale
25 Al enables data collection and discovery at scale YouGov is conducting thousands of qualitative adaptive Al-driven interviews with real people - today and every day
Slide 26: Slide 26
Slide 27: Huge scale. Low cost.
27 YouGov Huge scale. Low cost. > Automated and customizable > Configurable, continuous collection
Slide 28: Only YouGov can do this
Only YouGov can do this.
Slide 29: Connected data at scale, strongest brand, best panel
Connected The data strongest at scale brand Best panel
Slide 30: Awareness and Buzz
Awareness Buzz 75 50 25 0 09/10 10/10 11/10 12/10 13/10 14/10
Slide 31: Continuous scanning and alerts
Continuous Automated, Scale reveals : Adds the : ” op scanning : customizable, a “long tail Alerts clients and targetable of new reveals to changes to the what g ’ 9g actionable information
Slide 32: This significantly enhances the value of our data product
LE — This significantly enhances the value of our data product
Slide 33: The data is ideal for processing and analysis by AI
33 And the data is ideal for processing and analysis by AI
Slide 34: Already have first paying client
Already have first paying client (American clothing retailer) Launching in BrandIndex in Nov/Dec
Slide 35: YouGov: Deploying AI in different ways
YouGov: Deploying Alin 5 different ways
Slide 36: How YouGov is deploying AI
YouGov How YouGov is deploying Al
Slide 37: YouGov becomes an AI-driven data company
YouGov becomes an Al-driven data company _ built on real people for | all society.
Slide 38: Read transcripts from AI interviews
Read transcripts from Al interviews with real people yougov.com/ai-transcripts Discover insights and practical applications in the prototype yougov.com/discover-ai
Slide 39: Research Reality
/Research Reality | business.yougov.com YouGov, 2025, all rights reserved. All materials contained herein are protected by copyright laws. Any storage, reproduction or distribution of such materials, in whole or in part, in any form without the prior written permission of YouGov is prohibited.This i