Q1 2025 Ipsos SA Earnings Call Transcript
Key Points
- Ipsos SA (IPSOF) reported overall growth of 2% in the first quarter of 2025, with positive currency effects and scope effects contributing to this growth.
- The acquisition of BVA is expected to consolidate Ipsos SA's position in France and strengthen its presence in the UK and Italy, particularly in customer experience research and public affairs.
- Ipsos Digital, the company's DIY platform, showed strong performance with over 30% organic growth in Q1, targeting EUR140 million in 2025.
- The company is actively deploying AI across its operations, with 75% of employees AI certified, enhancing productivity and speed in delivery.
- Ipsos SA is leveraging synthetic data and AI to improve research processes, offering faster and more accurate insights for clients.
- Organic growth was slightly negative at -1.8%, reflecting challenges from the previous year.
- The public affairs business experienced a sharp decline, particularly in France and the UK, due to the electoral cycle and political instability.
- The Asia Pacific region faced a downturn, impacted by a lack of recovery in China and a slowdown in activity with major clients.
- The Citizens business saw a significant decline of 40%, attributed to a wait-and-see attitude by governments amid global political instability.
- The US market remains uncertain, with ongoing challenges in the public affairs sector and potential impacts from US administration policies on the healthcare business.
Good morning, and welcome to our first quarter results for 2025 at Ipsos. And what can one say about the world in 2025. I think just before we look at those numbers from our company, it's worth reflecting on just what is going on because part of what Ipsos' role is, is obviously to help our clients, business, government, the media understand public opinion, citizen opinion and consumer opinion all over the world.
You can see just by looking at the stock markets, the level of volatility that we're now seeing there on this chart, indexed to start at a single point at the beginning of the year, you can see how the FTSE, CAC 40 and NASDAQ have diverged and also fluctuated dramatically in response to announcements from Washington about the tariffs.
Even before those tariffs were announced, we could see that there were heightened levels of anxiety among consumers, both in Mexico, Canada, America, across Europe, the Middle East and Africa and also in China, when the majority of people in
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