Nicolas Langlet

Nicolas Langlet posed three questions regarding the Omni platform: key client feedback, its differentiation from peers and walled gardens, and whether it is considered complete or requires additional building blocks. He also asked about the margin trajectory, specifically if a portion of the $1.5 billion cost synergies would be redeployed into growth initiatives or primarily flow to the bottom line.

Answer

CTO Paolo Yuvienco stated that client feedback on the Omni platform, integrating capabilities from various legacy platforms and Acxiom ID, has been overwhelmingly positive, with formal launch expected at the end of Q1. He highlighted its ability to drive outcomes and test numerous concepts synthetically before media spend. CFO Phil Angelastro indicated that a substantial portion of the 2026 synergy benefits is expected to flow through, with confidence in achieving the full $1.5 billion over three years. He acknowledged that some reinvestment in platforms and businesses would occur, but the exact amount would depend on market and technology changes.

Nicolas Langlet inquired about the key client feedback received on the new Omni platform, how it differentiates from peers and walled garden solutions, and whether the platform is considered complete or requires additional building blocks. He also asked if Omnicom plans to redeploy a portion of the $1.5 billion cost synergies into growth initiatives or if the majority will flow directly to the bottom line.

Answer

CTO Paolo Yuvienco stated that clients are very excited about the new Omni platform, which integrates capabilities from legacy Omni, IPG Interact, Flywheel Commerce Cloud, and Acxiom ID, with a formal launch expected at the end of Q1. He emphasized the platform's ability to drive outcomes and test numerous creative concepts synthetically. CFO Phil Angelastro noted that a substantial portion of the 2026 synergy benefits are expected to flow through, but over the three-year period, some reinvestment in platforms and businesses is anticipated, depending on market and technology changes.