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REG - Ebiquity PLC - Trading Update

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RNS Number : 3371A  Ebiquity PLC  23 September 2025

This announcement contains inside information for the purposes of Article 7 of
Regulation (EU) No 596/2014 as it forms part of retained EU law pursuant to
the European Union (Withdrawal) Act 2018 ("MAR"). Upon the publication of this
announcement via a Regulatory Information Service ("RIS"), this inside
information is now considered to be in the public domain.

 

23 September 2025

EBIQUITY PLC

 

Trading Update

 

Ebiquity plc ("Ebiquity" or the "Group"), a world leader in media investment
analysis, provides a trading update ahead of the publication of the interim
results for the six months ended 30 June 2025 on 29 September 2025.

 

The Group's Global operations, excluding North America, which represent
approximately 85% of Group revenue, have continued to deliver growth in the
second half of the current year and are expected to deliver strong full-year
revenue and operating profit growth, particularly in Marketing Effectiveness
and Contract Compliance services.

 

However, the uncertain macroeconomic environment in North America has proved
more persistent than previously anticipated and negative impacts on client
spending and decision-making prevail.  The Group has restructured the North
American leadership team and is implementing targeted cost savings to improve
profitability.

 

As a result, the Group now expects to report full year revenues of in the
region of £75 million, in line with 2024 revenues, and an adjusted operating
profit in the region of £5.5 million, supported by the continued operational
efficiency initiatives to offset revenue pressures in North America. The Group
maintains a robust financial position with cash balances of £8.9 million at
30 June 2025, with comfortable headroom above covenants and £11 million of
undrawn facilities.

 

Ruben Schreurs, Chief Executive Officer, commented:

 

"While US market conditions have proved challenging for longer than previously
anticipated, our global operations excluding North America continue to deliver
strong operating profit growth and represent 85% of our revenue. We are making
good progress in Marketing Effectiveness integration, which remains vital to
our strategic positioning and growth prospects. We are particularly focused on
improving the performance of North America, having made key changes to the
leadership, and are taking action to improve its profitability.

 

"Our global pool of experts, unique data assets and market independence
continue to differentiate us competitively. We have confidence in our
positioning for when external market conditions in North America stabilise,
whilst building on the positive operating profit momentum across our other
global markets."

 

 Ebiquity plc                                              +44 (0) 20 7650 9600
 Dorcas Murray, Group Company Secretary and Legal Counsel

 Camarco
 Ben Woodford                                              +44 (0) 7990 653 341
 Geoffrey Pelham-Lane                                      +44 (0) 7733 124 226

 Cavendish Capital Markets                                 +44 (0) 20 7220 0500

 Nominated Adviser and Sole Broker
 Ben Jeynes/George Lawson - Corporate Finance
 Julian Morse/Louise Talbot/Sunila de Silva - Sales/ECM

About Ebiquity plc:

 

Ebiquity is a world leader in media investment analysis. Trusted by more than
75 of the top 100 global advertisers - and 500 more worldwide - we
analyse over $100 billion in media spend each year. This unmatched scale
gives us the deepest data and the sharpest insights in the industry, powering
the impartial advice our clients act on to make the right decisions that
deliver Effective and Responsible Advertising.

 

Our work is driven by over 650 media experts on the ground in 19 countries.
Covering more than 80% of the world's media market, we are the most local and
the most global, ensuring local relevance with global consistency.

 

With our evidence-based consultancy, clients transform their media operations,
strengthen governance of their investments and unlock significant incremental
business growth.

 

On average, our clients achieve a 15% improvement in ROI and collectively
generate over $1 billion in value annually through our digital governance
programmes.

 

For further information please visit www.ebiquity.com

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