美国埃培智Interpublic Group of Companies (IPG)市场前景及投资研究报告-外文版培训课件

COMPANIES

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PRODUCTSInterpublicGroupofCompanies(IPG)CHAPTER

01OverviewRevenueofadvertisingagenciesindustryworldwidefrom2019to2024(inbillionU.S.dollars)Revenueofglobaladagenciesindustry2019-2024400376.41376.79377.17377.54377.92378.33503002502001501005002019*2020*2021*2022*2023*2024**3Description:Theglobaladvertisingagencyindustry'srevenuewasforecasttoreach378.3billionU.S.dollarsin2024,markinga0.1percentincreasefromthepreviousyear'svalueof377.92billiondollars.

ReadmoreNote(s):Worldwide;2019to2023;*TheSource(s):IBISWorld;estimateisbasedonvaluesin2024andthecompoundannualgrowthratefrom2019to2024of0,1%,whichwereprovidedbythesource.Anexponentialdevelopmentofthemarketwasassumed.[...]

ReadmoreNumberofadvertisingagenciesworldwidefrom2014to2024(in1,000s)Numberofadagenciesworldwide2014-2024500433.4145040035030025020015010050426.21414.65411.63383.59380.72380.67366.78346.05343.4336.760201420152016201720182019202020212022202320244Description:AsofJanuary29,2024,thereweremorethan433.4thousandadvertisingagenciesworldwide,markinga2.6percentincreasefromthe426.21thousandagenciesregisteredin2023.Adecadeprior,in2014,therewereapproximately346thousandadagenciesworldwide.ReadmoreNote(s):Worldwide;2019to2024Source(s):IBISWorldEstimatednumberofemployeesoftheadvertisingagenciesindustryworldwidefrom2019to2024(inmillions)Numberofemployeesglobaladagenciesindustry2019-20242.52.032.022.022.01222.01.51.00.50.02019*2020*2021*2022*2023*2024**5Description:In2024,theglobaladvertisingagenciesindustrywasprojectedtohavetwomillionemployeesworldwide.Since2019,thenumberofemployeeshasbeendecreasing0.3percentannuallyinthepresentedperiod.

ReadmoreNote(s):Worldwide;2019to2023;*ValuescalculatedbySource(s):IBISWorld;basedondataprovidedbysource.Figureshavebeenrounded.**Forecast.

ReadmoreLeadingadvertisingagencygroupsworldwidein2022,byrevenue(inbillionU.S.dollars)Revenueoftheworld'slargestadagencygroups2022RevenueinbillionU.S.dollars0WPP,London2468101214161817.820Accenture'sAccentureSong,NewYorkPublicisGroupe,Paris161514.3Accenture'sAccentureInteractive,NewYorkInterpublicGroupofCos.,NewYorkDeloitte'sDeloitteDigital,NewYorkDentsuGroupInc.,Tokyo10.910.39.5HakuhodoDYHoldings,TokyoIBMCorp.'sIBMiX,Armonk(N.Y.)CheilWorldwide,Seoul7.46.83.36Description:Basedonrevenuegeneratedin2022,thelargestadvertisingagencygroupworldwidewasWPPwith17.8billionU.S.dollarsinrevenue.TheJapaneseagencyDentsurankedsevenththatyear,generating9.5billiondollarsinrevenue.

ReadmoreNote(s):Worldwide;2022Source(s):AdvertisingAgeRevenuesofmediagroupsworldwidefrom2020to2022(inbillionU.S.dollars)Revenuesofmediagroupsworldwide2020-20222020202120222017.8717.331816141210816.414.29

14.2913.7713.1711.87

11.9310.24

10.249.439.069.18.22643.032.61

2.661.3620.870.430WPP*OmnicomGroupPublicisGroupe*InterpublicDentsuGroup*HavasGroup*S4Capital7Description:Amongthemajormediaholdingspresented,UK-basedWPPwasthelargest,reportingarevenueof17.9billionU.S.dollarsin2022.OmnicomGrouprankedsecondwitharevenueof14.3billionU.S.dollars.InLatinAmerica,WPPandIPGoccupiedthefirsttwoplacesoftheranking,with716and424millionU.S.dollars,respectively.ReadmoreNote(s):Worldwide;2020to2022;*ThefigureswererecalculatedfromoriginalcurrenciesatDecember31,2020/December31,2021/April21,2022(respectively)exchangeratesbasedonthissource.Datawasretrievedfromfinancialreportsof[...]

