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YouGov (YOU) investor relations material
YouGov Q4 2026 TU earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Full-year performance expected to be in line with previously issued guidance for the year ended 31 July 2026.
Several new products launched in H2, including support for Model Context Protocol and YouGov Parallax, enhancing AI integration and transparency.
Leadership transition announced, with Wayne Levings to become CEO by February 2027 and Stephan Shakespeare moving to a Non-Executive Director role and chairing a new Innovation committee.
Significant events and developments
Launch of YouGov Parallax, combining digital twin simulation with human verification for AI-generated responses.
Support for Model Context Protocol standard, enabling direct data integration into AI-native workflows.
Capital allocation and financing
Extension of term loan and revolving credit facility to April 2028, with a €20 million instalment due in October 2027, providing greater financial flexibility.
Banking facility terms amended to permit a discretionary share buyback programme, intended to commence after FY26 results in lieu of the annual dividend.
Margin and financial covenants on the facility remain unchanged, reflecting a strong credit profile.
- Revenue up 2%, profit mixed as investments and AI reshape operations; share buyback planned.YOU
H1 2026 - Low single-digit revenue growth and ongoing AI investments support a modest full-year outlook.YOU
Q2 2026 TU - Revenue up 16% to £389m, profit at £60.7m, with AI and innovation driving future growth.YOU
H2 2025 - FY25 performance meets expectations, with growth in Data Products and strong cost savings.YOU
Trading Update - FY24 results beat revised guidance; cost savings and AI innovation drive FY25 growth.YOU
Trading Update - Revenue up 30% to £335.3m; acquisitions and cost savings to boost FY25 margins.YOU
H2 2024 - FY24 guidance cut as sales lag, with renewed focus on growth and cost control for FY25.YOU
Trading Update - Modest growth, cost savings, and leadership change mark YouGov's H1 FY25 update.YOU
Trading Update - Record revenue from CPS acquisition, margin recovery, and cost savings drive future growth.YOU
H1 2025
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