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YouGov (YOU) investor relations material

YouGov Q2 2026 TU earnings summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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Q2 2026 TU earnings summary4 Feb, 2026

Executive summary

  • Achieved low single-digit revenue growth in H1, driven by US and UK regions, partially offset by a decline in the Shopper division due to client delivery phasing.

  • Targeted investments made in AI product development, data infrastructure, client experience, and automation to support future growth.

Financial highlights

  • Revenue growth in H1 was low single-digit on both reported and underlying bases.

  • Research division saw mid-single-digit underlying growth, while Data Products division delivered flat performance.

Outlook and guidance

  • Modest year-on-year revenue growth expected for the full year.

  • Operating profit for the year will depend on cost management and returns from ongoing investments.

  • Positive momentum and early commercial interest in AI initiatives noted, but macroeconomic challenges and renewal season present risks.

What caused Shopper's underlying H1 decline?
Elaborate on early commercial interest in AI initiatives.
How will cost management impact full-year operating profit?
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