ReadmoreSource(s):VarioussourcesNumberofacquisitionscarriedoutbyselectedmarketingcommunicationsagenciesin2022NumberofacquisitiondealsmadebyMARCOMagenciesworldwide2022Numberofacquisitiondeals024681012DeloitteHavas109PublicisGroupeTheStagwellGroupAccenture8877WPPDentsu6EY55OmnicomGroupPWC4McKinsey&CompanyHakuhodo333Capgemini8Description:Astudyfrom2023onthenumberofmergersandacquisitionscarriedoutbyselectedmarketingcommunicationsagenciesin2022foundthatDeloittewastheleaderinacquisitiondeals,havingmade10,followedbyHavaswithnineandPublicisGroupewitheight.ReadmoreNote(s):2022Source(s):COMvergenceProjectedspendingonartificialintelligence(AI)ofselectedmediaholdinggroupsworldwidein2024(inmillionU.S.dollars)ProjectedAIspendingofmediaholdingsworldwide202435031830025020015010810080500WPPPublicis*InterpublicGroup(IPG)9Description:BritishadvertisinggiantWPPexpectedtospend318millionU.S.dollarsinartificialintelligence(AI)in2024,whileitsFrenchcompetitorPubliciswasforecasttodoleout108milliononAI.InterpublicGroupwasforecasttospend80million.ReadmoreNote(s):Worldwide;asofJanuary25,2024;*FigureconvertedandroundedbySource(s):Bloomberg;IPG;MedicalMarketing&Media;Publicis;Reuters;fromeurostoU.S.dollarsbasedontheexchangeratevalidonJanuary25,2024(dateofpublicationofPublicis'sfigure).Datawasretrievedfromfollowinglinks,[...]

ReadmoreWPPCHAPTER

02FinancialsInterpublicGroupofCompanies,Inc.'srevenuefrom2006to2023(inbillionU.S.dollars)InterpublicGroup'srevenue2006-2023121010.9310.8910.2210.249.719.059.067.857.6187.547.127.016.966.946.546.516.196.01642020062007200820092010201120122013201420152016201720182019202020212022202311/statistics/273491/interpublic-groups-annual-revenueIn2023,NewYorkcity-basedadvertisinggiantInterpublicGroupofCompanies,Inc.'sglobalrevenueamountedtoapproximately10.89billionU.S.dollars,downfrom10.93billiondollarsayearearlier.Thatrepresentedadecreaseof0.1percent.

ReadmoreNote(s):Worldwide;2006to2023;includingbillableexpensesSource(s):IPGInterpublicGroup'snetincomefrom2007to2023(inmillionU.S.dollars)InterpublicGroup'snetincome2007-20231,2001,098.4972.81,0008006004002000956.1673.9632.5637.7570.4551.5505.4480.5464.6354.22020318288.92013281.22010184.32007143.4200920082011201220142015201620172018201920212022202312Description:In2023,InterpublicGroupreportedanetincomeof1.1billionU.S.dollars.Thismarkedanincreasefromthepreviousyear'svalueof956.1milliondollars.

ReadmoreNote(s):Worldwide;2007to2023Source(s):IPGEBITDAofInterpublicGroupfrom2014to2023(inmillionU.S.dollars)EBITDAofInterpublicGroup2014-20232,0001,813.61,802.91,793.21,8001,6001,4001,2001,0008001,455.81,431.41,224.81,210.61,183.81,099.71,005.76004002000201420152016201720182019202020212022202313Description:In2023,theInterpublicGroupgeneratedapproximately1.79billionU.S.dollarsinEBITDA(earningsbeforeinterest,taxes,depreciation,andamortization)onaglobalscale.Thismarkedaslightdecreasefromthepreviousyear.

