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S4 Capital
S4 Capital (SFOR) investor relations material
S4 Capital Q4 2025 TU earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 TU earnings summary26 Jan, 2026
Executive summary
2025 full year trading exceeded revised guidance and current consensus for net revenue and operational EBITDA.
Like-for-like net revenue declined by approximately 8.5% year-over-year.
Operational EBITDA margin is expected to be around 12%.
Financial highlights
Net revenue surpassed the consensus estimate of £664 million.
Operational EBITDA exceeded the consensus of £75 million.
Net debt will be significantly below the consensus of £133 million and the previously indicated range of £100-140 million.
Outlook and guidance
More detailed 2026 targets will be provided with the annual results announcement in March 2026.
Focus remains on improving net revenue and margin growth in 2026 and beyond.
Explain Treasury management changes
Strategy for geographic revenue rebalancing
Key drivers for 2026 revenue and margin growth
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Next S4 Capital earnings date
H2 202523 Mar, 2026
S4 Capital
Next S4 Capital earnings date
H2 202523 Mar, 2026
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Frequently asked questions
S4 Capital PLC operates as a digital advertising and marketing services company in North America, the Latin America and Caribbeans, the United Kingdom, the Rest of Europe and Africa, the Middle East, and Asia Pacific. It offers services in various disciplines, including digital content production and publishing; video/TV; e-commerce; programmatic media buying, data management/analytics, digital media planning and optimization; social media marketing; search engine optimization; creative strategy development and creative execution.
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