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Datum / Uhrzeit Titel Bewertung
28.05.26 16:23:00 Die Batterie-Show Europa 2026: Ein Treffen der Batterie-Manufactur-Supply-Kette mit erweitertem Programm und interaktiven Aktivitäten

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Die Batterie-Show Europa und die Electric & Hybrid Vehicle Technology Expo Europe, (9.-11. Juni, Messe Stuttgart), das einzige dedizierte Event für die Batterie-Manufactur-, Elektro- und Hybrid-Fahrzeugtechnologie-Industrie in der Region, haben ein neues Programm und interaktive Aktivitäten angekündigt, um die Herausforderungen der Industrie anzugehen.

21.05.26 23:06:00 Licensing Expo schließt mit Rekordbeteiligung ab

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Die Licensing Expo, die weltweit größte und einflussreichste Messe für Lizenzierung und Markenverlängerung, hat sich erfolgreich in Las Vegas beendet. Die Veranstaltung zog über 12.500 Besucher an, darunter 410 Aussteller aus mehr als 70 Ländern. Der Showfloor war geprägt von einer Vielzahl von Branchen, darunter Unterhaltung, Gaming, Lifestyle und Sport. Die Teilnehmer diskutierten über die Zukunft der Lizenzierung und wie sie sich auf den sich ändernden Markt einstellen können.

12.05.26 12:22:40 Einige Anleger könnten Informa's (LON:INF) schwache Ergebnisse übergehen

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Der Aktienmarkt von Informa plc's (LON:INF) reagierte nicht stark auf die jüngst vorgelegten schwachen Gewinne. Unsere Analyse legt nahe, dass die Gewinne zwar schwach sind, aber die Grundlagen des Unternehmens stabil sind.

Wir haben 21 US-Aktien gefunden, die für das nächste Jahr ein Dividendenrendite von über 6% voraussagen. Siehe die vollständige Liste kostenlos.

Wie beeinflussen ungewöhnliche Posten den Gewinn?

Wer Informa's Gewinn verstehen möchte, geht über die gesetzlichen Zahlen hinaus, ist wichtig zu beachten, dass im letzten Jahr die gesetzlichen Gewinne um UK£721m durch ungewöhnliche Posten reduziert wurden. Während die Abzüge aufgrund von ungewöhnlichen Posten enttäuschend sind, gibt es ein positives Gegenstück. Wir haben festgestellt, dass bei den meisten an der Börse notierten Unternehmen weltweit bedeutende ungewöhnliche Posten selten wiederholt werden. Und das ist nicht verwunderlich, da diese Posten als ungewöhnlich gelten. Informa hat in dem Jahr bis Dezember 2025 einen erheblichen Schaden durch ungewöhnliche Posten erlitten. Unter Berücksichtigung aller Faktoren würde dies wahrscheinlich dazu führen, dass die gesetzlichen Gewinne schlechter aussehen als der tatsächliche Earnings-Potential.

Das könnte Sie dazu bringen, sich zu fragen, was Analysten in Bezug auf zukünftige Rentabilität voraussagen. Glücklicherweise können Sie hier klicken, um ein interaktives Diagramm zu sehen, das die zukünftige Rentabilität basierend auf ihren Schätzungen darstellt.

Unser Standpunkt zur Gewinnleistung von Informa

Wie wir oben besprochen haben, denken wir, dass der erhebliche ungewöhnliche Aufwand Informa's gesetzliche Gewinne niedriger macht als sie es sonst wäre. Basierend auf dieser Beobachtung betrachten wir es möglich, dass Informa's gesetzliche Gewinn tatsächlich seinen Earnings-Potential unterdrückt! Leider ist jedoch seine Earning-per-Share-Werte im letzten Jahr zurückgegangen. Das Ziel dieses Artikels war es, zu bewerten, wie gut man sich auf die gesetzlichen Gewinne verlassen kann, um den potenziellen Wert des Unternehmens abzubilden, aber es gibt viel mehr zu berücksichtigen. Daher ist es wichtig, sowohl die Qualität der Einnahmen als auch die Risiken zu beachten, die Informa in diesem Zeitpunkt ausgesetzt ist. Sie würden interessiert sein zu wissen, dass wir 4 Warnsignale für Informa gefunden haben und Sie möchten darüber Bescheid wissen.

