Replay available

JCDecaux SE (JCDXF) Q2 2026 Earnings Call

JCDecaux SE (OTC: JCDXF) Q2 2026 earnings conference call, held 2026-07-30. Replay captured from the company's public earnings webcast.

Thu, July 30, 2026 at 3:00 AMendedReplay
JCDecaux SE (JCDXF) Q2 2026 Earnings Call

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Featured presenters

Nizla Nazer

Analyst, Deutsche Bank

Jerome Bodine

Analyst, Oddo BHF

Marcus Diebel

Analyst, J.P. Morgan

David Amorim

Analyst, Berenberg

David Bourg

Chief Financial and Operations Officer

Jean-François Decaux

Co-Chief Executive Officer

Jean-Charles Decaux

Chairman of the Executive Board and Co-Chief Executive Officer

Connor O'Shea

Analyst, Kepler Cheuvreux

Investor webinar replay

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Replay transcript excerpt

WEBVTT 00:00:00.071 -- 00:00:04.173 Ladies and gentlemen, welcome to the JC Decaux 00:00:04.173 -- 00:00:07.494 2026 Half-Year Results presentation. 00:00:07.494 -- 00:00:12.697 I will now hand the call over to Jean-Charles Decaux, Chairman of the Executive Board 00:00:12.697 -- 00:00:16.618 and Co-CEO. Sir, please go ahead. 00:00:17.099 -- 00:00:22.605 Good morning, everyone, and welcome to our 2026 Half-Year Results conference call. 00:00:22.605 -- 00:00:27.327 The speakers on this call today will be Jean-François Decaux, Co-Chief Executive Officer, 00:00:27.327 -- 00:00:32.048 David Bourg, Chief Financial IT and Operations Officer, and I. 00:00:32.048 -- 00:00:38.470 Remi Grisard, Head of Investor Relations, is also attending today's conference call. 00:00:38.970 -- 00:00:44.927 We delivered a strong performance driven by digital in the first half of 2026. 00:00:44.927 -- 00:00:47.508 Our revenue reached 00:00:47.508 -- 00:00:49.508 €1,953,000,000 00:00:50.488 -- 00:00:56.309 with a continued solid revenue momentum as organic revenue grows 00:00:56.309 -- 00:01:01.650 5.7% despite an uncertain macroeconomic and geopolitical environment. 00:01:01.650 -- 00:01:06.471 Organic digital revenue grew double-digit by 14.5% and now represented 42.8% of total 00:01:06.471 -- 00:01:08.711 group revenue. 00:01:11.590 -- 00:01:16.733 Within digital, programmatic organic revenue was up 30.9% 00:01:16.733 -- 00:01:21.076 and accounted for 12.3% of our digital revenue. 00:01:21.076 -- 00:01:26.500 This confirms, once again, that digital and especially programmatic is a powerful 00:01:26.500 -- 00:01:31.323 growth engine and a key growth driver for our group. 00:01:31.323 -- 00:01:36.406 Leveraging our revenue growth and focused and disciplined execution, 00:01:36.406 -- 00:01:41....