YouGov plc (YOU) Q2 2024 Earnings Call

Investor webinar replay

Replay transcript excerpt

Well, good morning, everyone, and welcome to YouGov's H1FY24 presentation. I'm Steve Hatch, the CEO here at YouGov, and I'm going to be joined in a second by Alex McIntosh. And just for that, I've got a big thank you to our panelists. As ever, you saw a few examples of them, the people that enable us to really build brilliant products and help us fulfill our mission. If we could go to the agenda slide, please. So across the next hour, in addition to Q&A, I'll be covering financial and operational highlights, giving an update on the priority progress that I set out at the end of the FY23 presentation back in October. I'm then going to give an update on the transformative acquisition that we have in having the great colleagues and the business of CPS, the Consumer Panel Survey Business, joining YouGov at the beginning of January. Alex McIntosh, our CFO, is going to be taking us through a financial review and then I'll summarize and then we'll go straight open into questions. Thanks again for joining us this morning. So our kind of highlights kind of looking across this half year, which has been a pretty busy one for the organization on many levels. So from a financial perspective, these numbers obviously inclusive of the CPS acquisition, we saw 143 million just over in revenue, kind of 9% reported, 2% on an underlying basis. And I'll talk a little bit more to that in a second. Operating profit of just under 30 million at 27.9 at a 19% margin. 23% reported, 4% underlying with the significant kind of investments we've made in this first half of the year to set us up well, and an adjusted EPS of 20.4, so 4% reported there. I'm going to go into more detail into these things throughout the course of this morning, but to see the investments that we've made in our products, a...