04.05.26 07:01:00 Gaming's Expanding Influence: Lizenz-Expo 2026 wird Panel über die Auswirkungen von Gaming-Marken auf Mainstream-Einflüsse abhalten

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Bei der Session, bei der CD Projekt Red, Supercell, Ubisoft und Think Influence teilnehmen werden, werden die Strategien diskutiert, mit denen sich Gaming-Marken durch Lizenzierung und kulturelle Innovation in der Unterhaltungsbranche etablieren. Die Diskussion wird von Game Developer moderiert.

16.04.26 17:56:00 SupplySide Connect New Jersey 2026 Advances Health and Wellness Through Industry Connections and Curated Education

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SupplySide

Key conversations on procurement, distribution, supply chain solutions, and the growing focus on global health were highlights of the event, which will return to New Jersey in 2028.

SECAUCUS, N.J., April 16, 2026 (GLOBE NEWSWIRE) -- Informa Markets’ SupplySide Connect New Jersey, the East Coast tradeshow dedicated to innovation and sourcing in the supplement, food, and beverage industries, concluded two days of exhibition and education. The event served as a platform for fostering in-depth connections among industry professionals and experts, while spotlighting critical topics such as women’s and men’s health, longevity and healthy aging, cognitive function, gut health, and more. KSM-66 Ashwagandha & SRI-81 Shatavari returned as the flagship sponsor of SupplySide Connect New Jersey.image1.jpeg

Rising Demand for Health

As consumers become increasingly health-conscious and demand greater transparency, SupplySide Connect New Jersey remains a pivotal event for companies striving to meet these expectations. The event serves as a hub for discovering the resources, innovations, and connections needed to create better, more accessible, and highly personalized products. Bringing together a dynamic cross-section of the health and wellness industry, SupplySide Connect New Jersey empowers businesses to stay ahead of evolving consumer demands and drive meaningful advancements in the marketplace.

Showcasing Innovation Across Supplement, Food, and Beverage

The expo hall featured 260+ exhibiting companies, offering a comprehensive representation of the supplement, food, and beverage industries. Exhibitors spanned an array of categories, including contract manufacturers and service providers, analytical laboratories, equipment suppliers, industry associations, ingredient suppliers, and packaging material providers. Attendees had the opportunity to explore thousands of cutting-edge products, services, and innovations, highlighting advancements across the entire industry spectrum. From ingredients and equipment to sustainable packaging solutions and expert analytical services, the expo hall provided a dynamic environment for discovering the latest trends and technologies driving the industry forward.image2.jpeg

Timely Conversations on Critical Topics

With the evolving landscape of regulations surrounding flavoring, colors, and labeling, SupplySide Connect New Jersey’s education sessions offered invaluable insights to help manufacturers, suppliers, and retailers navigate these changes and stay ahead in the competitive market. The opening session provided a comprehensive overview, translating market data, regulatory updates, and industry analysis into actionable strategies for brands to shape their 2026 plans and beyond. Featuring expert insights from executives at SPINS, Baker Donelson, and Maypro, the session served as a dynamic platform for identifying emerging opportunities and leveraging them for growth.

Story Continues

Following the session, attendees participated in the Supplement Trend Mixer, a unique networking event designed to foster conversations with industry insiders, spark innovative ideas, and provide exclusive access to SPINS’ latest trends report. Additional topics explored during the event included supplement trends, flavor innovations, regulatory compliance, food and beverage developments, sports nutrition, weight management, functional foods with health-enhancing ingredients, and supply chain management. These discussions empowered attendees with the knowledge and tools needed to thrive in a rapidly changing industry.image3.jpeg

Welcoming Newcomers to the Industry

Speed networking in the SupplySide Connect Hub created an engaging forum for organic conversations, fostering meaningful connections and facilitating discovery throughout the event. The session, “Accelerating Newcomers in the Industry”, designed to support the integration of newcomers into the industry, provided a space for introductions, knowledge-sharing, and education, empowering participants to build relationships and gain valuable insights into the latest trends and opportunities shaping the sector.

Unlocking Global Opportunities

SupplySide Connect New Jersey unveiled the Circle H Mixer, an exclusive session titled "Unlocking Growth with the Globally Branded Halal Certification." In collaboration with Circle H, a renowned international Halal certifier, the mixer provided attendees with valuable insights into the Halal certification process and its wide-ranging benefits. This unique opportunity highlighted how partnering with Circle H can help businesses elevate operations and successfully expand into thriving global markets.

“As consumer demand for healthier lifestyles continues to grow globally, it is more important than ever for businesses to adapt, innovate, and lead the way in delivering solutions that meet these evolving expectations,” shares Danica Cullins, Executive Vice President of Health & Nutrition at Informa Markets. “SupplySide Connect New Jersey provides the backdrop for these critical conversations and product discovery.”