ReadmoreNote(s):Worldwide;2014to2023Source(s):IPGTotalassetsoftheInterpublicGroupofCompaniesfrom2006to2023(inbillionU.S.dollars)TotalassetsoftheInterpublicGroupofCompaniesfrom2006-202325201519.919.2718.8118.0417.7515.6213.4813.0712.912.912.7412.712.4612.5912.4912.1312.2611.86105020062007200820092010201120122013201420152016201720182019202020212022202314Description:In2023,thetotalassetsofInterpublicGroupofCompanies(IPG)amountedto19.27billionU.S.dollars.Ayearearlier,therespectivefigurewas18.81billiondollars.ReadmoreNote(s):Worldwide;2006to2023Source(s):IPGInterpublicGroup'sannualearningspersharefrom2006to2023(inU.S.dollars)InterpublicGroup'sannualEPS2006-20233.53.02.52.01.52.852.392.371.71.611.531.421.121.141.111.010.91.00.620.570.570.50.00.290.2-0.192006-0.52007200820092010201120122013201420152016201720182019202020212022202315/statistics/192537/earnings-per-share-for-the-interpublic-group-since-2006In2023,InterpublicGroupreportedanearningspershareratioof2.85U.S.dollarspershare,markinganincreasefromthepreviousyear'svalueof2.37U.S.dollarspershare.Earningspershare(EPS)representsanindicatorofacompany'sprofitability.ReadmoreNote(s):Worldwide;2006to2023;basicearningspershareSource(s):IPGCHAPTER

03OperationsInterpublicGroupofCompanies,Inc.'snetrevenuefrom2008to2023(inbillionU.S.dollars),byregionInterpublicGroup'snetrevenue2008-2023,byregionU.S.International*10983.293.33.3473.242.853.2163.143.013.013.353.153.153.183.152.85432102.646.166.15.765.395.214.834.484.444.464.183.973.793.713.893.83.37200820092010201120122013201420152016201720182019202020212022202317Description:In2023,InterpublicGroupofCompanies,Inc.generatedabout9.4billionU.S.dollarsinnetrevenue,ofwhich6.1billioncamefromtheUnitedStates.Ayearearlier,IPG'sglobalnetrevenuehadamountedto9.45billiondollars,65percentofwhichwasgeneratedintheU.S.Overall,IPG'srevenueworldwidedecreasedby0.1percentin2023.ReadmoreNote(s):Worldwide;2008to2023;*IncludingtheUnitedKingdom,continentalEurope,theAsia-Pacificregion,LatinAmerica,Canada,AfricaandtheMiddleEast.Numbershavebeenrounded.Figurespriorto2022takenfromearlierreports.

