Ipsos (IPS) Investor update summary

Leadership transition and strategic acceleration

• New CEO Kelly Beaver appointed following a Board-led succession process, with unanimous Board support and compliance with shareholder-approved remuneration policy.

• CEO brings 15 years of internal experience, a strong commercial track record, and has contributed to the Horizons plan since 2025.

• Leadership changes aim to accelerate execution of the Horizons strategy, emphasizing operational speed, accountability, and addressing underperformance.

• Succession planning and leadership reinforcement are ongoing to ensure effective execution.

Strategic priorities and operational focus

• Six strategic choices remain central: globally managed services, local-global footprint, speed via digital platforms, AI integration, access to real people, and expansion into adjacent services.

• 26-week operational plans with clear milestones and leadership accountability are being implemented.

• Immediate acceleration of execution, with leadership positions and AI roll-out within 4 weeks, and global managed services acceleration within 8 weeks.

• Focus on U.S. and China as pioneer markets for growth.

Technology, product innovation, and AI integration

• AI embedded across operations, with new leadership for technology and AI solutions.

• New AI-powered products launching within 12–24 weeks, including InnoTest, Synthesio AI Visibility, InnoExplorer 2.0, and Creative Spark AI.

• Synthetic respondent data and agentic AI platforms to enhance speed and scale of research delivery.

• Partnerships with Microsoft Copilot and Google Gemini to support enterprise and agentic platforms.

• Emphasis on combining human and artificial intelligence for deeper insights and faster execution.