World Class Attendance

Notable names like ADM, Bayer Consumer Health, Brenntag, Church & Dwight Co., Inc., dsm-firmenich, Himalayan Salt Company, Kraft Heinz, L’Oreal, Nestlé Health Science, and VITAMIN SHOPPE, all attended to discover new products and connections that will eventually reach the hands of consumers through retail stores and channels worldwide.

Next SupplySide Connect Events

SupplySide Connect New Jersey will return in 2028.

SupplySide Connect will take place in 2027 with two new locations including SupplySide Connect Utah, April 7-8, 2027, at the Utah Valley Convention Center in Provo, Utah and SupplySide Connect Madison, June 8-9, 2027, at the Monona Terrace Community & Convention Center in Madison, Wisconsin.

For more information, please visit www.utah.supplysideconnect.com and www.madison.supplysideconnect.com.

About SupplySide Informa Markets' SupplySide portfolio, a subsidiary of Informa plc (LON:INF), is the leading B2B event producer, publisher and digital media business for the world's dietary supplement, food and beverage, pet health and personal care industries. Our events, SupplySide Global and SupplySide Connect New Jersey and multi-time FOLIO's: Eddie winning and nominated publications SupplySide Supplement Journal and SupplySide Food & Beverage Journal bring together thousands of suppliers and buyers globally to explore and learn about the latest products, services, research, regulatory changes and more in the health and nutrition industry for nearly 3 decades. The SupplySide portfolio is organized by Informa, the world's leading exhibition organizer that brings a diverse range of specialist markets to life, unlocking opportunities and helping them to thrive 365 days of the year. For more information, please visit www.informamarkets.com.

About Informa Markets Informa Markets, a subsidiary of Informa plc (LON:INF), creates platforms for industries and specialist markets to trade, innovate and grow. Our portfolio comprises more than 550 international B2B events and brands in markets including Engineering, Healthcare & Pharmaceuticals, Infrastructure, Construction & Real Estate, Fashion & Apparel, Hospitality, Food & Beverage, and Health & Nutrition, among others. We provide customers and partners around the globe with opportunities to engage, experience and do business through face-to-face exhibitions, specialist digital content and actionable data solutions. As the world's leading exhibitions organizer, we bring a diverse range of specialist markets to life, unlocking opportunities and helping them to thrive 365 days of the year. For more information, please visit informamarkets.com.

Media Contact: SupplySide PR supplysidepr@informa.com

Photos accompanying this announcement are available at

https://www.globenewswire.com/NewsRoom/AttachmentNg/188fa9bf-f549-4af2-ab77-2aa3b554c32a

https://www.globenewswire.com/NewsRoom/AttachmentNg/4b6dfde3-8042-44eb-a332-fd9573c50b5d

https://www.globenewswire.com/NewsRoom/AttachmentNg/91229488-56f1-4357-8492-83049184df19

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08.04.26 13:09:00 SOURCING by Informa Returns to New York Fall 2026, Elevating the Fashion Marketplace

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NEW YORK, April 08, 2026 (GLOBE NEWSWIRE) -- SOURCING by Informa announces its highly anticipated return to New York City this Fall, taking place alongside COTERIE in FASHION by Informa’s New York Marketplace at the Jacob K. Javits Convention Center September 9-11, 2026. This landmark event will redefine the fashion sourcing experience on the East Coast, creating a stronger, more unified marketplace that connects brands, manufacturers, and suppliers.SOURCING_NY_09_2026

As the fashion industry continues to evolve, SOURCING in New York is uniquely positioned to address the dynamic needs of brands and retailers. By bringing FASHION by Informa's events under one roof, this event offers intentional convenience and connection, empowering businesses to rethink their strategies and confidently navigate the complexities of the modern supply chain.

A Unified Vision for Fashion Sourcing

SOURCING in New York will feature a curated selection of exhibitors and contemporary product categories, including apparel, footwear, handbags, accessories, sustainable solutions, athleisure, activewear, and more. This comprehensive approach ensures that attendees have access to innovative solutions tailored to the demands of today’s market.

The event’s focus on speed to market, sustainability, and full-package solutions highlights SOURCING by Informa’s commitment to fostering meaningful connections between Northeast contemporary brands and small-batch suppliers. With low minimum order quantities (MOQs), short lead times, and vertical integration options, SOURCING in New York is designed to meet the needs of businesses seeking agility and efficiency in their supply chain operations.DSCF4437-86

By adding SOURCING to FASHION by Informa’s New York Marketplace, it creates the most complete fashion sourcing experience on the East Coast. The marketplace features over 700 exhibiting brands, attracting thousands of attendees, 75% of which have direct buying power, ensuring a dynamic and impactful event for the fashion industry.