ReadmoreSource(s):IPGRevenueofInterpublicGroupinmajorgeographicregions2023(inmillionU.S.dollars)RegionalbreakdownofIPG'srevenuein20237,0006,102.26,0005,0004,0003,0002,0001,000795.7729.8759.2565448.70UnitedStatesAsiaPacificContinentalEuropeUnitedKingdomLatinAmericaOther18Description:InterpublicGroup's2023revenue,brokendownbyregionalsegment,showsthatthecompanygeneratedthemajorityofitsrevenuesintheUnitedStates,at6.1billionU.Sdollars.ThesecondmostprofitableregionforInterpublicwasContinentalEurope,followedbytheUnitedKingdom.ReadmoreNote(s):Worldwide;2023Source(s):IPGOrganicchangeinnetrevenueoftheInterpublicGroupofCompanies,Inc.(IPG)inthe4thquarterof2023,byregionOrganicchangeinnetrevenueoftheInterpublicGroupQ42023,byregion17%15%15%13%11%9%11.7%7%5%3%0.4%0.1%1%-1%-3%-1.5%-1.4%LatinAmericaContinentalEuropeUnitedKingdomUnitedStatesAsiaPacificAllothermarkets*19Description:Inthefourthquarterof2023,theInterpublicGroupofCompanies,Inc.(IPG)reportedanorganicyear-on-year(YoY)growthrateof15percentinLatinAmerica.ContinentalEuropeandtheUnitedKingdomfollowedwith11.7and0.4percent,respectively.Meanwhile,IPGrecordedadeclineintheAsia-Pacificregion(1.5percent).ReadmoreNote(s):Worldwide;Q42023;*IncludingCanada,Africa,andtheMiddleEast.ReadmoreSource(s):IPGRevenueoftheInterpublicGroupfrom2020to2023,byoperatingsegment(inmillionU.S.dollars)RevenueoftheInterpublicGroupfrom2020-2023,byoperatingsegmentMD&EIA&CSC&E12,00010,0002,405.64,140.62,492.34,002.22,002.31,8168,0006,0004,0002,00004,041.83,724.64,381.620224,394.820234,196.620213,520.4202020Description:In2023,theInterpublicGroupofCompanies,Inc.(IPG)generatedalmost10.89billionU.S.dollarsinrevenue,ofwhichnearly4.4billiondollars(orapproximately40percent)camefromitsMedia,Data,andEngagementSolutionssegment,alsoknownasMD&E.Meanwhile,theIntegratedAdvertisingandCreativityLedSolutions(IA&C)divisiongeneratedslightlyoverfourbilliondollarsinrevenue.ReadmoreNote(s):Worldwide;2020to2023Source(s):IPGOrganicchangeinnetrevenueoftheInterpublicGroupofCompanies,Inc.(IPG)in2023,byreportingsegmentOrganicchangeinnetrevenueoftheInterpublicGroup2023,byreportingsegment5.0%4.0%3.0%2.0%1.0%4.1%0.0%-0.1%-1.0%-2.0%-1.7%Media,data&engagementsolutions(MD&E)Integratedadvertising&creativityledsolutions(IA&C)Specializedcommunications&experientialsolutions(SC&E)21Description:In2023,thenetrevenueofthemedia,data,andengagementsolutions(MD&E)segmentoftheInterpublicGroupofCompanies,Inc.(IPG)reportedanorganicyear-on-year(YoY)growthrateof-0.1percent.IPG'sintegratedadvertising&creativityledsolutions(IA&C)divisionrecordedadecreaseof1.7percent,whileitsspecializedcommunications&experientialsolutions(SC&E)segmentexperiencedanexpansionof4.1percent.

ReadmoreNote(s):Worldwide;2023Source(s):IPGNumberofInterpublicGroupemployeesin2023,byregionGlobalheadcountofIPG2023,byregion70,00060,00050,00040,00057,40030,00023,80020,00010,50010,00007,0006,8005,2004,100OtherUnitedStatesAsiaPacificLatinAmericaContinentalEuropeUnitedKingdomTotal22Description:In2023,U.S.advertisinggiantInterpublicGroup(IPG)employed57,400people,ofwhich23,800wereemployedintheUnitedStates.AsiaPacifichadthesecond-highestamountofIPGemployees,withaheadcountof10,500people.

ReadmoreNote(s):Worldwide;2023Source(s):IPGCHAPTER

04BusinessandclientsLeadingmediaandadvertisingagencygroupsworldwidebetweenJanuaryandSeptember2023,bynewbusinessvalue(inbillionU.S.dollars)LeadingmediaandadagencygroupsworldwideQ1-Q32023,bynewbusinessvalueNewbusinessvalueinmillionU.S.dollars-1,000OmnicomMedia-50005001,0001,5002,0002,5003,0003,5003,281PublicisMediaMediabrandsGroupM3,2521,8591,760HavasMediaNetworkDentsu180-71724Description:ItwascalculatedthatOmnicomMediawastheleadingmediagroupbasedonnewbusinessvalueworldwidebetweenthefirstandthirdquartersof2023,havinggained3.3billionU.S.dollarsfrombothretainedandnewclients.PublicisMediafollowedwith3.25billiondollarsinnewbusinessvalue,whileMediabrandsroundedoutthetopthreewith1.9billion.ReadmoreNote(s):Worldwide;Q1toQ32023;includingretentionsSource(s):COMvergenceLeadingmediaandadvertisingagenciesworldwidein2022,bynewbusinessvalue(inmillionU.S.dollars)Leadingmedia&adagenciesworldwide2022,bynewbusinessvalueNewbusinessvalueinmillionU.S.dollars1,000

