Summary of Interpublic Group of Companies (IPG) FY Conference Call Company Overview - **Company**: Interpublic Group of Companies (IPG) - **Event**: FY Conference Call - **Date**: May 13, 2025 Key Points Merger with Omnicom - The merger with Omnicom is a significant focus, with a high level of conviction about the value it will unlock through enhanced capabilities and efficiencies [3][4] - There is strong interest from clients regarding the combined offerings post-merger, indicating potential for powerful synergies [4] - Integration of different agency cultures is expected to be smooth due to prior competition and talent flow between the two companies [6][7][8] - Concerns about client conflicts and talent retention have been deemed overblown, with a focus on client-centric operations [9][10][12] Regulatory Process - The regulatory review process is ongoing, with confidence that the deal will close in the latter half of the year, having received approvals from 7 out of 18 jurisdictions [14][15] Financial Performance and Growth - IPG has reiterated its organic growth guidance at -1% to -2% for the year, primarily due to account losses [16] - Current underlying growth, excluding recent losses, is estimated at +1% to +1.5% [20] - The media environment remains steady, with clients engaging in scenario planning rather than immediate spending changes [18][19] Acxiom's Role - Acxiom has been highlighted as a strong contributor to IPG's performance, providing long-term contracts and data management capabilities that enhance media offerings [30][31] - The integration of Acxiom's data capabilities is expected to improve client engagement and performance across various agencies [32][33] Healthcare Sector - The healthcare vertical remains a strong area for IPG, despite recent performance being affected by a single account loss. The long-term outlook is positive due to ongoing innovation and a rich drug pipeline [34][35][36] Creative Services and Technology Integration - The creative side of the business is evolving, with a focus on integrating technology and data to enhance content performance and attribution [39][40] - The merger with Omnicom is expected to provide additional resources for technological investments, benefiting creative services [40] Business Transformation Program - IPG has initiated a business transformation program aimed at improving operational efficiency and freeing up resources for higher-value services [41][42][43] - The program includes centralizing corporate functions and optimizing production and analytics capabilities [44] Additional Insights - The current economic environment is causing some marketers to slow down on RFP processes, but overall pitch activity remains average [27][28][29] - The focus on data-driven decision-making and sophisticated client engagement strategies is crucial for navigating market volatility [18][19] This summary encapsulates the key discussions and insights from the conference call, highlighting the strategic direction and operational focus of IPG amidst the ongoing merger with Omnicom and the broader market context.

Quad/Graphics (QUAD) Q1 2025 Earnings Call April 30, 2025 08:30 AM ET Company Participants Katie Krebsbach - Investor Relation ManagerJoel Quadracci - Chairman , President & CEOTony Staniak - CFOKevin Steinke - Managing Director Conference Call Participants Barton Crockett - Managing Director & Senior Research Analyst Operator slide presentation accompanies today's webcast and participants are invited to follow along advancing the slides themselves. To access the webcast, follow the instructions posted in t ...

Quad/Graphics (QUAD) Q1 2025 Earnings Call April 30, 2025 08:30 AM ET Speaker0 slide presentation accompanies today's webcast and participants are invited to follow along advancing the slides themselves. To access the webcast, follow the instructions posted in the earnings release. Alternatively, you can access the slide presentation on the Investors section of Quad's website under the Events and Presentations link. After today's presentation, there will be an opportunity to ask questions. Please note this ...

April 30, 2025 Chairman, President & Chief Executive Officer Chief Financial Officer This communication contains certain "forward-looking statements" within the meaning of the Private Securities Litigation Reform Act of 1995. Forward-looking statements include statements regarding, among other things, our current expectations about the Company's future results, financial condition, sales, earnings, free cash flow, margins, objectives, goals, strategies, beliefs, intentions, plans, estimates, prospects, proj ...

Reaffirms Full-Year 2025 Financial GuidanceRepurchased 1.2 Million Quad Shares Year-to-DateSUSSEX, Wis., April 29, 2025 /PRNewswire/ -- Quad/Graphics, Inc. (NYSE: QUAD) ("Quad" or the "Company"), a marketing experience company that solves complex marketing challenges for its clients, today reported results for the first quarter ended March 31, 2025.Recent Highlights Realized Net Sales of $629 million in the first quarter of 2025 compared to $655 million in the first quarter of 2024, representing a 4% declin ...