With exhibitors from over 50 countries and regions under one roof, SOURCING in New York provides a global perspective while maintaining a strong focus on the Northeast market. Attendees will have the opportunity to connect with buyers from multi-million-dollar brands, including Bloomingdale’s, Anthropologie, Shopbop, Printemps, and more, ensuring that the event delivers both inspiration and actionable insights.

"As the fashion industry continues to evolve, SOURCING in New York is committed to being a dynamic platform where creativity meets practicality,” says Pinar van der Vegt, Head of Sales and Events, SOURCING by Informa. “Our goal is to empower brands and retailers with the tools, connections, and insights they need to thrive, and we are excited to bring this event to life for the East Coast community, fostering innovation in one of the world’s most influential fashion markets."

Story Continues

Join Us This Fall

SOURCING by Informa invites brands, manufacturers, and suppliers to be part of this transformative event, whether to showcase products, discover new sourcing partners, or gain insights into the future of fashion.

For more information or to inquire about exhibiting, please contact your sales representative or visit www.sourcingatmagic.com.

About SOURCING by Informa

SOURCING gives fashion businesses, brands and sourcing professionals the opportunity to connect and collaborate with a community of global manufacturers, suppliers, and service providers. With a strong presence among international exhibitors and attendees and deep domestic connections, SOURCING is a global community. With a forward-thinking approach and commitment to the evolution of the global apparel supply chain, SOURCING by Informa consistently provides access to emerging fashion technology, solutions, sustainable resources, educational content, networking, and extended visibility into the industry's most critical global issues. For more information, please visit: www.sourcingatmagic.com

About Informa Markets Informa Markets, a subsidiary of Informa plc (LON:INF), creates platforms for industries and specialist markets to trade, innovate and grow. With a global reach and diverse portfolio of verticals, including Pharmaceuticals, Food, Medical Technology and Infrastructure, Informa Markets connects buyers and sellers worldwide through face-to-face exhibitions, targeted digital services and actionable data solutions. For more information, visit www.informamarkets.com.

Media Contact

FASHION by Informa PR

press@fashionbyinforma.com

Photos accompanying this announcement are available at: https://www.globenewswire.com/NewsRoom/AttachmentNg/2abb25d0-5cd6-48f0-96c6-ec33ae87a2ab https://www.globenewswire.com/NewsRoom/AttachmentNg/c5049a2f-e9c4-4b26-9f3c-cc86bcf0918b

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14.03.26 01:01:13 Informa PLC (IFJPY) Full Year 2025 Earnings Call Highlights: Strong Growth Amidst Volatile Markets

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This article first appeared on GuruFocus.

Revenue: GBP4 billion ($5 billion) for the B2B live events business. Growth in B2B Live Markets: Nearly 10% growth. Academic Business Growth: 3.6% growth. Dividend Increase: Double-digit increase. Leverage: Reduced leverage. Margin Increase: Margins increased. Top 50 Brands Revenue: Over $2 billion. Targeted Growth: Minimum of 5% growth in every region. CapEx Investment: GBP120 million to GBP130 million annually. Free Cash Flow Target: North of $1 billion.

Warning! GuruFocus has detected 3 Warning Sign with IFJPY. Is IFJPY fairly valued? Test your thesis with our free DCF calculator.

Release Date: March 12, 2026

For the complete transcript of the earnings call, please refer to the full earnings call transcript.

Positive Points

Informa PLC (IFJPY) achieved double-digit reported growth in 2025, with high single-digit growth in its B2B live markets business. The company delivered another year of double-digit increase in the dividend and reduced leverage while increasing margins. Informa PLC (IFJPY) is the market leader in its B2B live events business, with significant opportunities for new product launches and talent retention. The academic business has more than doubled in size, with strong international reach and subject area coverage. The company is focusing on compounding growth, aiming for 5% plus growth, increased margins, and over $1 billion in free cash flow.

Negative Points

The macroeconomic environment is volatile, with regional conflicts and fluctuating energy prices impacting trade patterns. The B2B digital services business had a challenging first year, with plans to get it back into growth in 2026. There are concerns about potential disruptions in the Middle East affecting event scheduling and attendance. The company faces challenges in maintaining growth in the US and China markets, which lagged relative to the portfolio last year. Informa PLC (IFJPY) is cautious about M&A activities due to tough macro conditions and is focusing more on share buybacks.

