YouGov plc (YOU) Q4 2025 Earnings Call

Investor webinar replay

Replay transcript excerpt

Good morning, everybody. Thank you for coming. And thank you for coming at my first one back. And I hope that it won't be too long before we see the rates of growth we've had before. We're at 388, 389 million at the moment, at 16% margin, with 8% increase in reported, in adjusted EPS. And, sorry, in reported EPS. And the key thing here is that we're showing stable growth. Now, stable growth sounds a bit of a contradiction, but actually it represents the two things we're trying to do this year. One is to return to stability. And that means fixing things. And the other is to invest in growth. So we're not seeing yet the kinds of leaps that we have had in the past, but we are investing for that very, very thing. And just to remind you of that story of YouGov's growth, there's a huge graph before this which shows something like 10 years of growth. And we've just come off that. And we need to be reminded that this is fundamentally a growth company. And it's a growth company because we have always been led by innovation. And when we stop innovating, we go flat. But we are back on the road to innovation, something that I will show you in the second half of this presentation when I talk about a new methodology that we have produced. So in the last year, we've had some good successes, which is the stabilizing part that I've been talking about. We have continued rollout of ID verification on panelists. We spent quite a bit of effort focused on removing fraud from panel. This is something that has been bedeviling the industry as a whole. I think we're a long way ahead of everybody else. partly because of our historical asset of a well-embedded panel and partly because we have been using the latest techniques and I think we pretty much lead the pack on the reliability of our dat...