Company Overview - Ipsos has appointed Jean-Laurent Poitou as the new Chief Executive Officer, effective September 15, 2025, replacing Ben Page [2][10] - The company is one of the largest market research firms globally, operating in 90 markets and employing nearly 20,000 people [11] Market Dynamics - The market served by Ipsos is significant and dynamic, with strong demand from businesses and public institutions for timely and reliable data regarding their environments, markets, competitors, and performance [3] - There is an evolving demand for data that is produced securely and analyzed with precision, particularly in shorter timeframes, leveraging both human input and digital models [3] Strategic Positioning - The Board believes Ipsos is well-positioned to meet the evolving needs of its clients due to its scale, expertise, geographic coverage, and service diversity, aiming to regain a higher growth trajectory [4] - Ipsos intends to play an active role in transforming its industry by enhancing its capabilities for rapid data production, analysis, and reporting [7] Leadership Transition - The decision to appoint a new CEO aims to provide Ipsos with the momentum needed to adopt and implement a credible growth plan [5] - Jean-Laurent Poitou brings over 30 years of experience in digital transformation and artificial intelligence from his previous roles at Accenture and Alvarez & Marsal [6] Future Vision - Poitou expressed his commitment to leading Ipsos into its next growth chapter, leveraging the company's strong reputation, quality teams, and existing initiatives in technology and artificial intelligence [9] - The company aims to build a differentiated market research firm powered by science and technology while maintaining its core values [10]

Core Points - The total number of shares as of June 30, 2025, is 43,203,225, with voting rights amounting to 48,982,942 [1] - The exercisable voting rights are reported to be 48,933,100, which excludes shares with suspended voting rights [2] Summary by Sections - **Total Shares and Voting Rights** - Total shares: 43,203,225 [1] - Total voting rights: 48,982,942 [1] - Exercisable voting rights: 48,933,100 [1][2] - **Regulatory Compliance** - The calculation of voting rights adheres to Article 223-11 of the AMF general regulation [1][4] - The information is accessible in the "Regulated Information" section of the Ipsos website [2]

Core Insights - Ipsos reported a revenue of €1,155.0 million for the first half of 2025, reflecting a total growth of 1.5% despite a challenging macroeconomic environment [2][3] - The company experienced a return to organic growth in the second quarter, achieving 0.7% organic growth after a decline of -1.8% in the first quarter [3][4] - The CEO emphasized ongoing investments in technology and artificial intelligence, alongside a commitment to acquisitions, while maintaining cautious optimism regarding the macroeconomic context [4][35] Financial Performance - Total revenue for the first half of 2025 was €1,155.0 million, with a gross margin of 68.4%, slightly down from 68.5% in the previous year [17][21] - Operating profit decreased by 17.0% to €95.5 million, resulting in an operating margin of 8.3% compared to 10.1% in the same period last year [17][26] - Net profit attributable to owners of the parent was €53.2 million, down from €78.0 million in the previous year, with adjusted net profit at €72.2 million, a decrease of 12.3% [26][41] Performance by Region - EMEA region showed total growth of 6.3% in the first half, with organic growth of 0.8%, driven by the integration of infas in Germany [6][7] - The Americas experienced a decline of -2.3% in total growth, but organic growth improved to 0.6% in the second quarter, particularly in the United States [8][9] - Asia-Pacific faced challenges with a total growth decline of -3.6%, attributed to a lack of recovery in China and uncertainties in the region [9] Performance by Audience - The consumer segment reported organic growth of 0.5% in the first half, with a notable improvement to 1.6% in the second quarter [12] - The citizens segment saw a significant decline of -11.4% in organic growth, impacted by uncertainties related to electoral cycles [13] - The doctors and patients audience experienced organic growth of 5.3%, supported by innovations in healthcare [14] Strategic Developments - Ipsos is pursuing an acquisition strategy, including the finalization of the acquisition of The BVA Family, enhancing capabilities in various markets [33] - The company is also focusing on advancements in technology and artificial intelligence, particularly in synthetic data solutions [34] - A new strategic plan, Horizons 2030, is set to be presented during an Investor Day on November 19, 2025 [36]

Core Insights - Ipsos has acquired InMoment's Healthcare division in Germany to enhance its expertise in the healthcare sector and create growth opportunities in the country [1][2] - The acquisition will establish a new competence center for Ipsos' Healthcare Service Line in Hamburg, complementing existing locations in Nuremberg, Munich, and Frankfurt [2] - This move aims to provide added value to Ipsos' clients in the pharmaceutical and MedTech sectors by offering a broader range of therapeutic area expertise and a more comprehensive methodological portfolio [2] Company Overview - Ipsos is one of the largest market research and polling companies globally, operating in 90 markets and employing nearly 20,000 people [3] - The company has developed unique multi-specialist capabilities that provide insights into the actions, opinions, and motivations of various stakeholders, including consumers and patients [4] - Founded in France in 1975, Ipsos has been listed on the Euronext Paris since July 1, 1999, and is part of the SBF 120 and Mid-60 indices [5]