Q & A Highlights

Q: What does the scheduling changes in the Middle East imply for costs, and do you need to give price discounts to exhibitors? A: Stephen Carter, Group Chief Executive, stated that there are some fixed costs to absorb due to events being in flight, but nothing that will materially change their position. There are no demands for rebates or large-scale withdrawals, and they do not anticipate a material decline in attendance if the situation stabilizes by September or October.

Q: How does rescheduling events to the latter part of the year impact the scheduling for 2027, and how much has been booked for Middle Eastern shows between September and December? A: Stephen Carter explained that while ideally, a 12-month gap is preferred, they have considered the sales cycle for 2027 during rescheduling. About 50-60% of the Middle Eastern shows have been booked, and the main concern is whether the events will happen, not attendance or cancellations.

Story Continues

Q: What are the underlying assumptions for the US and China events in 2026, and what is your appetite for M&A versus share buybacks? A: Stephen Carter noted that the US and China events should see an uptick due to lower comps from 2025. The focus is on share buybacks given the strong cash flows and current share price, rather than M&A.

Q: Can you provide an update on the rollout of attendee pricing across the portfolio and its contribution to growth? A: Stephen Carter mentioned that attendee pricing is being rolled out more broadly, and investment in the product is key. The strategy is to enhance the product quality, which allows for charging higher prices and exploring different revenue streams.

Q: How do you ensure that LLMs do not replicate content from your book deals, and have you learned from previous LLM deals? A: Gareth Wright stated that they have been careful with controls in place from the start, ensuring no reproduction rights or citation rights are granted. They have not found any evidence of content replication and have been thoughtful in their contract negotiations.

For the complete transcript of the earnings call, please refer to the full earnings call transcript.

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12.03.26 12:03:08 Informa H2 Earnings Call Highlights

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Informa logo

Key Points

Informa called 2025 “remarkable,” reporting double‑digit revenue growth, margin expansion, reduced leverage and record free cash flow of close to £900 million, while its portfolio is now roughly 75% B2B live events (~£4 billion revenue). Management is prioritizing expansion of live events — the group now has about 800 brands, plans 20 brand extensions and new launches for 2026, and is targeting at least 5%+ growth in every region through pricing, geo/brand expansion and services monetization. Regarding Middle East disruption, Informa says it has rescheduled remaining events and secured capacity, with forward bookings around 50%–60%, no large cancellations or demand for discounts so far, and an option to postpone LEAP if needed. Interested in Informa plc? Here are five stocks we like better.

Informa (LON:INF) management used its 2025 results presentation to underline the company’s increasing exposure to B2B live events, highlight what it described as structural tailwinds in both live experiences and specialist knowledge, and address investor questions on Middle East disruption, AI, and capital allocation.

2025 performance and business mix

Management described 2025 as “a remarkable year,” citing double-digit reported growth and noting that profits grew faster than revenues. The company also reported another year of double-digit dividend growth, margin expansion, and lower leverage.

→ Microsoft Positioned to Win AI Race With Dual-Model Strategy

The group’s portfolio is now heavily weighted toward B2B live events. Management said around 75% of the business is now B2B live events, describing that segment as approximately £4 billion of revenue (also referenced as $5 billion). Informa also outlined its geographic footprint, stating the U.K. is about 5% of the business and declining, with revenue split described as 50% Americas, 20% Asia, 14% India/Middle East/Africa, and 16% Europe.

By division, management said the B2B live events business grew nearly 10% like-for-like in 2025, while the academic business grew 3.6%. The B2B digital services operation—described as the newest business for the group—had what management called “a tough first year,” with an explicit focus on returning it to growth.

Live events: portfolio strength and growth priorities

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Executives emphasized what they see as continued momentum in face-to-face experiences, describing live events as “never been stronger,” and pointing to originality, community, and the difficulty of replicating “live human experiences.” They also argued that increasing specialization across industries is creating new opportunities for category-specific products and extensions.

Story Continues

Management framed the global exhibitions and conferences market as a roughly $30 billion end market, and highlighted both structural growth and consolidation opportunities. Informa said it now has about 800 brands in its portfolio, with its top 50 brands representing £2 billion-plus of revenue; management added that 10 brands deliver over $50 million of revenue each.