1,50005002,0002,5002,355OMDZenith1,969MindshareCarat1,5901,436SparkFoundryInitiativePHD1,3161,2861,26025Description:Itwascalculatedthatin2022OMDgained2.36billionU.Sdollarsinnewbusiness,accountingforbothretainedandnewclientsworldwide.Zenithrankedsecond,witharesultof1.97billiondollarsinnewbusinessvalue.ReadmoreNote(s):Worldwide;2022;includingretentionsSource(s):COMvergenceLeadingmulti-marketadvertisingpitchesworldwidein2023,bymediaspending(inmillionU.S.dollars)Leadingmulti-marketadvertisingpitchesworldwide2023,bymediaspendingMediaspendinginmillionU.S.dollars200

40006008001,0001,200Ferrero(Dentsu,PublicisMedia,GroupM)Schwarz(GroupM,OMD,Starcom,Havas,Dentsu)Beiersdorf(OMD)1,000950635550Nestlé(GroupMOpenMind)LVMH(PublicisLuxeLVMH,WavemakerTiffany)41526Description:In2023,Dentsu,PublicisMedia,andGroupMwontheworld'shighest-spendingmulti-marketadvertisingpitch,asalespresentationforchocolateandconfectionerymanufacturerFerrerowithmediaspendingofonebillionU.S.dollarsacrosstheglobe,exceptfortheUnitedStates,China,HongKong,andTaiwan.The950-million-dollarpitchthatGroupM,OMD,Starcom,Havas,andDentsumadeforSchwarz–theretailerholdingbehindbrandslikeKauflandandLidl–placedsecond.ReadmoreNote(s):Worldwide;2023;among28billionU.S.dollarsofmediaspendreviewedduringtheyearSource(s):COMvergenceLeadingglobaladvertisingpitchesin2023,bymediaspending(inmillionU.S.dollars)Leadingglobaladvertisingpitches2023,bymediaspendingMediaspendinginmillionU.S.dollars200

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60008001,0001,2001,400Pfizer(PublicisCollective)1,300GeneralMills(UM)Uber(OmnicomMediaGroup&EssenceMediacom)Adobe(Wavemaker&PublicisMedia)JLR(Hearts&Science)62562544033027Description:In2023,PublicisCollectivewonthehighest-spendingglobaladvertisingpitch,asalespresentationforPfizerwithmediaspendingof1.3billionU.S.dollars.Forcomparison,ayearearlier,Pfizer'srevenueexceeded100billiondollarsforthefirsttime.UM–runbytheInterpublicGroupofCompanies(IPG)–placedsecondwitha625-million-dollarpitchforGeneralMills.ReadmoreNote(s):Worldwide;2023;among28billionU.S.dollarsofmediaspendreviewedduringtheyearSource(s):COMvergenceLeadingmediaagencygroupsworldwidein2022,bynumberofclientsLeadingmediaagencygroupsworldwide2022,bynumberofclients7,0006,1466,0005,0004,0003,3962,9623,0002,0001,0000GroupMOmnicomMediaGroup(OMG)PublicisMedia28Description:In2022,WPP'sGroupMwasthemediaagencygroupwiththemostclientsworldwide:6,146.OmnicomMediaGroupfollowedwith3,396clients.ReadmoreNote(s):Worldwide;2022Source(s):COMvergenceCHAPTER

