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    Jérôme Bodin

    Managing Director and Senior Equity Analyst at ODDO BHF

    Jérôme Bodin is a Managing Director and Senior Equity Analyst at ODDO BHF Securities, specializing in media and telecom equity research with a particular focus on major European companies such as Vivendi. His track record includes delivering fundamental company coverage and market insights to institutional clients, with his research regularly referenced among listed European blue chips. With over two decades of experience in equity research, Bodin joined ODDO BHF after holding prior analyst roles at a range of financial institutions and has been a key member of their securities research division. He is recognized for his analytical rigor and holds professional credentials typical for European analysts, including securities research licenses.

    Jérôme Bodin's questions to PUBLICIS GROUPE (PUBGY) leadership

    Jérôme Bodin's questions to PUBLICIS GROUPE (PUBGY) leadership • Q4 2022

    Question

    Jérôme Bodin asked about the potential for further price increases beyond the 1% guided for 2023 and sought clarity on headcount evolution for Q1 and the full year.

    Answer

    CFO Michel-Alain Proch confirmed the 1% pricing impact for 2023 is the best current estimate, driven mainly by Publicis Sapient. On headcount, he explained that after stabilizing in Q4 2022, the company plans a slight increase in Q1 and will continue hiring to support 2023 growth, but at a slower pace than the last two years and with no layoffs planned. Chairman & CEO Arthur Sadoun added that growth is primarily driven by talent quality and winning more scope from clients, not pricing.

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