→ FuelCell Energy Is Burning Cash Faster Than It’s Building Momentum

Looking ahead, management said it has 20 brand extensions and new launches planned for 2026, and is targeting minimum 5%+ growth in every region. The company outlined six focus areas, consistent with prior investor messaging, for driving growth across the live events portfolio:

Pricing for value (including yield, mix, and pricing above inflation) Growing market penetration within served end markets Geo expansion (taking brands into new markets) Brand expansion and syndication, including partnerships with cities Attendee value and monetization (beyond exhibitor-funded models) Services wrap to expand the value proposition around events

On attendee pricing specifically, management said the company is rolling it out “more broadly” but not across every event, framing that as additional runway for future yield and pricing improvement. Executives also discussed “Lead Insights,” describing it as a data product built from the company’s proprietary data capabilities; management characterized 2025 as a launch year, 2026 as a scaling year, and 2027 as a full year, with expected year-on-year revenue increases as it ramps.

Middle East disruption: rescheduling, bookings, and cost considerations

Management spent significant time addressing investor concerns related to disruption in parts of the Middle East and its effect on the events calendar. The company said three affected-market brands had already traded early in the year “extremely well,” citing WHX Labs and Gulfood as having fully traded and being “fully rebooked for 2027.”

For LEAP, management said the event was still scheduled for early April, but that the company had already secured an option to run it later in the year if needed, with a decision to be made in the next one to two weeks with partners and authorities.

For other events in the region, management said “every single one of the remaining events we have rescheduled and secured capacity for the remainder of the year.” Asked about cost implications, executives acknowledged some fixed costs would be incurred for events that were already “in-flight,” but said they did not expect anything that would “materially change” the company’s position. Management also said it had not seen exhibitor demands for discounts or rebates, and reported no large-scale withdrawals or cancellations at the time of the call.

On forward bookings for rescheduled Middle East events running between September and December, management said bookings were “pretty much in line with our average,” around 50%-60%. Executives also argued that exhibitor participation tends to be more resilient than attendee participation during periods of disruption, and that exhibitors for Middle East shows are typically more geographically diversified than attendees, with representation cited from China and Southeast Asia, Turkey, India, Pakistan, Bangladesh, and parts of Europe, with some U.S. presence described as not material.

Academic and digital services: growth targets and licensing optionality

In academic publishing, management said the business is targeting 4% growth in 2026 after delivering 3.6% growth in 2025. Executives said subscriptions were running ahead year-on-year on renewals, quality, and cash flow. They also cited targets including 20% growth in open access research submissions, alongside additional revenue opportunities in licensing and archives, and efforts to expand in underrepresented segments such as corporate R&D and corporate publishing.

On licensing—raised by analysts in the context of journal content and LLM-related use cases—management said it continues to look for deals and noted negotiations occur “all the time,” including potential areas like journals that have not yet been monetized in this way. However, executives emphasized they would report deals when completed and said there was nothing to report at that stage for 2026.

For B2B digital services, management acknowledged a weak first year and said the objective for 2026 is to return the business to growth, with a focus on major customers in major North American enterprise technology markets. Executives said the company is rationalizing what may be an overly diverse portfolio and expressed confidence that the business would “join the growth club” by the next reporting cycle, while stopping short of committing to a growth rate above 5%.

AI strategy, cash flow, and capital allocation

Management positioned AI as both an operational tool and an end-market opportunity. Executives said Informa began building foundations during COVID by investing in a proprietary data warehouse capability called IRIS, enabling more disciplined data collection and supporting productivity, product enhancement, and more targeted customer engagement. They also pointed out that AI-related content is already embedded in the events portfolio, citing 50+ B2B live events in 2025 focused on enterprise technology and 800,000 paying attendees across those events.

On the balance sheet, management said the company has one debt maturity to refinance this year, has reduced leverage, and plans to reduce it again in 2026. Executives said CapEx remains around 3% ± of revenue, characterized as roughly £120-130 million annually at the current scale.

Free cash flow was highlighted as a key support for capital allocation. Management said 2025 free cash flow was close to £900 million (described as “over $1 billion”), the highest annual level the company has delivered, and said it expects 2026 free cash flow growth to be more in line with operating profit growth, targeting a mid-single-digit percentage increase year over year.

Executives also reiterated their commitment to a progressive dividend and discussed share repurchases, noting the company had increased the amount planned for the year and would review it again in June, citing market “dislocation.” On M&A, management said the company has been out of the acquisition market for more than two years to focus on integration and organic performance, while suggesting the current share price and cash generation make buybacks attractive.