05AwardsMostcreativemediaholdinggroupsworldwidein2023(indexscore)Mostcreativeadvertisingholdinggroupsworldwide2023Numberofpoints01,0002,0003,0004,0005,0006,0007,000WPPOmnicomGroupInterpublicGroupPublicisGroupeHavasGroup6,247.56,110.44,153.53,846.41,864.6Accenture562.6534.2DentsuHakuhodoDYGroupStagwell246.6179.830Description:In2023,WPPtoppedthelistofmostcreativemediaholdingsworldwide,withover6.2thousandpointsinthepresentedcreativityranking.OmnicomGroupandInterpublicGroup(IPG)followedwitharound6.1thousandand4.2thousandpoints,respectively.Altogether,thetopthreeholdingshadmorethantwiceasmanypointsasthefollowingsixorganizationsranked.Meanwhile,WPP,Omnicom,andPublicisweretheworld'stopadvertisingholdingsbyrevenuein2022.

ReadmoreNote(s):Worldwide;2023Source(s):WARCMostcreativeagencynetworksworldwidein2023(indexscore)Mostcreativeagencynetworksworldwide2023Numberofpoints05001,0001,5002,0002,5003,0003,5004,000Ogilvy(WPP)DDBWorldwide(OmnicomGroup)VML(WPP)3,602.82,708.52,017.1McCannWorldgroup(InterpublicGroup)BBDOWorldwide(OmnicomGroup)HavasCreativeGroup(HavasGroup)PublicisWorldwide(PublicisGroupe)FCB(InterpublicGroup)1,802.11,799.31,795.81,6831,588.9LeoBurnett(PublicisGroupe)TBWAWorldwide(OmnicomGroup)1,273.11,189.231Description:In2023,Ogilvy(runbyWPPplc)toppedthelistofmostcreativeagencynetworksworldwide,withmorethan3.6thousandpointsinthepresentedcreativityranking.DDBWorldwide(ownedbytheOmnicomGroupInc.)andVML(partofWPPplc)followedwitharound2.7thousandandtwothousandpoints,respectively.ThesamesourcerankedtheUnitedStatesastheworld'smostcreativeadvertisingmarketin2023.

ReadmoreNote(s):Worldwide;2023Source(s):WARCRevenueofselectedadvertisingagencynetworksintheUnitedStatesin2022(inmillionU.S.dollars)RevenueofselectedadagencynetworksintheU.S.2022RevenueinmillionU.S.dollars300

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50001002006007008009001,000DeloitteDigital(Deloitte)Wieden+KennedyInnocean920301141137RPABarkley9332Description:In2022,DeloitteDigitalwastheleadingadvertisingagencyintheUnitedStatesbasedonrevenue,havinggenerated920millionU.S.dollarsthatyear.ReadmoreNote(s):2022Source(s):AdvertisingAgeRevenueofleadingadvertisingagencygroupsintheAsia-Pacificregioninfiscalyear2022(inmillionU.S.dollars)RevenueofleadingadagencygroupsAPACFY2022RevenueinmillionU.S.dollars05001,0001,5002,0002,5003,0003,5004,0004,5005,000DentsuWPP4,3793,730HakuhodoDYOmnicomPublicisGroupeBluefocusIPG2,4321,6971,398850754Cheil480Havas292Stagwell9533/statistics/1147505/apac-revenue-of-leading-ad-agency-groupsIn2022,JapaneseadvertisingagencygroupDentsurecordedarevenueofapproximately4.38billionU.S.dollarsintheAsia-Pacificregion.Comparatively,Stagwellhadarevenueof95millionU.S.dollarsintheAsia-Pacificregioninfiscalyear2022.

ReadmoreNote(s):APAC;FY2022;Japaneseagencies'dataisforcalendaryear2022Source(s):R3WorldwideMosteffectivecreativeagenciesinLatinAmericain2022(indexscore)MosteffectivecreativeagenciesLatinAmerica2022Numberofpoints010203040506050.4MullenLoweSSP3(Bogotá,Colombia)SlapGlobal(BuenosAires,Argentina)Sancho