The earnings call reflected strong revenue growth and strategic initiatives such as increased guidance and share buybacks. However, challenges in the Chinese market and revenue delivery issues in TechTarget were noted. Overall, the positive highlights outweigh the lowlights.
Company Guidance
In the recent half-year earnings call for fiscal year 2025, Informa plc reported strong financial performance, with revenue growth of 8% and a notable 12% increase in their academic business, partially driven by data licensing agreements. The company highlighted its strategic focus on expanding its B2B Events and Specialist Knowledge sectors, which have shown resilience and growth beyond GDP rates, particularly in the EMEA region. The call also confirmed an increase in the company's growth guidance from 5% to 6% for the year and announced an extension of its share buyback program with an additional GBP 150 million. Additionally, despite potential challenges such as NIH cuts affecting the academic sector and geopolitical tensions impacting Chinese growth, Informa remains confident in its robust forward visibility and the strength of its portfolio, supported by strategic geographic and sectoral positioning. The company is also leveraging technology and first-party data to enhance customer experiences and drive value across its offerings.
Strong Revenue Growth
The group reported an underlying revenue growth of just below 8%, with the B2B events business slightly over 8% and the academic business touching 12%.
Increased Guidance and Share Buyback
Guidance for the year was increased from 5% growth to 6% growth. An additional GBP 150 million was allocated for share buybacks.
Geographic and Category Diversification
Growth is comfortably ahead of GDP in most locations, with significant strength in EMEA. Key categories like healthcare, food, pharma, and finance are performing well.
Informa (GB:INF) Earnings, Revenues Date & History
The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
GB:INF Earnings-Related Price Changes
Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Jul 23, 2025
819.35p
859.82p
+4.94%
Mar 06, 2025
799.46p
753.05p
-5.81%
Jul 24, 2024
819.26p
849.44p
+3.68%
Mar 08, 2024
768.05p
770.53p
+0.32%
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Informa PLC (GB:INF) report earnings?
Informa PLC (GB:INF) is schdueled to report earning on Mar 05, 2026, TBA (Confirmed).
What is Informa PLC (GB:INF) earnings time?
Informa PLC (GB:INF) earnings time is at Mar 05, 2026, TBA (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.