About Informa (LON:INF)

Our events, digital products and academic research services connect specialists with knowledge, helping them learn more, know more and do more. We do this in dozens of specialist markets and subject matter categories, including in Healthcare & Pharma, Technology, Finance, Education, Marketing, Health & Nutrition, Foodservice, and many more. And we do this through a range of products and services, including major live events, specialist media and content, expert research articles, books and open research platforms, accredited training, buyer discovery services, and digital demand and lead-generation services.

The article "Informa H2 Earnings Call Highlights" was originally published by MarketBeat.

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11.03.26 12:00:00 Licensing Expo Event Planner Goes Live: Start Securing Meetings Today

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Personalized recommendations and new features to support further exploration for valuable connections at Licensing Expo

LAS VEGAS, March 11, 2026 (GLOBE NEWSWIRE) -- Informa Markets’ Licensing Expo announces the highly anticipated Event Planner platform is now live, marking a key milestone in the lead-up to Licensing Expo 2026, the world's most influential event for licensing, IP extension and brand collaborations (May 19-21, Mandalay Bay Convention Center in Las Vegas, Nevada). Designed to optimize networking and business opportunities, the Event Planner empowers attendees to start scheduling meetings with top exhibitors and industry leaders ahead of the event for a productive and seamless experience.

With the platform now open, attendees are encouraged to register early to gain access to the Event Planner and begin building schedules. Powered by advanced artificial intelligence (AI) technology, delivering personalized recommendations to help attendees connect with the right people and maximize time at the event.image1.png

Why Plan Ahead? Licensing Expo, sponsored by industry association Licensing International, is renowned for its meetings-driven format, with diaries for major exhibitors and key players filling up 4-6 weeks before the event. Early access to the Event Planner ensures attendees can secure meetings with high-demand brands. This year’s exhibitor list includes 5,000+ brands represented, with industry heavyweights from food & beverage, fashion, gaming, heritage, sports, toys & games, celebrity, FMCG and entertainment sectors.

Major exhibitors include The Coca Cola Company, PepsiCo, Liquid Death, The Association of Tennis Professionals (ATP), NASCAR, Mattel, Hasbro, LEGO, Amazon MGM Studios, BBC Studios, Netflix, Paramount Global, Sony Pictures Entertainment, and Warner Bros. Discovery.image.jpg

"Planning your meetings ahead is absolutely essential to making the most of your Licensing Expo experience," shares Anna Clarke, Senior Vice President ofthe Global Licensing Group. "Last year, we saw a record-breaking 10,000+ meetings take place through the Event Planner, proving just how valuable this platform is for building successful connections leading up to the expo. Do not wait, start planning now to ensure you secure the meetings that matter most to your business goals."

What is New This Year?

The Event Planner has been upgraded to deliver an even more intuitive and efficient experience, based on direct customer feedback from last year. Now including AI-powered matchmaking, the platform enables users to discover the most relevant connections tailored to their specific business goals, making every meeting impactful. A new "Saved Search" feature allows users to set up email alerts, at a daily or weekly cadence, about new people who meet their criteria, keeping them informed and connected.

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Additional enhancements include a "What Days I Am Attending" setting, which helps users update their calendars and streamline scheduling while providing critical attendance insights. Finally, the introduction of "Super Search," a single, powerful search bar, allows users to effortlessly find people, brands, exhibitors, and content all in one place.image2.jpg

Registered Retail Presence

Retailers already signed up for Licensing Expo include Abercrombie & Fitch, Barnes & Noble, Coach, CONVERSE INC, Gap Inc., H&M, Hot Topic, Inditex S.A., Target Corporation, The Home Depot, TJX Companies, Urban Outfitters, Walmart, and Wild Cosmetics/Unilever, among thousands of other industry decision-makers who will all gain access from this week and start booking meetings.

Book Meetings Early Register today to unlock the full potential of the Event Planner and start making connections that will drive business forward.

For more information and to register for Licensing Expo, please visit www.licensingexpo.com.

About Licensing Expo Launched in 1980, Licensing Expo is the world's largest and most influential annual tradeshow dedicated to licensing and brand extension. Every year, more than 5,000 brands and 12,000 retailers, licensees, manufacturers, distributors, and licensing agents attend Licensing Expo from more than 70 countries. Licensing Expo is a part of the Global Licensing Group at Informa Markets, the licensing industry's leading tradeshow organizer and media partner. Its mission is to provide licensing opportunities around the world by bringing brands and products together. Connect with Licensing Expo and join the conversation on LinkedIn, YouTube, Twitter and Instagram.

