Publicis Groupe S.A. (OTCQX:PUBGY) Q3 2025 Sales Call October 14, 2025 3:30 AM EDT Company Participants Arthur Sadoun - Chairman & CEO Loris Nold - Chief Financial Officer Conference Call Participants Laura Metayer - Morgan Stanley, Research Division Nicolas Langlet - BNP Paribas Exane, Research Division Adrien de Saint Hilaire - BofA Securities, Research Division Julien Roch - Barclays Bank PLC, Research Division Jérôme Bodin - ODDO BHF Corporate & Markets, Research Division Presentation Operator Good morning.
Publicis delivered strong H1 results despite FX headwinds, with robust free cash flow and a 20-cent EPS increase year-over-year. The company upgraded its 2025 organic revenue growth guidance to 5%, factoring in client budget cuts and currency impacts. Publicis expects around 1.9B EUR in free cash flow this year, translating to a 9% FCF yield at current share prices.
I maintain my buy rating on Publicis Groupe, citing strong 2Q25 results, market share gains, and resilient organic growth across regions. PUBGY's turnaround at Sapient, coupled with strategic M&A and robust net new billings, strengthens its forward revenue visibility and growth prospects. The shift from AI pilots to scaled deployments positions Sapient for future upside, potentially driving double-digit growth beyond FY25.
Publicis Groupe S.A. (OTCQX:PUBGY) Q2 2025 Earnings Conference Call July 17, 2025 3:30 AM ET Company Participants Arthur Sadoun - Chairman & CEO Loris Nold - Chief Financial Officer Conference Call Participants Adam Ian Berlin - UBS Investment Bank, Research Division Adrien de Saint Hilaire - BofA Securities, Research Division Christophe Cherblanc - Sanford C.
Publicis Groupe (PUBGY) could be a great choice for investors looking to make a profit from fundamentally strong stocks that are currently on the move. It is one of the several stocks that made it through our "Recent Price Strength" screen.
Publicis Groupe S.A. (OTCQX:PUBGY) Q1 2025 Earnings Conference Call April 15, 2025 3:30 AM ET Company Participants Arthur Sadoun - Chairman and Chief Executive Officer Loris Nold - Chief Financial Officer Conference Call Participants Nicolas Langlet - BNP Paribas Adam Berlin - UBS Laura Metayer - Morgan Stanley Lisa Yang - Goldman Sachs Conor O'Shea - Kepler Cheuvreux Julien Roch - Barclays Christophe Cherblanc - Bernstein Jerome Bodin - ODDO BHF Operator Good morning.
Publicis Groupe S.A. (OTCQX:PUBGY) Q4 2024 Earnings Conference Call February 4, 2025 3:30 AM ET Company Participants Arthur Sadoun - Chairman & Chief Executive Officer Loris Nold - Chief Financial Officer Conference Call Participants Laura Metayer - Morgan Stanley Nicolas Langlet - BNP Paribas Conor O'Shea - Kepler Cheuvreux Julien Roch - Barclays Silvia Cuneo - Deutsche Bank Adrien de Saint Hilaire - Bank of America Christophe Cherblanc - Bernstein Operator Good morning.
Here is how Publicis Groupe SA (PUBGY) and MasterCard (MA) have performed compared to their sector so far this year.
Publicis has shown strong financial recovery since mid-2020, with a total return of nearly +270%, including substantial capital gains and dividends. The company reported impressive H1 2023 results, with 1.4B EUR in operating income and a 6% increase in operating margin. Publicis upgraded its full-year guidance, expecting 7% organic growth and 1.8-1.9B EUR in net free cash flow, reflecting robust performance.
Publicis Groupe S.A. (OTCQX:PUBGY) Q3 2024 Earnings Conference Call October 17, 2024 3:30 AM ET Company Participants Arthur Sadoun - Chairman & Chief Executive Officer Loris Nold - Chief Financial Officer Conference Call Participants Laura Metayer - Morgan Stanley Nicolas Langlet - BNP Paribas Conor O'Shea - Kepler Cheuvreux Adrien de Saint Hilaire - Bank of America Tim Nollen - Macquarie Silvia Cuneo - Deutsche Bank Julien Roch - Barclays Tom Singlehurst - Citi Christophe Cherblanc - Bernstein Operator Good morning, this is the conference operator.
Publicis Groupe (PUBGY) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #2 (Buy).
Publicis Groupe (PUBGY) could be a solid choice for shorter-term investors looking to capitalize on the recent price trend in fundamentally sound stocks. It is one of the many stocks that passed through our shorter-term trading strategy-based screen.