Publicis' Growth Trends, Outlook in Focus for Results -- Earnings Preview

As we approach Publicis Groupe's earnings release for the fourth quarter and 2024, investors are eager to see how the French advertising giant has fared in the face of a dynamic market and intense competition. Let's dive into the key performance indicators (KPIs) that investors should focus on to evaluate Publicis' growth trends and outlook.

Organic Growth in Net Revenue: The North Star

Organic growth in net revenue is the primary KPI that investors should keep an eye on. Publicis has consistently reported strong organic growth, with analysts expecting the company to report organic growth in net revenue of 5.7% for the fourth quarter of 2024 (Calatayud, 2025). This compares to 5.8% in the third quarter and 5.7% in the fourth quarter of 2023. Maintaining this level of organic growth is crucial for Publicis to continue its momentum and outperform its peers.

Market Share Wins: A Key Driver of Growth

Publicis has credited its performance for most of last year on market-share wins. However, the company hasn't won any major account since August 2024, with recent deals going to peers (UBS analysts, 2025). Monitoring market share wins can help investors understand the company's competitive position and its ability to attract new clients. A strong pipeline of new business wins can indicate a healthy outlook for the coming quarters.

Regional Performance: A Mixed Bag

Publicis' performance varies across different regions. In 2024, the company experienced near-double digit growth for media and data arm Epsilon across all regions. However, the UK growth remained "broadly flat" due to a decline in the digital consulting arm, Publicis Sapient (Sadoun, 2024). Tracking regional performance can help investors identify growth opportunities and potential challenges. A balanced performance across regions can contribute to a more stable and resilient earnings outlook.

Acquisitions and Investments: Fueling Growth

Publicis has made strategic acquisitions and investments to expand its capabilities and market reach. In 2024, the company invested $1 billion to acquire influencer marketing platform Influential and commerce marketing company Mars United (Sadoun, 2024). These acquisitions have helped Publicis lead in three critical expertise areas for its clients: addressable media, creators, and commerce. Monitoring these acquisitions and investments can help investors understand the company's growth strategy and its commitment to innovation.

Earnings and Revenue Growth: The Bottom Line

Publicis' earnings and revenue growth are expected to be 4.1% and 2.1% per annum, respectively, with EPS growth of 4.3% per annum (Simply Wall St, 2025). Tracking these financial KPIs can help investors assess the company's overall performance and its ability to generate value for shareholders. A strong earnings and revenue growth outlook can indicate a healthy and sustainable business model.

In conclusion, investors should focus on Publicis' organic growth in net revenue, market share wins, regional performance, acquisitions and investments, and earnings and revenue growth to evaluate the company's growth trends and outlook. As we await the earnings release, these KPIs will provide valuable insights into Publicis' performance and its prospects for the coming quarters. Stay tuned for more updates and analysis as the earnings report unfolds.