About Global Licensing Group The Global Licensing Group at Informa Markets, a subsidiary of Informa plc (LON:INF), is the licensing industry's leading tradeshow organizer and media partner. Its mission is to provide licensing opportunities around the world by bringing brands and products together. The following events and information products are produced for the licensing industry by the Global Licensing Group at Informa Markets: Licensing Expo, Brand Licensing Europe, Licensing Expo Shanghai and License Global.

About Licensing International Licensing International is the leading trade organization for the $369+ billion global brand licensing industry. Licensing International's mission is to foster the growth of brand licensing around the world, raise the level of professionalism for licensing practitioners, and create greater awareness of the benefits of licensing to the business community at large. Founded in 1985, more than 1,500 Licensing International member companies in over 40 countries enjoy access to an array of benefits, including extensive educational programming and worldwide networking events. Visit www.LicensingInternational.org for more information.

Media Contact Informa Markets Licensing PR LicensingPR@informa.com

Photos accompanying this announcement are available at:

https://www.globenewswire.com/NewsRoom/AttachmentNg/cb164f0a-3e13-4f1b-83b3-ca753945d0fe

https://www.globenewswire.com/NewsRoom/AttachmentNg/6de707c7-45ff-4f85-a9b4-56bc74dce7b5

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09.03.26 17:10:16 How The Informa (LSE:INF) Narrative Is Shifting With AI Uncertainty And Mixed Analyst Targets

Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!

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Price targets for Informa are clustering in a range between about £9.75 and £13.30. JPMorgan most recently adjusted its view to £13.30 while still keeping a positive stance. That mix of an Overweight rating alongside a trimmed target, plus Citi’s Neutral call at £9.75, captures the split in how analysts are weighing growth ambitions against AI related uncertainty. As you read on, you will see how to interpret these shifts and keep track of how the story around Informa is evolving.

Analyst Price Targets don't always capture the full story. Head over to our Company Report to find new ways to value Informa.

What Wall Street Has Been Saying

🐂 Bullish Takeaways

Morgan Stanley has an Overweight rating with a £10.80 price target, which signals confidence in Informa’s ability to execute on its current plan at a valuation they see as attractive. JPMorgan also maintains an Overweight rating and a higher £13.30 price target, suggesting it sees room for further upside if the company delivers on its growth ambitions.

🐻 Bearish Takeaways

Citi’s Neutral rating and £9.75 target highlight more caution, especially around how artificial intelligence could affect parts of the business and the balance of risk and reward. The spread between Citi’s target at £9.75 and JPMorgan’s at £13.30 underlines the debate over how much execution risk and AI related uncertainty you should factor into the share price today.

Do your thoughts align with the Bull or Bear Analysts? Perhaps you think there's more to the story. Head to the Simply Wall St Community to discover more perspectives!LSE:INF 1-Year Stock Price Chart

We've flagged 4 risks for Informa. See which could impact your investment.

What's in the News

Informa's Zephyr business entered a partnership with Aapryl to provide factor based manager skill analysis, clone portfolios and consultant ready reporting tools for investment professionals. The Board of Directors authorized a share buyback plan on 20 January 2026, indicating an intention to return capital to shareholders through share repurchases. Informa announced a share repurchase program of up to £200 million of its own shares, operating within the previously authorized buyback plan. The company issued full year 2026 earnings guidance that includes underlying revenue guidance of 6% ± for the period.

How This Changes the Fair Value For Informa

Fair Value: £10.84 remains unchanged as the core valuation anchor in this model. Revenue Growth: moves fractionally from 6.35% to 6.35%, leaving top line expectations steady. Net Profit Margin: edges from 12.98% to 12.98%, keeping the earnings assumption intact. Future P/E: adjusts slightly from 28.82x to 28.91x in the model inputs. Discount Rate: shifts from 7.52% to 7.62%, which implies a modestly higher required return.

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Never Miss an Update: Follow The Narrative

Narratives link a company’s business story to a financial forecast and fair value so you can see how news flows through to long term assumptions. They refresh as new data, guidance and risks come through.

Head over to the Simply Wall St Community and follow the Narrative on Informa to stay up to date on:

How growth in digital subscriptions, data analytics and high value events feeds into margins, cash flow stability and earnings visibility. The role of acquisitions, share buybacks and a conservative balance sheet in shaping earnings per share and longer term growth assumptions. Key execution risks, including AI driven pressure on lead generation, exposure to weaker regions such as China, and reliance on non recurring data licensing and premium event pricing.

This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

Companies discussed in this article include INF.L.

Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com

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