IPG cautious outlook for 2023 as revenue slows

Chris Pash
By Chris Pash | 10 February 2023
 
Credit: Mark Konig via Unsplash

IPG reported slowing organic growth of 3.8% in the December quarter and flat net revenue but increased its payout to shareholders and renewed a share repurchase program.

The global advertising group, noting uncertain economic conditions, has a cautious outlook on prospects for 2023, with 2% to 4% growth.

Net revenue for the three months to December was flat at $US2.55 billion.

Organic growth for the year was 7% and total revenue, including billable expenses, $10.9 billion.

Competitor Publicis posted organic growth of 10.1% in the December quarter and forecasts 3% to 5% for 2023. Omnicom posted organic growth of 7.2% for the quarter, saying it is in a “very strong position” in 2023.

At IPG, CEO Philippe Krakowsky says: “As we look ahead, the macroeconomic situation remains uncertain.

“Marketers are approaching 2023 with conviction in the need to stay invested and be in the marketplace, as well as a degree of caution.

“We’re confident that the strongest growth areas of our business, such as consultative media services, healthcare marketing, experiential marketing, and commerce, all supported by our best-in-class data capabilities and creative assets, will continue to perform despite the current economic headwinds.

“We expect organic net revenue growth for 2023 of 2% to 4%, on top of our very strong multi-year performance, and to further expand our adjusted EBITA margin to 16.7% for the full year.

“Strategically, we’ll continue to build on IPG’s evolution to a higher value solutions provider. Our strong balance sheet and commitment to financial flexibility remain key priorities.”

The company approved a 7% dividend increase to $0.31 per share per quarter and another $350 million to its share  repurchase program.

The numbers:

 ipg dec q 2022

 

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