YouGov (YOU) Q2 2026 TU earnings summary

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.