YouGov

YOU · AIM · Media · mcap £312m · 271.0p

YouGov runs online panels of survey respondents and sells opinion data, research and analytics tools to businesses, media and governments. It also tracks consumer shopping through its Shopper and CPS panels.

Target	Promise	Said	Status
2024
FY24	Meet market expectations for FY24	10 Oct 2023	✗ Missed · target changed
	“We remain confident in the Group's prospects for FY24 and in meeting current market expectations on a stand-alone basis” Also stated 2 Feb 2024 · 26 Mar 2024 Result Guidance was cut in June 2024 to revenue £324-327m and profit £41-44m, below expectations. Results later came slightly ahead of the revised guidance. “Following the half-year results, YouGov has seen lower sales bookings than anticipated. As a result, YouGov now expects Group reported revenues for FY24 to be approximately £324-327 million.”20 Jun 2024 · Update on Current Trading “Revenue slightly ahead of FY24 guidance provided in August 2024 due to higher contribution from Consumer Panel Services of GfK GmbH ("CPS"), owing to greater level of research delivery completed in July.”29 Oct 2024 · Preliminary Full Year Results
2025
FY25	Deliver £20m annualised cost savings, about 70% realised in FY25	6 Aug 2024	✓ Kept
	“Streamlining measures expected to lead to annualised cost savings of £20 million, of which the Company has taken initial action on approximately £17 million.” Also stated 29 Oct 2024 · 6 Nov 2024 · 5 Aug 2025 Result August 2025 update said savings were on track and 70% were delivered in FY25. “The Group is on track to realise annualised cost savings of £20 million as part of the cost optimisation plan implemented at the start of the year, with 70% of those savings already delivered this financial year.”5 Aug 2025 · Full-Year Trading Update
FY25	Meet market expectations for FY25	6 Aug 2024	✓ Kept
	“We expect the Group to meet current market expectations for FY25, which will be second half weighted” Also stated 29 Oct 2024 Result FY25 results were slightly ahead of market expectations. 14 Oct 2025 · Results for the year ended 31 July 2025
FY25	Data Products division to return to growth in FY25	6 Aug 2024	✓ Kept
	“we expect to return to growth through a focussed sales approach in FY25” Result Data Products returned to low-single-digit underlying growth in FY25. 5 Aug 2025 · Full-Year Trading Update
FY25	Appoint a new independent Non-Executive Director	4 Feb 2025	✓ Kept
	“It is also planned that a new independent Non-Executive Director (NED) will be appointed in due course, and this search will commence later in FY25.” Result Ian Griffiths and Belinda Richards were appointed in September 2025. 5 Sep 2025 · Appointment of Non-Executive Directors
FY25	Exit most Transitional Service Agreements and migrate CPS data to YouGov by FY25	31 Mar 2025	… In progress
	“The vast majority of Transitional Service Agreements (TSAs) to be exited by the end of this financial year.” Status so far Not yet due.
2025-08	Release AI-based Yabble integration into Data Products by summer 2025	31 Mar 2025	… In progress
	“This new feature set will utilise the vast attitudinal and opinion dataset within YouGov Profiles and is expected to be ready for commercial release by the summer of 2025.” Status so far Not yet due.
2026
FY26	Modest progress in revenue and adjusted operating profit in FY26	14 Oct 2025	✗ Missed · target changed
	“the Group continues to expect to deliver modest year-on-year revenue growth for the full year” Also stated 4 Feb 2026 Result March 2026 guided FY26 adjusted operating profit to £52-56m, below FY25's £60.7m. “taking into account the £6 million of incremental investment in Shopper, the Group expects to deliver adjusted operating profit of £52-56 million for FY26.”24 Mar 2026 · Results for the six months to 31 January 2026
FY26	FY26 adjusted operating profit of £52-56m	24 Mar 2026	… In progress
	“the Group expects FY26 adjusted operating profit to be £52–£56m” Status so far Not yet due.
Today · 10 Oct 2026
2026-10	Launch a share buyback in place of the annual dividend after FY26 results	24 Mar 2026	… In progress
	“the Group intends to commence a discretionary share buyback programme once we exit the closed period immediately following our FY26 results announcement in October” Also stated 6 Aug 2026 Status so far Not yet due.
2027
1 Feb 2027	Wayne Levings joins 1 November 2026 and becomes CEO by 1 February 2027	6 Aug 2026	… In progress
	“Wayne will join the Company on 1 November 2026 as Chief Executive Officer Elect and will assume the role of Chief Executive Officer and join the Board of Directors by 1 February 2027” Status so far Not yet due.
FY27	Value Delivery Plan waves 1 and 2 to lift annualised margin over 350bps; Wave 1 adds £2.5m to FY27 profit	24 Mar 2026	… In progress
	“Wave 1 is expected to contribute £2.5m to FY27 profitability” Status so far Not yet due.
2050
2050	Net zero by 2050, UK carbon neutrality by 2026, Scope 1&2 cut 42% and Scope 3 cut 25% by 2030	30 May 2024	… In progress
	“global commitment to achieve net zero by 2050 at the latest, with interim targets for 2030 covering Scopes 1, 2, and 3” Status so far Not yet due.