Core Points - Ipsos has appointed three new members to its Board of Directors: Armelle Carminati-Rabasse, Lionel Chaine, and Anne-Marie Couderc [2][4] - The Board now consists of 14 members, with an equal gender representation of 7 women and 7 men, and 67% of the directors are independent [3] - The appointments were confirmed during the Company's Annual General Meeting on May 21, 2025, and the Board met on June 20, 2025, to co-opt Anne-Marie Couderc [8] New Directors' Background - Armelle Carminati-Rabasse has a background in engineering and has held senior roles in international companies, focusing on business operations and human resources [9] - Lionel Chaine, the Chief Information Officer of Bpifrance, has extensive experience in digital strategy and IT management [9] - Anne-Marie Couderc is a lawyer and former Minister of Employment, with a history of leadership roles in major organizations, including Air France-KLM [9] Company Overview - Ipsos is a leading market research and opinion polling company, operating in 90 markets and employing nearly 20,000 people [6] - The company was founded in France in 1975 and has been listed on Euronext Paris since July 1, 1999 [8] - Ipsos aims to provide deep insights into various sectors through its diverse research methodologies [7]

Core Insights - Ipsos has successfully completed the acquisition of The BVA Family, enhancing its market research capabilities in France, the UK, and Italy [2][3] - The acquisition allows Ipsos to leverage BVA's expertise in customer experience monitoring, point-of-sale behavior analysis, and government research, expanding its service offerings [3][4] - The integration will result in Ipsos France operating under the name Ipsos Bva, while teams in Italy will be known as Ipsos Doxa, and BDRC in the UK will operate under the Ipsos brand [4] Company Overview - Ipsos is one of the largest market research and polling companies globally, with operations in 90 markets and nearly 20,000 employees [5] - The company offers 75 business solutions based on primary data from surveys, social media monitoring, and qualitative techniques, providing insights into various sectors [6] - Founded in France in 1975, Ipsos has been listed on Euronext Paris since 1999 and is part of the SBF 120 and Mid-60 indices [7]

Core Insights - The article discusses the transformation of user research through AI, highlighting the shift from traditional methods that prioritize either speed or depth to AI-driven approaches that can achieve both simultaneously [1][5][36] - It emphasizes the market potential for AI-native user research tools, supported by the success of existing companies in the traditional user research space [3][10][37] Market Opportunity - The user research market has seen significant valuations, with companies like Qualtrics valued over $27 billion at IPO and Medallia acquired for $6.4 billion, indicating a robust market size [2][16] - AI-native user research tools are positioned to disrupt the traditional market, which has been dominated by manual processes and high costs, suggesting a larger growth potential for AI-driven solutions [3][12][37] Technological Advancements - Breakthroughs in voice and reasoning models enable AI to conduct qualitative interviews with the efficiency of surveys, allowing for deeper insights without the lengthy timelines of traditional methods [2][5][36] - AI's ability to engage in meaningful dialogue enhances the quality of insights, as participants often feel more comfortable sharing with AI than with human interviewers [8][36] Changing Dynamics in User Research - The role of user research is evolving from a pre-launch validation step to a continuous input in product iteration, driven by the efficiency of AI tools [4][36] - AI tools are enabling cross-departmental collaboration, allowing teams beyond traditional research roles to conduct high-quality interviews without extensive scheduling [7][19] Structural Changes in Research Processes - The article outlines a need for a complete redesign of the user research process, including participant recruitment, interview execution, insight generation, and knowledge management, all centered around AI capabilities [3][20] - AI-native platforms should automate participant recruitment and streamline the interview process, making it more efficient and less error-prone [21][25] Insights Generation and Management - AI tools are transforming insights from static reports into interactive assets that can be queried and reused, significantly enhancing the value of user research [9][25] - The ability to generate structured, reusable insights in real-time allows teams to make informed decisions without relying on dedicated researchers [25][29] Compliance and Governance - For AI-native research platforms to succeed in enterprise environments, they must prioritize governance, security, and compliance, addressing concerns around data privacy and bias [29][30] - The article suggests that the winners in this space will be those who integrate governance as a core component of their platform rather than as an afterthought [29] Conclusion - The user research landscape is undergoing a significant transformation, with AI poised to redefine the processes and roles involved, expanding the potential buyer base and creating new opportunities in the market [34][37]

April 29, 2025 MONTHLY DISCLOSURE OF THE TOTAL NUMBER OF SHARES AND VOTING RIGHTS Articles L. 233-8 II of the Commercial Code and 223-16 of the General Regulation of the AMF Date Shares Voting rights Theoretical* Exercisable** 31 March 2025 43,203,225 48,745,300 48,315,979 *This number is calculated on the basis of all the shares to which voting rights are attached, including shares which voting rights have been suspended, in accordance with Article 223-11 of the AMF general regulation related to ...